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REITs Eye Recovery as Data Centers, Services Gain Traction

Digital infrastructure expands globally while multifamily faces valuation pressure

Real Estate Market Overview

REITs are rebounding in 2026 as rate sensitivity fades and property fundamentals take the lead, according to recent analysis. The sector is undergoing a regime change where underlying real estate performance is becoming more important than interest rate movements. However, multifamily REITs continue to languish, trading at steep net asset value discounts as price-to-AFFO multiples compress.

Real Estate Services

$CBRE, Jones Lang LaSalle, and Cushman & Wakefield are standing out as outsourcing trends and workplace transformation fuel growth despite broader real estate headwinds. The companies are benefiting from increased demand for outsourced services and evolving workplace strategies. These real estate operations stocks are positioned to capitalize on structural shifts in how companies manage their properties and workspaces.

Digital Infrastructure

$DLR announced it is providing enterprise-grade colocation infrastructure to Samsung Electronics at its ICN10 data center in Seoul, supporting the company's enterprise IT operations with stable and scalable solutions. Digital Realty also revealed plans to enter the Milan market through strategic land acquisitions, establishing an exclusive dual-city presence in Rome and Milan to position itself as Italy's premier connectivity platform. $AMT's CoreSite became one of the first carrier-neutral data center operators in North America to achieve Google Gold Verified Peering Provider status, reinforcing its position as an enterprise-grade internet service provider delivering low latency and high-performance connectivity.

Residential & Specialty REITs

Multifamily REITs now trade at steep NAV discounts as P/AFFO multiples compress, though buybacks are adding conviction and potential recovery upside for investors. Healthcare REITs are drawing increased focus as aging demographics boost demand, with senior housing occupancy growth and limited supply supporting long-term prospects. $VICI Properties expanded its relationship with Cain & Eldridge Industries through a $1.5 billion mezzanine loan for the One Beverly Hills development, marking one of the larger real estate development capital commitments of the past decade and opening an experiential growth path for the gaming REIT.

Looking Ahead

Investors will monitor whether the shift from rate sensitivity to property fundamentals continues to support REIT performance across subsectors. Digital infrastructure REITs appear positioned for continued expansion driven by AI and cloud computing demand, while multifamily valuations may present opportunities if buyback activity intensifies. Healthcare REITs warrant attention as demographic tailwinds and supply constraints create favorable long-term dynamics in senior housing.

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