Daily Market BriefReal Estate

Data Center REITs Draw Analyst Upgrades, CCI Yields 6-8%

Evercore raises targets on Equinix and Digital Realty; Realty Income expands data center strategy; Crown Castle yields highlighted.

Money365.Market AI
2 min read
Market MoodRisk-On
Sentiment+65Bullish

Key DriverData center REIT optimism drives analyst price target increases amid AI infrastructure demand.

Today in 30 Seconds

  • Evercore ISI raised Equinix to $1270, Digital Realty to $240 targets
  • Realty Income pursues data center expansion for scalable growth
  • Crown Castle offers 6-8% yields amid infrastructure opportunities
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Digital Infrastructure

Bullish

EQIX Price Target

$1270

DLR Price Target

$240
$EQIX$DLR$PLD

Equinix ($EQIX) and Digital Realty Trust ($DLR) received price target increases from Evercore ISI Group, reflecting strengthening conviction in data center REITs. Analyst John Belton raised $EQIX to $1270 from $1240 while maintaining an Outperform rating. Separately, analyst Irvin Liu lifted $DLR to $240 from $230, also maintaining Outperform.

The upgrades come as Realty Income ($PLD) pursues a strategic push into data centers, seeking scalable growth beyond traditional net-lease real estate. The data center expansion represents a shift toward higher-growth infrastructure assets as the company diversifies its portfolio strategy.

Cell Tower & Infrastructure

Neutral
$CCI

Crown Castle ($CCI) was highlighted among infrastructure investment opportunities offering yields in the 6-8% range. The cell tower REIT was described as presenting big upside potential despite recent stock price declines. Analysts noted the combination of yield, growth, and cash flow stability that characterizes infrastructure investments.

$CCI is positioned among what analysts termed attractive opportunities following share price weakness. The infrastructure focus underscores investor interest in wireless tower assets amid ongoing 5G deployment.

Gaming & Experiential REITs

Bullish
$VICI

VICI Properties ($VICI) drew attention as short-term share price volatility creates potential trading opportunities for informed investors. Analysts characterized $VICI stock as a Buy, viewing recent price movements as presenting entry points for value-oriented investors. The gaming-focused REIT continues to attract interest among investors seeking exposure to experiential real estate assets backed by long-term triple-net leases.

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