Global Data Center REIT
The AI Infrastructure Trade. Double-digit rent growth.
Ask Rwannie AI about this concept →Working thesis
What needs to be understood
Data centers have emerged as the highest-conviction trade in real estate. The exponential compute demands of AI require massive physical footprints. This sub-sector defies the broader CRE slowdown with strong cap rate compression.
Evidence ledger
Facts, inputs, and outputs stay separate.
Catalogue baseline
Original SimTicker catalogue (illustrative) · 26 Sep 2026
Issuer reference
Digital Core, rated BBB+ · 26 Sep 2026
Macro context
FRED market benchmarks · 26 Sep 2026
Projected performance
Index = 100 today. Back-cast and 10-year paths from a 12.5% reference yield and 17% volatility guide.
downside · 10y
131.8
base · 10y
266.4
upside · 10y
372.2
Stated assumptions: yields fade toward a 5% long-run rate; Global bloc — Diversified across regions; tracks global risk appetite. Longer horizons carry wider uncertainty. Projections are re-modelled as data and evidence update over time; last modelled 26 Sep 2026. Illustrative only — not a forecast, record of past returns, or investment advice. The back-cast is simulated.
Illustrative scenarios
These scores describe scenario completeness and resilience, not returns or approval.
Next step
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