# The AI Boom Has a Landlord. These 3 REITs Are Getting Paid

Canonical page: https://sequoia-research.com/news/the-ai-boom-has-a-landlord-these-3-reits-are-getting-paid-2e53e1d7

Author: Sequoia Research
Published: 2026-10-16T22:42:52.146Z
Updated: 2026-10-16T23:17:41.562Z
Original source: [24/7 Wall St.](https://247wallst.com/investing/2026/10/15/the-ai-boom-has-a-landlord-these-3-reits-are-getting-paid/)
Source published: 2026-10-15T11:15:00.000Z
Type: News
Topics: REITs

24/7 Wall St. examines how data-center property owners participate in demand for AI and cloud infrastructure. It emphasizes the physical requirements for power, land and connectivity, rather than focusing on software or chip suppliers.

As one example, the article reports Equinix adding 9,700 net interconnections in the second quarter of 2026, with annualized gross bookings increasing 23% to $424 million. The discussion presents a property-investment thesis tied to infrastructure demand; it does not establish that demand will translate uniformly into shareholder returns.

[Read the original](https://247wallst.com/investing/2026/10/15/the-ai-boom-has-a-landlord-these-3-reits-are-getting-paid/)

## Research considerations

REIT news can cover acquisitions, operating results, distributions, capital raising, and liquidity. Publicly traded and nontraded structures can have different reporting and liquidity arrangements. Identify the actual vehicle before comparing an announcement with other investments.

- Which REIT or portfolio is covered, and what period does the announcement describe?
- How do the reported figures relate to debt, operating performance, distribution coverage, and liquidity?

This Sequoia Research summary was prepared with AI assistance from the credited source. It is not independent verification of the source’s claims. The original publisher retains authorship of its reporting; follow the source link for the complete article.

## About Sequoia Research

Sequoia Research, LLC is an independent real estate investment research firm providing analysis of Delaware Statutory Trusts (DSTs), Tenant in Common (TIC) investments, Opportunity Zone Funds, and mineral rights and royalties.

Explore our reports for property and sponsor analysis, financial assumptions, risks, and comparison scorecards. News inclusion does not imply that a report on the particular investment is available.

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