Resolution Capital sold 2.57 million shares (85% of its stake) in Cousins Properties during Q1 2026, valued at approximately $62.35 million. Despite the fund's exit, the article notes that Cousins Properties remains positioned as a potential office REIT winner due to its focus on premium Class A properties in high-growth Sun Belt markets, strong leasing pipeline, and solid balance sheet metrics.

GSI Capital Advisors fully exited its position in SmartStop Self Storage REIT (SMA) on May 14, 2026, selling 124,919 shares for approximately $4.01 million. Despite the exit, SmartStop's Q1 2026 fundamentals showed improvement with 20% revenue growth and a swing to profitability, though the stock has underperformed the S&P 500 by 38 percentage points over the past year.

Mexico's data center market is projected to grow at 19.32% CAGR from 2025 to 2031, reaching $3.48 billion by 2031 from $1.2 billion in 2025. Growth is driven by AI, IoT, big data adoption, 5G expansion, and government initiatives. Key developments include Latin America's first NVIDIA-backed HPC and AI center in Nuevo León with $1 billion investment, and $7.14 billion in renewable energy projects. Major investors include AWS, Microsoft, Google, Equinix, and Ascenty.

Digital Realty Trust (DLR), a REIT that rents AI data center access, offers investors a 2.5% dividend yield while benefiting from the AI industry's expected 27.5% annual growth through 2034. Though the company paused dividend increases in 2023 to invest in infrastructure, its growing revenue and strong FFO guidance suggest room for future dividend growth.

Digital Realty's board of directors authorized quarterly cash dividends for Q2 2026, including $1.22 per share for common stock and varying amounts for three series of preferred stock, all payable on June 30, 2026 to shareholders of record as of June 15, 2026.

Digital Realty announced a strategic partnership with DCD Academy to launch the Operations Workforce Development Program, a standardized onboarding initiative designed to equip data center engineers with essential skills regardless of prior technical experience. The program offers the Data Center Technician (DCT) certification and additional advanced certifications, addressing industry-wide skills gaps while expanding career opportunities in local communities.

Germany's data center colocation market is projected to grow at 11.5% CAGR from 2026-2030, reaching $9.34 billion by 2030. Growth is driven by AI/GPU workloads, hybrid cloud adoption, and GDPR compliance demand. However, Frankfurt's expansion is constrained by power availability issues, prompting investment shifts to Berlin and Hamburg. Key players include Equinix, Digital Realty, and NTT.

Indonesia's data center colocation market is experiencing robust growth, projected to expand at 23.7% CAGR from 2026-2030, reaching $2.49 billion by 2030. The market growth is driven by increased AI and GPU workloads, hyperscaler expansion, and enterprise adoption of hybrid multi-cloud infrastructures. The market is expected to reach $1.06 billion in 2026, up from $821.9 million in 2025.

A comprehensive analysis of the MEA data center market reveals 300 existing facilities and 144 upcoming data centers across 22 countries. The UAE dominates with over 400 MW power capacity, while African nations like Nigeria, Kenya, Egypt, and South Africa show significant growth potential. Major operators including Khazna Data Centers, Equinix, Digital Realty, and Saudi Telecom Company lead the market expansion.

U.S. stock futures declined on Thursday following geopolitical tensions as Iran accused Washington of ceasefire violations. The S&P 500, Dow Jones, and Nasdaq 100 futures all fell slightly. Major economic data releases are expected, and the Fed is expected to hold rates steady at its April meeting. Several stocks moved significantly on earnings and strategic announcements.

Digital Realty Trust announced a $5.5 billion investment in Singapore to expand AI infrastructure across Asia-Pacific, including $4.3 billion for new data center developments. The company also opened its third facility in Japan with high-density AI capabilities. The stock is trading near its 52-week high with strong 12-month gains of 27.34%, though technical indicators suggest it's approaching overbought territory. Analysts maintain a Buy rating with a $196.32 price target ahead of earnings on April 23, 2026.

Digital Realty announced a nearly S$7 billion investment target in Singapore, with over S$4.3 billion allocated for new data center developments. The company plans to expand its workforce from 300 to 400 employees by 2030 and launch a Digital Realty Innovation Lab (DRIL) in the second half of 2026 to support AI and hybrid cloud solution development. This positions Singapore as a critical AI inference hub for Asia Pacific.