Companies in Datacenter REITs & Colocation
6 active companies tracked.
L1
Aligned Data Centers
Liquid-cooled hyperscale build prime. Adiabatic + immersion deployments at scale. Macquarie-backed. Energy-efficiency narrative differentiator vs traditional REIT colo.
L1
Compass Datacenters
Build-to-suit hyperscaler datacenters. Brookfield + Ontario Teachers backed. Single-tenant 50-200 MW campuses; tracked in any "who is building for hyperscaler X" question.
L1
Digital Realty
Largest colo REIT by footprint. PlatformDIGITAL fabric ties multi-tenant + hyperscaler power-shell builds. Pre-leased pipeline a tracked watch-point for AI demand visibility.
L1
Equinix
Interconnection-dense colo prime. xScale joint venture for hyperscale build. Higher revenue-per-MW vs Digital Realty due to interconnect mix.
L1
Iron Mountain
Records-management pivot to datacenter REIT. Frankfurt / Virginia / Phoenix datacenter campuses. Hyperscaler-class pipeline disclosed; underweight vs DLR / EQIX but growing fastest.
L1
Stack Infrastructure
DigitalBridge-owned hyperscale builder; APAC + EMEA + Americas footprint. Pre-power-secured land bank the operational moat.