Gravis says AI-driven demand lifts outlook for data centers, towers, logistics REITs
XLRE•Gravis Capital Management said AI-driven demand is lifting the outlook for data center, tower and logistics REITs; JLL projected global data center workload would rise by more than 100 GW by 2030.
1. Demand outlook
Gravis Capital Management analysis flagged rising investor interest in listed digital infrastructure landlords tied to AI, 5G, cloud computing and e-commerce. It said data center demand was accelerating, citing JLL’s projection that global workload would rise by more than 100 GW by 2030, driven by AI adoption.
2. Fund strategy
In May 2026, Gravis broadened its fund strategy to include short-dated, investment-grade corporate bonds to lift income and reduce volatility. Bonds were capped at 20% of the portfolio, with an initial allocation of 15% to 16% across six issuers already held in equities; the analysis cited a Goodman bond yielding more than 4% at purchase, with a 4.25% coupon and a 2030 maturity.
