Digital Realty Targets Double-Digit FFO Growth Beyond 2027
Digital Realty Trust (DLR) President and CEO Andrew Power discussed the company’s growth outlook at the BofA NY Global Real Estate Conference on 16 September 2026. Power highlighted the company’s expectation of extending double-digit core funds from operations (FFO) per share growth into 2027 and beyond, representing a faster growth trajectory than previously indicated.
Power said the outlook became sufficiently clear in July before the company’s latest earnings call. The discussion focused on the milestones supporting Digital Realty’s forecast and the key variables investors should monitor. The provided transcript excerpt does not include the full details of those assumptions.
For traders, the central themes are Digital Realty’s data-centre expansion, recurring cash-flow growth and the company’s ability to sustain demand from cloud computing and artificial intelligence infrastructure. The outlook could influence sentiment towards data-centre real estate investment trusts and broader technology infrastructure stocks. However, the excerpt contains no new guidance figures, major transactions or cryptocurrency-related developments.
Neutral
The direct impact on cryptocurrency markets is neutral because the article concerns Digital Realty’s data-centre real estate outlook and does not mention Bitcoin, Ethereum, crypto-mining contracts or digital-asset demand. The potential signal is indirectly relevant: stronger data-centre cash-flow expectations may support broader confidence in cloud and AI infrastructure, sectors that can overlap with crypto-mining and high-performance computing. However, there is no evidence in the excerpt that Digital Realty is increasing crypto-related capacity or that its guidance will materially change crypto supply, liquidity or institutional flows.
In the short term, crypto traders are unlikely to treat the announcement as a standalone price catalyst. Any reaction would probably be limited to related equities and infrastructure sentiment, with broader effects dominated by interest rates, technology-stock performance and Bitcoin-specific news. Historically, positive data-centre guidance has tended to benefit infrastructure and AI-linked stocks more directly than cryptocurrencies.
Over the longer term, sustained investment in data centres could improve computing availability and reinforce the growth narrative around AI and high-performance infrastructure. That could provide a modest indirect tailwind for blockchain applications requiring substantial computing resources. Nevertheless, the lack of project-specific crypto exposure and the incomplete transcript mean the market impact should remain neutral unless further disclosures link Digital Realty’s expansion to digital-asset customers.