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DigiCo Infrastructure REIT Stapled Securities ASX:DGT

Data Centres AI Infrastructure Energy Transition

1 opened or increased2 held0 reduced or exitedlatest position by manager, past 12 months90 days: 1 increased, 0 reduced. 5 managers in total.

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20252026

19 Apr 2026 to today

Commentary Showing 2 of 6

DateManagerActionSummary

24 Aug 2026Pendal GroupHeldPendal Group continues to hold DigiCo Infrastructure REIT following a mixed result in which FY26 EBITDA of $127m beat guidance, but FY27 EBITDA guidance of $120-125m reflects the CHI1 asset sale and a transition period, with investor concern centred on lower near-term earnings, though FY28/29 forecasts were upgraded, execution risk around planned asset sales, and higher capex per megawatt from the accelerated Sydney Ultimo build. The manager still sees key catalysts intact, including binding-contract conversion, a now fully-committed Sydney Ultimo project funded largely through US asset sales expected to generate ~$470m of proceeds, plus lease extensions and a 1GW+ AI-focused development pipeline.

AI InfrastructureNewsletter, price recorded $2.48

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21 Jul 2026Wilson Asset ManagementIncreasedWilson Asset Management likes DigiCo Infrastructure REIT because the company has recently sold off non-core US assets and replenished its balance sheet, positioning it well to continue expanding its Sydney facility. The manager highlights exciting growth opportunities across the broader HMC platform, including potential development of an energy transition platform in Victoria with access to significant battery and wind resources. Wilson Asset Management notes DigiCo trades at around half the valuation multiple of NextDC and at roughly a 40% discount to net tangible assets, making it look attractive at current levels.

Data Centres Energy TransitionArticle, price recorded $2.63

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Articles

About DigiCo Infrastructure REIT Stapled Securities

Real Estate, Equity Real Estate Investment Trusts (REITs)

DigiCo Infrastructure REIT (ASX:DGT), a data centre owner and developer managed by HMC Capital, has sold assets to strengthen its balance sheet. In August 2026, Pendal Group described a mixed result, with FY26 EBITDA of $127 million beating guidance but FY27 guidance of $120 million to $125 million reflecting the sale of its Chicago asset and a transition period. Pendal earlier noted the CHI1 sale for US$750 million at a 5% premium to book value, and Wilson Asset Management praised non-core US asset sales that replenished the balance sheet. DigiCo operates in the Real Estate sector within the Equity Real Estate Investment Trusts industry, and Thesis Tracker has captured 6 comments from 5 fund managers, including Pendal Group, Wilson Asset Management and Asymmetric. Headquartered in Sydney, DigiCo owns, develops and operates a portfolio of data centres in Australia and the United States, including SYD1, serving hyperscale, enterprise and government customers.

Market cap: $1.1b
Price to earnings: Loss-making
Return on equity: -4.2%
Dividend yield: 4.7%
Price to book: 0.66x
Net margin: -46.5%
52-week range: $1.60 to $3.07

Company figures as of 15 Oct 2026. For information only.

Questions

Who is investing in DigiCo Infrastructure REIT Stapled Securities (ASX:DGT)?

Fund managers including Oracle Advisory Group, Firetrail Investments, Pendal Group, Wilson Asset Management and Asymmetric Asset Management have invested in DigiCo Infrastructure REIT Stapled Securities (ASX:DGT).

What opportunities or catalysts do fund managers highlight for DigiCo Infrastructure REIT Stapled Securities?

Wilson and Pendal highlight asset sales above book value, a strengthened balance sheet and capacity to fund development of its Australian data centres such as SYD1 to meet hyperscaler demand.

What are the key risks to the DigiCo Infrastructure REIT Stapled Securities investment thesis, according to fund managers?

Pendal notes FY27 guidance reflects lower earnings after asset sales and a transition period, and Asymmetric observed share price weakness despite the land sale.

What does DigiCo Infrastructure REIT Stapled Securities (ASX:DGT) do?

DigiCo Infrastructure REIT, headquartered in Sydney, Australia, owns, develops, and operates a global portfolio of data centers. Its investment mandate covers stabilized, value-add, and development opportunities. The company manages core and shell properties leased to hyperscale and enterprise customers, alongside co-location data center assets. Furthermore, DigiCo executes greenfield and brownfield development projects across diverse business models to expand its infrastructure footprint.

General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.

11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.

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