Keppel DC REIT FY2025 Results: Real AI Growth or Just Hype? |🦖EP1404 #investingiguana
🟩 For years, dividend investors have sat on the sidelines of the AI boom, watching tech stocks rally while our yields remained flat. We’ve heard the narrative about insatiable demand for chips and cloud computing, but for many of us, that growth hasn't trickled down into our bank accounts. The promise of data center wealth often felt like a story without the cash flow to back it up—until now.
In this deep dive, we break down Keppel DC REIT’s explosive Fiscal Year 2025 results, which just slapped a massive confirmation on the table. We analyze the shocking 45% rental reversion that signals a historic shift in pricing power and unpack the "elite" financial engineering behind their debt strategy. We also look past the headline numbers to expose the real impact of dilution and ask the hard questions about their new leverage levels.
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