Gravis says AI-driven demand lifts outlook for data centers, towers, logistics REITs

By Public Technologies
  • Gravis Capital Management analysis flagged rising investor interest in listed digital infrastructure landlords tied to AI, 5G, cloud computing, e-commerce.
  • Data center demand seen accelerating; JLL projected global workload to rise by more than 100 GW by 2030, driven by AI adoption.
  • Fund strategy broadened in May 2026 to include short-dated, investment-grade corporate bonds to lift income, reduce volatility.
  • Bonds capped at 20% of the portfolio; initial allocation ran 15%-16% across six issuers already held in equities.
  • Example pricing cited: Goodman 4.25% bond maturing in 2030 offered a yield pickup of more than 4% at purchase.


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