The REIT sector has faced strong headwinds in the past two years from rising inflation and a surge in interest rates. Income investors are worried that REITs may have to drop their distribution per unit (DPU) as finance and operating costs increase. Industrial REITs, however, have held up better than most other REIT sub-sectors as demand for e-commerce remains strong. In particular, data centre REITs demonstrated resilience as technology companies need vast amounts of storage space with the explosion in digitalisation and electronic device usage. Keppel DC REIT (SGX: AJBU) and Digital Core REIT (SGX: DCRU) are beneficiaries of this trend. Both REITs are pure data centre REITs but we compare each REIT on various metrics to determine which is the better buy. Portfolio composition First, we look at the composition of each REIT’s portfolio. Keppel DC REIT has nearly double the number of data centres compared with Digital Core REIT....