I said a couple of months back with the CICT purchase of ION, that with lower interest rates and recovering REIT prices, we may see more mega acquisitions come to market. And this week we saw exactly that. Keppel DC REIT is buying $1.1 billion worth of everyone’s favourite asset class at the moment – AI Data Centres. Interestingly the DPU accretion numbers look very strong, and the market reaction to the acquisition was very positive. So I wanted to take a closer look at Keppel DC REIT – and see whether it is worth buying more of this REIT (Full disclosure that I have a position in Keppel DC REIT). Keppel DC REIT buys $1.1 billion worth of Artificial Intelligence (AI) Data Centres Keppel DC REIT is buying $1.1 billion in Artificial Intelligence ready Hyperscale Data Centres. AI, Inference Ready, 100% contracted to Global Hyperscalers, located in Singapore. I mean if you wanted a list of the buzzwords to include in a real...