Keppel DC REIT has released its 1Q 2026 operational updates, and this quarter feels different. After two years of navigating rising interest rates, tenant‑related uncertainties, and a volatile macro environment, the REIT is beginning to show the kind of momentum that long‑term investors have been waiting for. As someone who allocates 5.74% of my stock portfolio to Keppel DC REIT, I read this update with a mix of caution and optimism. The numbers are stronger, the portfolio is more resilient, and the strategic direction is clearer than it has been in a while. The data centre sector is undergoing a structural shift, driven by the explosive growth of artificial intelligence workloads, hyperscaler expansion, and the global race to secure digital infrastructure. Keppel DC REIT sits at the intersection of these forces, and this quarter’s results show how the REIT is positioning itself to benefit from these long‑term trends while tightening...