Baron Real Estate Fund Q3 2026 Portfolio Activity

Shares of Airbnb, Inc. performed well in the quarter following strong second quarter results that exceeded expectations and a confident outlook for sustained growth acceleration. Shares of Mohawk contributed to performance this quarter, driven by optimism around the company's leadership transition as well as strong second quarter earnings results. Following strong share price performance in the first six months of 2026 when its shares gained 38% through June 30, 2026, the shares of PENN Entertainment, Inc. detracted from performance during the quarter amid broad weakness in gaming stocks.

Seeking Alpha • Oct 26, 2026

4 Data Center REITs With Growing Dividends and an AI Tailwind

AI data centers consume enough power to light entire cities, and the landlords collecting rent on those facilities are quietly growing their dividends.

24/7 Wall Street • Oct 24, 2026

AI Reality Check, Inflation Stress Test

U.S. equities stumbled as AI-bubble concerns overwhelmed otherwise resilient fundamentals, while September inflation ran hot but remained heavily energy-driven, complicating the Fed's path without clearly forcing an October hike. Treasuries rallied sharply despite hotter CPI and PPI, with the 2-Year reversing from 4.95% to 4.71% as dovish Fed signals and risk-off flows pushed October hike odds. Oil reemerged as the key macro pressure point, with WTI surging above $100 as Saudi and Hormuz risks intensified, threatening to reverse recent relief in gasoline and diesel prices.

Seeking Alpha • Oct 18, 2026

The Data Center Doomsday Scenario

I remain bullish on long-term digital infrastructure demand, favoring data center and cell tower REITs over heavily leveraged AI cloud providers. Data center moratoriums are unlikely to trigger a recession, as capital migrates to receptive markets and demand remains robust. Technological obsolescence and orbital computing are risks, but well-located, adaptable infrastructure with prudent financing can retain value through cycles.

Seeking Alpha • Oct 18, 2026

Iron Mountain Schedules Third Quarter 2026 Earnings Release and Conference Call

PORTSMOUTH, N.H.--(BUSINESS WIRE)--Iron Mountain Incorporated (NYSE: IRM), a global leader in information management services, will report its third quarter 2026 financial results before market hours on Thursday, November 5, 2026. The Company will also host a conference call to discuss results on the same day. The earnings press release, conference call slides, and supplemental financial information will be available at: https://investors.ironmountain.com, under “Quarterly Results” prior to the.

Business Wire • Oct 15, 2026

The AI Boom Has a Landlord. These 3 REITs Are Getting Paid

Data centers need more than servers and software to run the AI boom.

24/7 Wall Street • Oct 15, 2026

The REITs Quietly Collecting Rent in One of Real Estate's Strongest Corners

AI is rewriting the rent roll for a handful of landlords sitting at the center of every hyperscaler's buildout, and three of them are paying dividends right now with coverage ratios that most tech stocks cannot touch.

24/7 Wall Street • Oct 6, 2026

4 Data Center REITs That Pay Dividends: Where AI Boom Meets Steady Income

The AI data center buildout is minting fortunes for a handful of companies, but almost none of them pay a dividend.

24/7 Wall Street • Oct 3, 2026

Iron Mountain Targets 300MW Data Center Pipeline as ALM Growth Accelerates

Iron Mountain NYSE: IRM expects to maintain a substantial pipeline of powered and permitted data center capacity as it leases existing inventory, while continuing to expand its asset lifecycle management and digital businesses, executives said at a company news event.

MarketBeat • Sep 30, 2026

Iron Mountain Incorporated (IRM) Presents at RBC Capital Markets 2026 Global Communications and Infrastructure Conference Transcript

Iron Mountain Incorporated (IRM) Presents at RBC Capital Markets 2026 Global Communications and Infrastructure Conference Transcript

Seeking Alpha • Sep 29, 2026