Highlights
- DigiCo REIT to pay 10.90 cents for FY25
- Strategic assets include Sydney CBD data centre
- Shares down 16% since November 2024 listing
DigiCo Infrastructure REIT (ASX:DGT), the data centre-focused real estate investment trust launched in late 2024, has declared a distribution of 10.90 cents per unit for the financial year ending 2025. The announcement marks its first full-year payout since listing on the ASX, offering insight into its evolving performance and strategic positioning in the infrastructure REIT space.
According to the company, the distribution will be paid around 29 August 2025, adding a new layer of predictability and yield appeal for investors interested in infrastructure-linked assets. Despite this positive milestone, DigiCo shares recently closed at $3.82, representing a 16% decline from their initial trading levels since the November 2024 IPO.
DigiCo was established by Australian asset manager HMC Capital with a core focus on data centres—an increasingly crucial component of digital infrastructure. The REIT made its market debut after acquiring a portfolio of premium data centre assets from Global Switch Australia, previously under Chinese ownership. The deal, valued at $1.92 billion, positioned DigiCo with foundational assets critical for servicing growing enterprise and government data needs.
The jewel in DigiCo’s asset base is a 26-megawatt data centre located in the Sydney CBD, which comes with an ambitious roadmap to expand its capacity to 88 megawatts. This facility offers high scalability, strategic location benefits, and potential alignment with government and enterprise digital infrastructure priorities.
The history behind this acquisition is equally notable. Back in 2017, the Commonwealth government initiated directives for federal agencies to transition their data away from foreign-owned infrastructure. This led to delays and logistical challenges in finding secure, localised hosting solutions. DigiCo's asset base now aligns closely with national interests in sovereign digital infrastructure, especially as demand for secure data storage and AI compute grows.
While DigiCo may still be in its early operational phase, its long-term potential is rooted in the critical role that data centres play across industries—from cloud computing to fintech and beyond. As part of the ASX200 stocks cohort, DigiCo’s performance is now more closely tracked by institutional and retail market participants alike.
With a strong initial portfolio, supportive macro themes, and a clear focus on yield generation, DigiCo Infrastructure REIT (DGT) is now firmly positioned in the Australian REIT landscape, navigating both operational ramp-up and broader investor sentiment shifts in the tech-infrastructure sector.