How does DigitalBridge's growth metrics (occupancy, rent growth, lease expirations) compare to peers such as Cyrus, American Tower, and InfraREIT?

Answer Overview

The news release you provided about DigitalBridge’s second‑quarter 2025 results does not contain any specific figures or commentary on the company’s:

• Occupancy rates
  
• Rent growth
  
• Lease expiration schedules

Because those metrics are absent from the excerpt, it isn’t possible to make a direct, data‑driven comparison with peer companies such as CyrusOne (CONE), American Tower (AMT), or InfraREIT (INFRA) based solely on the information supplied.

What We Can Say Based on the Available Information

How to Obtain the Needed Metrics

1. DigitalBridge’s Q2 2025 Earnings Presentation

   • The press release references a “Q2 2025 Presentation” on the Shareholders section of DigitalBridge’s website. That slide deck typically contains portfolio‑level statistics such as:
     • Net operating income (NOI) growth
       
     • Occupancy percentages by asset class
       
     • Year‑over‑year rent (or lease) growth
       
     • Lease‑expiration curves (e.g., 2025‑2029 renewal schedule)
       

2. Conference Call Transcript / Replay

   • During the earnings call, management often discusses operational performance in detail, including occupancy trends and rent escalations, and may benchmark against peers.

3. Peer Companies’ Quarterly Filings

   • CyrusOne (Form 10‑Q, 2025 Q2) – Look for “Occupied Space” and “Annualized Rental Rate Growth.”
     
   • American Tower (Form 10‑Q, 2025 Q2) – Review the “Leasing Activity” and “Tenant Retention” sections.
     
   • InfraREIT (Form 10‑Q, 2025 Q2) – Check the “Portfolio Occupancy” and “Rent Growth” tables.
     

4. Industry Analyst Reports

   • Research firms (e.g., J.P. Morgan, CBRE, Cushman & Wakefield) often publish comparative dashboards that summarize occupancy, rent growth, and lease‑expiration profiles for the digital‑infrastructure sector.

Suggested Next Steps for a Full Comparison

1. Download DigitalBridge’s Q2 2025 presentation (link referenced in the press release). Extract the occupancy, rent‑growth, and lease‑expiration data.
2. Pull the most recent quarterly reports for CyrusOne, American Tower, and InfraREIT (all filed with the SEC) and locate the same three metrics.
3. Create a side‑by‑side table (e.g., Occupancy %; YoY Rent Growth %; % of leases expiring within the next 12‑24 months) to see where DigitalBridge stands relative to each peer.
4. Consider qualitative factors (e.g., portfolio mix, geographic concentration, tenant credit quality) that can affect these metrics and provide context for any differences.

Bottom Line

From the information currently available in the news excerpt, we cannot provide a quantitative comparison of DigitalBridge’s occupancy, rent growth, or lease‑expiration metrics against CyrusOne, American Tower, or InfraREIT. To conduct a comprehensive analysis, you’ll need to retrieve the detailed operating data from DigitalBridge’s earnings presentation (or the earnings call transcript) and the comparable sections of each peer’s latest SEC filings or analyst coverage. Once those numbers are in hand, a clear side‑by‑side comparison can be assembled.