2251 GMT [Dow Jones]--DigiCo Infrastructure REIT's decision to sell its Chicago data center and seek a buyer for sites in Los Angeles means it's "make or break" at its big Sydney facility, says Jefferies. Once the three U.S. assets are sold, DigiCo Infrastructure REIT will be reliant on the SYD1 data center in Sydney to grow its earnings. "Based on our forecasts, SYD1 will represent 73% of DigiCo Infrastructure REIT's Ebitda in FY27, therefore any disruption to live customers during the expansion program could impact Ebitda materially," analyst Roger Samuel says. SYD1's current capacity is fully contracted. Jefferies says the site still needs to undergo a highly complex expansion project to add 44MW of capacity over the next 3 years. "We are cautious of the build's complexity," Jefferies says. (david.winning@wsj.com; @dwinningWSJ)

(END) Dow Jones Newswires

May 06, 2026 18:53 ET (22:53 GMT)

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