Beyond the Chip: The 8% AI Income Strategy

Stop chasing Nvidia. Here is the "Landlord" fund that can pay a monthly salary to hold the physical backbone of AI.

If you type “AI Investing” into Google right now, you get the same advice: Buy Nvidia. Buy Microsoft. Buy Broadcom.

I get it. We all want exposure to the Artificial Intelligence boom. But as income investors, we have a massive problem: These stocks pay virtually zero income.

• Nvidia NVDA 0.00%↑ Dividend Yield: ~0.03%

• Microsoft MSFT 0.00%↑ Dividend Yield: ~0.8%

• Broadcom AVGO 0.00%↑ Dividend Yield: ~1.4%

You cannot pay your mortgage with 0.03%.

So most dividend investors sit on the sidelines, watching the AI rocket take off without them. They think they have to choose between “Boring 5% Yields” or “AI Growth.”

There is a “backdoor” way to play the AI boom. You don’t buy the chips. You buy the Landlords that house them. And you can do it through a specific fund that pays you a monthly salary to hold it. This real estate fund provides an annual dividend yield of more than 8%.

👉 The fund I want to cover today continues to outperform other popular choices in the real estate sector over the last ten years -

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The Thesis: Why AI Needs Land 🏗️

Artificial Intelligence isn’t just code floating in the cloud. It is physical hardware.

• It requires massive Data Centers to store the servers.

• It requires Cell Towers to transmit the data.

• It requires Warehouses to store the cooling equipment.

This is the “AI Infrastructure” trade.

While Nvidia makes the chips, companies like Equinix EQIX 0.00%↑ and Digital Realty DLR 0.00%↑ build the vaults where those chips live. Companies like American Tower AMT 0.00%↑ build the nerves that connect them.

But if you go out and buy these companies directly, you run into a yield problem. These companies are incredible compounders, but they only yield about 2-3%. That doesn’t move the needle if you are trying to replace a salary and become financially independent.

We need a vehicle that does three things simultaneously:

1. Owns the “Big 5” Infrastructure Kings: It must hold the towers and data centers we discussed above.

2. Juices the Yield to ~8%: It needs to convert that growth into immediate, spendable monthly income.

3. Adds Leverage: It needs to amplify the upside so that when real estate recovers, we capture even more of the gains.

Most funds can’t do this. They are either “Growth” funds with no yield, or “Income” funds with junk assets.

But there is one specific fund that acts as the ultimate “AI Landlord.” It has been quietly paying its investors a massive monthly salary to own the most valuable digital real estate in the world. I believe that this fund can directly participate in the growth of data centers.

Data centers are aligned to grow at a CAGR (compound annual growth rate) of 28.3% through 2030. As AI continues to grow, we need data centers to warehouse this demand. This fund is set to set to provide reliable income over the next decade and reward investors with higher dividends if this growth happens.

Additionally, US power demand is expected to double from its current levels.

The Yieldly Dashboard estimates that I will be collecting nearly $3K in dividend this month from my portfolio. The good thing about this real estate fund is that it has a history of consistent dividends over time.

👉 All paid subs instantly get access to the Yieldly Dashboard. Upgrade your membership and get serious about building your passive income with dividends.

The high quality fund I am referring to is the: