All Posts
Signals
+2
/
Dec 12, 2025
Kansas City, MO and Palm Beach County, FL are early signals of a broader national recalibration in how data centers are regulated, approved, and perceived.
+1
Dec 4, 2025
A major syndicate financing confirms AI data centers are now underwritten like long-horizon, utility-adjacent real estate—not speculative tech builds.
Despite regulatory pressure and power scarcity, major players are locking in long-duration compute projects through the 2030s.
Dec 1, 2025
Utilities’ data-center load projections face rising skepticism, with regulators warning that inflated demand assumptions could trigger unnecessary generation buildouts and higher long-term costs for ratepayers.
Two signals from the same week show how capital behaves when asset classes mature and how it resists when infrastructure strains.
Nov 24, 2025
High-profile mortgage software breach accelerates U.S. data center security spending, reshaping capital flows and vendor diligence across CRE and finance.
Nov 19, 2025
Surge in AI-driven power use leads U.S. data center operators to reconsider crypto mining leases and capital allocation priorities.
Nov 18, 2025
Multi-phase Google data center project underscores institutional tech capital’s divergence from traditional CRE development in Central US.
Regional
+3
Nov 13, 2025
AI-fueled capital surge accelerates institutional data center buildout, alters land, power, and regional pricing dynamics
Nov 11, 2025
Metro-level absorption and capex outpace national averages; institutional capital active.
Construction Cost
Revenue growth contrasts with varied profitability performance.
U.S.–Macro
Nov 10, 2025
Institutional capital focuses on hyperscale, while smaller operators see limited activity
Transwestern
Institutional interest in data centers intensifies as land values soar in Northern Virginia.
interest rates
Nov 6, 2025
Mixed signals in capital markets highlight diverging asset performance.
Retail
+4
Divergence in U.S. commercial real estate transaction volumes indicates sector-specific investment opportunities.
CRE market
Mixed signals in CRE as data centers and industrial outperform despite overall transaction decline.
Chicago
Oct 28, 2025
A $12M distressed office became a $40M data hub—proof that power now defines value.
AI Investments
Oct 22, 2025
AI infrastructure crosses into institutional-grade real estate finance.
Energy
Oct 16, 2025
Energy-ready land emerges as a new real estate asset class amid AI-driven power demand
National
Oct 8, 2025
Exploding construction costs force Miami developers to reprice projects, rethink feasibility, and cap leverage.
Brokerage
+7
Oct 2, 2025
Regulators allege a secret deal eliminated competition in online multifamily ads
Capital
Record IPO capitalizes on AI demand, but execution risks loom over phased Amarillo megacampus build.
Global
+5
Sep 29, 2025
15-year hyperscale lease underpins Keppel’s $555M Inzai acquisition at ~4% yield.
Pennsylvania
Sep 22, 2025
Expansion cements SE Wisconsin as a hyperscale hub, with spillover demand for industrial land, power, and supplier space.
Midwest
