Research, analysis, and perspectives on the built world.
A definitive guide to hyperscale data centers covering what they are, who the major tenants are, site selection requirements (power, land, fiber, permitting), development playbook structures, and investment characteristics. Includes how AI is accelerating site analysis and underwriting for hyperscale developers.
March 30, 2026 ·4 min read
Data center site selection requires evaluating power availability, land control, fiber connectivity, permitting timelines, and cooling infrastructure before committing capital. This guide walks through each criterion, the market-specific variables that drive development decisions, and where AI is compressing multi-week analysis into hours.
March 29, 2026 ·6 min read
A practitioner-level guide to life sciences real estate development covering site selection criteria, lab building specifications, institutional tenant requirements, and where AI is adding value in screening, regulatory analysis, and demand forecasting.
March 28, 2026 ·4 min read
Data center development demands a purpose-built AI stack, from site screening and power analysis to document review and pro forma automation. This guide covers the tools institutional developers are deploying across each stage of the workflow in Q1 2026, and what to evaluate before buying.
March 25, 2026 ·5 min read
Hybrid solar and data center projects require layered site analysis across power infrastructure, solar resource quality, land, water, fiber and permitting. This post covers the specific criteria for colocation site selection, the three PPA structures in active use, and where AI compresses the multi-variable analysis that typically takes weeks to days.
March 22, 2026 ·5 min read
Mixed-use development requires evaluating dozens of program combinations before reaching an investable pro forma. This post covers how AI compresses program optimization — demand stacking, zoning yield analysis, scenario generation, and sensitivity modeling — so development teams reach conviction in days rather than weeks.
March 21, 2026 ·4 min read
Power availability is the most common reason viable data center sites stall or fail. This post walks through the five grid variables developers must analyze before committing capital, and explains what AI can and cannot automate in this process.
March 20, 2026 ·4 min read
Build-to-suit industrial development starts with a tenant spec, not a site. This post walks through how AI-assisted site screening matches complex tenant requirements against parcel data, utilities, labor markets, and permitting patterns, and where human judgment still drives the final decision.
March 19, 2026 ·5 min read
AI-powered site selection for energy infrastructure automates the constraint-stacking process — overlaying transmission data, interconnection queues, environmental exclusions, and zoning to shortlist viable sites in hours. This post walks through what AI can automate, where human judgment is still required, and why speed to queue position is the defining competitive variable in energy development.
March 18, 2026 ·4 min read