Research, analysis, and perspectives on the built world.
A Q2 2026 data center development market briefing covering hyperscale capital commitments from Microsoft, Google, and Meta; Northern Virginia power constraints redirecting capital to Columbus, Salt Lake City, and San Antonio; nuclear power procurement trends; sovereign wealth fund competition for development sites; and modular construction adoption. Cites CBRE and JLL pipeline data.
April 28, 2026 ·4 min read
Most Opportunity Zone analysis in circulation dates from 2018-2021 and references benefits that have since expired. This post explains what the program actually offers in 2026 -- the 10-year gain exclusion and the December 2026 deferral inclusion deadline -- where institutional capital is actively screening, and how AI compresses tract screening and IRR modeling for QOF investors.
April 22, 2026 ·5 min read
Approximately $929 billion in commercial real estate loans came due in 2024 alone, with comparable volumes rolling through 2026. This post covers where stress is concentrated across office, multifamily and retail, what lenders are actually doing, and the three categories of development opportunity the repricing cycle creates.
April 21, 2026 ·5 min read
An analysis of data center supply and demand dynamics across primary and secondary U.S. markets in 2026, covering vacancy rates, hyperscale absorption, power-constrained market dynamics, construction costs, and the tier-2 markets attracting the most institutional capital.
April 10, 2026 ·4 min read
U.S. industrial vacancy has risen to 7.2% from its pandemic low, but demand from e-commerce, nearshoring, and manufacturing reshoring remains intact. This post covers market conditions by submarket type, core development criteria, and where AI is compressing site screening and underwriting timelines.
April 3, 2026 ·5 min read
Digital infrastructure encompasses data centers, fiber networks, cell towers, and energy systems that power the internet. This piece explains the three physical layers, the capital flowing into the sector from firms like Blackstone and KKR, and how AI is reshaping the site selection and development workflow for these complex assets.
April 2, 2026 ·4 min read
The Southeast holds the highest concentration of top-ranked job growth markets in the country — a data-driven look at where institutional capital is flowing.
December 2, 2025 ·6 min read
Ranked #1 industrial market in Q1 2025, Phoenix is being reshaped by TSMC's $165B semiconductor investment — here's what it means for CRE site selection.
November 26, 2025 ·5 min read
Over 220 GW of projects have requested grid connections in Texas but only 7.5 GW are approved. Here's how CRE developers navigate ERCOT constraints for data center siting.
November 21, 2025 ·6 min read