Research, analysis, and perspectives on the built world.
A practitioner-level guide to power procurement for data center developers, covering interconnection analysis, PPA structuring and utility tariff review. Details what AI can automate today versus what requires experienced energy counsel, with specific reference to FERC Order 2023 and PJM queue dynamics. For development teams evaluating AI for energy workflow support.
March 16, 2026 ·4 min read
Ground lease review is one of the most technically dense parts of development underwriting. This post breaks down what AI can extract and model at speed, which provisions require counsel, and how to structure the workflow for maximum efficiency.
March 15, 2026 ·4 min read
Cold storage vacancy sits below 4% nationally, but the asset class carries site constraints and operating complexity that most industrial developers underestimate. This post covers power requirements, refrigerant regulations, construction differences, and where AI is compressing the development timeline.
March 15, 2026 ·4 min read
Most real estate market intelligence platforms are adding AI interfaces to legacy databases and producing underwhelming results for development teams. This post breaks down why the bolted-on AI model fails, what institutional developers actually need, and how to evaluate any platform before committing.
March 15, 2026 ·4 min read
A practitioner-level checklist for development teams evaluating sites against hyperscale tenant criteria. Covers power requirements and redundancy, cooling density thresholds, fiber and connectivity specs, physical and security standards, permitting risk and the AI workload shift that has raised the bar on all of them.
March 14, 2026 ·5 min read
Generative Engine Optimization (GEO) is the practice of structuring content so AI engines cite it when answering relevant questions. Explains how GEO differs from SEO, what signals drive AI citation, why B2B real estate brands have a narrow window to establish authority in AI answer surfaces and how to implement it.
March 14, 2026 ·5 min read
A practical guide for development and asset management teams on deploying AI for lease review and extraction. Covers what AI handles reliably, where it falls short, the recommended human-in-the-loop workflow, a comparison of leading tools and accuracy benchmarks for standard versus complex provisions.
March 14, 2026 ·5 min read
Institutional capital from Blackstone, Brookfield and KKR is committing at scale to physical AI infrastructure, not software. This post breaks down the three-part thesis — physical constraint as moat, data density compounding across asset classes, and developer sophistication as the execution gap — and what it means for development teams competing for those mandates in 2026.
March 13, 2026 ·4 min read
Offering memoranda are designed to surface upside and obscure risk. AI-assisted OM analysis changes the economics of deal triage: extraction of pro forma assumptions, rent roll parsing, comparable validation and red-flag scoring run in minutes rather than days. This post covers exactly what AI handles well, where human judgment stays essential, and how the workflow integrates into a high-volume acquisition process.
March 13, 2026 ·4 min read