Research, analysis, and perspectives on the built world.
Water strategy is now a site control issue for data center developers. This piece explains how cooling choice, water rights, drought exposure and permitting interact before a site is under contract.
June 10, 2026 ·4 min read
Private credit is becoming a major funding source for data center development. This piece explains why the capital is moving, how it changes underwriting and what developers need to de-risk first.
June 10, 2026 ·4 min read
Entitlement risk has moved to the front of data center diligence. This post shows how AI compresses zoning, moratorium and permit review before a developer commits to a site.
June 10, 2026 ·4 min read
PropTech is not every software tool in real estate. This guide defines the category for development teams, shows where AI agents fit and explains why data governance now matters more than buzzwords.
June 7, 2026 ·5 min read
A data center load study is the first power test a project must pass. This guide explains what developers submit, what utilities return and why the study now sits ahead of site control.
June 7, 2026 ·5 min read
Data center microgrids are behind-the-meter power systems, not backup generators with better branding. This guide explains when on-site power makes sense, what it solves and where it adds cost.
June 7, 2026 ·5 min read
Data center entitlement risk is no longer limited to zoning use tables. Developers need to screen power, water, air permits, noise, local politics and community benefits before site control, especially as state and local scrutiny increases.
June 6, 2026 ·5 min read
PropTech means digital tools for real estate, but the term is too broad to guide institutional development decisions. This piece defines PropTech, separates it from AI-native delivery and explains what development teams should evaluate before buying technology.
June 6, 2026 ·5 min read
This post explains how AI data center capacity planning has shifted from static space planning to dynamic workload, power and rack-density modeling. It covers training versus inference demand, high-density GPU systems, site constraints and where AI can support capacity decisions without replacing engineering judgment.
June 4, 2026 ·5 min read