Research, analysis, and perspectives on the built world.
AI is changing how commercial real estate teams review the document stack in transactions -- from PSAs and leases to environmental reports and operating agreements. This post breaks down what AI can extract reliably, what still requires human judgment, and how development teams are integrating both into a faster, more consistent review workflow.
March 22, 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
As of Q1 2026, Claude Opus 4.6 has emerged as the leading model for both document review and financial modeling in institutional CRE, following its February 2026 release. GPT-5.4 is now the OpenAI flagship and remains dominant on platforms that have not yet updated their model routing. This snapshot covers adoption by workflow category and what drives model selection at development firms.
March 22, 2026 ·5 min read
Digital labour means AI-augmented work capacity that handles structured, data-heavy tasks at scale. In real estate, it's landing first in digital infrastructure, industrial, and energy development — where data volume and deal velocity create the greatest demand.
March 21, 2026 ·5 min read
Agentic site screening automates parcel filtering, utility overlays, environmental pre-screening, and entitlement risk scoring in hours rather than weeks. This post walks through how institutional development teams deploy AI site screening, what the system handles, where human judgment stays essential, and how to configure it for a live acquisition program.
March 21, 2026 ·4 min read
A real estate AI agent receives a high-level objective, decomposes it into tasks, and executes those tasks across connected data sources without step-by-step direction. This post explains the architecture behind AI agents, how they apply to institutional CRE development workflows, and what to evaluate before deploying.
March 21, 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
An AI-native operating partner is a firm embedded in your development process that uses agentic AI to deliver work — not advice. It's a new category distinct from advisory firms, technology vendors, and traditional outsourcing.
March 20, 2026 ·5 min read
AI tools are outperforming human analysts on speed, consistency and scale across CRE research tasks. But judgment, accountability and stakeholder trust still require people. Development teams winning with AI have identified precisely which tasks belong to each.
March 20, 2026 ·4 min read