CRE INTELLIGENCE

This report dissects the capital expenditure (CAPEX) required to build modern data centers, analyzes the stringent return thresholds demanded by institutional investors, and examines the critical factor of asset lifespan and technology obsolescence.

This empirical analysis explores the trillions of dollars flowing into the data center sector, identifies the major institutional owners, and maps the critical US markets where power and land scarcity are creating immense CRE opportunities.

The Data Center (DC) sector is undergoing a structural repricing driven by a demand shock from Generative AI. This report quantifies the scale of this demand, highlighting record-low vacancy rates and unprecedented power requirements. For Commercial Real Estate investors, the primary opportunity lies not in competing with hyperscalers like Google and Meta, but in developing […]

The final part of our series examines the foundation of a significant part of tenant demand: early-stage research. We assess the critical role of federal funding, the ripple effect of budget cuts on the innovationpipeline, and how the U.S. compares on the global stage of R&D spending.