⚠️ Why it matters
Expect deeper integration between utilities, developers, and capital markets. Substation co-development, long-dated PPAs, and on-site generation EPC contracts will become standard exhibits in purchase agreements. Markets with constrained grids will see bifurcation: assets with firm power clear at premiums, while power-constrained sites stall despite strong tenant demand.
Stop Reading Headlines
Subscribe to CRE 360 Signal™ Newsletter to Move Smarter in Today's CRE Market.Start Understanding the Market
Key Takeaways
- “Data center development is no longer a real estate problem—it’s an infrastructure problem. Power access, delivery certainty, and pricing stability now define asset value. Developers who can control megawatts, not just buildings, will set the pace for deals, capital flows, and market leadership.”
Never miss a Signal
Get the daily brief that busy CRE professionals rely on.