2014 private construction spend: Warehouse $9.7B Data center $1.6B Aug 2026: Warehouse $53.1B Data center $85.0B Construction costs ⬆️

Not much of breaking news, unless you've been living under a rock since April.

Must be a constant battle for CoStar...

Very real news, ser

Compute compute compute buildout for the next decade secured..

Ser, your agent forgot to fill in [First Name]...

just stirring the pot

tricky tricky..reworded: speculative aggressive trended^5, 9.3% yield-on-cost.

Public REITs repriced materially over the past 8 weeks. -15%. This implies a +60bps cap rate in pricing.

Really having to execute into value now!