The industry's own research.
862 items
showing 841–862 of 862
McKinsey analyzes why hyperscale data centers are expanding rapidly across the United States and why they represent a major new investment opportunity for states. It weighs the economic upside against challenges such as power demand and infrastructure constraints.
Primary market vacancy fell to a record-low 1.6% as hyperscale and AI demand absorbed new inventory, with Northern Virginia leading on under-construction capacity and net absorption.
The second quarter 2025 global recap reports stable yet subdued demand as AI and hyperscale cloud companies maintained a measured approach to strategic deployments.
The mid-year update forecasts an improving real estate cycle with rising transaction activity and stabilising borrowing costs. Debt markets are expected to remain very active as the AI infrastructure boom drives data center demand.
The midyear update describes a resilient commercial real estate debt market in the first half of 2025, with higher issuance in data center sectors and traditional CMBS consistent with 2024. Maturity defaults remained tied to higher rates and office performance decline.
The monthly report analyzes U.S. commercial real estate fundamentals across the major property sectors amid elevated financing costs.
McKinsey projects that data centers could require roughly $6.7 trillion of capital investment worldwide by 2030 to keep pace with demand for compute, with about $5.2 trillion of that for AI-capable facilities. It breaks down the spend across chip and hardware developers, power and cooling suppliers, and builders.
The Q2 2025 outlook tracks a recovery led by the UK, Europe and the US, with APAC lagging. abrdn highlights structurally supported sectors and improving rental growth as the basis for total returns.
The sector report found data centers demonstrating the strongest fundamentals across property types, supported by structural demand from cloud computing and artificial intelligence, with development constrained primarily by power availability.
The first quarter 2025 recap analyzes data center demand patterns across North America and Latin America amid measured hyperscaler activity early in the year.
Brookfield highlights a recovering real estate market with improving fundamentals and rising transaction activity, identifying housing, data centers, hospitality and logistics as the most attractive sectors where supply constraints meet sustained demand and operational improvements drive returns.
Green Street issued its 2025 U.S. sector outlooks with detailed market forecasts. The reports project performance across the major commercial property types for the year ahead.
The report estimates total global hyperscale self-build capacity reached 15.5 gigawatts of operational capacity, with the four largest platforms representing approximately 73 percent of that total.
Structure Research tracks 15.3 gigawatts of operational capacity, 12.9 gigawatts under development and 55.8 gigawatts of land in US data center markets, driven by hyperscale cloud and AI demand.
The 2025 global outlook comprises in-depth research articulating distinct investment views across the United States, Europe, Asia-Pacific and Mexico, as well as the private real estate credit markets globally.
The Hong Kong data center market is projected to be worth 2.5 billion dollars in 2025 and reach 3.8 billion dollars by 2030, a five-year compound annual growth rate of 8.5 percent.
Principal viewed real estate values as largely adjusted for the cycle, with debt among its highest conviction strategies and structurally-driven sectors such as data centers, logistics and residential well positioned for 2025.
The report provides an overview of the sustainability impact of data centers, focusing on greenhouse gas emissions, energy consumption and water usage across leading providers and hyperscale cloud platforms.
Ares makes the case that today presents an important opportunity to rebuild allocations to core commercial real estate, focusing on 'New Economy' sectors aligned with digitization and supply-chain transformation. Published via AccessAres, the thought-leadership arm of Ares Wealth Management Solutions.
Hines analyzes how rapid data center growth is driving demand for powered land in specific geographies, examining energy trends and the emerging investment opportunity.
A Hines guide to the roles of private infrastructure and real estate in institutional portfolios, weighing benefits, risks, and liquidity as the two asset classes converge.
Hines examines how global economic shifts are driving increased demand across logistics, manufacturing, and data center segments of the industrial real estate sector.