The industry's own research.
344 reports
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CBRE analysis of critical site selection criteria for data centre development and investment decisions.

CBRE guide covering key aspects of data centre infrastructure development and considerations.

CBRE analysis examining how artificial intelligence adoption is shaping demand and investment dynamics in the European data centre sector.

Quick take on the rising importance of capital expenditure, particularly AI-related investment, in shaping inflation dynamics.

AI-driven data center growth is driving up construction demand, costs, and labor pressures.
Cushman & Wakefield analyzes how the National Counterintelligence and Security Center's rescission of ICD 705 POA&M requirements removes a uniform compliance deadline for secure facilities but does not eliminate evolving security standards, shifting focus toward program-level compliance…
Cushman & Wakefield analyzes how massive AI infrastructure bond issuance by tech hyperscalers is competing for fixed-income capital with CRE debt markets, raising financing costs and lender selectivity across commercial real estate sectors.
Cushman & Wakefield's Construction Insights report examines global construction sector challenges including supply chain disruptions, labor constraints, cost volatility, and geopolitical tensions affecting 2026 project planning.

This is a market outlook and forecast report published by CBRE on December 31, 2025, covering the Austrian real estate market with focus on Vienna's office, hotel, investment, and data centre sectors. The report addresses capital markets activity and real estate trends across these four property types in Vienna and Austria.

Five current infrastructure investment trends spanning energy security, AI and broadening investor access routes.

CRE recovery is intact, but widening dispersion across property types and markets underscores a K-shaped, more uneven path forward.

This is a global outlook and forecast report on data center trends published by CBRE in June 2026.

This is a market report published by CBRE in December 2025 covering the data center sector in Northern Virginia as part of a broader analysis of North American data center trends in the second half of 2025. The report addresses the regional market within the context of national trends and includes geography tags for Northern Virginia, Virginia, the Washington-DC area, and Asia-Pacific.

This is a market report published by CBRE in June 2025 examining data center trends in the Northern Virginia market during the first half of 2025. The report covers the data center sector in the Northern Virginia region, which includes the Washington, DC area.

This is a market report published by CBRE in December 2025 covering the data center sector in the Dallas-Fort Worth region as part of a broader North America Data Center Trends report for the second half of 2025. The report addresses data center market conditions and trends in the Dallas-Fort Worth area within the context of national North American data center market developments.

This is a market outlook report published by Newmark in January 2026 covering the U.S. data center sector.

🎙️ Data Centers Enter a New Phase The data center market continues to post exceptionally strong operating fundamentals, but beneath the surface, the industry is The post On the Spot with Steve Lore – May 2026 appeared first on Capright .

Every couple of decades, something comes along that turns investors’ heads. In Australia right now that thing is data. And more precisely data centres. On the east coast, especially in New South Wales, commercial construction has suddenly got a jolt and its all thanks to the very new, very modern, asset class.…

With billions of dollars in projects facing delays or cancellations, experts assess the broader implications for real estate and economic development.

Commercial real estate rent data is only as useful as the methodology behind it. That’s why CompStak partnered with Columbia […] The post Columbia CompStak (CCRI) Rent Index National Update: June 15, 2026 appeared first on CompStak .

In today’s rapidly evolving real estate landscape, the buzz around artificial intelligence and data-driven insights is louder than ever. But […] The post Link Logistics on Building the Data Foundation AI Actually Needs – Podcast Recap appeared first on CompStak .

RCLCO Fund Advisors suggests that the supply response taking shape for data centers calls for more measured analysis. The post The Data Center Pipeline: Is it a Boom, or a Bubble? appeared first on AFIRE .

The data center sector has entered a new capital markets regime. What was once underwritten primarily as real estate is now increasingly treated as critical infrastructure, driven by accelerating AI workloads and hyperscale expansion. Gartner projects that total electricity consumption by data centers will rise…

Navigating the New Standard: Incentives Are No Longer Automatic For years, economic incentives for data centers and large-scale industrial projects followed a fairly predictable path. That’s no longer the case. The landscape has shifted, with states introducing stricter eligibility criteria, performance…

MSCI analyzes how booming data-center development conflicts with investors' climate commitments, quantifying construction-stage carbon and renewable-procurement strategies.

Portfolio-manager discussion of REIT performance drivers, subsector opportunities (data centers, senior housing, medical office) and REITs as a diversifier for tech-heavy portfolios.

Quarterly REIT cap rate analysis noting data center cap-rate expansion tied to DeepSeek news while leasing fundamentals stayed strong amid policy uncertainty.

CBRE analysis of how data centers can advance sustainability despite high energy intensity, addressing the AI-driven carbon paradox in the asset class.
Gino Sabatini's 2025 predictions: 25-33% volume growth (per Colliers), surging data-center and healthcare demand, and continued stability in industrial and retail net lease.
Sector-by-sector sustainability outlook for 2025 covering energy efficiency, green leases, renewable adoption in data centres, and tightening energy regulations.

JLL Spark's four 2025 proptech themes: sustainability, data-center growth, CRE market rebound and AI, with ROI/payback emerging as the deciding factor for adoption.
Tyler Swann on 2025 net lease trends: cross-border expansion into Mexico and Canada, and growing demand for data centers and healthcare beyond traditional industrial assets.

PGIM's Q4 2025 outlook projecting monetary easing to support global REIT returns, favoring data centers, senior housing and resilient retail with selectivity in office.

Principal's mid-year house view argues the CRE recovery remains intact but uneven, with high conviction in data centers and residential, caution on life sciences, and an increasingly global portfolio approach.

A thematic piece on private real estate and infrastructure as portfolio building blocks, citing low correlation to public assets and six-year-high institutional appetite for real estate in 2026. High-conviction themes span data centers, logistics, rental housing, and energy.

Principal's research lays out five forces shaping data center investing, including whether demand reflects a durable structural trend or an AI bubble and why power availability is a binding constraint.
Pan-European commercial real estate investment review, with total CRE volume down 7% year-on-year in Q1 2026 as recovery momentum slowed amid macroeconomic uncertainty.

Examines how data centers blend real estate and infrastructure characteristics, assessing demand sustainability, power constraints, and why high-quality, power-secured assets remain strategically compelling.

Nuveen Real Estate's tactical sector-by-sector view on US commercial real estate fundamentals, pricing and relative value within its Trends and Tactics series.

Record data center demand in H2 2025 drove North American vacancy to a historic low of 1.4% while pricing rose 6.5% year-over-year amid constrained supply and surging AI infrastructure needs.

JLL reports record-low ~1% data center vacancy across North America at year-end 2025, with 64% of new construction concentrated in emerging markets such as Texas and Tennessee.

JLL forecasts the global data center sector to expand at a 14% CAGR through 2030, driven by AI and cloud demand and requiring roughly $3 trillion in total investment amid power-grid constraints.

Blackstone's Global Head of Real Estate argues the sector has reached an attractive entry point, with construction down 60%+, debt costs down ~40% since 2023, and valuations only modestly off their trough. Conviction themes include data centers, warehouses, and rental housing.

JLL identifies six interconnected forces reshaping commercial real estate in 2026, spanning cost pressures, supply constraints, AI implementation, energy-system convergence, and broadened investment access.

Avison Young's annual Canadian CRE outlook, with 97% of surveyed experts expecting activity to increase or hold steady and the strongest sales quarter since 2022 in Q3 2025.

Nuveen makes the case for a global approach to real estate, focusing on high-quality assets in leading cities and emerging sectors tied to megatrends like aging populations and technological innovation.

Newmark's outlook on the U.S. data center sector, highlighting an AI-driven structural boom with record annualized spending on new construction and intense competition for power and industrial-zoned development sites.

TPG leaders discuss how asset-based finance is expanding across housing, commercial real estate, and digital infrastructure as bank retrenchment and structural demand reshape private credit.

With hyperscaler spending on AI and data centers projected to top $5 trillion by 2030, Goldman Sachs Research expects private infrastructure and real estate funds to supply a growing share of that capital.

Brookfield analyzes how connectivity and the constraints around it are increasingly determining which data infrastructure assets can be built, scaled and able to deliver durable returns. The piece frames power and network access as the gating factors for AI-era data-center growth.

Barings discusses emerging demand drivers and underwriting approaches for alternative real estate sectors and the case for diversification beyond the core property types.

The first quarter 2026 Latin America review reports the region doubled all of 2025's absorption in a single quarter, with Brazil crossing significant new capacity thresholds.

The first quarter 2026 Asia-Pacific review reports a gigawatt of capacity absorbed in a single quarter, India in delivery mode, and Southeast Asia splitting into distinct submarkets.

The first quarter 2026 EMEA review reports hyperscalers returning to Europe at record scale, with the Nordics absorbing roughly a third of quarterly activity.

The first quarter 2026 North American review examines power scarcity, record demand, a regulatory reset, and Canada's emergence as a strategic market for data center development.

The Dallas-Fort Worth edition tracks industrial leasing, net absorption and vacancy in one of the largest U.S. logistics and data center growth markets.

The monthly Capital Trends report tracks U.S. transaction volumes, pricing and capital flows across property types, supporting investors, lenders and other market participants.

Green Street published its 2026 annual sector outlooks with market forecasts across U.S. property types. The reports deliver supply, demand and pricing projections for institutional investors.

CBRE's investor survey points to surging appetite for data centers, fueled by AI growth, rising capital allocations and a shift toward hyperscale strategies.

The fourth quarter 2025 global recap describes an inflection point in data center development as artificial intelligence workloads and neocloud demand reshaped deployment strategies across established and emerging markets.