Data Center
Land Intelligence.
The fastest-growing segment in commercial real estate. $7 trillion in investment by 2030. I've been tracking this market obsessively. Here's what you need to know.
Why I'm Obsessed
With Data Center Land.
I've been in commercial real estate for 32 years. I've seen a lot of trends come and go. The data center land rush is different. This isn't a trend. It's a structural shift in how the economy works.
AI needs compute. Compute needs data centers. Data centers need land. And not just any land: land with power. That's the constraint that's reshaping the entire market.
I'm actively sourcing and selling data center land. If you own land with grid access, or if you're a developer hunting for sites, I want to talk.
100MW+ available at the nearest substation. This is the #1 constraint right now.
Confirmed interconnection timeline. 4-year waits are common. Sites with shorter timelines command premiums.
I-20 Sun Belt corridor, secondary markets with favorable electricity regulation, clean zoning for data center use.
Dark fiber or carrier-neutral fiber access. Critical for hyperscale operations.
Cooling water access for traditional data centers. Air-cooled sites are increasingly viable.
Minimum 50 acres for meaningful data center development. 200+ acres for hyperscale campus.
Data Center Land Insights
The Ratepayer Protection Pledge: What It Means for Land
Amazon, Google, Meta, Microsoft, OpenAI, Oracle, and xAI signed the Ratepayer Protection Pledge. Sites with power already in place just became dramatically more valuable.
When Smart Money Sees the Ceiling
By 2030, data centers could consume 10% of U.S. electricity. The hyperscale land rush isn't over, but it's maturing. Here's how to position for the next phase.
The Moratorium Paradox
Moratoria don't eliminate demand. They concentrate it. Entitled land with power commitments is commanding $4M/acre in Northern Virginia. Here's why.
220 Gigawatts: Texas Gets a Wake-Up Call
Over 70% of Texas grid connection requests are from data centers. Energy experts call it impossible to meet. Here's what that means for land investors.
Power Is the New Location
The data center land market has fundamentally shifted. It's no longer about zip codes. It's about megawatts. Here's the framework for evaluating any site.
The I-20 Sun Belt Corridor: Where the Next Wave Is Breaking
CBRE is pointing to the I-20 corridor and secondary markets as the next greenfield data center targets. Here's what makes a site competitive in these markets.
Own Land? Need Sites?
Let's Talk.
Whether you own land that might qualify for data center development, or you're a developer hunting for sites, I'm actively working this market every day.
Start the Conversation