Data Centers
Data center real estate and digital infrastructure. Thesis Driven tracks site selection and power availability as the binding constraint, grid-first underwriting and interconnection risk, hyperscale build-to-suit against urban inference and edge capacity, conversions of existing buildings, local opposition and moratoria, and why office and industrial frameworks misprice the asset class.
What's Happening in Local Land Use | Q1 2026
Tracking the past three months of notable land use and zoning decisions with Shovels Decisions
The Thesis Driven Innovation 100, 2026 | #1–15
Meet the 100 people shaping the future of the built world, Part III
The Thesis Driven Innovation 100, 2026 | #50–16
Meet the 100 people shaping the future of the built world, Part II
How to Build and Fund Data Centers: Upcoming Two-Day Workshop
A hands-on workshop for real estate investors, developers, and capital allocators ready to understand the world's fastest-growing infrastructure asset class
New Workshop: Evaluating 2026’s Emerging Real Estate Concepts
Brad and Paul break down the hottest emerging asset class trends & business models
Seven Real Estate Predictions for 2026
Rate trajectory, multifamily supply, AI adoption, and four more calls — what Thesis Driven is betting on and against for the rest of 2026.
The New Data-Center Playbook: 6 Shifts Investors Need to Understand
AI, power constraints, hyperscalers, and urban inference are rewriting the rules
How to Build and Fund Data Centers: A New Two-Day Workshop
A new workshop for real estate investors, developers, and capital allocators ready to understand the fastest-growing infrastructure asset class in the world
Transforming Risk into Revenue with Demand Response
Some real estate owners are generating income while reducing emissions and stabilizing the grid
What Real Estate Giants Are Saying About Technology | Q2 2025 Edition
We listened to their quarterly earnings calls so you don’t have to
What’s Happening in Local Land Use | Q3 2025
Tracking the past three months of notable local land use and zoning decisions
