Research section
Data centers, AI infrastructure, energy corridors, nearshoring, logistics, and industrial innovation.
102 visible articles
Texas infrastructure opportunities differ among operating data centers, power-secured projects, semiconductor suppliers and proposed land positions. Alliance, Sherman–Denison, Williamson County and border markets require their own delivered-demand evidence.
Digital-infrastructure investment should follow deliverable power, funded customer demand and a feasible operating asset. Existing capacity, contracted development, powered land and speculative queue positions carry different risks.
AI creates distinct demand for offices, computing capacity and physical supply-chain facilities. The investment case depends on where firms hire, which facilities they occupy, and whether utilities and customers support the project.
Industrial demand improved in the retained Q2 reports, but supply and rent evidence still vary materially by provider, building size and market. Favor functional assets with actual users, access and a price supported by current income.
Industrial occupier surveys identify possible changes in networks, building needs and capital priorities. Actual leases, occupancy, power requirements and operating costs establish whether those intentions become property demand.
Ranking scope: the retained ordering expresses the article’s source-period assessment and evidence readiness. The October 22 review below updates allocation screening; it does not estimate property returns. Confirm current operating rows, purchase prices and lender terms before using the ordering for allocation.
Houston’s strongest cases connect a property to port, energy, medical, aerospace or household demand. Industrial has an infrastructure-based demand case; apartments and office need separate supply, rent and tenant tests.
Phoenix has active manufacturing and household demand, with improving absorption in some property types after large deliveries. Industrial, apartment, office and power-related projects require separate supply and tenant tests.
Omaha–Council Bluffs supports selected logistics, corporate, defense-related and household-serving income investments. Eppley, interstate access and Sarpy County users create different local demand cases.
Salt Lake City supports selected retail, healthcare and functional industrial income, while apartments require a concession and affordability review. Smaller industrial buildings have a different supply position from large warehouses.
Buffalo’s case centers on functional manufacturing and logistics, healthcare and universities, necessity retail and workforce housing. Lower basis can help an income strategy when the building serves existing demand.
Greenville–Anderson supports manufacturing, healthcare and household-serving investments tied to specific corridors. Keep its official county geography separate from the larger Greenville–Spartanburg economic story.
Indianapolis industrial has measurable demand and useful logistics scale, with different conditions across large warehouses and smaller buildings. Healthcare, housing and retail require their own local income cases.
Kansas City supports distinct logistics, corporate, medical and suburban household investments on both sides of the state line. Favor the property’s actual user network and income over a blended metro story.
Milwaukee supports selected manufacturing, logistics, healthcare and household-serving income. Functional industrial deserves review alongside corporate, university and medical nodes.
Honolulu’s restricted land and island infrastructure can support selected industrial and housing income. Retail, office and hotels require specific tenant, household or visitor evidence.
Tucson supports targeted university, medical, defense, manufacturing and household-serving income. Industrial and housing need tenant, wage and supply evidence specific to their corridor.
Providence offers selected industrial and household-serving income around established local, medical, university and government demand. Functional small buildings can have different economics from commodity offices.
