Hannah Hammond says 100% of new data centers in major markets are pre-leased before construction even starts, driven by AI infrastructure demand. Deloitte calls data centers the bright spot in commercial real estate. She sees a gold rush for investors willing to buy land near data-center corridors or join syndications.
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100% of new data centers in major markets are pre-leased before they're even built. Let that sink in. Deloitte just called data centers the clear bright spot in commercial real estate. Every AI model needs computing power. Every robot needs data processing. Project Stargate is investing $500 billion into AI infrastructure. Demand is crushing supply. Developers literally cannot build fast enough. The companies that need space are signing leases on buildings that don't even exist yet. Now, you probably can't go build a data center on your own, but if you're an accredited investor, you can look for syndications or funds to invest in data centers as an LP, or you could always invest in or buy land near data center corridors or properties that can support their operations. Pretty much anything and everything that could potentially rise due to the development and demand of these data centers. The gold rush is happening right now, and most people are watching from the sidelines. Don't be one of them.