WHERE REAL ESTATE MEETS INFRASTRUCTURE
Power, capital, policy, and the physical systems behind the AI economy
Artificial intelligence may be digital, but the infrastructure supporting it is not. It requires land, electricity, transmission, fiber, cooling, capital, approvals, and communities willing to host what gets built.
My work focuses on the intersection of those systems and the decisions that determine whether ambitious ideas become viable projects. I write, teach, research, and advise on real estate, infrastructure, capital, and public policy, with a particular focus on data centers and the physical infrastructure supporting the AI economy.
A Site Is Not A Project
Understanding what has to be true before an opportunity becomes a commitment.
AI Infrastructure
AI may be digital, but the supporting systems are physical. Explore how power, approvals, connectivity, thermal and water, and schedule determine what can actually be built.
Ideas
Essays, frameworks, and commentary on real estate, infrastructure, capital, cities, sustainability, and the physical systems behind the AI economy.
Advisory
I work with developers, investors, institutions, and public-sector organizations evaluating infrastructure opportunities before assumptions become expensive commitments.
Start Before the Site Becomes a Story
Most data center conversations begin after a parcel has been identified, someone has attached a power number to it, and expectations have already started to form. The best time to interrogate an infrastructure opportunity is earlier, while walking away remains inexpensive and changing the strategy is still possible.
The 12 Questions Every Real Estate Professional Should Ask Before Advancing a Data Center Site is a decision-level guide to land, power, interconnection, infrastructure, and sequencing designed for precisely that moment. If you are evaluating land, capital, or partnerships tied to data center development, it provides a place to begin before assumptions start behaving like facts.
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