Data Center Power as Real Estate Premium.
AI Demand ImpactData Center ValuationInvestment StrategiesPower InfrastructureReal Estate Insightsdata center land value
This report explores how power capacity, particularly the availability of 100MW+ blocks, has become a key factor in data center real estate valuation across North America. It details how factors such as grid proximity and power infrastructure now outweigh traditional considerations like land and fiber access. The document provides a comprehensive analysis of market constraints and strategic investment opportunities, emphasizing the role of power in location premiums. It also examines the role of AI-driven demand in reshaping site selection and investment decisions.
Dr. M Jagadish Kumar, Ghost Research
March 2026
Perspective.
PurposeTo examine the impact of power capacity availability on data center real estate valuation.
AudienceInstitutional investors, data center developers, and infrastructure funds.
Special EmphasisPower infrastructure, AI demand impact
90Pages of Deep Analysis
140Curated Credible Sources
14Proprietary AI Visuals
15Data Analysis Tables
$495
Dr. M Jagadish Kumar
16+ Years of Experience
Sectors & Industries
IndustrialsFinancialsReal Estate
Functions & Expertise
Risk & ESGFinance & Investment
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Top Insights.
Power availability is crucial for data center valuation.AI demand is reshaping site selection.Power-driven site premiums are replacing traditional factors.Regulatory and grid access challenges impact valuation.Investors prioritize power deliverability in decision-making.Key Questions Answered.
90Pages of Deep Analysis
14Proprietary AI Visuals
140Curated Credible Sources
15Data Analysis Tables
Summary.
