This one is a little different: Carson is the guest. He sat down with Matt Faircloth of The DeRosa Group on Next Level CRE to talk about the AI gold rush. Everyone is watching the chips and the hyperscalers. The real constraint is power and dirt.
AI is creating a land rush in commercial real estate, and most investors are looking in the wrong place. The headlines are about GPUs and trillion-dollar capex budgets, but every one of those dollars eventually has to land on a physical site with enough electricity to run it. That is where the opportunity is for people who actually understand land, entitlements, and utilities.
We covered:
- How ordinary operators can actually get into the data center game without a billion-dollar balance sheet
- What makes a site valuable (and what makes one worthless)
- Why power capacity matters more than almost anything else
If you're a broker or investor, there is a seat at this table. It comes down to knowing where the megawatts are before everyone else does.
Thanks for having me on, Matt. Great conversation.
Go deeper: Carson's owner's guides on data center real estate and data center land requirements walk through the site, power, and underwriting fundamentals discussed in this episode. For data center site evaluations, email Carson.
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Carson Jones
Carson Jones is the host of Carson's Corner, author of The Red Flag Playbook, a licensed commercial real estate advisor and business broker, and the founder of Passive Investments. He works with high-net-worth individuals, family offices, business owners, and sophisticated investors as a broker and principal.