10Y UST4.75%+0.42%30Y MTG6.66%+0.15%SOFR3.66%-0.54%VNQ$95.58-0.75%XLRE$43.67-0.83%FED FUNDS3.63%
Real Estate Trail
Institutional Press Wire
Connect CRE · Industrial

Data Center Construction Surges to Record 7,481 MW

Via Connect CRE · September 2, 2026
Compiled by Real Estate Trail Editorial · September 2, 2026

Why this matters

Industrial has moved into a normalization phase after the 2020-2023 frenzy. Vacancies are up modestly, sublease space remains a watch item in the big-box logistics segment, and rent growth has shifted from double-digit to mid-single-digit. The long-term tailwinds — nearshoring, e-commerce penetration, infill scarcity — remain intact. Institutional capital is calibrating between core income and value-add basis plays as the cycle matures.

Editorial analysis · Real Estate Trail Editorial

On the RET wire

Computed from Real Estate Trail’s own tracked coverage

Excerpt from Connect CRE:
Despite record construction activity, North American data center demand outpaced supply during the first half of the year, according to CBRE’s latest North American Data Center Trends Report . Construction across the…
Read the full article at Connect CRE

External link. Real Estate Trail does not republish source content.

Related coverageIndustrial