10Y UST4.78%+0.21%30Y MTG6.71%+0.75%SOFR3.64%-0.27%VNQ$95.08-0.89%XLRE$43.52-0.87%FED FUNDS3.63%
Real Estate Trail
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Commercial Observer · Industrial

10 Counties Hold 42% of U.S. Data Centers. Home Prices Rise Faster There.

Via Commercial Observer · September 9, 2026
Compiled by Real Estate Trail Editorial · September 9, 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 Commercial Observer:
A new report from the National Association of Realtors (NAR) has determined that only a few U.S. counties are home to the ongoing data center development boom , and that the construction of these facilities raises hom…
Read the full article at Commercial Observer

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