August 2025

AI and cloud growth are driving an unprecedented U.S. data center boom, and with it, a massive strain on power grids. Utilities in Virginia, Ohio, and Texas are racing to expand, creating ripple effects for housing, industrial, and secondary markets. For real estate investors, this “power crunch” is less a tech headline and more a playbook for immediate opportunity.

Electric vehicles are already reshaping markets, with nearly 30 million expected in the U.S. by 2030, driving a $100 billion charging infrastructure boom, and clear opportunities for real estate investors.