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The $66.8 Billion Question: What the NextEra-Dominion Merger Means for the Utility Map Powering Commercial Real Estate

The $66.8 Billion Question: What the NextEra-Dominion Merger Means for the Utility Map Powering Commercial Real Estate

How the NextEra-Dominion merger redefines data center underwriting, PJM capacity, and CRE value.

Energy Shock Update:  The Cost Reset Holds, Oil Off $10 From Peak, Yields Static & the CRE Energy-Equity Math Hardens

Energy Shock Update: The Cost Reset Holds, Oil Off $10 From Peak, Yields Static & the CRE Energy-Equity Math Hardens

As of May 13, 2026: Brent ~$107, WTI ~$102, 10Y Treasury 4.4%. AI infrastructure investment remains strong (~$110B YTD). PJM capacity prices are rising. Key energy tax incentives may sunset June 30, 2026. Biggest constraints: equipment lead times.

EV, Charging and Intelligent Electrification Roundup (05/13/26): The Grid Is the New Zoning

EV, Charging and Intelligent Electrification Roundup (05/13/26): The Grid Is the New Zoning

Power access impacts, FERC June action, NEC 2026, 30C/179D sunsets, & truck corridors.

Microsoft AI Capacity Gap Shows Why Speed-to-Power Is Becoming a Real Estate Premium

Microsoft AI Capacity Gap Shows Why Speed-to-Power Is Becoming a Real Estate Premium

Microsoft’s AI gap: speed-to-power premium. Data (Azure/RPO), trends, risks & next steps.

Wisconsin Data Center Tariff: Growth Can Proceed—But Not on Public’s Bill

Wisconsin Data Center Tariff: Growth Can Proceed—But Not on Public’s Bill

Wisconsin’s new We Energies tariff: data centers must pay 100% of costs to protect local ratepayers.

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