That the data center boom is generating strains in other parts of the economy isn’t news. What’s emerging these days is a better understanding of what the costs of those strains might be and we’re leading off this newsletter with one such example. From there, we zoom way out to look at changes in the industrial real estate sector that will soon flow into infrastructure work. And staying with the big picture, there’s plenty of news you can use out of D.C.
— Geert De Lombaerde
