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"2026 Data Center Marketplace Report"

Where One of the Most Rewarding Investment Environments Is Taking Shape.

The rules of data center investment are changing. Power — not real estate — is now the defining constraint, and capital is following. As demand surges and grid limitations intensify, investors are rethinking how projects are financed, underwritten, and brought online.

Colliers’ 2026 U.S. Data Center Marketplace Report explores how the evolution of financing and power infrastructure planning has created the most challenging — yet potentially rewarding — investment environment in the sector’s history. 

Key insights include:

• Power certainty is now the primary differentiator. Access to reliable, near-term power has become the leading determinant of project feasibility, valuation, and liquidity.
• Capital is deploying earlier. Private credit and structured capital sources now provide roughly 60–75% of early-stage investment.
• Energy strategy is in focus. As grid delivery timelines struggle to keep pace with hyperscale demand, developers are increasingly pursuing alternative power solutions. 
• Underwriting is shifting to energy infrastructure. Rising power density and infrastructure costs are reshaping underwriting and valuation frameworks across the sector.
• Capital stacks are evolving. Institutional investors and private capital are reshaping how projects are financed.    

Download the report to understand where data center growth, capital, and AI infrastructure demand are headed next.

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