
| Platform | Pricing | Freemium | Publishes | Twice weekly | |
|---|---|---|---|---|---|
| Issues | 105 | Subscribers | Read | aiforcre.substack.com |
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$7.5B. That's what Applied Digital locked in yesterday from a single hyperscaler at Delta Forge 1. And CBRE's Q1 earnings hit the tape the same day, with data center leasing revenue up over 3x year-over-year.
Two hours per asset per month. That’s how long it takes an asset manager to do budget-to-actual variance analysis manually. Run 40 assets, that’s 80 hours a month gone. JLL Asset Beacon just showed us their agentic AI doing it in seconds.
Three agents. Three properties. Zero tabs. Then we turned it into a skill.
$5B+ got committed to AI real estate infrastructure in the last 7 days. Blackstone filed a $2B data center REIT IPO, Meta structured a first-of-its-kind $3B campus-plus-power deal, and US utilities signaled $1.4T of grid capex through 2030....
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