How we source, define and date every figure

Landside Partners cites the period, the publisher and the measured universe for every figure it publishes, marks anything it cannot verify against a primary or tier-one trade source as unconfirmed, and refuses to fill gaps with aggregator numbers. Where major sources disagree, we publish the disagreement rather than choosing the convenient number.

Key takeaways

Primary sources rank first, brokerage research second, trade press third, aggregators never.
Every under-construction figure names its universe, because CBRE, JLL and Cushman & Wakefield headline figures differ by roughly nine times.
ACI's 131 million tonne airport throughput series and IATA's roughly 71.5 million tonne airline-reported series are never presented side by side.
Unconfirmed is a published label, and every substantive correction is logged on the page with its date.

The Landside Signal

A quarterly brief on powered land, port capacity and air-cargo gateways, plus the Powered Land and Gateway Pricing Benchmarks data file.

Dollar per megawatt and dollar per acre benchmarks by market, with the substation-distance and voltage premiums applied
Every committed United States port capacity opening from 2026 through 2035, with cost, TEU and date
Airport-adjacent rent premiums by gateway, and the constraint map that drives them
The named project pipeline: site, megawatts, developer, power source, status
Sources and periods for every cell. Nothing unattributed.

The rules

1
Primary source first. Company filings and investor relations releases, port authority and airport authority releases and capital plans, utility and regulator filings, IATA, ACI World, MARAD, the Surface Transportation Board, the Army Corps of Engineers, the International Maritime Organization. Brokerage research second. Trade press third. Aggregators never.
2
Universe stated. Under construction means nothing without the universe. CBRE counts colocation and wholesale in primary North American markets. JLL counts hyperscale self-build across all markets. Cushman & Wakefield counts 107 markets globally. Their headline figures differ by roughly nine times. We name which one we are using, every time.
3
Never mix incompatible series. ACI's 131 million tonne global air cargo figure is airport throughput including transshipment double-counting and mail. IATA's roughly 71.5 million tonnes is airline-reported. They are not comparable and we do not present them side by side.
4
Unconfirmed is a label, not a gap to fill. We do not publish 2026 vacancy or rent figures for Reno, Salt Lake City or Santa Clara, because none exist in public primary sources. We do not publish Bloom Energy contract figures, because every circulating number traces to a single low-quality aggregator. We do not publish the widely quoted aggregate hyperscaler capital expenditure totals, because four different totals circulate and none reconciles to the filings.
5
Our own arithmetic is labelled as ours. Where we convert a currency, annualize a partial period or compare two non-matching weeks, we say so, and we say why it is directionally reliable and precisely not.
6
Dates are visible. Published and last updated on every page, matching the structured data, with an as-of date inside the sentence so a quoted fragment carries its own recency.
7
Corrections are published, not silently edited. Every substantive correction is logged on the page with its date.
8
Nothing we want cited sits behind a wall. Full research is free HTML in perpetuity.

Definitions we use consistently

Powered land, powered shell, paper power, queue position versus energization, preleasing, net absorption, dollars per kilowatt per month versus dollars per megawatt, yield on cost versus cap rate, TEU versus container, cargo tonne-kilometres versus tonnes, and weighted average lease term. Each links to its glossary entry.

Known gaps, stated openly

Foreign trade zone and bonded warehouse activity for 2026.
Developer-by-developer near-port pipelines for Link Logistics, EQT Exeter, Hillwood, Bridge, CenterPoint, Panattoni and Trammell Crow.
Idle containership capacity and charter rates.
Per-market data center asking rents outside Northern Virginia and Chicago.
The quantified de minimis effect on parcel networks and warehouse demand.
The current Panama Canal draft and transit restriction state, where Drewry and other outlets conflict.
The LAX Cargo Modernization Program's specifications.

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The Landside Signal

A quarterly brief on powered land, port capacity and air-cargo gateways, plus the Powered Land and Gateway Pricing Benchmarks data file.

Dollar per megawatt and dollar per acre benchmarks by market, with the substation-distance and voltage premiums applied
Every committed United States port capacity opening from 2026 through 2035, with cost, TEU and date
Airport-adjacent rent premiums by gateway, and the constraint map that drives them
The named project pipeline: site, megawatts, developer, power source, status
Sources and periods for every cell. Nothing unattributed.

This research was produced by Landside Partners, a commercial real estate research and advisory firm working with owners of industrial land across North America on data center, seaport and air-cargo demand. To have a specific parcel assessed, contact Brad Cohen at Landside Partners.

Data Centers — Pillar: US data center demand, vacancy and the pipeline that has to find land, Q2 2026.
Ports — Pillar: committed, funded and dated US gateway capacity and near-port industrial pricing, Q2 2026.
Air Cargo — Pillar: airport-adjacent industrial metrics and cargo gateway rent premiums, Q2 2026.
Markets — Index of the twelve covered metros with each market's headline figure, Q2 2026.
Research — Research hub: powered land, floating siting, ports and air cargo, published free in full.

Published September 12, 2026 · Last updated September 12, 2026