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Research
Landside Partners publishes the underlying market rather than summaries of it — project by project, megawatt by megawatt, berth by berth. Everything here is free to read in full, permanently, with every figure carrying its period and its source. Only the underlying data file and the analyst briefing are gated, because a report behind a wall does not get cited and does not get used.
Powered land and data centers
- Powered land and data centersThe 2x and the 2.4x: what substation distance and service voltage are actually worth
- Powered land and data centers191.3 gigawatts of planned capacity has to land somewhere
- Powered land and data centersBehind the meter is now permanent
- Powered land and data centersThe Virginia template: how the SCC's GS-5 tariff order gets copied
- Powered land and data centersAnnounced gigawatts are not capacity
- Powered land and data centersThe 474 GW that isn't there: reading the ERCOT queue after Batch Zero
- Powered land and data centersPowered shell, powered land, and paper power: a taxonomy for sellers
- Powered land and data centersCrypto-to-AI conversions have power and need land
- Powered land and data centersThe nuclear PPAs are land deals
- Powered land and data centersTurbines are the constraint
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.
Floating, offshore and unconventional
- Floating, offshore and unconventional0.4 square metres of land per kilowatt: the Keppel Loyang ratio
- Floating, offshore and unconventionalWhy the only operating subsea capacity is Chinese
- Floating, offshore and unconventionalNot a vessel: class rules, the Coast Guard finding, and the Jones Act question
- Floating, offshore and unconventionalPower, not cooling, is what kills floating projects
- Floating, offshore and unconventionalWave, wind and orbit, assessed against 7,481 MW of terrestrial construction
- Floating, offshore and unconventionalThe landside of the mooring
Ports and maritime
- Ports and maritimeThe 2027 to 2029 openings: a land-banking map built only from funded capacity
- Ports and maritimeCharleston at 12.9%, Los Angeles at 4.2%: reading gateway vacancy dispersion
- Ports and maritime10 November 2026: Section 301 port fees resume
- Ports and maritimeThe land-border fee nobody is modelling
- Ports and maritimeIndustrial outdoor storage after institutionalization
- Ports and maritimePorts are building their own IOS
- Ports and maritimeUnion Pacific, Norfolk Southern, and every inland port thesis in America
- Ports and maritimeGigamax: 27,500 TEU and what it does to berth and crane outreach
- Ports and maritimeThe Arctic is now 25 days
Air cargo
- Air cargoFlat volumes, 6.5% yields
- Air cargoThere is no capacity coming
- Air cargo$30.08 a foot and no cranes on the skyline
- Air cargoMemphis to Louisville is permanent
- Air cargoA new building type: DHL's seven million square feet
- Air cargoNight bans make markets
- Air cargoThe 33 plus 15: reading an on-airport cargo ground lease
No fee. One parcel. One page. Usually back within five business days.
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.
Published · Last updated