"The outlook remains positive, but growth will increasingly be filtered by power, planning and execution."

"As the National Energy System Operator (NESO) progresses reordering the grid connection queue for generation projects, an equally significant shift is proposed for all demand connections, including data centres"

"As the UK’s digital infrastructure continues to expand, an opportunity is emerging for industrial & logistics landlords and developers: the refurbishment of existing warehouse buildings as small-scale, urban data centres."

"Rising defence spending is set to accelerate investment in industrial and logistics infrastructure. From advanced manufacturing plants and R&D facilities to logistics platforms and high-performance computing and data centres, defence production requires a wide range of highly specialised assets."

"Regulation is tightening across Europe, reshaping real estate markets, with significant implications for the residential and data centre sectors. In 2026, while new rules will constrain rental growth and landlord flexibility, they will also provide clearer frameworks, exemptions and long-term visibility for institutional capital."

"Data centres are the backbone of an era defined by digital transformation. As more developments emerge around urban centres, it is vital to consider the social value and community benefits they create, both locally and nationally."

"Despite talk of location-agnostic AI strategies, operators have doubled down on proven availability zones with reliable power and scalable growth potential"

"Around 2,800 MW of data centre capacity is under construction, and 11,300 MW is committed, already over a quarter of the live supply. With a further 21,000 MW in early-stage plans, the market is gearing up for a step-change in scale to meet soaring AI and cloud demand"