They interact with what's already there, and those interactions determine whether a catalyst reinforces, accelerates, or gets absorbed by existing market behavior.Full signal assessment with cap rate implications, market-by-market analysis, and catalyst stacking context available here: https://capratesignals.beehiiv.com/p/data-center-microsoft-m...References & Data NotesCorporate disclosures and public announcements from Microsoft regarding U.S. data center investmentState and local economic development releases related to data center sitingMarket research from CBRE, Cushman & Wakefield, and JLL for regional contextIndustry reporting from Data Center Dynamics and Data Center Knowledge We are busting out data centers here in central Ohio!

Looking forward to interacting with you all learning together. 

There’s something kind of thrilling about a big storm rolling in. Everything slows down. The noise drops. The routine breaks. You’re forced to pause for a minute and reassess.That’s honestly how the market feels right...

It’s also a National Natural Landmark, a National Archaeological District, and listed on the National Register of Historic Places.

Collectively, they create:Interruptions during the dayDelays that push jobs outHigher costs when vendors have to returnWhat helped was treating vendor interactions the same way we treat tenant screening: clear rules, enforced consistently, before work starts.The concept of a Vendor Compliance Gatekeeper changed how I thought about it.

I am hearing that some are integrating AI to interact with tenants.

So naturally will take longer to sell.

Successful operators maximize offseason programming (events, summer activities) to stabilize cash flow.Waterpark ResortsWhat defines them:Waterpark resorts include indoor or outdoor aquatic facilities of at least 10,000 square feet, featuring slides, pools, and interactive attractions designed to drive demand.Investor considerations:• Family-oriented demand with strong repeat visitation• Indoor parks can reduce seasonality• Water attractions significantly boost length of stay and ancillary spendKey risks:• Substantial upfront construction and mechanical costs• Ongoing safety, staffing, and maintenance requirements• Higher insurance and operational oversightInvestor takeaway:Waterpark resorts function as entertainment-anchored hospitality assets.

Your goal should be to find good quality professionals who you can rely on to make your investments grow and provide stability.Pick an area that you are familiar with where you have a competitive advantage - Think of an area where you travel often, went to school or grew up.I would invest in one property where the purpose to learn and how you interact with your network.

A $300–$400/unit CapEx that demonstrably lowers catastrophic loss exposure is much easier to defend than an amenity-driven add-on in workforce housing.The key question lenders and buyers will ask is whether the system is:– Reliable without tenant interaction– Independent of Wi-Fi or resident behavior– Documentable for insurance and underwriting conversationsIf the answer to those is yes, you’re solving a real problem - not a theoretical one.Appreciate you grounding this in actual underwriting reality instead of selling features.