Articles / Insights

From
The Field.

Analysis and frameworks on AI infrastructure site readiness, capital formation, and the conversion problem. Written from inside the deals.

Topics Capital Formation Site Readiness Powered Land Deal Architecture AI Infrastructure Due Diligence
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Capital Formation
Why Powered-Land Sites Fail to Close Institutional Capital
The AI infrastructure market has more capital chasing sites than ever. Qualified sites still fail to close. The problem isn't the site — it's the gap between what developers present and what institutional capital needs to underwrite.
June 13, 2026 Read →