Putting Data Center Deals Together with Jim Kerrigan, SIOR from North American Data Centers

In this episode, Jim Kerrigan shares his expertise on the evolving data center industry, covering topics from supply and demand dynamics, site selection challenges, utility considerations, to future trends like AI and edge data centers.

 

Key Topics

Data center importance and evolution Supply side challenges and moratoriums Site selection and utility considerations Impact of AI and edge computing Investment trends and market outlook

 

Chapters

02:42 - Supply Side Dynamics in Data Center Development 05:28 - Utility Considerations and Site Selection 08:18 - Emerging Trends: Inference and AI Data Centers 10:56 - Community Perception and Economic Impact of Data Centers 13:45 - Challenges in Data Center Development and Market Dynamics 16:23 - The Future of Data Centers and Speculative Development 21:34 - The Evolving Landscape of Farming 22:52 - Navigating Lease Contracts in Agriculture 23:25 - Understanding Data Center Lease Structures 26:27 - The Complexity of Data Center Market Dynamics 27:37 - The Role of Brokers in Data Center Transactions 29:21 - Factors Influencing Site Selection for Data Centers 31:02 - The Importance of Utility Considerations 32:02 - Power Usage Effectiveness and Its Impact 33:48 - The Demand for Data Center Capacity 34:44 - Capital Markets and Data Center Investments 37:09 - The Evolution of Data Center Valuation 38:26 - Investment Strategies in the Data Center Sector 40:09 - The Future of Data Centers and Public Perception

 

Episode Resources

Connect with Jim Kerrigan

linkedin.com/in/jimkerrigansior  https://www.linkedin.com/company/north-american-data-centers/  https://nadatacenters.com/ 

Connect with Justin Smith

https://smithcre.com/  jbsmith@leeirvine.com  https://www.linkedin.com/in/justinbsmith/