Beyond Data Centers: 2 Rising Real Estate Sectors in the $3 Trillion Infrastructure Supercycle
The Data Center Crowding Everyone’s talking about data centers. $3 trillion infrastructure supercycle 100GW new capacity by 2030 AI inference driving geographic dispersion But here’s the problem: Everyone’s talking about data centers. Cap rates compressed. Competition intense. Construction costs up 7% annually. Smart capital is looking elsewhere—same supply/demand fundamentals, less crowded trade. Sector 1: Student Housing Why It’s Working Factor Dynamic Demand University enrollment rising, international students returning Supply New construction constrained by financing, zoning Occupancy Consistently 95%+ near tier-1 universities Rent growth 3-5% annually, recession-resistant The Global Angle: International Students Key markets driving demand: ...