Insights

Tenant-side market intelligence. No filler.

We publish what we wish more tenants knew before they signed. Market data, negotiation tactics, and the math behind the deal terms most operators leave on the table.

Latest insights and market reports

Featured Report

DFW Industrial Q2 2026: Vacancy returns, tenants regain leverage.

After three years of landlord-friendly conditions, vacancy is climbing across all major submarkets. Concession packages are expanding. Where the leverage has shifted — and how to use it before it shifts back.

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Why Texas is becoming a top data center market — and what it means for tenants

This isn't a one-metro story. ERCOT, competing power options, available land, and a favorable tax environment are pulling demand into DFW, Austin, San Antonio, and Houston alike.

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Data center leasing 101: how colocation, wholesale, and powered shell deals differ

Three deal structures, three very different risk-and-control tradeoffs. How to tell which one actually fits your load size and growth trajectory.

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Letter of intent leverage: how a competitive RFP actually changes landlord behavior

Negotiate one building at a time and you've already told the landlord how it ends. The mechanics of running a real, parallel competitive process.

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TI allowances: what's actually included — and where landlords pad the number

A generous headline TI figure doesn't guarantee your buildout gets paid for. Where the padding hides, and the language that closes the gap.

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Assignment and subletting: the exit ramp most tenants never negotiate

Business plans change. Whether your lease lets you get out — or hand it to someone who can — comes down to four words most tenants never question.

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Power capacity: the site-selection variable tenants can't ignore anymore

Automation, refrigeration, and electric fleets have made electrical capacity a binding constraint. How to evaluate it before you tour.

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The 18-month rule: when to start your renewal negotiation

Most tenants engage 6 months out. By then the landlord has already priced your renewal. Why the window opens 18 months early — and what to do during it.

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Build-to-suit math: when BTS beats existing inventory

BTS premiums vs. existing-product savings. When the math actually works — and the three deal terms that determine whether you should walk away.

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Five line items hiding in your CAM reconciliation

Capital expense reclassification. Management fee stacking. Vacant-space allocation. Inside the recurring overcharges most tenants pay every year without noticing.

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Alliance vs. South Dallas: a tenant's submarket comparison

Rent, drive-time labor pools, highway access, power capacity, future supply. The trade-offs we walk every distribution client through.

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Expansion rights: structuring them so they actually work

Most expansion options are unenforceable, mispriced, or both. The four clauses that turn a paper option into a real protection.

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