Is it a real slowdown or a disruption from all the NIMBY laws?

Undisciplined

Interesting post ✌️......thanks  for sharing

mkmloom

The Dodge Momentum Index rose 2.4% in September. Institutional planning (schools, hospitals, government) jumped 9.4% while commercial slipped 1.3% — and commercial is only being held up by data centers.

Institutional planning jumped 9.4% on the month and is up 17.2% year over year: education, healthcare and government work. 

Commercial planning slipped 1.3%, with retail, hotel and office improving but weaker data center and warehouse planning offsetting it.

The stat that matters: commercial planning is down 3% year over year even WITH data centers in it. Strip them out and it drops 14.9%. 

Data centers are still masking how soft the rest of commercial is.

45 projects worth 120.4B sats ($100M) or more entered planning in September. Biggest on the board: the 416.5B sats ($346M) Duke Raleigh Hospital addition, the 391.2B sats ($325M) Spartanburg Regional Heart & Vascular Hospital, plus a 577.8B sats ($480M) data center in Jermyn, Pennsylvania and two 569.3B sats ($473M) data centers in Bastrop, Texas.

Dodge's read: as institutional planning keeps building, spending in those sectors should strengthen into late 2027.

Shocked to see with the AI data center slow down that hospitals picked up the slack. Is the boom almost over? If it is i expect construction to contract which could cause Labor to get cheaper.

Construction_and_Engineering

econ

***USD/BTC = $83,079***
 ***Block 972,395***
`TL:DR` 

The Dodge Momentum Index rose 2.4% in September. Institutional planning (schools, hospitals, government) jumped 9.4% while commercial slipped 1.3% — and commercial is only being held up by data centers.

Institutional planning jumped 9.4% on the month and is up 17.2% year over year: education, healthcare and government work. `Commercial planning slipped 1.3%, with retail, hotel and office improving but weaker data center and warehouse planning offsetting it.`

The stat that matters: commercial planning is down 3% year over year even WITH data centers in it. Strip them out and it drops 14.9%. `Data centers are still masking how soft the rest of commercial is.`

45 projects worth 120.4B sats ($100M) or more entered planning in September. Biggest on the board: the 416.5B sats ($346M) Duke Raleigh Hospital addition, the 391.2B sats ($325M) Spartanburg Regional Heart & Vascular Hospital, plus a 577.8B sats ($480M) data center in Jermyn, Pennsylvania and two 569.3B sats ($473M) data centers in Bastrop, Texas.

Dodge's read: as institutional planning keeps building, spending in those sectors should strengthen into late 2027.

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## My Thoughts 💭 

Shocked to see with the AI data center slow down that hospitals picked up the slack. Is the boom almost over? If it is i expect construction to contract which could cause Labor to get cheaper.