Blaine Gerick @permit_hound

Texas permits, last 6 months: 489 filed a week on average. Busiest weeks by count: 1. Apr 13: 566 2. Mar 30: 552 3. Jun 1: 551 None topped $3.4B. The two biggest dollar weeks, Jun 29 ($11.6B) and Sep 7 ($10.8B), were among the quietest. Data centers move the money.

99 permits filed statewide yesterday (9/21). The highlight: Toyota's $200M sitework permit in San Antonio. First permit on a $3.6B expansion that doubles the plant by 2030, adds 2,000 jobs, and pulls Tacoma assembly back from Mexico 🇺🇸. We're reshoring the nearshore.

On Aug 3 Governor Abbott paused data center grid connections in Texas. Abbott cited 474 GW in ERCOT's queue, ~90% of it data centers. Texas data center permit filings since that order: $349M/day. The 7 months before it: $153M/day. Strip out the single biggest campus on each side and it's still roughly double. Why both can be true: the moratorium is an 🔌interconnection gate. Permits are a 🚧construction gate. You can permit, break ground and build a shell while your power application sits in audit. Nothing in the order stops a filing. 🏦BofA's survey just hit a record - fund managers have never been this convinced companies are overspending. That view flipped positive ten months ago (s/o Thesis Driven). Texas permit dollars are up 3.4x year over year since. 🧭Sentiment can reverse in a single survey, especially when are navigating uncertain times.

keyboard_arrow_left Previous keyboard_arrow_right Next

x.com/i/article/2100…

131 Texas TDLR project registrations on Sept 14 totaling $1.52B. Two data center filings took 59% of the dollars. The largest — $600M, 591,400 SF in Cedar Creek — is the sixth Burr Computer Environments data center registration in Bastrop County this year, across two FM 535 addresses. Burr is the filer of record; EdgeConneX is the operator. This is one of the largest data center developments permitted in the state.

This week in permits (9/7) 377 permits, $10.8B, 21.3M SF

keyboard_arrow_left Previous keyboard_arrow_right Next

@evanweirCRE @Apple I'm sure you could figure out some use for the blind walking stick haha

83 permits filed yesterday (9/8) totaling $462M. Like clockwork, one permit makes up the majority of the volume. A $300M data hall in Digital Realty's Garland campus, part of a buildout that's now cleared $1.5B+ across five buildings.

@JakehellerPD The longevity bro could never.

@bhwizzy I think you're right. The sprawl is going to keep going to San Antonio. Brookshire is basically West Katy.

Memorial Hermann just registered for a new bed tower in Katy at 23900 Katy Fwy, Katy. $180M. 282,000 SF. Start Jan 2027, finish 2030.

@fmeyrath

@coresite just filed a $200M permit for DA1 in Irving: 230,000 SF, two-story data center base building at 2701 E. Grauwyler. Irving already has QTS, Equinix and Edged data centers running, with Microsoft and now CoreSite in the pipeline. DFW's hyperscale corridor keeps stacking ↗️.

Texas filed 1,998 commercial permits in August so far worth $14.53B. 26 of them were data centers. Those 26 accounted for $7.17B (49% of every permit dollar in the state). Full breakdown by asset class. Who doesn't love a Sankey.

Short clip of a Permit Hound use case. Nice shoutout from Jeremy at Matador. Go check out The Industrialist pod. open.spotify.com/clip/3CSGO4fKe…

103 permits filed yesterday. $1,080,000,000 total valuation across 4,450,000 SF. One data center accounts for 65% of the total permit value. Industrial ad manufacturing permits carried the remaining permit value. 💻EdgeConneX submitted another $700M for their Bastrop County data center. Groundbreaking is October 5th with delivery in Dec 2028 (tenative). 🏭Sanderson Pipe Corporation out of TN submitted a $64M permit to build a 194K SF PVC pipe plant in Midlothian. 🏗️820K industrial new construction SF filed at 14925 Crosby Fwy costing $49.2M. Delivering the end of 2027.

Story of the day - data centers. $1.4B filed in one afternoon. Two 729,537 SF data centers, same address - 6682 FM 535 in Cedar Creek. EdgeConneX's FM 535 site is now at 4 registered buildings of their 9-building masterplan. Gensler on design. Sept start, March 2029 delivery. The Bastrop corridor continues to grow.

@bankertobuilder You may need to go into Witness Protection after this.

Around 100 permits filed yesterday totaling $376M. One permit accounted for 29% of the cost. Core Scientific just permitted Building A of its DTO campus as a data hall. The first construction filing on the $6.1B conversion of its old bitcoin site to AI. Gensler on design. 394 MW at full build. Brookshire is getting 1.1M SF of industrial costing $40M. IDV is the owner with Powers Brown as the architect. Houston's western industrial corridor continues to grow. Mercantile Partners permitted two office/warehouse buildings at Mercantile East in north Fort Worth. Building B is 530,442 SF on its own. ESFR, tilt-up, steel roof. ~650 acres of their 1,300-acre park still undeveloped. Want access to Permit Hound? Send me a DM. permithound.io

Texas registered 89 projects yesterday worth $376M. McKinney took 28%. @TxDOT filed $60M for SH 5 from Spur 399 to south of FM 1378, turning 2 lanes undivided into 4 divided. Another $45M for a 247K SF shipping facility at Encore Wire, now 3.5M SF on 460 acres under Prysmian. $57.25M, 93K SF for Denton ISD's Jim Alexander CTE center in Cross Roads, part of a first-of-its-kind town-school partnership on US 380. Jan 2027 to May 2028. $42M for a 753,481 SF tiltwall shell at 1000 FM 972 in Georgetown. Building 3 at Green Point's GTX Logistics Park, 231 acres headed to 3M+ SF, where @Tesla supplier US Farathane took 260K SF. $30M, 156K SF for Doggett Freightliner at Weichold and I-10 in San Antonio. Zoning commissioners sided with Paloma residents against it. Council approved it anyway.