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What the people who build the market expect. The Casitel Pulse, October 2026

Six questions, two minutes, once a month, from verified operators, developers, lenders and investors.

8.1%

Cost of capital, next 12 months

+15 bp on September
6.4%

Stabilised cap rate expected

GCC 6.9%, Europe 5.8%
+6%

Wholesale rent change per year

Next 2 years
4.2 yrs

Typical time to power

50MW, all regions
Power

Biggest constraint

61% of respondents
[N]

Respondents

Verified, 28 countries

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Field notes from inside the business.

WhenNoteStatus
2 Nov · GBA DNO is now quoting 2031 for new 100MW connections at two substations near the M4. Utility engineer.Confirmed
1 Nov · UAETwo operators report transformer lead times past 70 weeks for 132kV units. EPC.Claim, 2 sources
30 Oct · NordicsA hyperscaler is assembling land around a grid node in central Sweden. Broker.Claim, checking

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