📰🎧 ▶️ In This Episode
Join our analysis of the October 2025 Dodge Momentum Index as we examine how construction planning momentum is shifting from exceptional to moderate growth.
After months of near-vertical expansion driven by data center investments, developer tariff-avoidance behavior, and rising material costs, the October DMI decline represents an important reality check. The index fell 7.1% to 283.3, marking the first pullback in six months.
But here’s the crucial insight: the year-over-year comparison tells a different story. The index remains 52% higher than October 2024, with commercial planning up 54% and institutional planning up 49%. This isn’t market collapse - it’s normalization.
We’ll walk you through:
How the DMI works and why it’s a leading indicator
The data center boom’s outsized influence on planning momentum
Sector-by-sector performance: where activity is strong, where it’s weak
The critical distinction between real activity growth and cost-inflation-driven value incre…
