I met up with John Regan at IMN last year. He landed at LGA Wednesday night. As soon as his UBER hit Manhattan at 11:30 p.m., he received a note. He needed to be in Chicago Thursday morning to see an asset. He returned to NYC Thursday afternoon to see another building and attend a client dinner. Surprisingly, he was bright eyed for our 9 a.m. meeting Friday morning.
Sharp as ever, we dove into the rather pedestrian ‘view of the market’ conversation. John’s answers were intelligent and poignant. Here is a guy who isn’t just spilling answers to fill a conversation. Instead, he is a subject matter expert with an opinion and a plan. His views spanned the increased commoditization of the data center space given adoption of cloud, the increased variability of adoption of technologies and services, and how Big Data affects the demand side of the equation more than the supply side of entrants into the market space. This wasn’t going to be any ordinary conversation. I buckled up.