Artificial intelligence (AI) represents the latest in a long line of general‑purpose technologies. Like electrification, computing and the internet before it, its economic and built environment impacts will unfold gradually, unevenly and nonlinearly.
Rather than attempting to predict how AI itself will evolve, this research focuses on how firms, sectors and the macroeconomy will respond to AI – and how those responses will translate into CRE fundamentals, including:
- Productivity, growth and interest rates
- Employment trends and space demand
- Vacancy and absorption for major CRE sectors
- Capital markets behavior
- Differentiation in performance across assets and geographies
Why this matters: The future of commercial real estate will depend less on AI’s technical capabilities and more on how productivity gains flow through hiring, revenue growth and capital allocation – dynamics tracked in real time by the AI Impact Barometer.
