Everybody is talking about how AI will change the world.
Very few investors are asking how it will change real estate.
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The reality is that AI won't impact every asset class equally.
Some properties are positioned to benefit from long-term technological shifts. Others may face structural headwinds as AI changes how people work, shop, and move.
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Here are some of the real estate assets that could face the most pressure from AI over time:
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Commodity Office Buildings: Companies may require less space as productivity increases and headcount becomes more efficient.
Call Center & Back Office Properties: AI continues to automate routine administrative and customer service functions.
Parking Assets: Smarter transportation systems and autonomous vehicles could reduce long-term parking demand.
Retail Dependent on Routine Labor: Automation and changing consumer behavior may pressure certain retail formats.
Workforce Housing in Highly Automatable Job Markets: Slower employment growth can i...
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