2022
2023
2024
2025
Q1
Q2
Q3
Retail
Industrial
Office
Data Centres
Net Employment
Economic Growth Engine
Adoption + Capital Formation
AI Momentum Scores
Negative Signal Accelerating
Negative Signal Gradually Intensifying
Neutral Signal/ Holding Steady
Positive Signal Accelerating
Positive Signal Gradually Intensifying
Economic and CRE AI Impact Barometer
Adoption & Capital Formation
Share of Australians Reporting Daily or Weekly AI Usage
Semiconductor Sales
Adoption + Capital Formation
Venture Capital Funding to GenAI Companies
Performance of AI Equities
Positive Signal Accelerating
Positive Signal Gradually Intensifying
Neutral Signal/ Holding Steady
Negative Signal Accelerating
Negative Signal Gradually Intensifying
Explore Adoption Indicators & Insights
2022
2023
2024
Q1
Q2
Q3
2025
The shift towards AI adoption is underway. We’re tracking usage data and semiconductor sales to identify where AI is moving from experimentation to embedded practice in the economy, as well as venture funding and public market valuations to test the durability of AI’s impact.
Economic Growth Engine
Construction Spending on Power and Communications Infrastructure
Business Spending on Information Processing Equipment/Software
Economic Growth Engine
Labour Productivity
Real Wages
Positive Signal Accelerating
Positive Signal Gradually Intensifying
Neutral Signal/ Holding Steady
Negative Signal Accelerating
Negative Signal Gradually Intensifying
Explore Economic Growth Indicators & Insights
2022
2023
2024
Q1
Q2
Q3
2025
AI is kicking off a new wave of investment that could lift the economy and drive real estate demand. We’re watching as to whether this momentum is turning into real growth by tracking how much companies spend on new equipment, how productive workers become, and whether wages are rising.
Net Employment
Employment in Vulnerable Blue Collar Sectors
Employment in Highly Vulnerable Office-Using Sectors
Net Employment
Business Hiring Relative to Sales
Positive Signal Accelerating
Positive Signal Gradually Intensifying
Neutral Signal/ Holding Steady
Negative Signal Accelerating
Negative Signal Gradually Intensifying
Explore Net Employment Indicators & Insights
2022
2023
2024
Q1
Q2
Q3
2025
AI is poised to reshape the workforce, but whether it will ultimately reduce or expand total employment remains unclear. To spot which scenario is playing out, we’re tracking what sectors are expanding or contracting, how hiring expectations compare to sales expectations, and the pace at which AI skills are entering job requirements.
Data Centres
Pre-Commitment rate of capacity under construction
Capacity-Based Vacancy Rate Change
Data Centres
Rolling Annual Data Centre Investment Volume (AUD)
Institutional Cap Rate Premium
Positive Signal Accelerating
Positive Signal Gradually Intensifying
Neutral Signal/ Holding Steady
Negative Signal Accelerating
Negative Signal Gradually Intensifying
Explore Data Centres Indicators & Insights
2022
2023
2024
Q1
Q2
Q3
2025
Data centers are the physical infrastructure of AI. Market performance and capital flows into this sector show how quickly digital demand is translating into real asset demand.
Office
Secondary Vacancy Rate
Office-Using Employment Growth
Office
Office Cap Rate Spread Over Risk Free Rate
Positive Signal Accelerating
Positive Signal Gradually Intensifying
Neutral Signal/ Holding Steady
Negative Signal Accelerating
Negative Signal Gradually Intensifying
Explore Office Indicators & Insights
2022
2023
2024
Q1
Q2
Q3
2025
AI is likely to make the differences in office locations and asset quality even sharper. Shifts in the job market, leasing activity, and investor sentiment help show where AI is strengthening markets and exposing weaker ones.
Industrial
Market Share of Leasing in Post 2020 Built Industrial Properties
Occupied Industrial Space Per Worker
Industrial
Prime Share of Total Leasing Volumes
Positive Signal Accelerating
Positive Signal Gradually Intensifying
Neutral Signal/ Holding Steady
Negative Signal Accelerating
Negative Signal Gradually Intensifying
Explore Industrial Indicators & Insights
2022
2023
2024
Q1
Q2
Q3
2025
AI-driven automation may be fueling stronger tenant demand for modern industrial space. We’re watching closely leasing trends and occupancy rates among next generation distribution centers to see if this is being borne out.
Retail
Investors Retain Allocation
Structural Shift to Online Spending
Retail
SME AI Adoptation
Positive Signal Accelerating
Positive Signal Gradually Intensifying
Neutral Signal/ Holding Steady
Negative Signal Accelerating
Negative Signal Gradually Intensifying
Explore Retail Indicators & Insights
2022
2023
2024
Q1
Q2
Q3
2025
AI has the potential to accelerate the shift towards e-commerce while reshaping brick-and-mortar performance in uneven ways. Early winners and losers should be revealed online retail sales trends, while wealth and adoption data may reveal which category of retail is best positioned to thrive.
Job Growth in AI Infrastructure Sectors
Share Job Postings containing AI terms
Investors Office Allocation
Macroeconomic Categories
Real Estate Sectors
Release of ChatGPT
Youth Unemployment