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AI is additive to demand, not a substitute for space
Across sectors, AI drives a bigger, faster-growing economy, resulting in higher cumulative space demand, not less—despite a near-term recalibration period.
Near-term drag, long-term acceleration
Job displacement is real, but net job creation dominates
Office demand is reshaped, not reduced
AI accelerates office bifurcation and raises the premium on quality and flexibility
Logistics & Industrial evolves gradually, but requirements rise
Retail benefits from AI, but becomes more polarized
Experiential and location-driven retail lead
Multifamily benefits indirectly from
AI-driven growth
Location matters more across all sectors
Occupiers pause and recalibrate in the near term, but over time productivity gains, business formation, and new industries drive stronger absorption across property types.
AI eliminates routine roles, but most jobs evolve rather than disappear, with new businesses and higher-value work driving net employment growth.
Near-term softness gives way to stronger long-term demand, as business formation and higher-value work drive office job growth.
Demand shifts toward high-quality, well-located, and adaptable space, as offices evolve from desks to collaboration, decision-making, and client engagement.
Traditional demand remains intact, while automation, power needs, and advanced logistics drive demand for modern, flexible facilities over time.
Stronger income growth supports spending, but a K-shaped consumer drives outperformance at the high and low ends, with pressure on mid-tier retail.
Physical, experience-based retail remains resilient, with demand concentrating in high-income, talent-dense markets.
Stronger job and income growth support housing demand, while outcomes increasingly depend on where economic growth concentrates.
AI concentrates growth in talent-rich, high-productivity markets, widening performance gaps across geographies and assets.