AI Impact Hub

This series provides a structured, sector-by-sector view of how AI is likely to reshape underlying economic activity over the next decade, and what that could mean for demand, location strategies, and asset performance across real estate.

Anchored in a ten-year horizon, the analysis combines first-principles thinking about how each sector creates value, a perspective on how AI capabilities may evolve and diffuse, and backcasting to link long-term change to near-term strategy. Rather than making predictions, it maps the most plausible risk pathways, showing how shifts in cost, speed, and decision-making may cascade into real estate outcomes, with the goal of helping leaders identify what matters early and invest, adapt, and underwrite with greater confidence.

Catch the recording of our latest webinar in which our experts cut through the speculation surrounding AI to deliver data-driven clarity on how it's reshaping the U.S. economy and the built environment.