In the first installment of our Artificial Intelligence & Real Estate Series, published last December, we introduced a framework to analyze the impact of the rising adoption of AI technologies on the commercial real estate environment. We also warned that as the AI revolution remains in its infancy, investors should brace for unanticipated brea...
The data center investment opportunity is characterized by enormous demand that’s outpacing supply and an unprecedented amount of capital required. The sector is becoming increasingly attractive to institutional investors. Advantages include portfolio diversification, long-term stable cash flows from high- quality tenants, and scalability. For mo...
AUTHORS’ NOTE: In the short time between when we wrote this paper and its publication, the Chinese AI company DeepSeek released a report claiming that its AI model uses 10-40 times less energy than similar U.S. AI technology. Greater energy efficiency is a good thing, of course. But it’s not likely to eliminate massive new power […]...
In the first installment of our Artificial Intelligence & Real Estate Series, published last December, we introduced a framework to analyze the impact of the rising adoption of AI technologies on the commercial real estate environment. We also warned that as the AI revolution remains in its infancy, investors should brace for unanticipated brea...