Could AI Change Commercial Real Estate Forever? | Embracing Performance Over Perception

AI is rapidly transforming commercial real estate, with a pronounced impact on the demand for data centers, specialized industrial facilities, and technology-driven assets. We’re seeing data-center vacancy rates remain remarkably low, even as new space comes online at a record pace—underscoring just how strong the appetite for AI-related infrastructure has become. As developers, the conversation is shifting: it’s not just about location or square footage anymore, but about access to robust power, top-tier connectivity, and reliable infrastructure—critical elements for sustainable value in this evolving market. Investors are recognizing AI infrastructure as a significant growth channel in commercial real estate. My approach always centers on transparency and uncovering the real drivers behind property performance, and this trend is no exception. Whether you’re managing a mixed-use development, retail strip, or considering ground-up construction, understanding how AI is influencing demand and asset value is now integral to making informed, strategic decisions.