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Hotels And Offices: From Operational Upside To Demand Uncertainty In The Age Of AI

Source: SeekingAlpha

2025-07-03 08:45:00 ET

By Daniel Tomaselli, Manager, Global Real Estate Research

In the previous installments of our series, we explored three key topics:

  • Introduced a framework to analyze how the growing adoption of AI technologies may affect the commercial real estate sector.
  • Examined recent developments in the AI competitive landscape, which—rather than alter—accelerate the trajectory toward the sector-specific conclusions outlined in our framework.
  • Analyzed in greater detail the group of property sectors—data centers, logistics, and life sciences—that we believe will benefit most from AI adoption.

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Hotels And Offices: From Operational Upside To Demand Uncertainty In The Age Of AI
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