Obviously CRE is not the most efficient vehicle to make an AI bet, but how are you thinking through impact on CRE demand across sectors if AI becomes truly transformational?
Excluding data centers and power aggregation, any interesting ways to be long AI and long CRE? Trying to find some silver linings when nothing makes sense!
I am hoping for a cycling of capital back into safe assets at an institutional level when the financial side of the AI bubble inevitably forces a correction in the market and we arrive at a definitional bottom that we are kind of craving anyway.
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