How This Real Estate Investor is Betting on an AI Boom (It’s Not Data Centers) | Tom Shapiro

Real estate serves as a complex hedge against inflation, yet broader economic factors like employment trends and technological disruption pose greater risks to the sector. Tom Shapiro, founder and CIO of GTIS Partners, identifies AI as a significant catalyst for change, noting its dual impact on office demand and the necessity for efficient, automated business processes. While the Sunbelt region faces oversupply challenges, San Francisco is experiencing a virtuous cycle of recovery driven by AI company expansion and improved urban management. Beyond the U.S., Brazil remains a strategic market where high interest rates and currency volatility require specialized expertise, particularly in industrial and hospitality developments. Ultimately, long-term stability in the real estate market hinges on sustained job growth and a more favorable interest rate environment to support household formation and development activity.