AI Impact on Offices
AI is reshaping the economics of work, with material implications over the next decade for business models, operating requirements, employee behavior, and ultimately real estate demand. This series examines how AI changes what offices are for (from work container to decision hub), what ‘AI-ready’ space looks like, why some markets and products may bifurcate, how flex becomes a core portfolio tool, and where new market-fit risks emerge for owners and occupiers.
Anchored to a 10-year horizon, the analysis combines first-principles thinking about what the office exists to do, an assessment of how AI may evolve and diffuse, and backcasting to connect long-term structural shifts to near-term strategy. This is not a set of predictions, but a mapping of the most plausible risk pathways - how changes in cost, speed, and decision-making could cascade into real estate outcomes, helping leaders invest, adapt, and underwrite the next decade with greater confidence.
The analysis is anchored on a ten-year horizon to allow structural changes to become visible. It combines first-principles analysis (what each sector exists to do), a view of how AI capabilities are likely to evolve, diffuse and change these foundations, and finally backcasting to connect longer-term implications to near-term strategy and actions.
This series is not a set of predictions. It maps the most plausible risk pathways - how AI changes cost, speed, and decision-making, and how those shifts cascade into demand, location strategy, and asset performance. The goal is simple: help leaders spot what matters early, so they can invest, adapt, and underwrite the next decade with more confidence.
For more analysis, case studies, and examples of how this will impact the use, occupation, and investment of real estate, follow our AI series.
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