Artificial intelligence is fundamentally reshaping the public real estate investment landscape, Hazelview Investments says in a new white paper. The growth of AI is transforming asset values, operational models and investment strategies, according to the white paper.
More specifically, the paper analyzes how AI is sparking a demand-supply imbalance that leads to strong pricing power for data center REITs. It also examines how mobile GenAI applications can impact network densification, potentially creating tailwinds for cell tower REITs, as well as the improved cost efficiencies and margins that AI automation can produce across the broader REIT market.
“The surge in AI infrastructure requirements represents a fundamental realignment of capital allocation and investment priorities that will define the next decade of real estate investment,” said Samuel Sahn, managing partner, portfolio manager at Hazelview Investments. “The sector is entering a new phase where data infrastructure and automation capabilities are becoming key valuation drivers.”
Don’t miss the chance to gain exclusive insights into the next groundbreaking technology poised to transform the commercial real estate industry and shape the future. Connect North American Investment in Digital Infrastructure & AI is scheduled for Feb. 11, 2026 in Montreal.
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