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Free · CRE AI Outlook Report

What 20 CRE giants really think about AI.

A free read-through of 2026 AI outlooks from Blackstone, PGIM, CBRE, JLL, Morgan Stanley, Brookfield, MetLife and 13 more, where they're putting capital, where they're stalling, and the downside only a few will model.

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Zed Truong

By , Co-founder, Pacific Software VenturesPublished · Updated

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Inside the report

What you’ll learn.

01

Talkers vs. doers

Deloitte says the AI honeymoon is ending, 27% of firms are hitting implementation walls. JLL puts it blunter: only 5% hit their AI goals. See which of the 20 giants are actually shipping and which are stuck writing decks.

02

Where the capital is going

Data centers and digital infrastructure dominate the consensus trade. Gateway markets with AI hubs, Manhattan, SF, Dallas, are getting priced as recovery leaders. See exactly how the giants are positioning across asset classes.

03

The downside nobody models

MetLife is one of the only firms publicly modeling what 50,000-4 million lost white-collar jobs does to office and multifamily demand. Most of the 20 are avoiding the question. Read which ones aren't, and why it matters.

Free, Instant Access

Read the full AI outlook report.

Twenty 2026 outlooks from the biggest names in CRE, read side by side. Where they agree, where they contradict themselves, and what it means for your next move.

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About us

We’ve closed the deals. Now we automate them.

Institutional CRE experience from PGIM and Voit, NSF-funded AI research published. We built our careers in real estate and enterprise software, then built the systems we wished we’d had.

Aidan Scudder

Aidan Scudder

Partner

Former Kochava and HPE. NSF-funded research on physics-informed neural networks. Designs the autonomous systems behind every PSV build.

KochavaHewlett Packard Enterprise
Zed Truong

Zed Truong

Partner

Former PGIM and Voit Real Estate. He has closed $1B+ in commercial real estate transactions and underwritten $11B+ across asset classes. Knows which workflows to automate first.

PGIMVoit Real Estate
Gedeon Baende

Gedeon Baende

Partner

Former Goldman Sachs engineer and AWS AI scholar. Awarded for AI battery degradation models, featured in an AWS documentary. Builds the systems that make engagements reliable.

Goldman SachsAWS
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