Schlagwort: AI capex $600B

Global real estate markets enter a decisive new phase. AI infrastructure attracts record investment with hyperscalers planning $600–$630 billion in 2026 capex, while traditional office markets face an 18.6% vacancy rate and a $1.8–$2 trillion maturity wall. U.S. housing inventory rises 8.1% year-over-year, 30-year mortgage rates stand at 6.56%, and CMBS delinquency climbs to 6.1%.…