Real estate investors are navigating a market shaped by higher-for-longer interest rates, shifting portfolio dynamics and the growing influence of artificial intelligence (AI). In an exclusive IREI interview, Brian Klinksiek, LaSalle’s global head of research and strategy, discusses whether real estate deserves a larger role in diversified portfolios, where rent growth may be emerging before it shows up in headline data, and how investors can distinguish genuine market tipping points from compelling but unproven themes. He also addresses where capital can be deployed today despite a delayed recovery, which property sectors could benefit or suffer from AI adoption, and why the investment opportunity surrounding AI may be broader — and more complicated — than simply building data centers.
Recently LaSalle released its mid-year update, which highlights several AI-related t
