The internet era versus the AI era and spillover effects to real estate
by Paul De Martini
Market cycles rarely repeat identically, but they often echo in ways that are too loud to ignore. Indeed, investors have seen this movie before, even if the cast has changed. The public equity market today and the one that peaked in March 2000 rhyme in their structure rather than their specifics. Both cycles were built on transformative technology, the commercial internet then ...
