Artificial intelligence is starting to rattle another major industry — commercial real estate.

In this episode, Kathy Fettke breaks down why shares of major brokerage firms like CBRE, JLL, Cushman & Wakefield, and Newmark recently fell despite strong earnings. Investors are questioning whether AI could shrink brokerage commissions, automate appraisal work, and compress margins across the industry.

But the bigger concern may be office demand. If AI allows companies to operate with fewer employees, will they need less office space in the future?

Kathy explains what executives are saying, where AI may have the biggest impact first, and what real estate investors should be watching next.

Is this short-term market fear — or the beginning of a structural shift in commercial real estate?

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Sources: https://www.wsj.com/real-estate/commercial/ai-anxiety-has-found-its-way-to-real-estate-brokers-2cf4d256?gaa_at=eafs&gaa_n=AWEtsqcKksgp13sa5Fw9OLZO7hsAflKnkAoDAULJd2RtaPo2I4Bei_Yi0AX0W03DNpw%3D&gaa_ts=699d0201&gaa_sig=AOJgjD2rtGMyIjL_uUf0yn5hZr5fCPt7Ae-LiBzHIPwU5RnYpdV6evacSt5WZxdLntEUCpyjE9RlsM9saO_wTA%3D%3D