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Connect CRE · Land

AI is Making Power the New Driver of Real Estate Value, Say ULI and Heitman

Via Connect CRE · October 16, 2026
Compiled by Real Estate Trail Editorial · October 16, 2026

Why this matters

Land continues to behave as the highest-conviction long-duration bet in CRE. In supply-constrained luxury markets, replacement-cost-positive entitlements remain scarce; in growth-corridor exurbs, sponsors with patient capital are accumulating positions ahead of the next residential or industrial pipeline. The trade is a basis call, not an income call, and continues to attract family-office and high-net-worth capital that can hold through the cycle.

Editorial analysis · Real Estate Trail Editorial

On the RET wire

Computed from Real Estate Trail’s own tracked coverage

Excerpt from Connect CRE:
The expanding use of artificial intelligence and development of data centers to generate it are making access to power the new driver of real estate value, the Urban Land Institute (ULI) and Heitman said in a new repo…
Read the full article at Connect CRE →

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