Real Estate Brief: Real estate’s AI moment: Growth opportunities meet new constraints
The U.S. power grid is straining under the weight of aging infrastructure, extreme weather, and surging demand from AI, EVs, and electrification. Real estate, which consumes the 75% of U.S. electricity, is going to be directly impacted. What was once a stable utility is now a strategic risk—and potentially, a competitive advantage. The question isn’t whether grid disruption will affect your portfolio, but how you’ll lead through it.