The industry's own research.
5 items
With hyperscaler spending on AI and data centers projected to top $5 trillion by 2030, Goldman Sachs Research expects private infrastructure and real estate funds to supply a growing share of that capital.
Goldman Sachs Research's base case is that data center occupancy peaks around 93% next year as AI demand surges, examining whether new supply can keep pace with hyperscaler buildouts.
Goldman Sachs Research finds US housing affordability has declined sharply and estimates at least 3-4 million additional homes are needed to close the supply shortage and improve affordability.
Goldman Sachs Research forecasts global data center power demand to rise about 165% by 2030 versus 2023, reshaping the economics and siting of data center real estate.
Goldman Sachs Research lifts its S&P 500 targets and recommends an overweight allocation to the real estate sector for the second half of 2025 as rate-sensitive sectors stand to benefit.