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Goldman Sachs research.

Research published by Goldman Sachs, indexed and attributed by Global Real Estate Intelligence. We summarise briefly, credit the source, and link to the original.

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Private Markets Are Expected to Have a Growing Role in Data Center Financing

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.

Data CentersAlternativesDebt & FinancingU.S. National
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Goldman Sachsreport

Is There Enough Data Center Capacity for AI?

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.

Data CentersGlobal
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Goldman Sachsreport

The Outlook for US Housing Supply and Affordability

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.

EconomyHomebuildersAffordable HousingU.S. National
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Goldman Sachsreport

How AI Is Transforming Data Centers and Ramping Up Power Demand

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.

Data CentersSustainabilityGlobal
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Goldman Sachsreport

The S&P 500 Is Projected to Rally More Than Expected

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.

EconomyREITsU.S. National
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Goldman Sachsreport

US offices are under pressure, but real estate may still offer a hedge for investors

Goldman Sachs Research examines pressure on US offices from remote work and refinancing while arguing real estate can still serve as a portfolio hedge for investors.

OfficeREITsU.S. National
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Global Real Estate Intelligence is a neutral index of publicly available research. All rights in Goldman Sachs’s work remain with Goldman Sachs; we link to the original.