5Research pieces indexed
Latest Jun 12, 2026
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.
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.
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