12Research pieces indexed
Latest Jul 30, 2026
Global Real Estate Intelligence is a neutral index of publicly available research. All rights in McKinsey & Company’s work remain with McKinsey & Company; we link to the original.
As AI increases energy demand, data centers are moving to higher voltage systems, creating new opportunities for electricity and component providers.
McKinsey’s Alex Wolkomir discusses how housing leaders can win with AI by improving customer experiences, redesigning workflows, and building trust between parties in the ecosystem.
The explosion of AI data centers and the continued electrification of automobiles and other products have greatly increased demand for electricity, sparking renewed interest in producing nuclear power.
Data center capital expenditures are surging as AI workloads grow, yet competitiveness increasingly depends on securing advanced accelerators, reliable electricity, and fast project delivery.
The real estate chapter of McKinsey's Global Private Markets Report analyzes how private real estate is evolving through 2026, from sector rotations to shifting risk-return profiles, ESG demands, and institutional capital flows. It documents that operationally hands-on investors now control a growing share of real estate AUM.
McKinsey examines how agentic AI can automate multistep workflows across property management, leasing, and other core real estate functions, enabling humans to work in partnership with autonomous AI agents. It frames agentic AI as the next wave beyond earlier generative-AI applications in the sector.
McKinsey examines the power and cooling equipment that forms the backbone of data center infrastructure, arguing that as AI data center demand grows, innovation and on-time supply of this technology will become increasingly critical. The piece looks at the industrial supply chain enabling AI capacity.
McKinsey analyzes why hyperscale data centers are expanding rapidly across the United States and why they represent a major new investment opportunity for states. It weighs the economic upside against challenges such as power demand and infrastructure constraints.
McKinsey projects that data centers could require roughly $6.7 trillion of capital investment worldwide by 2030 to keep pace with demand for compute, with about $5.2 trillion of that for AI-capable facilities. It breaks down the spend across chip and hardware developers, power and cooling suppliers, and builders.
This interview with McKinsey senior partner Aditya Sanghvi examines where office attendance stands today and the growing opportunity for commercial real estate to adapt to new ways of working. It revisits demand projections from the firm's earlier hybrid-work research.
McKinsey finds the US was short 8.2 million housing units in 2023, a gap that could grow to 9.6 million by 2035, and estimates closing it would require about $2.7 trillion of investment while potentially adding nearly $2 trillion to GDP. It identifies five themes for making housing more affordable and advancing economic mobility.
McKinsey examines why global demand for office space has continued to decline even after the pandemic ended, and what that implies for the future of the office. It analyzes attendance patterns, vacancy, and the outlook for office values.
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