The Urban Land Institute (ULI) and Heitman, a global real estate investment management firm, today released Investment Strategies in the AI Era: Power Is the New Location, the 6th report in the ULI-Heitman Evolving Real Estate Investment Risks and Opportunities series.

The report explores how artificial intelligence is reshaping real estate economics and redefining the drivers of long-term value creation. As demand for computing power accelerates, access to reliable power, digital connectivity, and infrastructure capacity is becoming increasingly important. Markets with abundant energy, transmission capacity, fiber connectivity, and the ability to deliver new power quickly could gain a growing advantage in attracting investment, development, jobs, and economic activity.

The report also highlights the scale of the opportunity: global data center investment is projected to exceed $7.6 trillion by 2031, including approximately $2.1 trillion tied directly to real estate¹. The resulting demand for power, land, connectivity, and supporting infrastructure could create ripple effects across virtually every property sector. 

You can now read the full press release at the link below