Tag: AI Infrastructure
🌍 BERND PULCH GLOBAL REAL ESTATE INTELLIGENCE REPORT
Jackson Hole countdown. $50B private grid deal. Office deliveries at 14-year low. China home prices drop 3.2%. Full briefing.
🌍 BERND PULCH GLOBAL REAL ESTATE INTELLIGENCE REPORT
US inflation drops to 3.4%. Office vacancy falls 30 bps to 18.3% – largest drop since 2015. AI capex hits $600B–$800B. Full briefing.


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