Kingston, Jamaica — 12 February 2026
Shares in major global commercial real estate firms fell sharply this week as investors reacted to growing claims that artificial intelligence could significantly reduce demand for office space and white-collar employment.
In the United States, brokerage and office-focused property stocks saw heavy losses, led by firms such as CBRE, which experienced one of its steepest single-day declines outside of the pandemic and global financial crisis periods. Other listed property groups, including Jones Lang LaSalle and SL Green Realty, also closed lower as investors rotated away from businesses perceived to be vulnerable to AI-led disruption.
The sell-off reflects mounting anxiety that artificial intelligence could accelerate structural changes already under way in the office market — particularly the combination of remote work, hybrid employment models and corporate cost reduction.
A Global Office Model Under Pressure
Commercial real estate has been adjusting …
