AI Benefiting SF Real Estate: JPM’s Asset Mgt.’s Tredway
THE SO WHAT
JPMorgan’s real estate arm pointing to AI as a tailwind for SF—while explicitly eyeing infrastructure around data centers rather than the centers themselves—shows the money is moving into adjacency plays. If you’re planning AI-heavy expansion, model knock-on effects on local office, industrial, and power-adjacent real estate, not just your rack space.
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