Institutional Capital Shifts to Infrastructure & Data Centers:
The global PwC / Urban Land Institute Emerging Trends in Real Estate 2026 report highlights a major structural shift in cross-border real estate investment allocations heading into Q4. Institutional investors are pivoting capital away from traditional office and residential assets to target data centers and energy-adjacent real estate, driven by global demand for artificial intelligence infrastructure. Despite broader economic volatility, institutional sentiment shows improving liquidity across North America, Europe, and Asia-Pacific.
