Stocks

AI Disruption Fears Rattle Commercial Real Estate Stocks

The U.S. office vacancy rate hit a historic high of 20.5 percent in the fourth quarter of 2025, a recent report shows.
AI Disruption Fears Rattle Commercial Real Estate Stocks
People work in an office development in this file photo. Oli Scarff/Getty Images
Panos Mourdoukoutas
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News Analysis

Artificial intelligence-related concerns that triggered a sell-off in enterprise software stocks the previous week extended to commercial real estate shares last week, contributing to a broad decline reminiscent of sector losses during the 2008–2009 Great Recession following the subprime crisis.

Panos Mourdoukoutas
Panos Mourdoukoutas
Author
Panos Mourdoukoutas is a professor of economics at Long Island University in New York City. He also teaches security analysis at Columbia University. He’s been published in professional journals and magazines, including Forbes, Investopedia, Barron's, IBT, and Journal of Financial Research. He’s also the author of many books, including “Business Strategy in a Semiglobal Economy” and “China's Challenge.”