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AI Fears Trigger 20% Plunge in Commercial Real Estate Stocks

2/13/2026

Summary

Story summary

On February 12, 2026, commercial real estate stocks fell as investors worried artificial intelligence could disrupt demand for office space.
CBRE Group Inc. dropped 8.8% and experienced a two-day decline totaling 20%.
Jones Lang LaSalle and Cushman & Wakefield also posted sizable losses.
Analysts said fears that AI will replace jobs in the sector are driving the sell-off, though some argue the market's reaction may be exaggerated due to strong real estate fundamentals.
CBRE reported better-than-expected earnings, and its CEO stressed that AI will enhance rather than replace broker work.

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Story summary

On February 12, 2026, commercial real estate stocks fell as investors worried artificial intelligence could disrupt demand for office space.
CBRE Group Inc. dropped 8.8% and experienced a two-day decline totaling 20%.
Jones Lang LaSalle and Cushman & Wakefield also posted sizable losses.
Analysts said fears that AI will replace jobs in the sector are driving the sell-off, though some argue the market's reaction may be exaggerated due to strong real estate fundamentals.
CBRE reported better-than-expected earnings, and its CEO stressed that AI will enhance rather than replace broker work.