As organisations move from AI experimentation towards more embedded, operational use, what does this mean for occupier real estate strategy?
While genuine enterprise-wide adoption remains uneven, the direction of travel is clear. AI is increasingly being woven into broader business transformation, productivity agendas and, in some cases, restructuring programmes. In this context, real estate plays a central role in the success or failure of these strategies.
Below, we explore how next-generation technology is influencing early adopters' workplace strategies and accelerating wider changes already under way across occupier portfolios. The impact will vary by sector, operating model and the intensity of AI deployment, but five key trends are emerging.
For occupiers with compute-intensive operations or specialist technology requirements, AI deployment is intensifying demands on power, resilience and digital connectivity. Energy capacity, battery storage, fibre readiness and certified connectivity are moving from “nice to have” to increasingly important enablers of business strategy. For many office occupiers using cloud-hosted AI services, the scale of these requirements will be more limited.
Buildings must be capable of supporting increasingly power-hungry systems, with considerations including:
AI rarely delivers value without changes to workflows and behaviour, and systems are only as effective as the people using them. This places renewed importance on the office as a place for learning, upskilling and experimentation, supported by flexible training space and embedded technology.
Occupiers therefore need environments that support continuous learning, with flexible training spaces and embedded technology that can adapt to different formats and use cases.
This shift is already visible among early adopters:
Meta has embedded AI into employee workflows through its internal tool, Metamate, and has reportedly made AI-driven impact a core performance expectation from 2026. The emphasis is on outcomes achieved through AI rather than individual usage metrics alone.
This signals a shift from optional experimentation to expected capability - placing greater emphasis on workplaces that support continuous learning, training and hands-on experimentation with new tools.
AI investment does not come with unlimited budgets. As a result, occupiers are becoming more disciplined in their real estate decisions, prioritising energy-efficient buildings, measurable returns and function over flash. This does not necessarily mean contraction: for some businesses, it will support value-led expansion into higher-quality, more effective space.
AI adoption brings energy efficiency and other real estate expenditure into sharper focus, increasing the pressure for investments to deliver clear and quantifiable returns. Key considerations include:
As business models, roles and processes continue to evolve, occupiers need space that can adapt quickly, driving demand for:
Santander's transformation programme is centred on embedding AI and data across its global operations to drive automation, productivity and cost savings. Santander has set a target of generating more than €1bn in cumulative business value from AI between 2026 and 2028, through a combination of additional revenue and cost reductions.
This highlights how large organisations are aligning technology investment with operational simplification - placing greater emphasis on agile, efficient real estate portfolios that can support evolving business models.
As transformation programmes accelerate, real estate portfolios must be able to evolve alongside them.
Offices that bring people together matter more, not less, as routine work becomes increasingly automated. Rather than signalling a simple return to pre-hybrid attendance patterns, the evidence points to the office becoming more purposeful within predominantly hybrid and office-led workstyles.
However, the role offices play in organisations' operations has changed. With mobile technology enabling basic tasks to be performed anywhere, the office has become a destination for collaboration, innovation, learning and culture-building.
Well-designed workplaces that deliberately encourage interaction are now a key differentiator. This means providing:
We are living through a period of significant transition. The latest wave of technological advancement presents an opportunity not only to enhance organisational performance, but to fundamentally reshape business models.
For many, AI will act as an accelerator of broader transformation already under way - supporting productivity gains, operational simplification and, in some cases, large-scale restructuring.
But with opportunity comes risk. Whether ambitious strategies such as AI-led workforce reduction will deliver long-term value remains to be seen. While the long-term impact remains uncertain, enterprise-wide AI adoption is gathering pace. Its effect on real estate will differ materially by sector, operating model and the intensity of deployment, but property can play an important role in enabling success.
To remain competitive, occupiers should focus on the following priorities:
As intelligence-led tools accelerate changes in how businesses operate, the role of real estate is evolving in tandem. For occupiers, understanding where AI materially affects their people, operations and portfolio will be critical to unlocking the value of AI-driven transformation. Our Occupier Strategy & Solutions teams can help you identify agile, future-ready solutions that support your business transformation goals. Get in touch to discuss your requirements.
Originally published as part of (Y)OUR SPACE Talking Points – Time to Dive: The AI Adoption Trend Accelerates, by Matt Hayes, Senior Research Analyst. Find out more about (Y)OUR SPACE here.