AI unlocks opportunities for hospitality players to enhance processes and operations across the value chain

https://www.bcg.com/assets/2026/executive-perspectives-ai-disruption-in-hospitality.pdf

Higher Rates, More Renovations

https://www.apollo.com/content/dam/apolloaem/pdf/daily-spark/2026/may/23/dailyspark-2026-05-23.pdf

AI can unlock significant value across all real estate business models; 3 models prioritized for focus

https://www.bcg.com/assets/2026/executive-perspectives-ai-first-companies-real-estate.pdf

AI is already touching the full consumer experience across real estate, and will continue to evolve

https://luxuryroundtable.com/wp-content/uploads/2026/05/LMS-2026-McKinsey-AI-for-Luxury-Real-Estate.pdf

AI Is Driving Innovation in Multiple Vertical Software Categories

https://cdn.hl.com/pdf/2026/ai-in-vertical-softtware-market-update-q1-26.pdf

PropTech Valuation Premium Hierarchy - Q1 2026

https://windsordrake.com/wp-content/uploads/2026/01/proptech_saas_valuation_q1_2026.pdf

40% of US homes don't have a mortgage

https://www.apolloacademy.com/wp-content/uploads/2025/12/010426_Chart.pdf

US: Median size of new single-family homes declining

https://www.apolloacademy.com/wp-content/uploads/2025/12/122025-Chart-1.pdf

The 100,000 SF and Under Segment is the Bedrock of the Market

https://f.tlcollect.com/fr2/424/88327/3Q24_Newmark_U.S._Industrial_Conditions_and_Trends.pdf

Housing supply increases at very different speeds across U.S. cities

https://spaces.statista.com/428194ce12374c0ebc664852421183c3.pdf

Infrastructure Themes 2025

https://cdn.mysfers.org/uploads/2025/09/091025-09-SFERS-Real-Assets-Update.pdf

New home price now lower than existing home price

https://www.apolloacademy.com/wp-content/uploads/2025/11/112225-Chart_v4.pdf

Median age of all US homebuyers: 59 years old

https://www.apolloacademy.com/wp-content/uploads/2025/11/111325-Chart.pdf

About 25% of the US population has a subprime credit score

https://www.apolloacademy.com/wp-content/uploads/2025/10/110325_Chart_V3.pdf

Ongoing decline in the share of US tech jobs that are located in California

https://www.apolloacademy.com/wp-content/uploads/2025/10/110225_Chart_V2.pdf

More data centers in the US than in all other major countries combined

https://www.apolloacademy.com/wp-content/uploads/2025/10/10262025-Chart_v2.pdf

A rising share of mortgages outstanding have an interest rate above 6%

https://www.apolloacademy.com/wp-content/uploads/2025/10/102425-Chart_v2.pdf

Basically no growth in corporate capex outside of AI

https://www.apolloacademy.com/wp-content/uploads/2025/10/102225-Charts.pdf

Existing Home Sales Impacted by High Interest Rates and Market Volatility in 1H 2025

https://cdn.hl.com/pdf/2025/1h-2025-proptech-market-update-september-2025-hl.pdf

US Mortgage Performance Report

https://www.mba.org/docs/default-source/research-and-forecasts/members-only-research/us-mortgage-performance-report3738855b-ec83-454c-b3ec-b7ef4d41d87d.pdf?sfvrsn=29a6d3b9_1