Tom Kennedy

Tom Kennedy, Head of Research and Investment Strategy for Real Estate Americas at J.P. Morgan Asset Management and former central banker, shares bold predictions on commercial real estate trends. He discusses how deglobalization will reshape markets and why multifamily units are the top investment choice. Kennedy dives into the rise of data centers as a new asset class, the impact of AI and immigration on the labor market, and the evolving landscape driven by interest rates. He also critiques traditional portfolio strategies, pushing for innovative alternatives.