Featured in PERE: Real estate’s ‘fight for relevance’ in age of AI

July 2026

In this PERE article, François Trausch discusses how AI is reshaping real estate and what investors can do to maintain asset relevance through flexibility, adaptability and active asset management.

François Trausch, Chief Executive Officer & Chief Investment Officer, PIMCO Prime Real Estate.

Following the release of PIMCO Prime Real Estate's latest outlook, Real Estate: From Repricing to Relevance, PERE spoke with CEO François Trausch about how investors are shifting their focus from market timing to asset selection, why future performance will increasingly depend on owning assets that remain economically relevant, and how artificial intelligence is accelerating differentiation across sectors, tenants and cities. The discussion also highlights the growing importance of active asset management, asset adaptability and aligning investments with long-term structural trends.

Key discussion topics:

Why the industry is moving from repricing to relevance, and what makes an asset mission-critical, adaptable and positioned to benefit from long-term secular trends.
How AI is accelerating asset bifurcation, creating new winners and losers across sectors, tenants and cities.
Why active asset management is becoming essential to protect income quality and preserve long-term value in a more uncertain environment

Read the full piece on the PERE website: PIMCO’s Trausch: Real estate’s ‘fight for relevance’ in age of AI

* Please note that a subscription is required to access the article.*