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不動産はこれまで構造的な変化の影響を大きく受けてきました。この状況はこれからもずっと続くでしょう。「人工知能(AI)の台頭」というテーマは、ますます重要な意味を持つようになっています。AIは今日の世界を飛躍的に変えつつあり、不動産セクターにも幅広い影響を及ぼしています。
2022年11月のChatGPTの登場は、AIが一般に広まるきっかけとなった重要な転機であったとみられています。それから3年間でAIの能力は急速に進歩し、世界では業界を問わずAIソリューションの組み入れが急ピッチで進んでいます。
不動産におけるAIの意味合いについて考える際に、まず思い浮かぶのは、データセンターや広義のデジタルインフラの必要性と成長性かもしれません。しかし、データセンターは単に、世界中の個人・企業があらゆる環境や場所でAIを活用するために必要なコンピューター処理能力を収納し、それを利用できるようにする役割を担っているにすぎません。より大局的に見ると、日常生活でAIの活用が進むにつれ、不動産がいつ、どこで、どのように利用されるかが変わり、それにより需要にも変化が生まれるでしょう。
本稿では、人々の様々な生活領域に目を向け、AIがそれらにどのように影響し得るのかを考えてみたいと思います。ここでは、「暮らし・仕事・娯楽」という確立された3つの要素に、「長寿化」という4つ目のカテゴリーを加えました。
投資元本は変動し、投資から得られる利益は上昇することもあれば、下落することもあり、お客様の投資元本は保証されません。当資料に記載されている内容は現時点におけるM&Gの見解であり、投資に関する推奨、助言に該当するものではありません。当資料に記載されている将来予想に関する記述は、現時点において入手可能な情報に基づいたものであり、既知又は未知のリスク、及び不確実性を伴う前提条件に基づいて作成されており本質的に推測的なものです。M&Gは、これらの将来予想に関する記述が正確であること又はこれらが実現することを約束又は保証しません。実際の結果がこれらの記載内容と大きく異なることがあります。当資料は、一般的な情報提供を目的としており、金融商品取引業登録に基づく業務又はM&Gが組成するファンドの持分等の勧誘を目的としたものではありません。
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9 分間で理解する 25年10月20日
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マクロ
15 min read 25年12月4日
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プライベート・マーケット
5 分間で理解する 25年10月20日
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M&G Investments Japan 株式会社
金融商品取引業者 関東財務局長(金商)第2942号
金融商品取引業の種別:投資運用業、投資助言・代理業、第二種金融商品取引業
加入協会:一般社団法人資産運用業協会、一般社団法人 第二種金融商品取引業協会