In a recent PERE podcast episode, Goodwin Gaw, co-founder of Gaw Capital, outlined a strategy for real estate investors navigating the potential AI bubble. Gaw emphasized balancing the upside of AI-driven growth in property markets with robust defensive measures.

His approach focuses on leveraging AI for operational efficiencies and data-driven investment decisions, while maintaining conservative capital allocation and stress-testing portfolios against AI-driven volatility. Gaw stressed that resilience hinges on understanding AI's specific risks to real estate sectors, such as automation displacing certain roles, and proactively mitigating them through diversification and risk management frameworks. Gaw Capital's methodology prioritizes core asset stability over speculative AI-linked opportunities, positioning it for sustained performance regardless of broader market sentiment shifts.