Personally, I think the recent

Personally, I think the recent “AI fear” rippling through real estate and transportation markets reflects more anxiety than reality at this stage,with commercial property and logistics stocks sliding sharply as investors worry that AI could automate key tasks and reduce demand for traditional services. Real estate service firms and trucking companies have seen significant sell offs lately as traders reassess the risk of AI disruption, even though some analysts argue these reactions may be exaggerated and that human expertise and complex deal making still matter a great deal.

“AI Fear” Hits Real Estate & Transportation! Will Panic Sell Spread?

CBRE and JLL both fell over 12% as investors extended “AI disruption” concerns to real estate services firms. AI agents can now generate valuation reports, contract summaries, and due diligence in minutes—eroding informational advantages. Fears extend further: if AI shrinks white-collar office demand, could structural real estate demand fall permanently? Yet Barclays and Jefferies argue Wednesday’s plunge looked more like panic than fundamentals. Can AI really disrupt multi-billion-dollar dealmaking—or is this an overreaction?

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