Which companies discussed Generative AI in Real Estate in earnings calls?
253 companies mentioned generative ai across 578 earnings calls in Real Estate over the past year, spanning 1 sectors. The most active were Equinix, Inc. (12 calls), SBA Communications Corporation (11 calls), Iron Mountain Incorporated (9 calls). The table below ranks every company by how often the theme came up, with direct links to each transcript.
Mentions over time
Data table
| Quarter | Calls mentioning Generative AI |
|---|---|
| 2024Q4 | 51 |
| 2025Q1 | 92 |
| 2025Q2 | 55 |
| 2025Q3 | 115 |
| 2025Q4 | 108 |
| 2026Q1 | 169 |
| 2026Q2 | 144 |
| 2026Q3 | 156 |
| 2026Q4 | 3 |
Companies ranked by mentions
Representative quotes
…invest approximately $1 billion of equity in Long WALE triple-net list assets. Across the investments shown on this slide, CLW has generated more than $1.2 billion of equity value and income, representing a 123% total return on invested equity and sense. This track record reflects both…
…expect it to run. You have to refine the oil. So that refinement process of the data to be able to fuel the AI engines as what's been going on for the last 10 years in JLL. Sean Coghlan (Executives): Without that, I don't know…
…tenants midterm because we have a relocation clause. And lastly, another source of revenue that we don't talk about very often. We generate about 1% of our NOI from storage rent. And so when you think about tenants, they have their peaks and valleys in terms…
…underlying earnings of the operations or underwriting of the insurance business. That in and of itself is generating catal the net income, if you will, of the insurer is generating capital and is a source of funding for deployment in stocks. And so one of the things that…
Frequently asked questions
What is Generative AI and why are companies discussing it?
How management teams are deploying generative models across products, support and internal workflows.
Which company mentioned generative ai most in Real Estate in the past year?
Equinix, Inc. (EQIX) led with 12 calls referencing generative ai, most recently on September 29, 2026.
How can I track generative ai mentions across earnings calls via API?
The EarningsCalls.dev REST API exposes the same data behind this page. Use the search_transcripts and count_mentions_by_ticker endpoints to query our archive of 33,000+ earnings call transcripts — keyword search, sector / date filters, per-company mention counts, and the underlying full transcripts. See the API docs →
Related technology themes
Last updated: October 15, 2026. Methodology: full-text search across all earnings call transcripts in our corpus over the past 12 months, matching the canonical term and its aliases (generative AI, generative ai, genai, large language model). Mentions are per call, not per occurrence within a call; the company-rank table is built by counting distinct calls mentioning the theme. Page refreshes every hour at the edge as new calls land in our archive.