Which companies discussed Generative AI in Real Estate in earnings calls?

269 companies mentioned generative ai across 574 earnings calls in Real Estate over the past year, spanning 1 sectors. The most active were Equinix, Inc. (13 calls), Iron Mountain Incorporated (9 calls), Zillow Group, Inc. (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
QuarterCalls mentioning Generative AI
2024Q335
2024Q451
2025Q189
2025Q255
2025Q3115
2025Q4108
2026Q1169
2026Q2144
2026Q397

Companies ranked by mentions

Company Ticker Sector Calls Last mention
Equinix, Inc. EQIX Real Estate 13 Aug 11, 2026
Iron Mountain Incorporated IRM Real Estate 9 Aug 5, 2026
Zillow Group, Inc. ZG Real Estate 9 Aug 5, 2026
SBA Communications Corporation SBAC Real Estate 9 Aug 3, 2026
American Tower Corporation AMT Real Estate 8 Jul 28, 2026
OUTFRONT Media Inc. OUT Real Estate 7 Aug 5, 2026
Kimco Realty Corporation KIM Real Estate 7 Aug 4, 2026
Simon Property Group, Inc. SPG Real Estate 6 Aug 10, 2026
Jones Lang LaSalle Incorporated JLL Real Estate 6 Jul 30, 2026
BXP, Inc. BXP Real Estate 6 Jul 29, 2026
Phillips Edison & Company, Inc. PECO Real Estate 6 Jul 24, 2026
Digital Realty Trust, Inc. DLR Real Estate 6 Jul 23, 2026
SL Green Realty Corp. SLG Real Estate 6 Jul 23, 2026
Rayonier Inc. RYN Real Estate 5 Aug 6, 2026
Marcus & Millichap, Inc. MMI Real Estate 5 Aug 6, 2026
Realty Income Corporation O Real Estate 5 Aug 5, 2026
The Macerich Company MAC Real Estate 5 Aug 4, 2026
Opendoor Technologies Inc. OPEN Real Estate 5 Aug 4, 2026
CoStar Group, Inc. CSGP Real Estate 5 Jul 28, 2026
Kilroy Realty Corporation KRC Real Estate 5 Jul 28, 2026
Crown Castle Inc. CCI Real Estate 5 Jul 22, 2026
Essex Property Trust, Inc. ESS Real Estate 5 Jun 3, 2026
Equity Residential EQR Real Estate 5 May 21, 2026
RLJ Lodging Trust RLJ Real Estate 4 Aug 7, 2026
The Real Brokerage Inc. REAX Real Estate 4 Aug 6, 2026
Hudson Pacific Properties, Inc. HPP Real Estate 4 Aug 5, 2026
Tanger Inc. SKT Real Estate 4 Aug 5, 2026
Alexandria Real Estate Equities, Inc. ARE Real Estate 4 Aug 4, 2026
Compass, Inc. COMP Real Estate 4 Aug 4, 2026
Offerpad Solutions Inc. OPAD Real Estate 4 Aug 3, 2026
DiamondRock Hospitality Company DRH Real Estate 4 Jul 31, 2026
Invitation Homes Inc. INVH Real Estate 4 Jul 30, 2026
Public Storage PSA Real Estate 4 Jul 30, 2026
Newmark Group, Inc. NMRK Real Estate 4 Jul 29, 2026
CBRE Group, Inc. CBRE Real Estate 4 Jul 29, 2026
Rithm Capital Corp. RITM Real Estate 4 Jul 28, 2026
Redwood Trust, Inc. RWT Real Estate 4 Jul 28, 2026
Corporación Inmobiliaria Vesta, S.A.B. de C.V. VESTA Real Estate 4 Jul 23, 2026
Mid-America Apartment Communities, Inc. MAA Real Estate 4 Jun 3, 2026
KE Holdings Inc. BEKE Real Estate 4 May 19, 2026
International Workplace Group plc IWG Real Estate 4 May 12, 2026
Cushman & Wakefield Limited CWK Real Estate 4 May 7, 2026
AvalonBay Communities, Inc. AVB Real Estate 4 Apr 28, 2026
PATRIZIA SE PAT Real Estate 3 Aug 11, 2026
Park Hotels & Resorts Inc. PK Real Estate 3 Aug 7, 2026
Douglas Elliman Inc. DOUG Real Estate 3 Aug 7, 2026
Howard Hughes Holdings Inc. HHH Real Estate 3 Aug 6, 2026
Altus Group Limited AIF Real Estate 3 Aug 6, 2026
Starwood Property Trust, Inc. STWD Real Estate 3 Aug 6, 2026
Independence Realty Trust, Inc. IRT Real Estate 3 Aug 4, 2026

Representative quotes

…easy, but to the extent possible, where that transmission connection happens where we can build a substation. For the most part, generation is the tertiary issue, it's really distribution and transmission. That's the bottlenecks. And so trying to simplify those 2 dimensions with where you pick…
Equinix, Inc. (EQIX), August 11, 2026. Read the full transcript →
…operating expenses have been reduced by EUR 34 million, materially widening the gap between recurring revenues and costs. As a result, the surplus generated by recurring management fees has increased significantly, fundamentally improving the resilience and the quality of our earnings profile. Let's go to the next…
PATRIZIA SE (PAT), August 11, 2026. Read the full transcript →
…even more clearly. Certainly, playing on the front foot as to what ages in the AI-based economy or whatever the promise of AI in terms of efficiency means for the company. So we expect that these companies will actually be a little bit more forward-thinking…
Brookfield India Real Estate Trust (BIRET), August 11, 2026. Read the full transcript →
…portfolio. Considering the disconnect between CIP's investment metrics and its trading price, along with the positive earnings potential that could be generated, we believe the value CIP currently offers is very compelling. Moving on, CIP continues to progress its data center strategy. I will now pass over…
Centuria Industrial REIT (CIP), August 11, 2026. Read the full transcript →

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 13 calls referencing generative ai, most recently on August 11, 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: August 12, 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.