VR will likely shift the locations where housing is demanded. I consider that somewhat separate from the effects of AI. A shift away from the most expensive cities will mildly increase total demand for housing, by making it easier for people to get the kind of housing that they want. I don’t know of any publicly traded companies that are focused on housing in expensive cities. Most housing investments are focused on regions where new homes can be built: suburbs and cheap cities that allow new homes.
VR will likely shift the locations where housing is demanded. I consider that somewhat separate from the effects of AI. A shift away from the most expensive cities will mildly increase total demand for housing, by making it easier for people to get the kind of housing that they want. I don’t know of any publicly traded companies that are focused on housing in expensive cities. Most housing investments are focused on regions where new homes can be built: suburbs and cheap cities that allow new homes.