Allan Gray Favors Office REITs, Saying Market Overplays AI Threat

Allan Gray Australia Ltd. reportedly favors beaten-down office landlords, arguing that investors overstate artificial intelligence’s threat to office-space demand. Bloomberg Technology reported the stance on October 5, 2026. It is the investment manager’s thesis—not evidence that office demand or property values will rebound.

What Allan Gray’s reported view is

Bloomberg Technology’s October 5, 2026 report described Allan Gray Australia as betting on beaten-down office landlords and expecting a sector rebound. The thesis, as summarized in the report, is that the market overplays AI’s threat to office demand.

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That framing matters: the report attributes a market view to an investor, not a confirmed forecast. The available summary does not include a named Allan Gray representative’s verbatim statement, so its language should be treated as indirect reporting rather than a direct quotation.

What the report does—and does not—establish

The report identifies Allan Gray Australia and its reported preference for office landlords, but the available account does not name specific REITs, disclose portfolio positions, quantify the expected rebound, or explain how the manager arrived at its valuation view. It also provides no figures on occupancy, leverage, property values, or returns.

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As a result, the report alone cannot establish whether the market is mispricing office property or whether a rebound will occur. It also does not provide enough information to compare individual REITs or assess the risks of any particular security.

Why the AI-demand question remains open

Whether AI reduces office-space demand is a separate question from whether investors are overestimating that risk. The available report summary does not lay out evidence about AI adoption, employers’ space needs, or office-market conditions, and it does not show which indicators informed Allan Gray’s position. Its reported thesis should not be mistaken for a demonstrated link between AI and future office demand.

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Allan GrayArtificial Intelligencecommercial real estateInvestment NewsOffice REITs