CBRE · Earnings call · 2026Q3T · Full report

Infrastructure Services Demand

CBRE GROUP, INC. · 2026-10-22 · Importance 79 · Surprise 64

Management expects outsized growth in infrastructure services, with total infrastructure services revenue expected to reach nearly $7 billion in 2027, more than 40% above 2026. Critical Infrastructure Services, including network infrastructure, MEP projects and data-center facilities management, is expected to generate nearly $4.5 billion in 2027. In the third quarter, Critical Infrastructure Services revenue increased 80%, driven by strong hyperscaler demand for data-center service solutions and contributions from Pearce. Project Management infrastructure work, including construction oversight for transportation, energy and data-center assets, is offsetting slower corporate spending on traditional real estate projects.