CoStar Expands Homes.com Infrastructure as Matterport and JLL Boost Capacity

Executive Summary

• CoStar Group increases Homes.com cloud and data capacity to support traffic growth, backed by multi-region deployments and content delivery upgrades, announced this week in company updates.
• Matterport rolls out Reality Cloud processing optimizations and expanded compute resources to accelerate digital twin creation, detailed in December platform notes from its newsroom.
• JLL adds investment to its smart-building infrastructure portfolio via JLL Spark, targeting energy analytics and building operations platforms as disclosed in recent investment announcements.
• SmartRent expands device manufacturing and field deployment capacity to meet multifamily demand for access control and smart sensors according to company statements.
• Procore increases regional cloud capacity to improve construction data workflows and compliance in APAC and EMEA as reflected in recent product and infrastructure releases.

Capacity Expansion Announcements CoStar Group said it is boosting Homes.com infrastructure with added cloud regions and CDN capacity to improve search latency and listing data availability for U.S. markets, noting recent traffic and media pipeline growth in its January update. The company emphasized investments across storage tiers and media transcoding services to handle rising volumes of images and video tours, citing multi-region redundancies to mitigate service disruption risks in investor materials. Matterport detailed expanded compute pools and pipeline optimizations for its Reality Cloud to accelerate digital twin processing times, with workloads spread across additional availability zones to support enterprise SLAs according to its December platform notes. The company said new resource allocation policies reduce processing queue times for large commercial portfolios and enable higher throughput for property digitization projects, aligning with customer demand in brokerage and facilities management as outlined on its platform pages. Smart Building Infrastructure and Manufacturing Scale JLL added fresh capital toward smart building operations tools via JLL Spark, focusing on infrastructure layers for energy analytics, sensors, and data orchestration in commercial property portfolios as noted in recent disclosures. The firm cited client requirements for portfolio decarbonization and compliance reporting, with infrastructure investments targeting scalable telemetry ingestion and building automation integrations across regions in research materials. SmartRent reported expanded device production capacity and a larger field deployment footprint to accelerate installations across multifamily assets, including access control, parking, and water management solutions in its December updates. The company pointed to supply chain improvements and additional distribution hubs to support higher quarterly install volumes, and referenced customer pipeline growth with large U.S. operators in investor communications. Construction Data Platforms and Regional Rollouts Procore outlined capacity increases for its construction data platform, with additional cloud resources provisioned to support compliance and performance in APAC and EMEA according to recent infrastructure notices. The firm said regional workload segregation and data residency enhancements aim to reduce latency for project stakeholders and meet evolving regulatory requirements for public sector and large enterprise clients as specified in product documentation. Large smart building vendors continue to invest in core infrastructure supporting PropTech deployments. Johnson Controls has reiterated capacity modernization plans for building automation and HVAC manufacturing through recent company communications, while Siemens Smart Infrastructure highlighted ongoing factory and digital services scaling to meet demand for energy-efficient building upgrades in press materials. These vendor moves complement platform expansions, forming the hardware backbone for portfolio-wide digitalization as seen across Honeywell Building Technologies updates. Key Market Data

Company	Investment Focus	Capacity Expansion (Estimated)	Source
CoStar Group	Homes.com cloud and CDN	Multi-region compute and storage scale-up	CoStar press update, Jan 2026
Matterport	Reality Cloud processing	Additional availability zones and pipeline optimizations	Matterport newsroom, Dec 2025
JLL Spark	Smart building ops platforms	Portfolio-level telemetry and analytics capacity	JLL Spark investment notes, Dec 2025
SmartRent	Device manufacturing and deployments	Expanded production lines and field ops coverage	SmartRent newsroom, Dec 2025
Procore	Regional cloud resources	APAC and EMEA capacity additions	Procore news, Dec 2025
Johnson Controls	HVAC and automation manufacturing	Plant modernization and supply chain scaling	Johnson Controls news, Dec 2025

Regulatory and Utility Drivers Government programs and utility incentives are accelerating infrastructure investment across PropTech. European initiatives around building energy performance and digital building logbooks have advanced with updated funding mechanisms for data standards and retrofits as outlined by the European Commission. U.S. utility rebates for demand response and electrification are also influencing capacity decisions for platforms and hardware vendors, with multifamily deployment economics improving in markets offering grid-interactive building programs according to U.S. DOE resources. Analysts say infrastructure payback is increasingly supported by compliance demands and portfolio-scale operational savings, particularly when digital twins and telemetry feed into capital planning and maintenance workflows. Industry sources project mid- to high-single-digit annual increases in PropTech infrastructure spending across enterprise portfolios into 2026, driven by decarbonization mandates and insurance risk data requirements per McKinsey real estate analyses. This builds on broader PropTech trends around smart building adoption and multi-tenant platforms. Outlook and Execution Execution risk remains in integrating legacy building systems with modern data platforms and maintaining uptime across geographically distributed assets. Vendors emphasize standardized APIs and reference architectures to reduce deployment friction, with partners coordinating installer capacity and commissioning processes to meet quarterly rollout targets as reflected in Honeywell integration guidance. For more on related PropTech developments, watch platform announcements tied to regional data residency, service-level updates, and supply chain scaling. The next quarter will test whether platform expansions translate into measurable improvements in latency, availability, and customer onboarding speed. Companies are publishing updated performance baselines and focusing on redundancy, observability, and automated recovery to mitigate outage risks as data loads rise across listing platforms, digital twins, and smart building telemetry according to Siemens Smart Infrastructure briefings. FAQs { "question": "What infrastructure expansions did CoStar announce for Homes.com?", "answer": "CoStar said it is increasing cloud regions, storage tiers, and content delivery capacity to support Homes.com’s rising traffic and media workloads. The company pointed to improved search latency and multi-region redundancies for resilience, aligning with higher listing inventory and 3D tour volumes. These changes are reflected in current investor and press updates and target better availability during peak browsing windows. See CoStar’s latest communications for details on implementation timelines and performance baselines." } { "question": "How is Matterport scaling digital twin processing capacity?", "answer": "Matterport reported expanded compute pools and pipeline optimizations within its Reality Cloud, adding availability zones to distribute workloads and reduce queue times. The company aims to accelerate processing for large commercial portfolios and meet enterprise SLAs with stronger throughput and reliability. Platform notes reference resource allocation policies designed to keep rendering times predictable despite heavier ingest volumes. Customers should expect improved turnaround on scans and uploads across supported regions." } { "question": "What investments are JLL and SmartRent making in PropTech infrastructure?", "answer": "JLL, through JLL Spark, is allocating capital toward smart-building operations tools that enhance telemetry ingestion, energy analytics, and data orchestration. SmartRent, meanwhile, is scaling device manufacturing and field deployment capacity to accelerate installations of access control and sensor solutions in multifamily properties. Both moves reflect demand from owners and operators seeking portfolio-wide visibility and automation, with improved supply chains and installer networks enabling quarterly rollout targets." } { "question": "Why are regional capacity expansions important for Procore and other platforms?", "answer": "Regional capacity increases help platforms like Procore meet data residency and compliance needs while reducing latency for project teams in APAC and EMEA. Segregating workloads by geography improves performance and auditability for public-sector and enterprise clients. It also allows vendors to tailor SLAs and security controls to local regulations. These enhancements support more reliable collaboration on construction data, reducing delays and improving documentation accuracy across time zones." } { "question": "What factors are driving PropTech infrastructure investments into 2026?", "answer": "Decarbonization mandates, insurance risk data requirements, and utility incentives are pushing owners and vendors to invest in data platforms, sensors, and processing capacity. Analysts expect mid- to high-single-digit annual increases in PropTech infrastructure spending as portfolios prioritize energy analytics and smart building upgrades. Government programs in the EU and U.S. are also shaping standards and funding pathways. Vendors are responding with scaled manufacturing, multi-region cloud resources, and integration frameworks to reduce deployment friction." } References

• CoStar Investor Relations - CoStar Group, January 2026
• CoStar Newsroom Updates - CoStar Group, January 2026
• Matterport Newsroom - Matterport, December 2025
• Matterport Platform Overview - Matterport, December 2025
• JLL Spark Investment Updates - JLL Spark, December 2025
• JLL Research Insights - JLL, December 2025
• SmartRent Newsroom - SmartRent, December 2025
• SmartRent Investor Resources - SmartRent, December 2025
• Procore News - Procore Technologies, December 2025
• Procore Security and Compliance - Procore Technologies, December 2025
• Johnson Controls Newsroom - Johnson Controls, December 2025
• Siemens Global Press - Siemens, December 2025
• Honeywell Newsroom - Honeywell, December 2025
• Energy Performance of Buildings - European Commission, December 2025
• Grid-Interactive Efficient Buildings - U.S. Department of Energy, December 2025
• Real Estate Insights - McKinsey & Company, December 2025