J.P. Morgan Global Real Estate Daily News and Research Summary

Research evidence excerpt

J.P. Morgan Global Real Estate Daily News and Research Summary

J P M O R G A N North America Equity Research

30 June 2026

J.P. Morgan Global Real Estate

Daily News and Research Summary

Americas REITs & Real Estate Services

Anthony Paolone, CFA AC

• Digital Realty has agreed to acquire Blackstone’s interests in three Northern (1-212) 622-6682

Virginia hyperscale data centers for $3.5 billion in cash and stock, as reported anthony.paolone@jpmorgan.com

by Washington Business Journal. The deal values the developments at $7.8 J.P. Morgan Securities LLC

billion, with each 96-megawatt facility fully leased to investment-grade Michael W. Mueller, CFA AC

customers on 15-year leases. Two of the data centers are expected to stabilize (1-212) 622-6689

in the first half of 2027 and the third in the first half of 2028. Link to the article michael.w.mueller@jpmorgan.com

(subscription required). J.P. Morgan Securities LLC

Adrian E Huerta

• Kayne Anderson Real Estate, the real estate investment arm of Kayne (52-81) 8152-8720

Anderson Capital Advisors, will be acquired by Bridgepoint Group in a $1.39 adrian.huerta@jpmorgan.com

billion cash-and-stock transaction, Multi-Housing News reported. The J.P. Morgan Casa de Bolsa, S.A. de C.V., J.P.

Morgan Grupo Financiero

acquisition includes the totality of Kayne Anderson’s real estate portfolio,

Richard Jones, CFA which is spread across the student housing, senior housing, medical office and

(61-3) 9633-4038

light industrial sectors. The transaction, if approved by shareholders and richard.b.jones@jpmorgan.com

regulators, will close at the end of this year. Link to the article. J.P. Morgan Securities Australia Limited

• The Carlyle Group and RREEF Property Trust have acquired a multifamily Neil Green, CFA