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

13 July 2026

J.P. Morgan Global Real Estate

Daily News and Research Summary

Americas REITs & Real Estate Services

Anthony Paolone, CFA AC

• The 21st Century Road to Housing Act became law without President Trump’s (1-212) 622-6682

signature, Bisnow reported. The bipartisan law includes new restrictions on anthony.paolone@jpmorgan.com

single-family home investment, incentives for localities to increase housing J.P. Morgan Securities LLC

supply, and measures to lower costs and expand affordable housing. Link to the Michael W. Mueller, CFA AC

article. (1-212) 622-6689

• Manhattan median home rent for June has increased 3% month-on-month and michael.w.mueller@jpmorgan.comJ.P. Morgan Securities LLC

rose by 8% year-on-year to $5,295 and leasing activity increased by 1% month-

Adrian E Huerta

on-month to 4,679 new leases signed, as reported by Corcoran. Brooklyn (52-81) 8152-8720

median home rent for June has increased 0.1% month-on-month and rose by adrian.huerta@jpmorgan.com

8% year-on-year to $4,350 while leasing activity increased by 6% month-on- J.P. Morgan Casa de Bolsa, S.A. de C.V., J.P.

Morgan Grupo Financiero

month to 1,368 new leases signed. Link to the article.

Richard Jones, CFA

• Brookfield is in exclusive talks to acquire a 10% stake in the 13-building, 6.2 (61-3) 9633-4038

million sf Hudson Square Properties complex in Manhattan, valuing the richard.b.jones@jpmorgan.com

portfolio at $3.5 billion, the Wall Street Journal reported. Brookfield’s J.P. Morgan Securities Australia Limited

investment in Hudson Square Properties would make them partners with Neil Green, CFA

Trinity Church and Norges Bank Investment Management.