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

15 July 2026

J.P. Morgan Global Real Estate

Daily News and Research Summary

Americas REITs & Real Estate Services

Anthony Paolone, CFA AC

• New York Governor Kathy Hochul has signed an executive order imposing a (1-212) 622-6682

one-year moratorium on data center construction statewide, halting $10 billion anthony.paolone@jpmorgan.com

of planned development, as reported by Bisnow. The ban applies to data centers J.P. Morgan Securities LLC

with capacities of at least 50 megawatts and is intended to give the state time Michael W. Mueller, CFA AC

to study the impact of large-scale server farms on communities and the (1-212) 622-6689

environment, with new regulations and a community investment framework to michael.w.mueller@jpmorgan.com

follow. Link to the article. J.P. Morgan Securities LLC

Adrian E Huerta

• DRA Advisors is marketing a 12.2 million-sf industrial portfolio valued at $1.3 (52-81) 8152-8720

billion, consisting of 78 properties across the Southeast, Midwest, Oklahoma, adrian.huerta@jpmorgan.com

and Texas, Real Estate Alert reported. The offering is about 90% leased with J.P. Morgan Casa de Bolsa, S.A. de C.V., J.P.

Morgan Grupo Financiero

rents 13–20% below market, and could be sold as a single package. Link to the

Richard Jones, CFA article (subscription required).

(61-3) 9633-4038

• Weinstein Properties has acquired an apartment complex in Richmond, richard.b.jones@jpmorgan.com

Virginia, from Capital Square for $115 million ($308K/unit), as reported by J.P. Morgan Securities Australia Limited

CoStar. The 24 acre luxury complex, built in 2018, features 373-units. The Neil Green, CFA

property last traded in 2019 for $103 million.