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 July 2026

J.P. Morgan Global Real Estate

Daily News and Research Summary

Americas REITs & Real Estate Services

Anthony Paolone, CFA AC

• Stonemont and PCCP LLC are acquiring a portfolio of 38 industrial buildings (1-212) 622-6682

from Blackstone Inc.’s Link Logistics in a deal valued at about $1 billion, anthony.paolone@jpmorgan.com

Bloomberg reported. The buildings encompass 5.9 million sf in markets J.P. Morgan Securities LLC

including Austin, central Florida, Dallas, Phoenix and Charlotte, North Michael W. Mueller, CFA AC

Carolina. Link to the article (subscription required). (1-212) 622-6689

• UDR Inc. has sold an apartment building in Mercer Island, Washington State, michael.w.mueller@jpmorgan.comJ.P. Morgan Securities LLC

to Mesirow for $157 million, as reported by the Puget Sound Business Journal.

Adrian E Huerta

The property features 235-units. The asset last traded in 2008 for $112 million. (52-81) 8152-8720

Link to the article (subscription required). adrian.huerta@jpmorgan.com

• Nuveen Real Estate has acquired an industrial portfolio in the Twin Cities, J.P.MorganMorganGrupoCasaFinancierode Bolsa, S.A. de C.V., J.P.

Minnesota, from Cabot Properties for $99 million, the Minneapolis Business Richard Jones, CFA

Journal reported. The portfolio features five properties totaling 868,000 sf and (61-3) 9633-4038

is 100% leased. Link to the article (subscription required). richard.b.jones@jpmorgan.com

J.P. Morgan Securities Australia Limited

• Vital Infrastructure Property Trust has bought a medical facility in Brooklyn, Neil Green, CFA

New York City, from Jonas Rudofsky for $89.9 million, as reported by

(44-20) 7134-4478

Commercial Observer.