The Property Ticker Tritax gets green light for its data centre at Manor Farm; Derwent appoints Jonathan Murphy as Chief Executive; GPE secures £8.0m of Fully Managed lettings...and more

研报英文原文证据摘录

The Property Ticker Tritax gets green light for its data centre at Manor Farm; Derwent appoints Jonathan Murphy as Chief Executive; GPE secures £8.0m of Fully Managed lettings...and more

J P M O R G A N Europe Equity Research

11 June 2026

The Property Ticker

Tritax gets green light for its data centre at Manor Farm;

Derwent appoints Jonathan Murphy as Chief Executive;

GPE secures £8.0m of Fully Managed lettings...and

more

Research Highlights European Property

Neil Green, CFA AC

• **Don’t Miss** European Property 2026 Outlook - We go again (here) (44-20) 7134-4478

neil.d.green@jpmorgan.com

• *NEW* Workspace: The scene was already set – news today on medium- J.P. Morgan Securities plc

term trading profit outlook, (even) more disposals to come and a solid start Vanessa M Guy

to ‘27 leasing wise: FY26 First Take (here) (44-20) 7742-4521

vanessa.guy@jpmorgan.com

• *NEW* UK Property: Learnings from earnings (here) J.P. Morgan Securities plc

Krishna Sathwik Beechu

• European Property: Debt Digest - Assessing the recent moves (here) (91-22) 6157 5847

• Merlin Properties: Market under-estimating FFO - placing on Positive krishna.s.beechu@jpmchase.com

Catalyst Watch (here) J.P. Morgan India Private Limited

• Great Portland Estates: FY26 Conf. Call: Executing… watch for disposals

this year and potential capital returns (here)

• Great Portland Estates: EPS beat, development gains coming

through...and there is more to come: FY26 First Take (here)

• British Land: No surprises. CEO says occupational fundamentals for their

portfolio are as strong as they have seen them: FY26 First Take (here)

• Aedifica: Many moving parts given the integration of Cofinimmo: 1Q26

First Take (here)

• Big Yellow Group Plc: FY26 Conf. Call: Laying out the moving parts - a

tone of caution (here)