[Video] REIT Roundup: Warehouse Tailwinds from Data Centers & Data Note Recap

研报英文原文证据摘录

[Video] REIT Roundup: Warehouse Tailwinds from Data Centers & Data Note Recap

US REIT Team’s Greatest Hits

Data Centers - AI Inference and Enterprise Adoption: Why Tier 1 Data Center Markets Matter (December 2025). Thematic note on how latency impacts data center

terminal value, and why data center operators with assets near tier one metros are well-positioned to capitalize on AI-driven data center demand.

All the Data Center Demand in the World, Still Not Enough Supply (June 2026). Thematic note on the data center supply chain which includes our data center delivery

forecasts, and contributions from 10 JEF research teams.

Enclosed Malls - JEF Mall Traffic Index – Easier Comps, February Traffic Gains. Monthly in-depth look at foot traffic of malls and outlets (March 2026).

Industrial - Warehouse Rent Tracker (Apr 2026): Sun Belt Leads Into NAREIT. A forward-looking view into leasing spreads from a database of actual lease comps –

proven high correlation to actual results (May 2026).

Data Center Supply Chain: The Next Driver of Warehouse Demand (June 2026). Our thematic note on how the data center supply chain is emerging as the next major

driver of warehouse demand, with positive read-throughs for industrial REITs.

Life Science Life Science Monthly - Large VC Deal Headlines May. Our biotech funding data is predictive of future life science leasing volumes (June 2026).

Multifamily - Resi Chart Refresh - Tougher to SMILE, Not 2025 Yet. In depth look at the sector (October 2023).

Office - AI Jobs Surge in Gateway Hubs; BXP Top Pick; Upgrade KRC & SLG. A look into the shifting fundamentals in this often-debated sector (October 2025).

Outpatient Medical- 1Q26 Revista Data - Occupancy Growth Indicates Stable Fundamentals (April 2026).