普通外文研报
The Property Ticker WDP expands French platform with €52m in acquisitions; IWG set to acquire rival Wojo; Deka completes acquisition of circa £220m West End office jewel; … and more
研报英文原文证据摘录
The Property Ticker WDP expands French platform with €52m in acquisitions; IWG set to acquire rival Wojo; Deka completes acquisition of circa £220m West End office jewel; … and more
J P M O R G A N Europe Equity Research
02 July 2026
The Property Ticker
WDP expands French platform with €52m in
acquisitions; IWG set to acquire rival Wojo; Deka
completes acquisition of circa £220m West End office
jewel; … 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* Vonovia SE: Shares should have (at least) bounced by now (here) J.P. Morgan Securities plc
Vanessa M Guy
• Unibail-Rodamco-Westfield: The best of both worlds...reiterate positive (44-20) 7742-4521
view (here) vanessa.guy@jpmorgan.com
• UK Property: A quick look at capital values in May – values remain under J.P. Morgan Securities plc
pressure, industrial edges down for the first time since late 2023. Rents Krishna Sathwik Beechu
continue to grow (here) (91-22) 6157 5847
krishna.s.beechu@jpmchase.com
J.P. Morgan India Private Limited• Workspace: The scene was already set – news today on medium-term
trading profit outlook, (even) more disposals to come and a solid start to ‘27
leasing wise: FY26 First Take (here)
• UK Property: Learnings from earnings (here)
• European Property: Debt Digest - Assessing the recent moves (here)
• Merlin Properties: Market under-estimating FFO - placing on Positive
Catalyst Watch (here)
• 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.
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