J.P. Morgan Global Real Estate: Daily News and Research Summary

研报英文原文证据摘录

J.P. Morgan Global Real Estate: Daily News and Research Summary

J P M O R G A N North America Equity Research

01 July 2026

J.P. Morgan Global Real Estate

Daily News and Research Summary

Americas REITs & Real Estate Services

Anthony Paolone, CFA AC

• Realty Income Corporation has announced a strategic joint venture with Cloud (1-212) 622-6682

Capital and a global institutional investor. The joint venture intends to invest anthony.paolone@jpmorgan.com

in a diversified portfolio of stabilized hyperscale assets leased to investment- J.P. Morgan Securities LLC

grade tenants under long-duration, triple-net leases. The joint venture has Michael W. Mueller, CFA AC

committed to acquire three data center assets which are in strategically located (1-212) 622-6689

markets and leased to hyperscale tenants. Realty Income expects to invest up michael.w.mueller@jpmorgan.com

to $1.4 billion that will be funded over time, with initial investments of J.P. Morgan Securities LLC

approximately $700 million expected to be funded between the second and Adrian E Huerta

third quarter of 2026. Link to the press release. (52-81) 8152-8720

adrian.huerta@jpmorgan.com

• TPG Angelo Gordon has agreed to acquire an industrial portfolio from DRA J.P.MorganMorganGrupoCasaFinancierode Bolsa, S.A. de C.V., J.P.

Advisors and GIC for around $700 million ($111/sf), Real Estate Alert

Richard Jones, CFA reported. The 6.3 million sf portfolio includes 53 shallow-bay warehouses at

(61-3) 9633-4038

35 properties in the Southeast, Midwest and West Coast regions, including richard.b.jones@jpmorgan.com

concentrations in Florida, Illinois, Georgia and North Carolina. Link to the J.P. Morgan Securities Australia Limited

article (subscription required). Neil Green, CFA