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

Anthony Paolone, CFA AC North America Equity Research

(1-212) 622-6682 08 July 2026 J P M O R G A N

anthony.paolone@jpmorgan.com

40,000 sqm landmark office tower in Gdansk is 98% occupied by tenants including Marcelo Motta

Nordea Bank and PwC. Link to the article. (55-11) 4950-6712

marcelo.g.motta@jpmorgan.com

Banco J.P. Morgan S.A.

Asia Pacific

• LaSalle Investment Management has acquired the 14-story Zenith Minami Shinjuku

office building in central Tokyo, Japan, from Hines for its Asia Opportunity VI fund for

an undisclosed price, as reported by Mingtiandi. The 65,186 sf, fully occupied property

is located in the supply-constrained Shinjuku submarket. Link to the article (subscription

required).

In case you missed our notes…

Below are links from recently published notes from the J.P. Morgan Global Real Estate

Research Team.

North America

• VICI Properties (VICI - OW): Updated Numbers And Unchanged Estimates For

2026/2027. Link to our research.

EMEA

• The Property Ticker: Unite 2Q update; New Dubai investment firm eyes London office

drive; Scottish data centre moratorium proposal raises questions over billions in planned

investment… and more. Link to our research.

• Unite Group: Some encouraging operations; revaluation headwinds: 2Q26 First Take.

Link to our research.

South America

• Latam Real Estate - Today’s News: SP SoS at 10.1% in May, INCC 2026e at 7.0-8.3%,

MDNE 2Q26 Op. Results, Office Rents Growth. Link to our research.

Mainland China / Hong Kong

• Property Data Monitor: Mainland China: Secondary listings in tier-1 cities further

dropped; HK: high-frequency data softened. Link to our research.

Australia

• A-REIT Position Pulse: Equal highest GMG exposure on record as REIT underweight