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 20 July 2026 J P M O R G A N

anthony.paolone@jpmorgan.com

• HSBC Asset Management has sold a Grade A office building in Shanghai’s Minhang

district, China, to MeiG Smart Technology for around $42 million, Mingtiandi reported.

The 7-story office building totals 165,437 sf of total gross floor area. The property last

traded in 2017 for around $77 million. 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.

EMEA

• The Property Ticker: Big Yellow 1Q update; M&G completes major Birmingham

office sale; HIG Capital launches Highground, a €1bn German resi platform; Oryx buys

£17.7m Bermondsey last-mile unit…and more. Link to our research.

• Big Yellow Group Plc: A solid quarter of activity, management flagging uncertainty, but

one to watch in 2H: 1Q27 First Take. Link to our research.

South America

• Latam Real Estate - Today’s News: RJ Caps Building Heights at Ipanema/Leblon,

Imported Goods Surge 85% in 2M, 2Q26 Warehouse Outlook. Link to our research.

• US Construction Data Points: June Starts Rebounded +19.0% m/m on MF Recovery,

While SF Remained Soft; Permits Declined Further. Link to our research.

Mainland China / Hong Kong

• China Property: Takeaways from expert call with Iceberg Index: K-shaped stabilization

is on the horizon. Link to our research.

Singapore

• SG Property Intelligence: Lentor Garden Residences 54% sold at S$2,350 psf on

launch. Link to our research.

Table 1: Regional EPRA/NAREIT Index Total Returns as of July 17, 2026

Total Returns (Last Closing Day)

Index Region Index Value 1-Day MTD QTD YTD LTM