FinanceReal Estate
Finance / Real Estate
Property, REITs and capital structures.
Coverage status2 companies
ACTIVE COVERAGE
Real Estate initiation notebooks
INITIATION NOTEBOOKNASDAQ: EQIX
Equinix
Can AI and distributed-cloud demand accelerate bookings and AFFO per share faster than development spending and financing costs?
Market cap $105B1Y return 36%
OPEN MEMO →INITIATION NOTEBOOKNYSE: JLL
Jones Lang LaSalle
Can JLL combine a transaction recovery with technology-led productivity and recurring management revenue to lift through-cycle returns?
Market cap $18B1Y return 37%
OPEN MEMO →