十五运和残特奥会广州赛区执委会常务副主任、秘书长彭高峰介绍，首批合作范围广泛、内容新颖，不 仅在助力企业战略咨询、重点项目招商引资、体育场馆设施焕新等传统领域深化合作，更在新经济、新 赛道上携手并进，共同探索低空经济生态共建、"丝路电商"创新场景打造、城市第五立面前瞻设计、热 门游戏"广州副本"植入以及基于AI大模型的音乐共创等前瞻性项目。 6月25日，首批广州"城市合伙人"发布活动在广州市规划展览中心召开。活动现场官宣了首批15家"城市 合伙人"企业，包括战略合作伙伴：京东集团、中国邮政、世邦魏理仕、立邦投资、德勤咨询、滴滴集 团；超级合伙人：唯品会、三七互娱、小鹏汽车、趣丸科技、比音勒芬；城市梦想家：广州建廷、广东 北斗星、广州同欣、安嘉洁环保。 6月25日，首批广州"城市合伙人"发布活动在广州市规划展览中心召开。 今年2月8日，广州正式推出"城市合伙人"计划，面向全球征集愿"奋斗共同体"。3月3日启动应征至今， 168家海内外企业的积极响应。 此次正式发布的首批15家企业通过赞助、公益捐赠和资源协同等方式参与广州"城市合伙人"计划，合作 内容覆盖了战略咨询、数字科技、低空经济、智能制造等多个关键领域。其 ...

南方财经记者谭砚文 广州报道 十五运和残特奥会广州赛区执委会常务副主任、秘书长彭高峰介绍，首批合作范围广泛、内容新颖，不 仅在助力企业战略咨询、重点项目招商引资、体育场馆设施焕新等传统领域深化合作，更在新经济、新 赛道上携手并进，共同探索低空经济生态共建、"丝路电商"创新场景打造、城市第五立面前瞻设计、热 门游戏"广州副本"植入以及基于AI大模型的音乐共创等前瞻性项目。 活动中，首批广州"城市合伙人"企业代表分享了与广州的"合伙故事"。"这种合伙人模式打破了传统的 政商界限，让我们有信心在这片土地上大展拳脚。"滴滴集团地方事务副总裁马龙强在发言中指出，将 发挥在大数据和人工智能领域的优势，通过优化城市交通流量，深度参与广州智慧城市建设，助力十五 运会提升城市出行效率。 作为深耕广州近30年的商业地产巨头，世邦魏理仕北亚区总裁郭富礼（澳大利亚籍）动情地分享了他对 广州的热爱，并承诺将发挥"城市智脑"与"招商引擎"的双重作用。他表示："我们将聚焦广州'12218'现 代化产业体系，发挥全球资源调动优势，为广州引入更多首进品牌、米其林餐厅和创新科技产业，并助 力本土'专精特新'企业出海。" 中山大学政治与公共事务管 ...

中新社北京6月19日电题：中国吸引力升级：跨国公司从"成本洼地"奔向"创新高地" 中新社记者庞无忌 对跨国公司来说，投资中国的理由已与过去不同。 "新消费"带来新机遇 在制造业凭借向创新转型的强劲势头吸引外资企业追加投资的同时，中国消费领域也正悄然发生变革， 注重体验和个性的"新消费"给全球零售商带来新机遇。 李凌认为，当前国内消费市场呈现出"餐饮、休闲旅游、演艺活动等服务型消费的活跃度明显高于商品 消费"的特点，体现出消费者对于由独特体验所创造的文化、社交、情绪等附加价值的认可程度在不断 增加，这是未来释放消费潜力、消费转型升级的重要领域。从不同业态来看，除了不断迭代的茶饮咖 啡，近年来户外运动、潮玩宠物、生活方式类品牌的扩张态势是最为明显的。 中国消费模式的变化也推动零售品牌策略变化。李凌透露，在今年3月的调查中，世邦魏理仕发现零售 品牌在国内拓展的积极性有所增强。在所有来自零售品牌的业务问询中，73%和新设立或者扩张门店有 关，这一比例是自去年年中以来的新高。 "我们每年都会帮助很多跨国企业在国内各地选址。"李凌近日接受中新社记者专访时说，比如公司产业 地产团队近期为一家工业机器人领域的知名外资自动化设 ...

金十数据6月4日讯，世邦魏理仕亚太区研究部主管蔡咏嘉表示，在可预见的未来，AI发展蓬勃加上市 场对云端服务的需求，将继续推动亚太地区对服务器托管和超大规模数据中心的强劲需求，从而吸引大 量投资者的兴趣。预计市场对日本、澳洲及韩国等发展成熟市场的需求将持续增长，新加坡即使供应有 限，但也备受关注。报告预计，未来三年亚太地区的数据中心供应量增倍，但由于供电受限及缺乏支援 人工智能的基建设施，预计到2028年，亚太地区将面临15至25千兆瓦的电力缺口。 世邦魏理仕：预计未来三年亚太地区数据中心供应量增倍 ...

智通财经APP获悉，世邦魏理仕发表最新报告指，受人工智能(AI)热潮及各行各业数码化转型推动，香 港数据中心市场需求持续强劲。该行预计，未来三年亚太地区的数据中心供应量增倍，但由于供电受限 及缺乏支援人工智能的基建设施，预计到2028年，亚太地区将面临15至25千兆瓦的电力缺口。 世邦魏理仕香港顾问及交易服务—工业及物流部执行董事兼主管黎尚文表示，香港作为亚太区数据中心 流量的重要入口，即使营运商面临成本上升及基建设施限制，香港市场的韧性及策略性的位置仍持续吸 引投资。公司预计持续的需求，尤其是来自AI及云端服务供应商的需求，将引领下一波的发展浪潮。 亚太地区亦面临更广泛且相类似的挑战。世邦魏理仕亚太区研究部主管蔡咏嘉表示，在可预见的未来， AI发展蓬勃，加上市场对云端服务的需求，将继续推动亚太地区对伺服器托管和超大规模数据中心的 强劲需求，从而吸引大量投资者的兴趣。预计市场对日本、澳洲及韩国等发展成熟市场的需求将持续增 长，新加坡即使供应有限，但也备受关注。 该行指，AI及云端服务的快速普及化正推动对下一代数据中心的需求，然而许多现有及即将落成的数 据中心并非专为支援AI工作负载而设计。这些专注于AI的数据 ...

Investment Ratings - CBRE Group, Inc: Overweight; Price Target: $143.00 [16] - Colliers International Group Inc.: Neutral; Price Target: $137.00 [21] - Cushman & Wakefield: Neutral; Price Target: $13.00 [25] - Jones Lang LaSalle Inc: Overweight; Price Target: $285.00 [29] Core Insights - The report indicates an overall positive outlook for the commercial real estate (CRE) services sector, with revenue forecasts for 2025 showing an average increase of 3%, leading to a projected 9% year-over-year growth [1] - The earnings before interest, taxes, depreciation, and amortization (EBITDA) estimates have been revised upward by 4%, indicating a 12% year-over-year growth, while earnings per share (EPS) estimates have increased by 7%, reflecting a 19% year-over-year growth [1] - The report highlights that the estimates have fluctuated over the past six months due to various macroeconomic factors, but recent strong earnings results have led to a renewed optimism in the sector [2][3] Company Summaries CBRE Group, Inc - CBRE is recognized as the largest global provider of CRE services, with a strong track record in capital allocation and organic growth [16] - The company is expected to achieve a compelling earnings growth of 19% in 2025, outperforming asset-heavy landlords and the broader equity market [4] - CBRE's valuation is attractive, trading at 19.8x 2025 EPS, which is below the S&P 500 average of 22.2x [5][17] Colliers International Group Inc. (CIGI) - CIGI is the third largest global CRE services platform, with a brokerage incremental margin of approximately 20%, which is lower than its peers [21] - The company has been actively acquiring businesses, averaging over $300 million per year, and is investing in investment management and engineering acquisitions [21] - CIGI trades at 18.8x 2025 EPS, slightly below CBRE but above CWK [22] Cushman & Wakefield (CWK) - CWK is positioned to benefit from the institutionalization of real estate investing, although it faces challenges due to its higher leverage [25] - The company is expected to improve margins as it scales, but specific risks remain that could impact its performance [25] - CWK trades at a low valuation of 8.4x 2025 EPS, indicating potential upside if it can manage its leverage effectively [26] Jones Lang LaSalle Inc. (JLL) - JLL is the second largest commercial real estate services platform globally, with a competitive EBITDA margin of 14.8% [29] - The company is well-positioned for growth, particularly with expectations of a rebound in capital markets [29] - JLL trades at 12.9x 2025 EPS, which is attractive compared to its peers, and maintains a price target of $285.00 [30][31]

Investors in CBRE Group, Inc. (CBRE) need to pay close attention to the stock based on moves in the options market lately. That is because the June 20, 2025 $80 Call had some of the highest implied volatility of all equity options today.What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could also m ...

近日，深圳—CBRE世邦魏理仕发布了《2025年第一季度深圳房地产市场回顾及展望》，解析深圳商业 地产市场最新发展状况与趋势。据悉，2025年第一季度，深圳优质办公楼市场，科技板块需求表现活 跃，推升整体市场需求环比增长。此外，优质零售物业市场餐饮业态热度持续，悦己经济带动美容保健 业态连续第六季保持稳定增长。投资市场自用型办公楼交易继续引领市场，商业资产价格筑底的窗口期 预计仍将吸引投资者的关注。 优质办公楼市场需求活跃度环比上升 2025年第一季度，深圳优质办公楼市场供应充沛，四个项目共计30.2万平方米交付使用，罗湖、福田和 南山均有项目入市。部分项目凭借极具竞争力的租赁策略及前期储备的客户资源，在交付伊始实现了高 效去化，新项目共计为整体市场贡献51.5%的新增需求。 市场需求活跃度同比显著增长，在新增供应与去年同期相当的情况下，净吸纳量实现了44.4%的同比增 幅，亦为2022年来第一季度需求的最高值。 深圳商报•读创客户端首席记者 董思 政策率先探索"扩内需"与"城市升级"协同路径 围绕"扩大内需"战略部署，世邦魏理仕还深度解读了深圳市《关于规范城市更新实施工作的若干意见》 （2025年3月25日 ...

Financial Performance - Total revenue for the three months ended March 31, 2025, was $8,910 million, an increase from $7,935 million in the same period of 2024, representing a growth of approximately 12.3%[117]. - Basic income per share attributable to CBRE Group, Inc. stockholders rose to $0.54 for the three months ended March 31, 2025, up from $0.41 in the same period of 2024[104]. - Net income attributable to CBRE Group, Inc. for Q1 2025 was $163 million, up from $126 million in Q1 2024, representing a 29.4% increase[118]. - Total segment operating profit for Q1 2025 was $560 million, significantly higher than $353 million in Q1 2024, marking a 58.7% increase[118]. - Revenue from the United States was $5.17 billion, an increase of 16.9% compared to $4.42 billion in the previous year[119]. Assets and Liabilities - As of March 31, 2025, CBRE MCI funded loans with unpaid principal balances of $46.6 billion, with $43.2 billion subject to loss sharing arrangements under the Fannie Mae DUS Program[89]. - Total leased assets increased to $2,157 million as of March 31, 2025, up from $1,458 million as of December 31, 2024, reflecting a significant growth in operating lease assets[85]. - The company had guarantees totaling $193 million as of March 31, 2025, primarily related to management and vendor contracts in overseas operations[92]. - Indirect tax liabilities amounted to $93 million as of March 31, 2025, reflecting an increase from $91 million as of December 31, 2024[98]. - Aggregate future commitments related to co-investment funds were $183 million as of March 31, 2025, with unfunded capital commitments of $345 million to consolidated projects[99]. Revenue and Expenses - The cost of revenue for the three months ended March 31, 2025, was $7,265 million, compared to $6,475 million for the same period in 2024, indicating an increase of approximately 12.2%[117]. - The company recognized $100 million in revenue from contract liabilities during the three months ended March 31, 2025, which were included in the contract liability balance at December 31, 2024[111]. - Total contract liabilities as of March 31, 2025, were $403 million, up from $375 million as of December 31, 2024, representing an increase of approximately 7.5%[111]. - The provision for income taxes was $52 million for the three months ended March 31, 2025, compared to a benefit of $29 million for the same period in 2024, marking an increase of $81 million[101]. Segment Performance - Segment operating profit for the Advisory Services segment was $301 million for the three months ended March 31, 2025, compared to $232 million for the same period in 2024, reflecting a year-over-year increase of approximately 29.7%[117]. - The company reported net revenue of $1,682 million for the Advisory Services segment for the three months ended March 31, 2025, compared to $1,480 million in the same period of 2024, a growth of approximately 13.6%[117]. Corporate Actions - CBRE Group, Inc. repurchased 3,061,972 shares of common stock at an average price of $132.94 per share for a total of $407 million during the three months ended March 31, 2025[105]. - The company combined its project management business with Turner & Townsend and created a new reportable segment, Project Management, in January 2025[112]. - The company acquired full ownership of Industrious on January 16, 2025, establishing a new business segment focused on flexible workplace solutions[112]. Costs and Remediation - Integration and other costs related to acquisitions amounted to $68 million in Q1 2025, compared to a benefit of $4 million in Q1 2024[118]. - Costs associated with efficiency and cost-reduction initiatives were $13 million in Q1 2025, down from $29 million in Q1 2024[118]. - The estimated liability for Telford Fire Safety Remediation as of March 31, 2025, was approximately $206 million, reflecting a slight increase from $204 million at the end of 2024[120]. - The company is winding down Telford Homes' legacy construction business and transitioning to a new entity, Telford Living, focusing on residential housing development in the UK[118]. - The company continues to assess remediation costs, which are highly complex and dependent on various external factors[121]. Compliance and Regulations - CBRE Group, Inc. emphasizes the importance of compliance with laws and regulations across its global operations, which may impact financial performance[218].

CBRE Group, Inc. (NYSE:CBRE) Q1 2025 Earnings Conference Call April 23, 2025 8:30 AM ET Company Participants Chandni Luthra - Executive Vice President, Head of Investor Relations and FP&A Bob Sulentic - Chairman & Chief Executive Officer Emma Giamartino - Chief Financial Officer Conference Call Participants Anthony Paolone - JPMorgan Julien Blouin - Goldman Sachs Ronald Kamdem - Morgan Stanley Stephen Sheldon - William Blair Manus Ebbecke - Evercore ISI Peter Abramowitz - Jefferies Patrick O'Shaughnessy - R ...