CBRE Group Inc (NYSE:CBRE) , Jones Lang LaSalle Inc (NYSE:JLL) and Cushman & Wakefield Ltd (NYSE:CWK) closed lower Thursday as investors continued to reassess whether fast-improving artificial intelligence tools can chip away at the commercial real estate services model. A Bloomberg report on Wednesday framed the move as part of an "AI scare trade," with the sector selling off as markets priced in the risk that AI could disrupt labor-heavy, fee-based professional services.CBRE Group stock is showing notable ...

Commercial real estate stocks nosedived Thursday as traders worried about risk to demand for office space from higher use of artificial intelligence tools, broadening a selloff that began Wednesday in small corner of the market. Shares of CBRE Group Inc., a major commercial real estate services company, fell 8.8%, bringing the two-day decline to 20% in the worst such move since 2020. Jones Lang LaSalle Inc. fell 7.6% Thursday, Cushman & Wakefield Ltd. dropped 12% and Newmark Group Inc. slid 4.2%. Most R ...

JLL arranges $596M refinancing for The Crescent in Uptown Dallas [Accessibility Statement] Skip NavigationThe landmark mixed-use property is home to trophy office space and some of the city's top luxury retailers and restaurantsDALLAS, Feb. 12, 2026 /PRNewswire/ -- [JLL]'s Capital Markets group announced today that it has arranged a $596 million refinancing for the office towers and atrium building at The Crescent, a landmark mixed-use property totaling 1.3 million square feet in the heart of Uptown Dallas, ...

Group 1 - The U.S. real estate services sector has been significantly impacted by the latest wave of AI-induced panic selling, with major companies like CBRE and JLL experiencing stock price drops of 12% and 14% respectively, marking their largest single-day declines since the COVID-19 pandemic began in 2020 [1] - The commercial real estate industry in the U.S. has been struggling to recover due to the pandemic's disruption of office space demand and high interest rates suppressing transaction volumes, despite some growth in niche areas like data centers and high-end office leasing driven by the AI boom [1] - Investors are increasingly wary of the potential impact of AI technology on the industry, fearing that automation and streamlined transaction processes could disrupt high-fee, labor-intensive business models, leading to a shift away from real estate service firms perceived as vulnerable to AI disruption [1] Group 2 - Barclays analyst Brendan Lynch noted that the recent stock price declines appear "excessive" given that there were no significant negative developments in the news, indicating that the associated risks have not changed [2] - Jefferies analyst Joe Dickstein believes that the threat of AI to leasing and capital markets is limited, asserting that firms like CBRE will maintain their positions as large leasing and transaction intermediaries due to their scale advantages in data accumulation and industry relationships [2] - The panic selling triggered by AI concerns has spread across multiple sectors, including SaaS, insurance brokerage, and wealth management, with significant stock pressure observed following the launch of AI-based applications in these industries [2]

继软件公司、私募信贷公司、财富管理机构和保险经纪商之后，一周多时间内房地产服务股也陷入所谓"AI恐慌性交易"的行业板块。投资者担忧AI工具 将颠覆其高收费、劳动密集型商业模式，并冲击就业市场和商业地产需求。CBRE和Jones Lang LaSalle跌12%，Cushman & Wakefield跌14%， 创疫情以来最大跌幅。 受人工智能(AI)技术加速渗透、多行业面临潜在颠覆风险的影响，美国房地产服务类股票周三集体大跌，投资者担忧相关公司的高人力、高手 续费商业模式可能成为新一轮AI冲击的"受害者"。 CBRE集团(CBRE.US) 与 仲量联行(JLL.US) 股价均重挫超12%， Cushman & Wakefield(CWK.US) 跌幅接近14%。其中，CBRE和Cushman & Wakefield的单日跌幅创下自2020年新冠疫情引发市场暴跌以来的最大纪录。 Keefe, Bruyette & Woods分析师Jade Rahmani在周三发布的报告中指出，投资者正加速撤离那些"收费高、劳动力密集、且被视为可能受到AI颠 覆的商业模式"。不过，她也提醒称，此轮抛售"或夸大了AI对复杂交易撮合 ...

Group 1 - The core point of the article highlights a significant drop in U.S. real estate service stocks due to concerns over the impact of AI technology on high-labor and high-fee business models, with CBRE and JLL both falling over 12% and Cushman & Wakefield nearly 14% [1] - The decline is seen as part of a broader "AI panic trading," affecting various sectors including software and private equity, with real estate services being the latest to experience rapid capital withdrawal [2][3] - Analysts suggest that the current sell-off may be an exaggerated emotional response, as the direct threat of AI to real estate leasing and capital markets remains limited, with firms like CBRE maintaining significant advantages in data scale and industry relationships [3] Group 2 - The commercial real estate sector is struggling to recover from the pandemic's impact on office demand and rising interest rates, which have severely affected transaction volumes [2] - In response to industry challenges, companies like CBRE and JLL have diversified their business models into property management, asset valuation, and cross-industry investment sales to mitigate cyclical risks associated with traditional brokerage [2] - Some analysts argue that the market's reaction to AI-related risks is overblown, especially given the absence of significant new negative information on the day of the stock declines [2]

Real estate services stocks sank on Wednesday as investors assessed the companies’ vulnerability to the newest crop of artificial intelligence applications and tools that threatens to disrupt several industries. Shares of CBRE Group Inc. and Jones Lang LaSalle Inc. plunged 12%, and Cushman & Wakefield Ltd. dropped 14%. For CBRE and Cushman & Wakefield, the moves marked the biggest drop since 2020 in the midst of the Covid-driven market selloff. Most Read from Bloomberg “We believe investors are rotati ...

仲量联行发布2026年全球数据中心展望报告。报告指出，数据中心行业的持续高增长，标志着算力基础设施正在成为与办公空间、生产工厂同等重要的战 略性不动产配置。预计到2030年，全球数据中心总容量将由103GW增至200GW，增幅接近一倍。其中亚太地区容量预计从32GW增长至57GW，复合年增 长率达12%。超大规模企业通过"自建+租赁"双轨策略，是推动增长的核心力量。 仲量联行中国区研究部总监姚耀表示，过去几年，中国数据中心市场规模呈现高速扩张，标志着行业与全球同步进入超级投资周期；但与此同时，能源基 础设施--尤其是电网容量限制、供应链风险等因素，也对发展形成制约。投资者和企业必须在市场速度与资本效率之间取得平衡，合理预判需求拐点，并 保持足够灵活性，以应对AI模型与应用场景的快速演进。 据中国信通院数据，2024年全国数据中心用电量超过1660亿千瓦时，约占全社会总用电量的1.68%，用电量同比增长10.7%，而同期全社会总用电量的增 速为6.8%。中国信通院测算，高情景下，人工智能爆发增长，2030年中国算力中心用电或超过7000亿千瓦时，占全社会用电量5.3%；低情景下，人工智 能慢速增长，2030年中 ...

Core Viewpoint - Jones Lang LaSalle (NYSE:JLL) is recognized as one of the top 10 real estate services stocks to buy according to hedge funds, with analysts showing positive sentiment towards the stock's potential upside [1]. Group 1: Analyst Ratings and Price Targets - Alex Kramm from UBS reaffirmed a Buy rating on JLL, raising the price target from $360 to $410, indicating a potential upside of over 22% for investors [1]. - Brendan Lynch from Barclays also increased his price target for JLL from $351 to $360 while maintaining an Equal Weight rating, reflecting Barclays' revised outlook for Real Estate Investment Trusts (REITs) [2]. Group 2: Company Overview - Jones Lang LaSalle is a global real estate services and investment management firm operating in over 80 countries, covering various property types including commercial, industrial, hotel, residential, and retail [3]. - The company provides a range of services such as purchasing, investing, development, and management of properties [3].

Core Insights - JLL has appointed MencÃa Barreiros as Head of Communications to lead its global communications strategy, effective immediately [1] - Barreiros will oversee the alignment of communications and marketing strategies across all markets to enhance JLL's global leadership position [1] Group 1: Appointment and Responsibilities - MencÃa Barreiros brings a decade of institutional knowledge at JLL and has held senior roles including Head of Marketing for EMEA and Spain [2] - Her strategic vision is expected to drive key marketing initiatives across JLL's diverse portfolio [2] Group 2: Strategic Vision and Goals - Barreiros aims to strengthen JLL's reputation worldwide and showcase the value created for clients through effective communication [3] - The company emphasizes its deep market expertise and global reach as key factors in supporting continued growth [3] Group 3: Company Overview - JLL is a leading global commercial real estate and investment management company with annual revenue of $23.4 billion and operations in over 80 countries [4] - The firm has over 113,000 employees and focuses on shaping the future of real estate for a better world [4]