Welcome back to Money Movers. Take a look at shares of JLL. Today, a little bit lower despite the company posting a beat on the top and the bottom line for Q2, raising its fullear outlook.JLL did however report weakness in the industrial sector as trade uncertainty weighs a bit on sentiment. Joining us to break down the quarter is JLL CEO Christian. Christian, welcome back.It's good to see you again. >> Good to see you, Kyle. Thank you for having me.>> I'd love to cover industrial, but maybe we start with t ...

Investment Rating - The industry view for Real Estate Investment Trusts (REITs) and Commercial Real Estate (CRE) is rated as "In-Line" [5]. Core Insights - The analysis indicates that approximately 37% of tasks across 525,000 occupations in the public REIT and CRE services space have the potential to be automated, aligning with the Global Technology team's estimate that the total US addressable market for Generative AI (GenAI) applications will increase from about 25% to 44% of occupations in three years [3][34]. - The financial impact of GenAI adoption across 162 public REIT and CRE services companies, with total labor costs of $92 billion, could reach $34 billion, representing around 16% of operating cash flow before labor and interest costs [3][70]. - Key occupations with high automation potential include management (17%), sales and related (14%), office and administrative support (13%), and installation maintenance repairs (12%) [3][64]. Summary by Sections Opportunities - Significant labor automation opportunities exist, particularly for lodging/resorts, brokers & services, specialty, diversified, and healthcare REITs, with potential benefits exceeding 15% to operating cash [4]. - The analysis suggests that the greatest upside potential lies in sectors with high cash flow and high GenAI adoption, specifically in Brokers & Services, Healthcare, Lodging/Resorts, and Data Centers [4][11]. Revenue Impact - Data centers, specialty, and CRE services are expected to benefit most from GenAI infrastructure, potentially enhancing revenue management systems, customer acquisition tools, and predictive analytics [9]. Job Automation Insights - The report highlights that the average job automation rate across the REIT and CRE sectors is approximately 37%, with variations by subsector, such as 34% for Healthcare and 41% for Gaming [34][64]. - The analysis of job postings indicates that Brokers & Services companies have the highest proportion of core AI/machine learning job postings, suggesting they are leading in AI adoption [80][86]. Stock Implications - The report raises estimates and price targets for CBRE Group Inc and Cushman & Wakefield PLC based on potential labor efficiency gains, indicating that healthcare, brokers & services, and lodging/resorts may be underappreciated by investors [13].

Core Insights - Workday has been recognized as a Leader in the inaugural Gartner Magic Quadrant for Talent Acquisition Suites, highlighting its effectiveness in helping organizations attract and retain talent [1][3] - The company's AI-powered talent acquisition suite, which includes Workday Recruiting and HiredScore AI, aims to streamline the hiring process and improve candidate experiences [2][3] Group 1: Workday's Talent Acquisition Solutions - Workday's talent acquisition suite is designed to manage the entire hiring process, from sourcing candidates to onboarding, enabling organizations to build high-performing teams [2][3] - The suite includes features that reduce candidate screening time by an average of 57% and allows organizations to fill 70% of requisitions from existing talent pools, enhancing retention and reducing costs [5] - Workday's solutions also focus on delivering exceptional candidate experiences through personalized interactions and communication, which strengthens employer branding [5] Group 2: Market Position and Client Base - More than 4,795 organizations globally, including notable names like AdventHealth, BDO Canada, JLL, and Pfizer, utilize Workday's recruiting solutions [1][2] - The platform is built with AI at its core, serving over 11,000 organizations, including more than 60% of the Fortune 500, indicating its strong market presence [7]

Core Insights - JLL has been recognized as one of the 2025 World's Most Ethical Companies® by Ethisphere, marking its commitment to business integrity and ethical practices since 2008 [1][2][4] - In 2025, a total of 136 companies were honored across 19 countries and 44 industries, with JLL being one of only three companies in the real estate sector to receive this recognition [2][4] - The assessment for the World's Most Ethical Companies® is based on Ethisphere's Ethics Quotient®, which evaluates over 240 proof points related to ethics, compliance, and governance [3] Company Overview - JLL is a leading global commercial real estate and investment management firm with over 200 years of experience, generating annual revenue of $23.4 billion and operating in over 80 countries [6] - The company employs more than 112,000 individuals and focuses on helping clients with various real estate needs, including buying, building, occupying, managing, and investing in properties [6] - JLL emphasizes its commitment to shaping the future of real estate through innovative technology, sustainability efforts, and ethical business practices [5]