PresentationMegan McGrathSenior Vice President of Investor Relations Good morning, and welcome to Cushman & Wakefield's 2025 Investor Day. We are thrilled to have you with us. I'm Megan McGrath, Head of Investor Relations for Cushman & Wakefield. It's great to see so many familiar faces in the audience. And if you're joining us virtually, thank you for giving us your time. As you walked in today and throughout the day, I hope that you feel the energy and the pride that we have in our people and in our busi ...

Group 1 - Radian Group Inc. (RDN) has seen a 6.9% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - Radian Group Inc. has a dividend yield of 2.9%, which is higher than the industry average of 1.5% [1] - American Eagle Outfitters, Inc. (AEO) has experienced a 9% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - American Eagle Outfitters, Inc. has a dividend yield of 2.1%, compared to the industry average of 0.0% [2] - Expeditors International of Washington, Inc. (EXPD) has a Zacks Consensus Estimate for its current year earnings that has increased by 7.6% over the last 60 days [2] - Expeditors International of Washington, Inc. has a dividend yield of 1.0%, which is above the industry average of 0.0% [3]

LOS ANGELES--(BUSINESS WIRE)--Hudson Pacific Properties, Inc. (NYSE: HPP) (the "Company" or "Hudson Pacific"), a unique provider of end-to-end real estate solutions for tech and media tenants, today updated its FFO outlook for the fourth quarter of 2025 to a range of $0.15 to $0.25 per diluted share, excluding the specified items described below, along with updated full-year assumptions (see table below). Fourth quarter FFO outlook assumes fully diluted weighted average common stock/units of 65. ...

Summary of Cushman & Wakefield's 2025 Investor Day Company Overview - **Company**: Cushman & Wakefield (NYSE:CWK) - **Event**: 2025 Investor Day held on December 4, 2025 - **Theme**: "Driving Profitable Growth" emphasizing long-term shareholder value and operational excellence [1][2] Core Industry Insights - **Industry**: Real Estate Services - **Focus Areas**: Advisory services, leasing, capital markets, and data centers [3][4] Key Strategic Pillars 1. **Strengthen the Core**: - Achieved $500 million in debt reduction over two years [9] - Saved $50 million annually in interest costs through loan repricing [10] - Aimed to streamline operations and enhance legacy businesses [8][10] 2. **Operate with Rigor**: - Increased cash flow by 90% from 2023 to 2025 [11] - Reduced employee turnover by 500 basis points [11] - Achieved $100 million reduction in operational normalizations [12] 3. **Drive Organic Growth**: - Experienced eight consecutive quarters of leasing growth [12] - Focused on high-growth areas such as multi-market leasing and global institutional capital markets [13] Financial Performance - **Debt Management**: Successfully reduced debt and interest costs, showcasing financial discipline [10] - **Cash Flow**: Significant increase in cash flow indicates operational efficiency [11] Market Dynamics - **Leasing Business**: - Valued at $2 billion globally, with a diverse client base [36] - Positive trends in office space demand and recovery post-pandemic [37] - Industrial space demand is rebounding after a slowdown [38] - **Capital Markets**: - Fundraising activity increased by 53% year-to-date, indicating strong market confidence [56] - 40% of fundraising targeting multiple continents, highlighting global investment strategies [56] Data Center Growth - **Market Potential**: - Anticipated fourfold capacity growth in the Americas and significant growth in EMEA and APAC [65] - $6.7 trillion expected CapEx spend by 2030, with low vacancy rates and high pre-leasing rates [65] Technology and Innovation - **Digital Transformation**: - 70% of global revenue under digital transformation, leading to a 30% productivity gain for brokers [25] - Emphasis on data and AI to enhance client services and operational efficiency [34] Client-Centric Approach - **Advisory Model**: - Transitioning from transactional to advisory-led services to better meet complex client needs [54][62] - Focus on providing tailored solutions across various sectors [46] Conclusion - **Future Outlook**: - Cushman & Wakefield is positioned for significant growth through strategic initiatives, operational improvements, and a strong focus on client relationships [14][50] - **Commitment to Innovation**: The company is dedicated to leveraging technology and data to enhance service delivery and drive long-term value for shareholders [34][66]

Valued at a market cap of $29.3 billion, CoStar Group, Inc. (CSGP) provides information, analytics, and online marketplace services for the commercial real estate industry. The Arlington, Virginia-based company helps property owners, brokers, investors, and renters find listings, study market trends, compare prices, advertise properties, and make better real estate decisions. Companies valued at $10 billion or more are typically classified as “large-cap stocks,” and CSGP fits the label perfectly, with its ...

1&h=447117196&u=https://www.us.jll.com/en/industries/financial-services&a=jll.com).SOURCE The New Terminal One at JFK visit[https://portauthoritybuilds.com/redevelopment/us/en/jfk/planned-projects/terminal-1.html] (https://edge.prnewswire.com/c/link/?t=0&l=en&o=4571400- 1&h=248070668&u=https://portauthoritybuilds.com/redevelopment/us/en/jfk/planned-projects/terminal- 1.html&a=https:/ ...

Core Insights - Jones Lang LaSalle Incorporated (JLL) is a leading professional services firm in real estate and investment management, offering services such as leasing, property management, and investment advisory [1] - JLL's current stock price is $323.85, with a market capitalization of approximately $15.36 billion, indicating a strong presence in the real estate sector [5][6] Stock Performance - JLL's stock price has shown a slight decrease of approximately 0.56% or $1.84, with fluctuations between a low of $320.45 and a high of $327.37 on the day [4] - Over the past year, JLL's stock reached a high of $335.83 and a low of $194.36, reflecting significant volatility [4] Analyst Outlook - An analyst from CBRE set a price target of $351 for JLL, suggesting a potential price increase of approximately 8.38%, indicating confidence in JLL's strategic initiatives and market position [2][6] Leadership Changes - Amanda Brimmer has been appointed as the Chief Financial Officer for Leasing Advisory and Head of Corporate Development, expected to drive financial growth and performance [3][6] - Brimmer's expertise in mergers and acquisitions and transformational programs is anticipated to optimize JLL's assets and enhance its competitive edge [3]

ESR is considering selling some of its assets in China, either individually or as a portfolio, to concentrate on other markets https://t.co/ASqY9X3aEU ...

Core Insights - Fathom Holdings Inc. announced the divestiture of LiveBy assets to Move Concierge for $3 million, with an expected additional $300,000 annually in contingent consideration based on data-sharing arrangements [1][2][3] - The transaction aims to strengthen the partnership with Move Concierge, enhance Fathom's financial position, and support growth initiatives while retaining access to LiveBy's platform for five years [2][3][4] - The agreement is expected to improve agent retention and customer satisfaction by providing enhanced tools and services [3][4] Company Overview - Fathom Holdings Inc. is a technology-driven real estate services platform that integrates residential brokerage, mortgage, title, and SaaS offerings through its proprietary cloud-based software, IntelliAgent [6] - The company operates under various brands, including Fathom Realty, Encompass Lending, IntelliAgent, Real Results, and Verus Title [6] - Move Concierge offers a no-cost, white-glove service that connects utilities and home services, enhancing the client experience in real estate transactions [5]

Core Insights - U.S. homeowners currently have record-high home equity of $17.8 trillion, yet many feel financially strained due to economic conditions [1] - A significant portion of homeowners (54%) express uncertainty or pessimism about the economy, with 40% feeling worse off financially compared to the previous year [1] Group 1: Economic Conditions - Home equity is perceived as "paper wealth," which cannot be easily converted into cash for daily expenses, leading to financial strain [3] - Rising inflation has outpaced wage growth, contributing to a lack of optimism regarding pay increases among workers [4] Group 2: Mortgage Rates and Lock-In Effect - A large majority (80.3%) of U.S. homeowners have mortgage rates below 6%, with over half (52.5%) below 4%, creating a reluctance to sell and take on new higher-interest loans [5] - The "lock-in effect" has resulted in tight housing inventory, as homeowners are hesitant to give up low-rate mortgages despite a desire to move [6] Group 3: Emergency Savings - Many homeowners lack sufficient emergency savings, with over a third having less than $1,000 saved, which exacerbates financial pressure despite high home equity [7]