2025-05-19-Jefferies-视频房地产投资信托综述数据中心深度剖析及国际购物中心协会预览_17页_626kb

Equity Research on USA REITs, published by Jefferies, dated May 19, 2025, focuses on REIT performance and market updates. Key covered areas include data center leasing trends and earnings from 1Q25. The report reviews recent corporate actions and market developments such as Abacus Storage rejecting a takeover bid and tariff impacts on industrial sectors. Upcoming ICSC retail events are addressed, along with examination of REIT sector risks and valuation strategies. Analysts provide certifications on financial disclosures, noting potential conflicts of interest due to business relationships with REIT clients.

Webinar details:

• Date: May 19, 2025
• Key timestamps: Market Recap, Research Highlights, Upcoming Events, Data Center Updates, Tariff Analysis.

Additional elements:

• Analyst team: Jonathan Petersen, Linda Tsai, Peter Abramowitz, Joe Dickstein, and Equity Associates.
• Disclosures: Emphasize research objectives, potential bias, and applicable regulations; clients must seek independent advice.
• Ratings: Companies like American Tower Corp. and others feature varied Buy/Hold/Underperform ratings, influenced by price targets and market conditions.

This report is intended for institutional clients only, with no endorsement provided by any Jefferies entity due to legal and regulatory restrictions. All recommendations are subject to specific risks and conditions.