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JPMorgan upgrades CBRE on constructive commercial real estate stance
The Fly

JPMorgan upgrades CBRE on constructive commercial real estate stance

JPMorgan analyst Anthony Paolone upgraded CBRE Group (CBRE) to Overweight from Neutral with a price target of $163, up from $120. The firm remains constructive on the commercial real estate brokers heading into 2025. While the “easy money” has been made, the companies are on the front end of a rebound in commercial real estate sales and leasing activity that could last several years and result in a “beat-and-raise earnings cycle,” the analyst tells investors in a research note. JPMorgan sees “outsized” earnings growth through 2027 when compared with the broader equity market. CBRE is the “blue chip in the space with a strong track record of execution and ample liquidity to play offense when opportunities emerge,” the firm contends.

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