Jones Lang LaSalle (JLL) Investor update summary

Market opportunity and positioning

• Real estate outsourcing market exceeds $1T and is growing >5% annually; client benefits include cost savings, efficiency, expertise and flexibility.

• Client relationships can expand from individual out-tasked services to full outsourcing, strategic partnership and outcome-based models; multiple entry points support growth.

• REMS holds a top-two global market position; resilient business lines account for 80% of total revenue and have grown 10% annually since 2020.

Strategy and operating model

• Global scale includes 88,000 colleagues, operations in 80 countries and 30,000 projects annually; standardized processes and platforms turn scale into client and shareholder leverage.

• Industry expertise spans seven deep industries and sub-industries, with client-facing knowledge supported by shared capability platforms.

• Property Management entered REMS in 2025; globalization, consistent data, professional oversight and portfolio focus repositioned the business for portfolio outsourcing growth.

• Portfolio rationalization is ~70%–75% complete, with relationships reviewed for strategic fit, competition style and asset type.

Client demand and relationships

• Clients face geopolitical and business-model complexity; real estate choices increasingly integrate total occupancy cost, live occupancy data, capital, design and portfolio decisions.

• REMS supports senior client relationships through daily occupier operations and on-site investor asset management; 99% retention among top clients reflects long-term trust.

• Around 50% of the Fortune 500 are served, while 95% of the top 100 investors are clients, often with a single service; management sees scope to deepen relationships.

• Integrated offerings link Workplace Management with Leasing Advisory, and Property Management with investor services; further joint opportunities include Project Management and Corporate Capital Markets.