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    How New JFK Terminal One Mandate and Rent Guarantees At Jones Lang LaSalle (JLL) Has Changed Its Investment Story

    Simply Wall St·12/13/2025 23:18:51
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    • In recent days, RentGuarantor announced a partnership with Jones Lang LaSalle that allows 12 London JLL offices to offer tenants access to professional rent guarantees, while JLL was also appointed to provide comprehensive facility maintenance services for JFK Airport’s New Terminal One and made two senior leadership changes in research and finance.
    • Together, these developments highlight JLL’s push deeper into recurring service relationships, spanning facilities management, tenant solutions, and data-led advisory, at a time when interest-rate-driven investment sentiment in real estate is improving.
    • We’ll now examine how JLL’s expanded role at JFK’s New Terminal One could influence its investment narrative built around recurring service growth.

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    Jones Lang LaSalle Investment Narrative Recap

    To own JLL, you need to believe it can keep shifting its earnings mix toward higher quality, recurring services while riding any recovery in capital markets and leasing activity. The JFK Terminal One facilities mandate and RentGuarantor partnership both support that services narrative, but they do not materially change the near term swing factor, which remains interest rate sensitive transaction volumes, or the key risk of revenue volatility if capital markets and leasing slow again.

    The New Terminal One win at JFK stands out as directly aligned with JLL’s push into longer duration facilities management relationships, with potential knock on benefits for its aviation and industrial advisory work. For investors focused on catalysts, this kind of multi service engagement can help counterbalance softer leasing or investment sales, even as the company continues to manage contract turnover in its broader property management portfolio.

    Yet while recurring contracts such as JFK can smooth results, investors should still be aware that JLL’s fee income is heavily tied to transactional markets and...

    Read the full narrative on Jones Lang LaSalle (it's free!)

    Jones Lang LaSalle's narrative projects $31.5 billion revenue and $1.0 billion earnings by 2028. This requires 8.4% yearly revenue growth and about a $436 million earnings increase from $563.9 million today.

    Uncover how Jones Lang LaSalle's forecasts yield a $358.40 fair value, a 7% upside to its current price.

    Exploring Other Perspectives

    JLL 1-Year Stock Price Chart
    JLL 1-Year Stock Price Chart

    Two Simply Wall St Community fair value estimates for JLL cluster between US$358 and US$402, highlighting how individual investors can see the same business quite differently. You should weigh those views alongside the risk that capital markets and leasing revenues remain vulnerable to renewed macro uncertainty, with clear implications for how resilient JLL’s earnings mix really is.

    Explore 2 other fair value estimates on Jones Lang LaSalle - why the stock might be worth just $358.40!

    Build Your Own Jones Lang LaSalle Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

    • A great starting point for your Jones Lang LaSalle research is our analysis highlighting 3 key rewards that could impact your investment decision.
    • Our free Jones Lang LaSalle research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Jones Lang LaSalle's overall financial health at a glance.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.