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

Industrial•11:16 - Abacus Storage Rejects TakeoverOffer•12:21 - Thoughts on Retail Into ICSC•13:54 - Dick's Acquisition of Foot Locker•14:17 - Earnings Recap - Malls Jonathan Petersen * | Equity Analyst(212) 284-1705 | jpetersen@jefferies.comLinda Tsai * | Equity Analyst1 (212) 778-8011 | ltsai@jefferies.comPeter Abramowitz * | Equity Analyst(212) 336-7241 | pabramowitz@jefferies.comJoe Dickstein * | Equity Analyst+1 (212) 778-8771 | jdickstein1@jefferies.comAhmed Mehri * | Equity Associate+1 (212) 778-8456 | amehri@jefferies.comBrendan Cutler * | Equity Associate+1 (332) 236-6839 | bcutler@jefferies.comMatthew Roberts * | Equity Associate+1 (212) 778-8524 | mroberts1@jefferies.comKatie Elders * | Equity Associate+1 (917) 421-1968 | kelders@jefferies.comJan Aygul * | Equity Associate+1 (917) 344-1839 | jaygul@jefferies.com Research Referenced on the Webinar:1Q25 Data Center Leasing & Earnings Season Tidbits Across the MarketLife Science Monthly: FO Weakness Weighs on April Funding (-59% Y/Y)Macerich - Green Acres Mall Redevelopment Webinar Takeaways1Q25 Multifamily Review - AVB, CPT, EQR, ESS, IRT, MAA, NXRT, UDR1Q25 Review - AHR, CTRE, LTC, NHI, OHI, & SBRAPlease see important disclosure information on pages 3 - 17 of this report.This report is intended for Jefferies clients only. Unauthorized distribution is prohibited. Company Valuation/RisksFor Important Disclosure information on companies recommended in this report, please visit our website at https://javatar.bluematrix.com/sellside/Disclosures.action or call 212.284.2300.Analyst Certification:I, Jonathan Petersen, certify that all of the views expressed in this research report accurately reflect my personal views about the subject security(ies) andsubject company(ies). I also certify that no part of my compensation was, is, or will be, directly or indirectly, related to the specific recommendations or viewsexpressed in this research report.I, Linda Tsai, certify that all of the views expressed in this research report accurately reflect my personal views about the subject security(ies) and subjectcompany(ies). I also certify that no part of my compensation was, is, or will be, directly or indirectly, related to the specific recommendations or views expressedin this research report.I, Peter Abramowitz, certify that all of the views expressed in this research report accurately reflect my personal views about the subject security(ies) andsubject company(ies). I also certify that no part of my compensation was, is, or will be, directly or indirectly, related to the specific recommendations or viewsexpressed in this research report.I, Joe Dickstein, certify that all of the views expressed in this research report accurately reflect my personal views about the subject security(ies) and subjectcompany(ies). I also certify that no part of my compensation was, is, or will be, directly or indirectly, related to the specific recommendations or views expressedin this research report.I, Ahmed Mehri, certify that all of the views expressed in this research report accurately reflect my personal views about the subject security(ies) and subjectcompany(ies). I also certify that no part of my compensation was, is, or will be, directly or indirectly, related to the specific recommendations or views expressedin this research report.I, Brendan Cutler, certify that all of the views expressed in this research report accurately reflect my personal views about the subject security(ies) and subjectcompany(ies). I also certify that no part of my compensation was, is, or will be, directly or indirectly, related to the specific recommendations or views expressedin this research report.I, Matthew Roberts, certify that all of the views expressed in this research report accurately reflect my personal views about the subject security(ies) and subjectcompany(ies). I also certify that no part of my compensation was, is, or will be, directly or indirectly, related to the specific recommendations or views expressedin this research report.I, Katie Elders, certify that all of the views expressed in this research report accurately reflect my personal views about the subject security(ies) and subjectcompany(ies). I also certify that no part of my compensation was, is, or will be, directly or indirectly, related to the specific recommendations or views expressedin this research report.I, Jan Aygul, certify that all of the views expressed in this research report accurately reflect my personal views about the subject security(ies) and subjectcompany(ies). I also certify that no part of my compensation was, is, or will be, directly or indirectly, related to the specific recommendations or views expressedin this research report.As is the case with all Jefferies employees, the analyst(s) responsible for the coverage of the financial instruments discussed in this report receivescompensation based in part on the overall performance of the firm, including investment banking income. We seek to update