JLL Hotels - Round Table Lunch Presentation (Aug-24)

Pricing & valuations need to adjust to a compelling level

Yield softening by sector peak-to-trough (Q2 2022 – Q4 2024)

100 125 150 175 200 225

26

14

NIL

181

180

NIL

0 25 50 75

134

74

69

51

Book value

Market

Book value

Market

Book value

Market

Office

Industrial

Retail

2Q22-2Q24 2024 (year-end)

31 | © 2024 Jones Lang LaSalle IP, Inc. All rights reserved. Source: Company Reports, JLL Research

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