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北京时间·🕒 发布 08-03 22:44:08时区推断·⟳ 抓取 08-03 22:44:11·⚡ 决策 08-04 02:24:58 +3h40m·84.9 天前
摩根大通计划到2035年部署超过7500亿美元住房相关融资
该计划是2035年前的长期融资与社区投资目标，不是新增订单或短期盈利指引。
📄 原文Seeking Alpha↗ 原文
JPMorgan plans to deploy more than $750B in housing through 2035
JPMorgan Chase (JPM) on Monday said it aims to deploy over $750B in housing through 2035 with a view to increasing hous…
不做 摩根大通（JPM.US）
长期住房融资计划不是短周期可交易催化，且对超大市值银行缺少市值级新增盈利量化。
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研究档案
🔎 新鲜度:最早出现 2026-08-03 · 扩散 medium · price-in 风险 medium ↗
关键理由
- 该计划是2035年前的长期融资与社区投资目标，不是新增订单或短期盈利指引。
- 摩根大通体量巨大，7500亿美元分十多年投放难以形成可量化的短线EPS或估值重估。
主要风险
- 若后续披露具体高收益资产扩张或监管资本影响，需作为新事件重判。
工具调用 · 历史记录,结果未知(1 种)
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原文全文
展开原文 · 1,766 字
JPMorgan Chase (JPM) on Monday said it aims to deploy over $750B in housing through 2035 with a view to increasing housing supply and supporting homeownership in the U.S.
The figure marks a 40% increase from the past decade.
Under the banking giant's American Dream Initiative, it will finance 1M affordable housing units and help 500,000 homebuyers purchase homes.
JPM is the country's largest multifamily lender and residential bank mortgage lender.
The initiative is a multi-year effort to expand housing opportunities through targeted investments in local communities.
"An affordable and resilient housing market is essential to driving economic growth and increasing opportunity," said Michelle Herrick, head of commercial real estate for J.P. Morgan.
As part of the initiative, JPM is particularly targeting increasing its housing supply in San Francisco.
The bank aims to provide nearly $200M in financing for a 342-unit residential building at Power Station.
Additionally, the company will make up to a $15M equity investment in Fifth Space's new "Essential Housing Fund" to build affordable housing units in San Francisco, including an expected 250 units in Potrero Hill.
"Too many families are struggling to make rent in San Francisco, and our administration is working every day to help them stay here. Building housing is a critical piece of that work, and we’re taking an all-hands-on-deck approach to make that happen," said Mayor Daniel Lurie.
"JPMorgan Chase has a decades-long history of supporting San Francisco's housing ecosystem—working with developers, community organizations, and local government to help bring more housing to market," said Noah Wintroub, global chair of J.P. Morgan.
Related ETFs: (NAIL), (PKB), (ITB), (XHB), (HOMZ), (XLRE)
The figure marks a 40% increase from the past decade.
Under the banking giant's American Dream Initiative, it will finance 1M affordable housing units and help 500,000 homebuyers purchase homes.
JPM is the country's largest multifamily lender and residential bank mortgage lender.
The initiative is a multi-year effort to expand housing opportunities through targeted investments in local communities.
"An affordable and resilient housing market is essential to driving economic growth and increasing opportunity," said Michelle Herrick, head of commercial real estate for J.P. Morgan.
As part of the initiative, JPM is particularly targeting increasing its housing supply in San Francisco.
The bank aims to provide nearly $200M in financing for a 342-unit residential building at Power Station.
Additionally, the company will make up to a $15M equity investment in Fifth Space's new "Essential Housing Fund" to build affordable housing units in San Francisco, including an expected 250 units in Potrero Hill.
"Too many families are struggling to make rent in San Francisco, and our administration is working every day to help them stay here. Building housing is a critical piece of that work, and we’re taking an all-hands-on-deck approach to make that happen," said Mayor Daniel Lurie.
"JPMorgan Chase has a decades-long history of supporting San Francisco's housing ecosystem—working with developers, community organizations, and local government to help bring more housing to market," said Noah Wintroub, global chair of J.P. Morgan.
Related ETFs: (NAIL), (PKB), (ITB), (XHB), (HOMZ), (XLRE)
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