Here are the Reasons to Invest in Jones Lang LaSalle Incorporated (JLL)

Soumya Eswaran

Tue, Apr 15, 2025, 5:55 AM 3 min read

Investment management company Vulcan Value Partners recently released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here. The first quarter experienced the return of volatility. The companies’ management teams expressed a more cautious view following the recent election. Optimism has given way to uncertainty about tariffs and potential impacts on earnings, inflation, and economic growth. In the quarter, the Large Cap Composite returned -2.1% net of fees and expenses, the Small Cap Composite returned -4.5% net, the Focus Composite returned -5.8% net, the Focus Plus composite returned -6.0% and the All-Cap Composite returned -4.1% net. For more information on the fund’s best picks in 2025, please check its top five holdings.

In its first quarter 2025 investor letter, Vulcan Value Partners emphasized stocks such as Jones Lang LaSalle Incorporated (NYSE:JLL). Jones Lang LaSalle Incorporated (NYSE:JLL) is a commercial real estate and investment management company. The one-month return of Jones Lang LaSalle Incorporated (NYSE:JLL) was -13.29%, and its shares gained 23.60% of their value over the last 52 weeks. On April 14, 2025, Jones Lang LaSalle Incorporated (NYSE:JLL) stock closed at $215.22 per share with a market capitalization of $10.226 billion.

Vulcan Value Partners stated the following regarding Jones Lang LaSalle Incorporated (NYSE:JLL) in its Q1 2025 investor letter:

"We purchased one position during the quarter: Jones Lang LaSalle Incorporated (NYSE:JLL). Jones Lang LaSalle is one of the largest commercial real estate service providers in the world, serving both investors in and corporate occupiers of real estate. It provides leasing brokerage, M&A and investment advisory services, as well as property and project management services. To complement its core business, the company also owns LaSalle, one of the largest global real estate investment management businesses in the world. Jones Lang LaSalle is a secular grower in a consolidating industry, is broadly diversified by geography, asset class and line of service, and has an inherently variable cost structure that has allowed it to generate free cash flow in both good and bad times."

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Jones Lang LaSalle Incorporated (NYSE:JLL) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 48 hedge fund portfolios held Jones Lang LaSalle Incorporated (NYSE:JLL) at the end of the fourth quarter compared to 31 in the third quarter. While we acknowledge the potential of Jones Lang LaSalle Incorporated (NYSE:JLL) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.