Real estate strategy for financial services
Create agile real estate portfolios and dynamic workplaces for banking, investment management, and insurance
Deliver brighter experiences with high-performing financial services real estate
Rising competition, regulatory demands, and evolving consumer and employee expectations are just a few of the unique challenges facing our industry. Amidst disruption, real estate can be a powerful tool for accelerating growth and connecting more deeply with talent and customers. From shaping compelling workplaces to managing your retail banking facilities, our banking, insurance, and investment management experts balance risk to help you compete.
Contact our financial services real estate leaders, Bobby Magnano, Giles Wrench, and Ben Bailey or any member of our financial services real estate team to learn more.
Our financial services solutions
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For financial services companies
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For developers, landlords and investors
For financial services companies
Workplace experience solutions
Keep employees engaged, inspired and productive with a human-centric workplace focused on employee health, wellness and purpose. Partner with our workplace experts to tailor a workplace strategy for your unique culture.
Workplace experience solutionsSustainability
As compliance rules are changing prepare by mitigating risk with our end-to-end strategies and reporting systems. Create LEED-certified facilities, adopt renewable energy, and reduce energy waste with measurable outcomes.
SustainabilityPortfolio optimization
Make every space count with a flexible, resilient portfolio. Our location analytics and data-driven insights help you choose the right locations, leverage flexible space and shape your portfolio for the future of work.
Portfolio optimizationTransaction management
Acquire or dispose of space at the right time and on the right terms, via data-driven transaction management services. Utilizing industry benchmarking, we assess risk and seize opportunities to increase value by offering compliant-ready and flexible lease and acquisition agreements.
Transaction managementIntegrated technology
Gain competitive advantage with leading real estate technologies, including integrated workplace management systems (IWMS). We help you create a technology roadmap and select, implement and tailor tools for you.
Integrated technologyBenchmarking services
Control costs and optimize your portfolio by comparing your costs and performance against that of industry peers. We enrich your data with hundreds of market and peer data points to reveal improvement opportunities.
Benchmarking servicesIntegrated facility management
Streamline procurement, operations, reduce risk and create sustainable, compelling workplaces. Our award-winning teams elevate your facilities, while reducing costs through strategic sourcing and supply chain management.
Integrated facility managementDesign and deliver spaces
Deliver new workplaces, branches and multi-site projects on time and within budget. We leverage market insights, research and project data to save you time and money and achieve your goals.
Design and deliver spacesFor developers, landlords and investors
Agency leasing
Attract and retain the perfect financial services tenant for your office or retail property. We negotiate on your behalf to secure lease terms that maximize occupancy and boost returns on your investment.
Agency leasingProperty management
From offices and data centers to branches and call centers, our property managers understand the needs of financial services organizations. We ensure smooth operations and smart capital planning to increase asset value.
Property managementTenant representation
Through our local teams, we know when financial services occupiers are seeking space—because we often represent them. We understand their unique security and compliance requirements, and what they need from landlords.
Tenant representationLocation analytics and strategy
Find the right location for your next financial services property investment with data-driven location strategy. Our GIS analytics and business intelligence tools help you uncover opportunities that fit your objectives.
Location analytics and strategyIntegrated technology
Leverage leading technologies to optimize returns on your financial services property investments. From portfolio strategy to building efficiency, our technology solutions help your investments thrive.
Integrated technologyInvestor solutions
Uncover alternative investment opportunities and capital sources around the world. We help you identify, finance, lease and manage alternative real estate assets to diversify your portfolio and maximize returns.
Investor solutionsCapital Markets
Maximize returns with a data-driven investment strategy and capital stack. Our global capital markets platform offers local market expertise and business intelligence, and access to diverse equity and debt products.
Capital MarketsSolutions that accelerate growth and balance financial risk
Financial Services Resources
Financial services firms rethink their wealth management strategies
Firms are expanding, rebranding and investing strategically in their locations to appeal to new, younger clientele
How to become a data-driven CRE organization
Aligning CRE performance metrics with overall business strategy is crucial
4 lessons financial services real estate departments can take from big tech
As expectations for corporate real estate departments shift, tech firms are setting the tone for people-first innovation by prioritizing data and the end-to-end user experience.
How technology is shaping banks’ office strategies
Artificial intelligence and the war for talent are driving new real estate priorities
Insurance companies shape portfolios with better quality office
Rise in insurance return-to-office requirements caused increase in leasing activity and has insurance occupiers securing longer leases in better quality space
Gateway markets reclaim leasing focus in post-pandemic Financial Services sector
See which financial services markets are seeing the most employment growth
How banks can mitigate risk in commercial real estate
Three risk management strategies for banks and financial services organizations in times of uncertainty
Banking and finance outlook
Driving Innovation and Resilience in Banking: The Critical Role of Real Estate Strategy
Insurance talent landscape is shifting in response to advances in automation and AI
Insurance industry. Attracting and retaining talent. Talent landscape is shifting in response to technological advances in automation and AI
HSBC reimagines its New York headquarters
Global financial institution starts fresh in Manhattan’s newest neighborhood
Webster Bank maximizes the benefits of a big merger
Regional financial services leader achieves major cost savings and a forward-looking culture shift
Fast access to actionable data fuels $120M portfolio transformation
JLL helps global financial leader leverage its real estate portfolio to cut costs and remain competitive for talent
Gregory & Appel’s relocation propels them from historic foundations to future growth
An Indianapolis insurance firm turns an unexpected move into $4 million in savings and a vibrant new workspace with help from JLL
A global insurance firm powers ESG strategy with novel risk modeling
A global insurance company’s new asset management strategy fuels sustainability goals while preserving financial performance.
Advantis builds on a rich history of service to create a headquarters for the future
Full-service financial firm consolidates three office locations into one headquarters with employee wellness in mind.
BMO Harris - Building the workforce of tomorrow
In 2022, BMO Harris, Chicago’s largest locally-rooted bank, will move into BMO Tower.
Transformed North American headquarters exceeds expectations
Zurich Insurance transformed its headquarters into a cutting-edge campus with a LEED Platinum® rating—the highest green building rating.
Global bank surpasses ambitious energy savings goals
Our client cut emissions by 50%, delivering on its 10-year energy reduction goal more than three years ahead of schedule.
Standing out in a competitive market
To differentiate itself in a competitive market and stand out from other trophy properties, a major insurance provider decided to go beyond traditional system upgrades and transform the property into a Smart Building.
2024 Five Financial Services Trends to Watch
CRE banking experts dive into the research behind the 2024 Financial Services Trends report by JLL Research
Navigating your office lease: Key factors to consider
Watch this Workplace Strategy event with JLL’s local experts and media company E.W. Scripps, where we discuss how expiring leases and a shortage of premium space are impacting the Metro DC office market.
What the demand for top-quality space means for your lease
Join local market experts and fellow office tenants for this JLL Workplace Strategy event, where we’ll discuss how expiring leases and the demand for premium space are impacting the LA office market.
Intelligently navigate your journey to the future of work
Capitalize on the latest trends and insights on financial services real estate - delivered straight to your inbox.
JLL in the news
Rethinking the innovation hub model for financial services firms
Tailored workplace and real estate strategies will help strengthen the industry that is being transformed by technology.
What do insurance executives prioritize?
After JLL's recent Insurance Forum, Ben Bailey, Managing Director, Insurance, JLL, talked to Facilities Dive about the main things insurance executives are focused on.
Financial services firms look to emerging markets
The financial services sector sees leasing shifting back toward major cities. Sarah Bouzarouata, Senior Manager, Research, discusses the growth markets.
The financial services sector has its eyes on AI
According to JLL's 2023 Banking and Finance Outlook, financial services companies are expected to be the biggest investor in artificial intelligence this year.
Dallas is the "Wall Street of the South"
Dallas is laying claim to a new title: Wall Street of the South. JLL Research shows that financial services sector jobs are moving to emerging and fast-growing financial centers like Dallas, Austin, Atlanta, Charlotte, Miami, Nashville and Phoenix.
Top five CRE trends for the financial services sector
JLL experts identify the top five commercial real estate trends driving the financial services sector in 2023 toward a transformative year and long-term, sustainable growth.
JLL assisted CFG Bank's long-term lease at Baltimore Peninsula
The Baltimore Peninsula development team, led by MAG Partners and MacFarlane Partners, and CFG Bank, announced the bank has signed a long-term lease for three floors, totaling 97,000 square feet of office space.
JLL Financial Services group launched
JLL announced the formation of JLL Financial Services in the Americas that is being led by President Bobby Magnano and Vice Chairman Giles Wrench.
Is The Office More Important Now Than Ever Before?
JLL Managing Director Peter Miscovich discusses how companies are focusing on a people experience design model that can support and enhance both hybrid and in-person workers.
Let’s discuss your financial services real estate needs
Learn how data-driven insights, peer knowledge and operational expertise can reduce costs, mitigate risks and shape great environments.
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