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Infra Built in ZIRP '25: RE & PropTech
3 tickers · $30.75B total market cap
Group: Infra Built in ZIRP
The current thesis for Infra Built in ZIRP: RE & PropTech, including Z, ZG, and JLL, is cautiously bullish. These companies benefited significantly from the era of near-zero interest rates by building extensive infrastructure and gaining market share. As traditional funding avenues become more expensive, their established networks and platforms serve as a competitive advantage. However, the transition to higher interest rates presents challenges, requiring a focus on profitability and cost management.
Infra Built in ZIRP '25: RE & PropTech tracks 3 publicly listed stocks in this theme: JLL, Z, ZG. See the constituent table for details.
Thesis update: 2025-04-01
Constituents
Build 20260520T081747
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Jones Lang LaSalle IncorporatedJLL | 04/30/2026 (BMO) | 04/30/2026 (BMO) | 9.36% | -6.92% | 7.96% | -9.11% | $13.29B | 33.3333 |
Zillow Group, Inc. Class AZG | 05/06/2026 (AMC) | 05/06/2026 (AMC) | -19.70% | 0.36% | 2.59% | -17.30% | $8.81B | 33.3333 |
Zillow Group, Inc. Class CZ | 05/06/2026 (AMC) | 05/06/2026 (AMC) | -19.90% | 0.32% | 1.62% | -17.58% | $8.65B | 33.3333 |
| Average | -10.08% | -2.08% | 4.06% | -14.67% | $10.25B | 33.3333 | ||
| Median | -19.70% | 0.32% | 2.59% | -17.30% | $8.81B | 33.3333 | ||
| Std Dev | 13.75% | 3.42% | 2.79% | 3.93% | $2.15B | 0.0% | ||
| Min | -19.90% | -6.92% | 1.62% | -17.58% | $8.65B | 33.3333 | ||
| Max | 9.36% | 0.36% | 7.96% | -9.11% | $13.29B | 33.3333 | ||
| % Positive Tickers | 33.33% | 66.67% | 100.00% | 0.00% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.