CSR - M&A Is Heating Back Up In REITs

2025-09-03 16:30:36 ET

The recently announced non-binding takeout offer for Plymouth Industrial ( PLYM ) is simply the latest in what is becoming a trend of renewed interest in buying real estate assets. We believe M&A will continue to pick up as the environment strongly favors such activity. Specifically, we note 3 key factors that should lead to increased buyouts:

1. REITs are highly discounted, making takeouts accretive
2. Property level fundamentals are strong
3. PE and big REITs have capital to spend

For further details see: