Jonathan Keith

Jonathan Keith, managing director with the risk and financial advisory practice at Deloitte and Touche LLP, where he is also the real estate sector leader in the M&A group, was a guest on the latest episode of the Nareit REIT Report podcast.

Keith discusses Deloitte's 2024 commercial real estate M&A outlook, noting that higher interest rates due to ongoing inflation concerns may extend the period of lower M&A transaction volume that has been in place since the second quarter of 2022.

Keith also highlights sector-specific trends and identifies industrial and data centers as strong sectors, while highlighting opportunities in multifamily investments.

Elsewhere in the interview, Keith discusses the $929 billion in commercial mortgages due in 2024 and offers advice to clients that want to be involved in deal opportunities this year. “I think if you're on the sidelines a little bit, it's a good time to refresh your strategy.”