Transactions

Bodner says questions about scale could trigger increased transaction activity.

Jeannie Lee also discusses factors supporting successful M&A transactions.

PwC’s Annet Thomas discussed how public REITs manage income, assets, and tax implications when working with joint ventures.

Christopher Johnston sees rise in creative deal structures, including JVs.

Jonathan Saltzman of PwC explains that strategic structuring and diligence can significantly impact tax outcomes and deal efficiency.

John Rayis of Lockton Companies says tax insurance and rep & warranty coverage are helping close complex real estate deals with greater confidence.

Lingering instability in interest rates and geopolitics has slowed transaction activity, keeping REITs cautious in early 2025.

Top performing REITs are seeing a widening of their premium to NAV, Hafeez says.

Bodner sees a need to leverage technological advancements to seize opportunities.

Keith says higher interest rates may extend low transaction activity in place since Q2 2022.

Voigt says REITs have the advantage of strong balance sheets and access to equity.

Easterly also discusses market health, valuation hurdles, and future prospects.