A Look At REIT Activism And The Prime Target
As part of Activist Strategy, we provided some thoughts on REIT activism and what’s currently the best investment from a risk/reward standpoint.
This comes as, by all accounts, we’re on the verge of another M&A cycle in the REIT space like that of 2005 to 2007. One that will be partially facilitated by private equity firms that are getting more active in the space. Private valuations are high right now, in terms of real estate deals. Meaning that PE firms are turning to public markets as a way to put the money to work that they’ve been raising - ultimately unlocking those discounts in public REITs.
The target we have in mind is a unique case, more of a special situation. Get this piece and more via Activist Strategy or try a two-week free trial.