Prologis, with a war chest of capital, decided it was good timing to play the M&A game, and take advantage of undervalued DCT shares. The primary driver for REIT M&A today is market conditions, which are ripe for execution. LET’S PLAY “M&A”As a longtime REIT industry analyst, and editor of Forbes Real Estate Investor, I can also easily gaze into my REIT crystal ball, to speculate about four possible pairings for M&A activity. At first quarter end, corporate liquidity was $1.1 billion, and common share repurchases totaled more than 13 million shares. Realty Income has the superior competitive advantages in the Net Lease REIT sector, that includes the lowest cost of capital and wide scale.

Source: Forbes May 11, 2018 13:52 UTC