Transactions

Transaction activity so far in 2026 is cautious and sector-specific, according to Keith.

Bodner says global investors have raised their planned U.S. allocation from 11% to 16% during the last year.

Michael Knott recommends buying deeply-discounted sectors while still leaning into strong themes.

Hung says establishing clear communication channels early helps ensure alignment.

REITs could find more buying opportunities ahead in a market where the bid-ask pricing gap between buyers and sellers is narrowing.

Knott sees REIT earnings growth becoming increasingly Important to Investors.

Chin says CRE transaction activity is likely to rise about 16% this year.

Ten-X’s Tunc Akin says advances in technology are further improving transparency.

Green Street’s Daniel Ismail says “clearly capital wants to be put back to work in real estate.”

Stacey McEvoy notes that REIT capital raising is a positive sign for activity ahead.

Bodner says questions about scale could trigger increased transaction activity.

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