The US appears likely to enter a default cycle in the near future, according to senior fund managers and economists. A recent bout of M&A transactions involving chapter 11 cases point in the same direction. Taking deals...more
The real estate sector is looking ahead with more optimism, as interest rates peak and a clearer picture forms on valuation and future financial performance -
Key sections -
Section 1: Market overview and outlook...more
Real estate has historically shown resilience during challenging economic periods and is considered a reliable hedge against inflation—but not all assets are created equal, and dealmakers were highly selective in the...more
Although the record-breaking deal activity of 2021 spilled over into 2022, headwinds in the first quarter developed into a significant slowdown during the rest of 2022, with an expectation of continued slowness as we enter...more
1/30/2023
/ Acquisitions ,
Buyers ,
Capital Markets ,
CFIUS ,
Coronavirus/COVID-19 ,
Cryptocurrency ,
Department of Justice (DOJ) ,
Domestic Dealmaking ,
Environmental Social & Governance (ESG) ,
EU ,
Federal Trade Commission (FTC) ,
Financial Institutions ,
Financial Services Industry ,
Global Dealmaking ,
Investment ,
Investors ,
Mergers ,
Pharmaceutical Industry ,
Private Equity ,
Publicly-Traded Companies ,
Real Estate Market ,
Securities and Exchange Commission (SEC) ,
Sellers ,
Special Purpose Acquisition Companies (SPACs) ,
Technology
The sector's ability to adapt to changing circumstances underlines positivity and upbeat sentiment about the future—particularly in the longer term
The findings reveal an industry in a period of instability and disruption,...more
US real estate M&A continued on from a strong 2021, more than doubling in value from US$45.8 billion in H1 2021 to US$95.8 billion in H1 2022, while deal volume rose 59 percent to 46 over the same period....more
In a significant rebound, M&A values in real estate rose sharply in 2021. Deal value rose to US$121.7 billion, a sharp increase of 229 percent compared to 2020. Deal volume rose by 79 percent to 70 transactions. ...more
2/17/2022
/ Acquisitions ,
Buyers ,
Coronavirus/COVID-19 ,
Investment ,
Investors ,
Mergers ,
Real Estate Investments ,
Real Estate Market ,
REIT ,
Technology ,
Telecommunications
M&A value among real estate firms quadrupled year-on-year in H1, after a tough 2020 -
Real estate was particularly hard hit by lockdowns, with many real estate operators carrying significant holdings of hotels, shopping...more
Healthy deal activity has returned to the leisure and retail sectors—areas of the economy that were among the worst affected by the pandemic.
Together, the leisure and retail sectors saw M&A value reach US$41.7 billion...more
The effect of the COVID-19 pandemic on the hospitality industry has been especially severe, the face-to-face nature of commercial activity in the space making it especially susceptible to social distancing and lockdown...more
Leisure M&A deal value totaled US$13.5 billion in Q1 2020, which, although higher than figures recorded for Q1 2019, was more than 50% below Q4 2019 levels. Deal volume dropped to 117 transactions, the lowest quarterly total...more
6/4/2020
/ Acquisitions ,
Capital Markets ,
Chapter 11 ,
Credit Agreements ,
Distressed Debt ,
Enforcement Actions ,
Hospitality Industry ,
Joint Venture ,
Mergers ,
Private Equity ,
Private Equity Firms ,
Reporting Requirements ,
Restaurant Industry
The trend for megadeals in US real estate continued in 2019, with 38 transactions in the sector, worth a total US$56.6 billion—but overall deal volume was down 17 percent and deal value fell 25 percent year-on-year.
Real...more
After quarter-on-quarter gains in Q1 and Q2 this year, global M&A value took a tumble in Q3, registering the lowest quarterly total since Q1 2016. Volume dropped to the lowest quarterly figure since Q3 2013....more
After a standout 2018, real estate M&A has dropped significantly in the first half of 2019, but segments of the market such as logistics and hotels have remained attractive....more
Real estate M&A value jumped 116 percent to US$74.9 billion in 2018, with deal volume staying flat at 46 deals -
The large spike in value in the real estate sector has been driven by attractive pricing on prime assets that...more