QuotedData Retail - QuotedData’s Real Estate Monthly Roundup – July 2025

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QuotedData Retail

Richard Williams

QuotedData’s Real Estate Monthly Roundup – July 2025

At the halfway point of the year, real estate stocks have performed strongly – up 8.0% on average. In June, the median uplift was 1.9% and was again dominated by merger and acquisition (M&A) news. Warehouse REIT has been the subject of a number of diminishing offers from private equity giant Blackstone over recent months, but was the subject of a merger offer from a listed peer at a healthy premium to the previous recommended bid (see the corporate news section for details).

Life Science REIT’s manager is busy optimising its portfolio ahead of a mooted sale of the company (see the news section for details on portfolio lettings progress). Another M&A candidate Empiric Student Property received a proposed offer from a listed peer at a substantial premium to its long-time depressed share price. AEW UK REIT has been a standout performer in the sector for a number of years, and again proved its mettle in annual results (see the valuations move section for further details).

14/07/2025 9 EN

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QuotedData Retail

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Richard Williams

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QuotedData’s Real Estate Monthly Roundup – July 2025

Oakley Capital Investments – Southern Europe strategy plays to strengths

Vietnam Holding – Back this horse

Fidelity Emerging Markets – The long and short of emerging markets

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