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

QuotedData you with provides access to research on Investment Companies, Investment Trusts and Mining companies. Our aim is to provide you all the information you might need to make your own investment decisions. We cannot offer you advice on your investments.

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Richard Williams

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QuotedData’s Real Estate Monthly Roundup – July 2025

RIT Capital Partners – Riding out the tariff storm

Vietnam Holding Limited – Cheap stocks, bold reforms, big ambitions

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