If Blue Horseshoe loves Anacott Steel, it’s become quite clear investors love net lease. Corporate raiders of the ‘80s would appreciate the net lease merger mania covered in this month’s Issue.
The 5th installment of the year dissects the three announced listed net lease REIT M&A deals of 1H2026: take-private transactions for Peakstone Realty Trust and Sila Realty Trust by Brookfield and Blue Owl, respectively (former completed; latter pending), as well as the agreed upon public-to-public merger of Global Net Lease and Modiv Industrial. From the bidding processes to the portfolios to the valuations, check out our May issue here:
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