NAV Monitor: U.S. REITs Close November At Lower Median Discount To Net Asset Value

The price-to-net asset value valuations for publicly listed US equity real estate investment trusts rose in November, after two consecutive months of decline. US equity REITs closed November at a median 18.2% discount to their consensus NAV per share estimates, according to S&P Global Market Intelligence data. Healthcare REITs posted the highest median premium to NAV.

Seeking Alpha • Dec 5, 2025

3 REITs That Big Money Might Snap Up Soon

REITs trade at large discounts to their net asset values. They are increasingly becoming targets for activists and private equity. I discuss 3 REITs that are likely buyout targets.

Seeking Alpha • Dec 4, 2025

Increased M&A Bodes Well For Discounted Infrastructure

M&A activity is surging in infrastructure and real estate as regulatory and financial barriers ease, unlocking value in discounted public assets. Public REITs and infrastructure stocks trading below NAV are prime targets for private equity buyouts, often at significant premiums to market prices. Top buyout candidates include Global Medical REIT (GMRE) and Farmland Partners (FPI), both trading at deep discounts to their underlying asset values.

Seeking Alpha • Nov 11, 2025

City Office REIT Preferreds: A Replacement For Cash In Your 401(k)

City Office REIT is being acquired by MCME Carell Holdings. Shareholders have approved the merger. Preferred Series A dividend continues to accrue.

Seeking Alpha • Oct 22, 2025

Rally In The Dark

U.S. equity markets rebounded this past week as the White House resumed negotiations with China following a major tariff threat, while investors focused on bank earnings that raised some eyebrows. Consistent with the "risk-off" theme that has prevailed amid the ongoing federal government shutdown with no resolution in sight, short-term Treasury yields receded to the lowest levels in three years. Buoyed by a dip in benchmark rates, real estate equities led the rebound this week after REIT earnings season began on a positive note with surprisingly strong industrial REIT results.

Seeking Alpha • Oct 19, 2025

City Office REIT Stockholders Approve Merger

VANCOUVER , Oct. 16, 2025 /PRNewswire/ -- City Office REIT, Inc. (NYSE: CIO) (the "Company" or "City Office") announced today that the stockholders of the Company voted to approve the merger pursuant to which all of the issued and outstanding shares of City Office will be acquired by MCME Carell Holdings, LP and MCME Carell Merger Sub, LLC (the "Merger"). The final voting results of the proposals voted on at the special meeting held on October 16, 2025 will be set forth in the Company's Form 8-K to be filed with the U.S. Securities and Exchange Commission.

PRNewsWire • Oct 16, 2025

The State Of REITs: October 2025 Edition

After a strong August, REITs faded slightly in September (-0.73%), pulling the REIT sector's year-to-date average total return down to (-1.74%). Mid-cap REITs (-0.92%) averaged the lowest total return in September. Large caps (-0.29%), micro caps (-0.79%), and small caps (-0.83%) averaged modestly smaller declines. Only 37.4% of REIT securities had a positive total return in September.

Seeking Alpha • Oct 13, 2025

Oksenholt Capital Slams City Office REIT's “Lowball” Elliott Capital Offer, Calls for New Leadership and Strategic Restructuring

SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Oksenholt Capital Management LLC (“Oksenholt Capital”) today announced that its Chief Executive Officer, Jon Oksenholt, has sent a formal letter to the Chairman of the Board of City Office REIT, Inc. (NYSE: CIO), outlining serious concerns about the company's leadership, performance, and opposition to the proposed merger with affiliates of Elliott Capital. The letter identified several issues related to City Office REIT, Inc.'s (“CIO”) current management and.

Business Wire • Oct 7, 2025

Is City Office REIT (CIO) Stock Undervalued Right Now?

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Zacks Investment Research • Oct 1, 2025

CIO vs. EGP: Which Stock Is the Better Value Option?

Investors interested in REIT and Equity Trust - Other stocks are likely familiar with City Office REIT (CIO) and EastGroup Properties (EGP). But which of these two stocks presents investors with the better value opportunity right now?

Zacks Investment Research • Sep 29, 2025