M&A Ignites Animal Spirits In REITs

Summary

REIT M&A seems to be in high gear.

The VNQ is poorly positioned for this environment.

Stock selection is more crucial than ever.

With M&A kicking off in the REIT sector, many investors are coming into the space causing a nice recovery in April and early May, making up a good portion of the losses at the start of 2018.

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