Public-private valuation gaps are now translating into real transactions, with take-privates and M&A activity beginning to accelerate across sectors. Recent transactions underscore a market where near-term sentiment has diverged meaningfully from long-term underlying asset values, creating compelling entry points for institutional capital.
Our Q1 2026 REIT Cap Rate Perspective Summary Report offers a high-level analysis of the public-private valuation gap across sectors and our perspective on what this means for capital deployment in the year ahead.
