Nareit's REIT Report Podcast

Episode 435: JLL’s Sher Hafeez Sees Potential for Strategic Transactions by REITs in 2025

Episode 435: JLL’s Sher Hafeez Sees Potential for Strategic Transactions by REITs in 2025

Nareit's REIT Report Podcast


Published: 9 January 2025 at 15:33 Europe/London

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Episode notes

Sher Hafeez, senior managing director of JLL’s M&A and corporate advisory group, was a guest on the latest episode of Nareit’s REIT Report podcast.Hafeez discussed how REITs are trading at a premium to net asset value, with certain sectors, including health care, data centers, and office accounting for the lion’s share of that premium.Many of these sectors are taking advantage of this cost of capital benefit and have issued equity to shore up capital to be on the offensive in 2025, Hafeez said. “I’d expect REITs to be pretty active acquirers compared to the last couple of years,” he added.

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