The M&A market is slowly shifting, with increased liquidity, further stabilizing operations and some larger and higher quality deals hitting the market. Perhaps things are not moving as quickly as some want, and cap rates are not compressing enough to attract certain sellers to the market. But interest rates have been the major drag on dealmaking, values and lending, and the recent chaos around tariffs did not help.
So how are dealmakers taking advantage of the current market dynamics? When does it make sense to sell a Class-A stabilized asset these days if cap rates are not where they were several years ago? And what is going on in the debt markets that potential buyers need to be aware of?
Next Thursday, April 24th at 1pm ET, we will be convening another panel of experts to discuss the new kind of 2025 deal, said another way, we’ll be profiling the kind of deals and loans that would not have closed six to 12 months ago, for a variety of reasons. It’s our First Quarter Investor Call, sponsored by Blueprint, where the three panelists will present case studies on those transactions, discuss a few hypothetical situations that buyers, sellers and borrowers are facing in today’s market, and, of course, take our audience questions.
