It has been a busy week in the REIT (real estate investment trust) sector with two takeovers on the table. The commercial property sector has seen discounts to NAV largely narrow, but there is still a ‘long tail’ of sub-scale trusts ripe for consolidation. ‘Positive outcome’ First, diversified property trust AEW UK (AEWU) has made … Continue reading M&A resumes in real estate trust sector