M&A Explorer | Companies with exposure to commercial real estate in particular—including banks—could be prime targets for bankruptcy-related deals in the US

The real estate sector is looking ahead with more optimism, as interest rates peak and a clearer picture forms on valuation and future financial performance

Real estate has historically shown resilience during challenging economic periods and is considered a reliable hedge against inflation—but not all assets are created equal, and dealmakers were highly selective in the transactions they pursued in 2022

The sector's ability to adapt to changing circumstances underlines positivity and upbeat sentiment about the future—particularly in the longer term

US deal activity saw an annual decrease in H1 of this year, but remains buoyant compared to pre-pandemic standards

Red-hot demand for warehouse space drove dealmaking in the sector in H1

After dropping in 2020, real estate M&A ramped up significantly in 2021