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Simon

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  1. GIC with another take private, this time a Canadian industrial REIT. Per PR, offer price is ~1.2x sellside consensus NAV. https://www.newswire.ca/news-releases/summit-industrial-income-reit-enters-into-agreement-to-be-acquired-by-gic-in-partnership-with-dream-industrial-reit-in-c-5-9-billion-transaction-861766472.html
  2. On retail NNNs: STORE Capital to be Acquired by GIC and Oak Street in $14 Billion Transaction https://ir.storecapital.com/news-results/press-releases/news-details/2022/STORE-Capital-to-be-Acquired-by-GIC-and-Oak-Street-in-14-Billion-Transaction/default.aspx
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