Plymouth Industrial REIT

PLYM

Market cap $979M

PLYM stockholders approve a $2.1B all-cash buyout by Makarora and Ares, paving the way for a Jan. 27 close and taking the REIT private.

BOSTON, Jan. 22, 2026 (GLOBE NEWSWIRE) -- Plymouth Industrial REIT, Inc. (NYSE: PLYM) (the “Company” or “Plymouth”) today announced that, at the concluded special meeting of stockholders held earlier today, its stockholders approved the all-cash acquisition of the Company by entities affiliated with Makarora Management LP (“Makarora”), along with Ares Alternative Credit funds (“Ares”). The Company will provide final vote results for the special meeting, as certified by the independent Inspector of Election, on a Current Report on Form 8-K to be filed with the U.S. Securities and Exchange Commission (the “SEC”).

BOSTON, Jan. 20, 2026 (GLOBE NEWSWIRE) -- Plymouth Industrial REIT, Inc. (NYSE: PLYM) announced the tax treatment of its 2025 dividends to common stockholders. The following table summarizes Plymouth Industrial REIT's dividends to stockholders of Common Stock CUSIP #729640102 traded on the NYSE under ticker symbol “PLYM” for the tax year ended December 31, 2025: Record Date Payment Date Total Cash Distribution Per Share Total Distribution Allocable to 2025 Ordinary Dividend Per Share Capital Gain Distribution Per Share Unrecaptured Sec.

Indexes for US equity real estate investment trusts outperformed the broader stock market during the week ended Jan. 16.

The REIT sector closed out 2025 with a tough December (-1.48%) and finishing the year with a -3.57% total return for 2025. Small caps (+0.51%) eked out a small gain in December, while mid caps (-1.77%), large caps (-2.55%) and micro caps (-3.88%) fell at the close of the year. 42.04% of REIT securities had a positive total return in December with only 38.36% in the black for the full year.

REITs trade at large discounts to their net asset values. They are increasingly becoming targets for activists and private equity. I discuss 3 REITs that are likely buyout targets.

Falling Fed Funds rates and attractive REIT yields, along with technicals, make REITs increasingly appealing. Industrial REITs show robust fundamentals, with high occupancy, minimal delinquencies, excellent revenue growth, and strong leasing spreads, earning the designation as Winners of REIT Earnings Season. This article examines each company in the sector for liquidity, FFO growth, cash flow growth, and dividend growth, to single out one company as the best investment right now.

M&A activity is surging in infrastructure and real estate as regulatory and financial barriers ease, unlocking value in discounted public assets. Public REITs and infrastructure stocks trading below NAV are prime targets for private equity buyouts, often at significant premiums to market prices. Top buyout candidates include Global Medical REIT (GMRE) and Farmland Partners (FPI), both trading at deep discounts to their underlying asset values.

US equity real estate investment trust indexes dropped during the final week of October. The Dow Jones Equity All REIT index closed the recent week down 3.29%, while the MSCI US REIT (RMZ) index fell 2.88%. The healthcare REIT index was the sole Dow Jones US real estate property sector index to close the week in the black, recording a 1.47% gain.

NEW YORK & NEW ORLEANS--(BUSINESS WIRE)--Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of Kahn Swick & Foti, LLC (“KSF”) are investigating the proposed sale of Plymouth Industrial REIT, Inc. (NYSE: PLYM) to affiliates of Makarora Management LP. Under the terms of the proposed transaction, shareholders of Plymouth will receive $22.00 in cash for each share of Plymouth that they own. KSF is seeking to determine whether this consideration and the process that.