Are REIT Mergers Bad News for Long-Term Shareholders?

This study investigates long-term abnormal market performance following REIT mergers during 1994-2001. We find strong evidence in favor of the null hypothesis of no long horizon abnormal performance in stock-financed REIT mergers, either when the target is public or when it is private. This result implies that REIT mergers are not bad news for long-term REIT shareholders. By comparison, Loughran and Vijh (1997) report that non-REIT firms underperform their benchmark by 25% in stock-financed mergers. Our results support information signaling theory following Damodaran, John and Liu (1997) as the correct explanation for acquirer underperformance in stock-financed mergers among conventional firms. Stock financing would not contain the same negative information when the acquirer is a REIT, since cash flow constraints upon REITs are greater, making stock the expected method of financing. JEL Classifications: G14, G34