LXP Industrial Trust (LXP) has agreed to be acquired and taken private by Brookfield Asset Management (BAM) and Canada Pension Plan Investment Board in a deal worth roughly $5.2 billion, including net debt and preferred equity.
Shareholders of LXP Industrial will receive $61.20 per share in cash, representing a premium of about 12% to the real estate investment trust's 30-day average price as of Friday, the companies said in a joint statement Monday.
Shares of LXP Industrial rose 4% in Monday trade, taking its year-to-date gain to 22%.
"This transaction is the culmination of the LXP team's successful execution of our strategic plan to transform LXP into a pure-play industrial REIT," LXP Industrial Chief Executive Thomas Eglin Jr. said in the statement. "The LXP board unanimously determined that this transaction with Brookfield and CPP Investments fully maximizes value for our shareholders."
LXP Industrial has warehouse and logistics facilities, comprising 108 properties in industrial markets in the Sunbelt and Midwest. The companies said the portfolio is "well positioned" to benefit from demand for logistics properties.
"The industrial sector, particularly in the US, continues to offer attractive long-term investment opportunities, supported by structural demand drivers including domestic manufacturing, evolving global supply chains and population growth across key Sunbelt markets," said Sophie van Oosterom, managing director and head of real estate at CPP Investments.
The transaction, which requires approval from LXP Industrial's shareholders, is expected to close in the fourth quarter. Following completion, the company's shares will no longer trade on the New York Stock Exchange.
"LXP has assembled a high-quality industrial portfolio with modern logistics assets in attractive markets," Brookfield Real Estate CEO Lowell Baron. "The acquisition aligns with our strategy of investing in high-quality real estate with durable cash flows and opportunities to create value through active asset management."
The deal allows LXP to consider alternative acquisition proposals until Aug. 28. LXP Industrial suspended its dividend payments until the deal completes or is canceled.
In April, the company reported adjusted funds from operations of $0.80 a share for the first quarter, up from $0.78 a year earlier. Total gross revenue decreased to $85.9 million from $88.9 million in the prior-year quarter.
Price: $60.83, Change: $+2.32, Percent Change: +3.97%



