Persistency in stock performance of sequential mergers and acquisitions in Real Estate Investment Trust (REIT) industry in the USA

Lead Author Major

Finance, Economics

Format

Oral Presentation

Faculty Mentor Name

Phil Zhu

Faculty Mentor Department

Finance & Economics

Additional Faculty Mentor Name

Bill Herrin

Abstract/Artist Statement

As the value of mergers and acquisitions (M&As) in the USA increased 35% higher in 2011 from previous year, more and more companies perceive M&As as a way to increase shareholder value and achieve higher degree of market power. Extensive research reaffirms that a lot of companies experience an increase in their earnings shortly after the first acquisition. However, academic literature lacks deep analysis in the area of sequential mergers and acquisitions. Can companies use successive M&As as a strategic tool to achieve substantial growth and maximize shareholder wealth? More importantly, does this rule hold in one of US fastest growing industries – real estate investment trusts? Using the SDC Platinum database, this paper uses regression analysis to check if the company with positive (negative) returns during the first acquisition is more likely to have positive (negative) returns during the successive acquisition around the announcement date. It also investigates the M&A deal characteristics that may affect the stock performance of sequential acquisitions (e.g. the elapsed time between acquisitions).The preliminary results confirm that the persistency in abnormal returns around both announcement dates really exists. In this way, obtained results are of great value to shareholders, since successive M&As can be used as a strategic tool for REITs to achieve higher growth and maximize shareholder wealth. This work gives readers a better understanding of drivers of abnormal returns for REIT’s sequential acquisitions as well as introduces them to factors which help the wealth effects of M&As persist.

Location

DeRosa University Center, Room 212

Start Date

21-4-2012 1:00 PM

End Date

21-4-2012 5:00 PM

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Apr 21st, 1:00 PM Apr 21st, 5:00 PM

Persistency in stock performance of sequential mergers and acquisitions in Real Estate Investment Trust (REIT) industry in the USA

DeRosa University Center, Room 212

As the value of mergers and acquisitions (M&As) in the USA increased 35% higher in 2011 from previous year, more and more companies perceive M&As as a way to increase shareholder value and achieve higher degree of market power. Extensive research reaffirms that a lot of companies experience an increase in their earnings shortly after the first acquisition. However, academic literature lacks deep analysis in the area of sequential mergers and acquisitions. Can companies use successive M&As as a strategic tool to achieve substantial growth and maximize shareholder wealth? More importantly, does this rule hold in one of US fastest growing industries – real estate investment trusts? Using the SDC Platinum database, this paper uses regression analysis to check if the company with positive (negative) returns during the first acquisition is more likely to have positive (negative) returns during the successive acquisition around the announcement date. It also investigates the M&A deal characteristics that may affect the stock performance of sequential acquisitions (e.g. the elapsed time between acquisitions).The preliminary results confirm that the persistency in abnormal returns around both announcement dates really exists. In this way, obtained results are of great value to shareholders, since successive M&As can be used as a strategic tool for REITs to achieve higher growth and maximize shareholder wealth. This work gives readers a better understanding of drivers of abnormal returns for REIT’s sequential acquisitions as well as introduces them to factors which help the wealth effects of M&As persist.