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GIC and Brookfield Seal Binding A$4 Billion Deal for National Storage REIT

The board backs the A$2.86 cash offer, with completion targeted for the second quarter of 2026 pending shareholder and regulatory approvals.

Overview

  • The offer values National Storage at about A$4 billion, paying A$2.86 per share in cash at roughly a 26% premium to its pre-deal-flag price.
  • The National Storage board unanimously recommended that shareholders vote in favor of the transaction.
  • The acquisition remains contingent on regulatory clearances and other customary conditions, with closing expected in Q2 2026.
  • National Storage operates more than 270 centers across Australia and New Zealand and is the country’s largest self‑storage provider.
  • Brookfield and GIC cited deep storage-asset expertise as their rationale, and analysts say a successful deal could help re-energize Australia’s subdued 2025 M&A landscape after several high-profile talks fell through.