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Q2 2026 Real Estate Services, PropTech & Infrastructure REITs market review

Real Estate Services, PropTech & Infrastructure REITs is cooling this window, with 27 buys in the last 3 years vs 32 prior across 21 public acquirers.

Generated May 26, 2026, 10:59 PMSource packet: market reviewSE-Cluster evidence packet

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Market thesis

[1][2]
2 cites
Repeat buyers tend to add property-level workflows, local service density, or infrastructure-like real estate exposure with recurring demand.

[1] 10-K· 2026-02-26

FY 2021 strategy language. Our most recent strategic acquisitions include Homesnap® (acquired in December 2020); Homes.com® (acquired in May 2021) and Comreal Info, a French société par actions simplifiée ("BureauxLocaux"), the owner and operator of BureauxLocaux, a commercial real estate digital marketplace, in France (acquired in October 2021).

[2] 10-K· 2026-02-26

FY 2021 strategy language. We have expanded and continue to expand the coverage and depth of our information, analytics and online marketplace services. In addition to organic growth, we have grown our business through strategic acquisitions.

Buyer hierarchy

[1][2][3]
3 cites
CSGP, DBRG, NMRK, LODE, JLL lead the current buyer hierarchy with 213 recorded buys among ranked acquirers.

[1] 10-K· 2026-02-26

FY 2021 strategy language. Our most recent strategic acquisitions include Homesnap® (acquired in December 2020); Homes.com® (acquired in May 2021) and Comreal Info, a French société par actions simplifiée ("BureauxLocaux"), the owner and operator of BureauxLocaux, a commercial real estate digital marketplace, in France (acquired in October 2021).

[2] 10-K· 2026-02-26

FY 2021 strategy language. We have expanded and continue to expand the coverage and depth of our information, analytics and online marketplace services. In addition to organic growth, we have grown our business through strategic acquisitions.

[3] 10-K· 2026-02-26

FY 2025 strategy language. We continue to integrate our recent acquisitions and the services they offer into our CoStar network.

Filing signals

[4][1][2][3]
4 cites
Jones Lang LaSalle Incorporated: 105 recorded buyer-side acquisition reference(s); filings read as very active buyer activity. Costar Group, Inc.: 26 recorded buyer-side acquisition reference(s); filings read as very active buyer activity. Fathom Holdings Inc.: 10 recorded buyer-side acquisition reference(s); filings read as active buyer activity. La Rosa Holdings Corp.: Restatement, late-filing, shareholder-pressure, or governance filings point to active governance attention. Avalon Globocare Corp.: Restatement, late-filing, shareholder-pressure, or governance filings point to active governance attention.

[4] Issuer profile· 2026-04-30

Issuer signal summary. Serial acquisition history, 10-K strategy themes

[1] 10-K· 2026-02-26

FY 2021 strategy language. Our most recent strategic acquisitions include Homesnap® (acquired in December 2020); Homes.com® (acquired in May 2021) and Comreal Info, a French société par actions simplifiée ("BureauxLocaux"), the owner and operator of BureauxLocaux, a commercial real estate digital marketplace, in France (acquired in October 2021).

[2] 10-K· 2026-02-26

FY 2021 strategy language. We have expanded and continue to expand the coverage and depth of our information, analytics and online marketplace services. In addition to organic growth, we have grown our business through strategic acquisitions.

[3] 10-K· 2026-02-26

FY 2025 strategy language. We continue to integrate our recent acquisitions and the services they offer into our CoStar network.