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2026 Net Lease Tenant Report
Data-driven report on 30+ net lease tenants covering tenant credit, rental growth, cap rates and NNN investment strategies.
Net LeaseUnited States
Updated 1 month ago
Read The industry's own research.
5 items
Data-driven report on 30+ net lease tenants covering tenant credit, rental growth, cap rates and NNN investment strategies.
Matthews reviews 2025 cap-rate performance across retail, net lease, multifamily and industrial, showing stabilization as rate volatility eased and investors recalibrated.
Analysis of the 2025 net lease recovery: stabilizing cap rates, new tenant opportunities (auto service, QSR, urgent care) and ongoing challenges in drugstore and casual-dining categories.
Retail net lease cap rates climbed roughly 100 bps since Q4 2022 to about 6.6% by year-end 2024, driven by higher rates and reduced 1031-exchange activity as sales slowed.
Metro-level net lease retail report covering Houston's Southeast Outlier and NASA/Clear Lake submarkets, with vacancy (3.8% and 5.9%), rent growth and sales-volume data as of Q3 2024.