The industry's own research.
7 items
Gino Sabatini's three 2026 predictions: transaction-volume rebound as spreads narrow, continued industrial dominance driven by e-commerce, and M&A-fueled sale-leaseback growth.
W. P. Carey's Tyler Swann on three drivers of 2026 sale-leaseback growth: lower 10-year Treasury (~4%), trade-policy clarity enabling long leases, and accelerating private-equity M&A.
Three forces reshaped net lease in 2025: interest-rate relief, cap-rate stabilization, and demand for mission-critical assets. Net lease volume rose 24% to $48.1B for the year ending Q3 2025.
How tariffs, rising construction costs and rate uncertainty are reshaping net lease retail strategy, with sale-leasebacks and credit analysis as disciplined-investor opportunities.
W. P. Carey's Jason Patterson on navigating Treasury volatility and widening bid-ask spreads, with emphasis on lease structuring, tenant selection, and active asset management.
Gino Sabatini's 2025 predictions: 25-33% volume growth (per Colliers), surging data-center and healthcare demand, and continued stability in industrial and retail net lease.
Tyler Swann on 2025 net lease trends: cross-border expansion into Mexico and Canada, and growing demand for data centers and healthcare beyond traditional industrial assets.