The industry's own research.
71 reports
showing 61–71 of 71
B+E's Q4 2025 net lease cap rate report provides a real-time snapshot of pricing, supply and investor demand across retail, industrial and specialty sectors. QSR properties averaged a 5.68 percent cap rate with 13.4 years of remaining lease term, while convenience store cap rates sat at 5.62 percent.
The Boulder Group reported single tenant net lease cap rate stabilization continued in the fourth quarter of 2025, with overall cap rates increasing one basis point to 6.81 percent and retail cap rates compressing to 6.55 percent. High-credit retailers commanded sub-6 percent cap rates while challenged tenants traded above 7 percent.
B+E analyzes quick-service restaurant net lease investment trends using its proprietary 1031 trade database. The report tracks QSR on-market supply, cap rate movement and remaining lease term heading into 2026.
Third quarter GAAP net income was 72.6 million dollars and Distributable Earnings were 148.6 million dollars, with the company acquiring Fundamental, a 2.2 billion dollar net lease portfolio.
Northmarq's multi-tenant net lease MarketSnapshot reports private buyers accounted for 56 percent of multi-tenant acquisitions through the third quarter of 2025, with institutional investors at 22 percent and institutional share up 9 percent since 2023.
Northmarq's net lease MarketSnapshot tracks cap rates, pricing, and buyer composition across the single-tenant net lease market, with private buyers continuing to dominate acquisition activity.
Total net lease inventory rose 7 percent quarter-over-quarter to 4,648 properties in Q3 2025, with the car wash and convenience store sectors driving the increase as inventories surged 71 percent and 20 percent respectively. Car wash cap rates held steady at 6.24 percent with an average remaining lease term of 18.5 years.
B+E's August 2025 car wash report provides on-market inventory, cap rate and lease term data for the net lease car wash sector. The report tracks pricing trends across this specialty net lease category.
Altus Group surveyed more than 300 investors, managers, owners and lenders on value trends across 32 asset classes in Canada's eight largest markets. Single-tenant industrial cap rates moved to 5.91 percent as the national industrial availability rate reached 6.2 percent.
B+E examined Q1 2025 net lease market activity including real-time on-market data and cap rates. Supply decreased across several asset classes, with the largest drops in casual dining, banking and car wash, down 12 percent, 12 percent and 31 percent respectively.
TPG Real Estate co-heads discuss the rising differentiation between individual real estate sectors and geographies, and how thematic conviction guides their investment selection.