The industry's own research.
71 reports
showing 1–60 of 71
Why sophisticated net lease investors should look beyond publicly marketed properties By Randy Blankstein Founder and President, The Boulder Group The publicly marketed net lease market represents only a portion of the properties that may actually be available for acquisition. At any given time, investors searching…
Morgan Stanley Investment Management executive discusses triple net lease investment structures, distinctions from traditional commercial real estate strategies, and portfolio positioning.
Morgan Stanley Real Estate Investing discusses the shift toward disciplined, selective investing in net lease real estate as market conditions demand more rigorous fundamental analysis.
What Cap Rate Should You Expect on a 1031 Replacement Property? By Randy Blankstein, President, The Boulder Group It is the first question nearly every exchange buyer asks, and the one the market answers least clearly. An investor sells an apartment building, a piece of land, or a family-held retail parcel, and…
By Randy Blankstein, President, The Boulder Group Over nearly three decades advising net lease investors, I’ve watched the buyer pool move through several eras: the syndicator boom, the rise of the net lease REITs, the 1031 exchange wave, the institutional push into the space. The most consequential shift underway…
CBRE reports a 13% year-over-year increase in net-lease investment transaction volume for Q2 2026.
It was 50 years ago that the famed blind taste test of Napa and French wines known as the Judgement of Paris crowned the California valley’s vineyards victorious. Overnight, Napa became a global destination synonymous with the world’s best wine. Now, Napa appears poised for another transformative moment. Just an…
Rynek najmu zwrotnego w Polsce notuje kolejne wzrosty. W pierwszym półroczu 2026 roku wartość transakcji sięgnęła ok. 390 mln euro, a eksperci prognozują, że cały rok może zakończyć się rekordowym wynikiem.
Sale-and-Leaseback als rein objektbasiertes alternatives Finanzierungsmodell und zur Liquiditätsbeschaffung gibt ist nicht erst seit heute. Deutlich erkennbar ist allerdings ein positiver Trend bei der Anzahl Transaktionen, bei denen Immobilien an einen Investor verkauft und zur sofortigen Nutzung zurückgemietet werden.
Breit aufgestellter Markt ist weniger von einzelnen Großabschlüssen abhängig
This is a Knight Frank outlook and forecast report published in December 2025 covering Asia-Pacific real estate in 2026, examining the sector within the context of regional structural economic conditions.
New York's single-tenant retail market delinquency rate is more than double Los Angeles's. But the real story isn't how much distress exists, but what kind of distress it is. The New York City metropolitan statistical area (MSA) carries an 18.5% delinquency rate, compared with 8.0% in Los Angeles, the…
Commercial real estate can serve a far more significant purpose than simply providing operational premises. For many manufacturing, logistics and industrial businesses, it has become an integral component of capital structure and a source of growth financing. The sale and leaseback (SLB) model — whereby a company…
A podcast episode exploring evolving strategies and considerations for net lease real estate investing in the current market environment.
Analysis of policy implications and market effects following the government's ban on upwards-only rent review clauses in commercial leases.
The most tax-efficient asset in net lease isn’t the one with the highest cap rate. Net lease investors will negotiate for weeks over 25 basis points. Then they overlook a section of the tax code worth ten times that. Here’s what I mean. Most commercial real estate depreciates over 39 years. Slow, steady,…
An analysis of retail park investment strategies and key pitfalls investors should avoid to maintain performance in the sector.
Guidance on commercial property investment in South Africa, covering market cycles, growth area selection, and broker partnership strategies.
Analysis of commercial property market dynamics in South Africa, examining how fundamentals including funding costs, yields, cash flow durability, and tenant competition shape investment demand.
The Boulder Group published a comprehensive quarterly analysis of net lease sector trends and performance metrics for the second quarter.
Analysis of capitalization rate movements affecting net-leased property valuations and market dynamics.
An examination of retail park assets and their investment appeal within the French commercial real estate sector.
Colliers analysis of capitalization rates and real estate yields across Asia-Pacific markets in Q4 2025, comparing office, industrial, retail, and logistics sectors with investment trends and insights.
Colliers analysis of Q4 2025 capitalization rates across Asia Pacific markets, tracking yield movements, investor sentiment and trends across office, industrial, retail and logistics sectors.
Knight Frank analysis of Singapore shophouse market performance and trends for the second half of 2025.
🎙️ Triple-Net Retail REITs Continue to Demonstrate Stability: Capright’s On the Spot with Julia Ticus Triple-net lease properties remain one of the most sought-after CRE The post Triple-Net Retail REITs with Julia Ticus – July 2026 appeared first on Capright .
Overall single-tenant net lease cap rates increased two basis points to 6.82% in the second quarter of 2026, The Boulder Group reported. Retail cap rates increased five bps to 6.60% and industrial cap rates increased 10 bps to 7.25%, while office cap rates remained unchanged at 7.90%, according to the Second…
The Boulder Group announced the release of its Second Quarter Net Lease Research Report today. The report features a comprehensive format with specific net lease sector information. According to The Boulder Group’s Q2 2026 Net Lease Research Report, overall single tenant net lease cap rates increased two basis…
Invesco examines global commercial real estate performance amid shifting trade patterns, tariffs, and economic growth headwinds, with focus on income-yielding sectors.
Analysis of pharmacy real estate sector trends including cap rates for major operators and inventory metrics amid changing store footprints and healthcare service expansion.
Analysis of data centers as an emerging major property type with infrastructure and net-lease characteristics positioned for significant growth in the real estate market.
Restaurant franchisors shift focus to franchisee support, with implications for net lease real estate performance.
Pharmacy chains face regulatory and real estate pressures affecting net lease landlords and investors.
Triple-Net Retail REIT Update: Institutional Capital Continues to Favor Defensive Retail Assets The triple-net retail REIT sector entered 2026 from a position of strength. Despite The post Triple-Net Retail REIT Update – May 2026 appeared first on Capright .
A Practical Guide on Sale-Leaseback for Business Owners Why Business Owners Are Looking at Sale-LeasebacksFor business owners, real estate is often one of their largest and least flexible assets.It carries significant value, but that value sits on the balance sheet and cannot be easily redeployed. A sale-leaseback…
The pharmacy real estate sector continues evolving as operators adjust store footprints, expand healthcare services, and respond to margin pressure and changing consumer behavior.B+E’s Mid-Year 2026 Pharmacy Inventory Report analyzes:Walgreens and CVS cap ratesPharmacy inventory levelsLease term trendsGeographic…
The logistics real estate sector continues evolving as e-commerce growth, supply chain shifts, and changing consumer expectations reshape demand for warehouses, distribution centers, fulfillment facilities, and industrial outdoor storage (IOS). Businesses are investing in larger logistics networks, automation, and…
The quick lube and auto service sector continues evolving as operators expand footprints, bonus depreciation incentives influence transaction activity, and investors seek long-term net lease assets with strong tenant demand.B+E’s Mid-Year 2026 Quick Lube & Auto Service Report analyzes:Auto service cap rates and…
B+E Q1 2026 Net Lease Cap Rate Report Net lease cap rates continued adjusting through Q1 2026 as investors responded to interest rate uncertainty, changing supply levels, and shifting tenant performance across retail and industrial sectors. Inventory remained relatively stable while average time on market…
The NNN car wash market continued to show stability in April 2026 despite a decline in available inventory. B+E’s latest NNN Car Wash Listed Inventory Report highlights shifts in supply, pricing, cap rates, and tenant activity across the sector, providing investors with a clearer picture of current market…
Walgreens at 7.81% | CVS at 6.79% The pharmacy net lease sector ended 2025 with a familiar structure — and one meaningful shift.Walgreens average cap rate: 7.81%CVS average cap rate: 6.79%CVS has historically traded at a premium to Walgreens. That relationship continued in 2025.What changed was the expansion of…
Amid an extended period of uncertainty, mission-critical triple-net lease (NNN) investing has emerged as a compelling strategy, offering predictable income, contractual rent escalations, and insulation from expense inflation. The post Inflation Fighters: The Case for Mission-Critical NNN appeared first on AFIRE .
Data-driven report on 30+ net lease tenants covering tenant credit, rental growth, cap rates and NNN investment strategies.
Q1 2026 net-lease volume fell 4% YoY to $12.2B, just under the pre-pandemic Q1 average; trailing-12-month volume up 8% to $52.4B. Industrial was 58% of activity; office and retail fell 22% and 21%.
CenterSquare's Q1 2026 cap-rate note on public REITs trading at discounts to private valuations, driving M&A activity and investment opportunities.
Financial and operational profiles of 87+ net lease tenants across multiple sectors, used to benchmark credit and pricing in the single-tenant net lease market.
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.
Institutional research framing net lease as an asset class between fixed income and real estate: bond-like income, inflation protection, low default rates, and large untapped sale-leaseback supply.
Investment-bank net lease market update covering transaction trends, sale-leaseback activity and capital flows into the net lease sector.
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.
How tariffs, rising construction costs and rate uncertainty are reshaping net lease retail strategy, with sale-leasebacks and credit analysis as disciplined-investor opportunities.
Association research on net lease REITs: 2024 capital deployment (Realty Income $3.9B, W.P. Carey $1.6B, Essential Properties $1.2B, Agree $951M) and 2025 acquisition outlook amid rate/tariff uncertainty.
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.
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.
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.
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.