Longer-form thinking on where the market goes.
20 white papers
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 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…
Image CEO Michael Weil discusses how disciplined underwriting, investment-grade tenants, and long-term leases are positioning the REIT to capitalize on evolving market opportunities.
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.
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…
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.
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.
Guidance on commercial property investment in South Africa, covering market cycles, growth area selection, and broker partnership strategies.
🎙️ 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 .
Morningstar DBRS released an updated methodology document for rating and monitoring credit tenant lease transactions.
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.
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.
Pharmacy chains face regulatory and real estate pressures affecting net lease landlords and investors.
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…
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 .
TPG Real Estate co-heads discuss the rising differentiation between individual real estate sectors and geographies, and how thematic conviction guides their investment selection.