5Research pieces indexed
Latest May 13, 2026

Global Real Estate Intelligence is a neutral index of publicly available research. All rights in Matthews Real Estate Investment Services’s work remain with Matthews Real Estate Investment Services; we link to the original.
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.
Property types that turn up most often in Matthews Real Estate Investment Services’s published research.
Geographies that turn up most often in Matthews Real Estate Investment Services’s published research.