Matthews Real Estate Investment ServicesReport

2026 Net Lease Tenant Report

May 13, 2026

Data-driven report on 30+ net lease tenants covering tenant credit, rental growth, cap rates and NNN investment strategies.

Net Lease United States

Read the full report at Matthews Real Estate Investment Services

Published by Matthews Real Estate Investment Services. Global Real Estate Intelligence links to the original source and credits the publisher; all rights remain with them.

Provenance

Publisher: Matthews Real Estate Investment Services
Obtained from: Matthews
Published: May 13, 2026
Last updated: Jun 28, 2026 (1 month ago)

Global Real Estate Intelligence records where every item came from and when we last refreshed it. Where a field reads Unknown we could not establish it, and we do not guess.

Continue reading:More from Matthews Real Estate Investment Services More Net Lease research More United States research

2025 Cap Rate Recap

Matthews reviews 2025 cap-rate performance across retail, net lease, multifamily and industrial, showing stabilization as rate volatility eased and investors recalibrated.

Net Lease

Retail

Multifamily

United States

Updated 1 month agoPublished Oct 17, 2025

Read

Matthews Real Estate Investment Services

Net Lease Roller Coaster

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.

Net LeaseRetailUnited States

Updated 1 month agoPublished Sep 8, 2025

Read

Matthews Real Estate Investment Services

Net Lease Market: Rising Cap Rates

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.

Net LeaseRetailUnited States

Updated 1 month agoPublished Feb 21, 2025

Read

Matthews Real Estate Investment Services

Net Lease Retail Market Report: Houston, TX

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.

Net LeaseRetailHoustonTexas

Updated 1 month agoPublished Aug 8, 2024

Read

The Boulder Group

The Off-Market Net Lease Market Is Bigger Than You Think

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…

Net LeaseRetailnationalUnited States

Updated 2 days agoPublished Aug 12, 2026

Read

Global Net Lease, Inc.

Modiv Industrial, Inc. acquired by Global Net Lease, Inc.

Modiv Industrial, Inc. merged with Global Net Lease, Inc., with GNL as the acquiring entity in an all-stock merger transaction completed on August 12, 2026.

Net LeaseIndustrial & LogisticsREITs

via U.S. Securities and Exchange CommissionSource SEC EDGAR — 8-K Item 2.01 (Listed Real Estate)Updated todayPublished Aug 12, 2026

Read

Commercial ObserverJewish High School Championed by Jeff Sutton Secures $30M in Construction Financing9 reads MatthewsAustin, TX Multifamily Market Report Q1 20266 reads RedfinGen Z Is Creating A New Path To Prosperity5 reads Vastgoedjournaal (Dutch)Internationaal technologiebedrijf huurt 1.248 m2 in Amsterdam4 reads JLLAre structural issues distorting Melbourne’s vacancy?4 reads

Did you know?

Test your commercial real estate knowledge with a quick question.