Here are some quick thoughts from this years Net Lease Conference in NYC:
- Major trend among public entities continues to focus on entity consolidation and portfolio acquisitions.
- Availability of capital for investment in net-leased property is plentiful and growing.
- Volume of deals is approaching pre-recession record levels.
- Supply of net leased product continues to be limited.
- Even with supply constraints, most attendees were having good year and anticipate that it will continue through at least 2014.
- Widespread concern about rising interest rates, although impact on transactions hasn't been felt.
- Sale-leaseback interest by owners has dramatically increased, potentially caused by concern about rising interest rates.
- A number of firms offer sale-leaseback/build-to-suit programs.
- Potential impact of FASB accounting rule changes doesn't seem to be a factor in transaction flow.
- Investors still looking for lease terms in excess of 10 years.
- Easy Scaleability on NNN market to grow market share.
- In next 12-24 months, you will see consolidation of the top ten largest REITs...why...all doing the same acquisitions on various product type, office, retail & industrial
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