Despite shifting fundamentals and increasing economic uncertainty, Gordon Whiting of TPG Angelo Gordon says that net lease assets are providing downside protection.

It comes after vacancy ticked up by 20 basis points amid store closures and bankruptcies.

"About a third of the US consumers you can hit within a day's drive," Kristin Cahayla-Hoffman of LVEDC said of the market.

Federal tax rates on general partners and managers could cause big changes.