The portfolio is forecasted to generate an NOI yield of 5.5 percent in 2027.

The issue is no longer simply how fast premiums are rising, but whether today's lower costs are durable enough to underwrite.

A new NAHB report points to growing divergence between major apartment markets and smaller locations.

McDonald's disappointing value-menu roll out and mixed results across the QSR sector show why net-lease investors must look beyond brand recognition to restaurant-level traffic, margins and tenant credit.