Net Lease

Headwinds are likely to moderate expansion for 2022.

Carlyle expects to scale its net lease strategy into a $10 billion business with scope for a future retail platform.

With the ability to change rates every day, hotels are most resistant to inflation.

It has acquired 75 properties with a diversified rent roll and balanced lease maturity schedule.

The National Restaurant Association reported that 2022 will be a year of transition.

"Not since Q2 2018 were these levels seen."

The opportunity to achieve healthy risk-adjusted returns will keep net lease in favor this year.

Amazon Fresh customers increasingly also shopped at Ralphs and Aldi and less at Whole Foods.