Net Lease

Mark Cosenza breaks down what's behind the company's push for diversification.

Maybe not tomorrow, but investors would be well-advised to consider medium term fundamentals.

Previously trading at a discount to overall net lease, it's swung into a premium.

Earnings reports suggest that the sector is on the upswing, which is good news for retail properties.

The traditional brokerage model is simply not structured well to service the needs of both retail landlords and tenants appropriately.

On the REIT's Q3 earnings call, CEO Tom O'Hern says that US consumers are continuing to shop with a purpose and notes that retailer demand is at a level they have not seen since 2015.

Net absorption numbers exceeded 158.8 million square feet, the largest quarterly increase since 2008.

It is looking to build up acquisitions, leasing business, and needed employees.