Net Lease

Retail was typically the target asset class for net lease investors, but following the pandemic, retail-occupied industrial and logistics is fast becoming a new favorite.

Planet Fitness has also emerged as a strong mall and shopping center anchor tenant.

In the more popular asset types where demand exceeded supply, institutions and investment managers bought lower-valued properties.

Data from First Street reveals large increases in rates may be necessary in some risk-prone areas.

Many developers are breaking ground on vacant parcels, repurposing parking lots to higher uses, and refurbishing empty and abandoned structures.

The GSE also updated its forecast for GDP to 6.7%.

The investor's launches the vertical with the purchase of an eight-asset net-lease industrial portfolio for $137 million.

While interest grows, the structure needs to provide a win-win, according to one observer.