Net Lease

By making forbearance decisions in March and April, this owner mitigated the current need for rent relief.

The decline in transactions hit single digits in the week of Aug. 16, offering a glimmer of hope for the industry.

While dollar stores have strong investor interest, supply could be an issue down the road.

Berkshire Hathaway has "doubled-down" on its original 2017 purchase of 18.6 million shares of Arizona-based net lease REIT STORE Capital, picking up an additional 5.8 million shares.

While a clear winner is leading the dollar store sector, industry observers say the need for dollar stores' price predictability will linger deep into 2020 and possibly 2021.

Net lease investors migrate to drug stores, quick-service restaurants and dollar stores.

The Pacific Business Group on Health surveyed 41 member organizations and found that 57% are waiting until circumstances change before they plan for employees returning to the workplace.

"The industrial market enters the second half of 2020 well positioned to record increased demand for available space and inflows of investor capital," Marcus Millichap research analyst Erik Pisor said.