Net Lease

Nationally, net absorption continued to post losses in Q4 2023, driven most strongly by the West and East.

It's coming off a year when total investment volume was at its lowest point in 12 years.

Ordinance prohibits new dollar stores from opening within mile of existing outlets.

Vacancies rose in every region of the country and in almost every market, partly driven by 607 million SF of new development

Increased menu prices drove sales growth and operators saw strong demand.

Early data looks promising but that isn't the basis for a trustworthy trend yet.

Vacancy remains tight at 4.3 percent, tying 2018's record low.

The issue, says Brookfield, isn't too much stock for demand, but not enough.