Net Lease

If the Federal Reserve does increase the federal funds rate further, then the default rate will double to 4%.

Measuring inflation-adjusted household debt as a percentage of GDP is a good result for CRE.

After stripping out gas, food, and housing, the inflation rate falls to 2.5%.

The sector offers greater stability than some counterparts, but challenges still exist.

The grocer continues toward its goal of adding 2,400 stores by year's end.

Currently, the newest buildings with the best amenities are the winners.

But they're not cut from one affordable mold with each having different merchandise and traffic patterns.

New deals have slowed, although Q2 originations were up 23% over the first quarter of 2023.