Net Lease

While there has been a spike in store closures, these spaces will attract backfilling.

However, there is still caution among investors because of uncertainty.

Retail closures are expected to free up 140 million square feet of space.

Bond investors anticipate inflationary response to Trump policies.

Currently, build-to-suit projects dominate the market.

Leases could be renegotiated, properties repurposed, or even a company breakup.

Foot traffic was up last year for the three major discount and dollar store chains.

However, there was a decline in average lease size.