Net Lease

Realty Income on wedding public and private capital

New capital sources are expanding the reach of net lease market strategies as demand grows for predictable returns, explains Realty Income’s Jonathan Pong.

Blue Owl Capital on managing risk on net lease’s new frontiers

The AI boom will impact real estate markets, creating both opportunities and challenges for net lease investors, says Blue Owl’s Karim Hassouna.

Morgan Stanley Real Estate Investing on selectivity rising as investors refocus on fundamentals

Tenant strength, asset quality and demand drivers are increasingly shaping where real estate investors find durable income, says Morgan Stanley’s David Gross.

Cain on niche strategies coming of age in Europe

The European net lease market is gaining momentum and entering a pivotal phase of growth, says Cain’s Jon Strang.

How net lease investors are recalibrating for a complex market

Net lease investing is shifting toward a more selective, durability‑focused approach as investors adapt to rising volatility and evolving tenant and property risks.

AI disruption reshapes tenant risk in net lease

Investors are reassessing industry exposure as automation and technological changes challenge long-term occupier viability.

Net lease investors move beyond credit ratings

Investors in the strategy are digging deeper into tenant health checks and real estate quality amid rising costs and market uncertainty.

Net lease investors double down on due diligence

Investors in the strategy are leaning more heavily on corporate financials and real estate performance indicators as the global equity market pivots back toward income resilience.

Net lease property buyers increase focus on industrial and essential retail

Mission-critical assets and niche sectors gain traction as geopolitical uncertainty clouds near-term dealmaking for global net lease investors. By Joanna Hodgson

Sale-leasebacks gain ground as capital pressures mount

Rising refinancing needs, M&A activity and a cost-of-capital advantage are driving demand from both corporates and investors.