Net Lease

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.

CIM Group on bridging the yield gap

Net lease real estate is growing in overall appeal, especially for global capital, says CIM Group’s Jason Schreiber.

Realty Income’s Sumit Roy: ‘We were capital constrained’

In an exclusive interview on The PERE Podcast, the $60bn market cap REIT’s CEO explains why private fundraising will now fuel the listed property specialist’s growth plans.

Digital Realty’s fundraise further demonstrates a new kind of contender

The data center giant’s $3.25bn debut fund adds to a growing cohort of listed specialists making significant inroads in private real estate capital markets.

ICG closes second Metropolitan opportunity fund with €1.4bn

The vehicle is more than five times the size of its predecessor, and will be invested in triple-net lease industrial and logistics assets across Western Europe.

Apollo to invest $1bn for 49% stake in new Realty Income retail venture

The investment in the long-term, net-lease portfolio aims to provide a fixed rate of return for Apollo.

On the minds of industrial and logistics real estate experts

Industrial and logistics capital is turning more selective as pricing resets, supply tightens and long-term demand drivers reassert themselves, setting the stage for targeted opportunities.