Calkain’s Q2 Net Lease Overview shows investors taking a hard look at real estate fundamentals, even as property sales continue their increase from the first quarter of 2019.
In analyzing report metrics in our Q2 2019 Net Lease Overview, we noted a focus on fundamentals, a bump in sales activities, and third, a three-sector impact. Let’s explain the third point first.
Q2 numbers were influenced mainly by the automotive, big box, and dollar store sectors; all three types experienced a jump in sales, though their cap rates differed.…
Would further interest-rate cuts lower the cap-rate spread throughout the remainder of the year? That depends on when the cuts occur, and how much they change.
Let’s start off by stating the obvious. No one knows what the end of the year will look like in terms of any of the drivers of market dynamics, and by that I mean the 10-Year Treasury, interest rates or cap rates.…
Walgreens announced it would shutter hundreds of drugstores across the U.S. to curb costs. Experts on the net lease market weighed in on what the pharmacy giant’s move could mean for landlords.…
The Quick Service Restaurant (QSR) sector is comprised of a variety of fast food concepts ranging from the well-known brands like Chick-fil-A and McDonald’s, to smaller chains such as Raising Cane’s and Steak N’ Shake. This report takes a look at the sector in-depth, providing an analysis of the past twelve months of data.…
To net lease investors, discount dollar stores offer passive cash flow, thanks to long-term leases (averaging 10-15 years) and credit-worthy tenants.
Travel through a small town or the outskirts of a larger city, and you’ll likely pass by the local discount dollar stores. Whether those stores boast the green sign of Dollar Tree, or the yellow-and-black General Dollar signage, they offer aisles of everyday goods, ranging from beauty products, to cleaning essentials, to food, all within a 10,000-square-foot space.
To net lease investors, discount dollar stores offer passive cash flow, thanks to long-term leases (averaging 10-15 years) and credit-worthy tenants. …
The market for single-tenant net lease retail properties had a steady year in 2016, despite some hesitation related to world, economic and political events. …
