Topic
Net Lease
Guides and real deal teardowns on net lease.
How I actually read a deal
Why a cap rate alone lies, and the five things I actually adjust for before I trust a number.
Read it →The Five Cores: how to actually pick an advisor
The five things I'd look for in anyone I trusted to sell a net-lease asset, and what it costs you when one is missing.
Read it →Single-tenant or multi-tenant: which risk do you actually want?
The real tradeoff between single-tenant net lease and multi-tenant retail: vacancy exposure, rent growth, management, and return.
Read it →Is a Dollar General a good net lease investment? What to actually check
A real-estate-first look at Dollar General net lease properties: lease structure, the corporate guarantee, residual value, and the due-diligence checklist — plain English, not a stock pitch.
Read it →Walgreens net lease, explained for investors
How Walgreens net lease properties are typically structured — very long flat leases with tenant termination options — plus the sector context and the checklist that actually matters.
Read it →Starbucks net lease and ground lease basics
The difference between a Starbucks corporate net lease and a Starbucks ground lease, why rent escalations matter, and what to confirm before you buy.
Read it →The Chick-fil-A ground lease, explained
Why Chick-fil-A single-tenant deals are scarce, what a ground lease means for a landowner, and what to confirm before assuming a listing is really the tenant it claims.
Read it →Walmart and American retail real estate: the story, and what it means for owners
How Walmart reshaped American retail real estate, where the company stands today, and what its continued growth or a pullback would mean for owners and investors near its stores.
Read it →Target's real estate footprint: what it means for the property next door
Target's approach to store location and format, where the company stands today, and what its growth or contraction would mean for owners and investors near its stores.
Read it →Home Depot, Lowe's, and the home-improvement box: a real estate read
Why home-improvement anchors like Home Depot are considered durable retail real estate, where the category stands today, and what their performance means for nearby owners and investors.
Read it →Grocery-anchored retail: the Kroger question every investor asks
Why grocery-anchored centers are prized, where traditional grocers like Kroger stand amid competition, and what a grocer's performance means for owners and investors.
Read it →Amazon and the reshaping of retail real estate
How Amazon and e-commerce reshaped retail real estate, why some formats proved resilient, and what the shift means for retail property owners and investors.
Read it →Cap rate, explained — and how to actually use it on retail property
What a capitalization rate is, how to apply it to retail investment property, what it hides, how to use it as a strength, and the best- and worst-case ways it plays out.
Read it →Ground leases, explained: owning the dirt under the store
What a ground lease is, how it works for retail investment property, what to watch for, how to use it as a defensive strength, and the best/worst-case outcomes.
Read it →The triple net that wasn't
The listing said triple net. The leases said the landlord quietly eats management, some repairs, and capped recoveries.
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