NLO’s typical Tuesday release is a few days late for Earth, Wind, and Fire’s classic lyric (“Do you remember, the 21st night of September…”), but we’re excited in any case.
Issue 8 of the Observer digs into competition advantages for scaled operators and how to think through earnings yield vs. cap rates.
The recent Federal Reserve interest rate policy move is also discussed, inspiring a reference to the 2009 classic Zombieland. We also recap our recent trip to New York for the 16th annual Interface Net Lease conference and provide recent deal closings.
Please share any relevant deals or topic ideas for our next issue!!
Cheers,
Sean
