Senior REIT analyst Jana Galan from Bank of America is the latest guest on the Net Lease Observer Podcast.
With extended stints on both the sell-side and buy-side of real estate investing, Jana brings a unique perspective to sell-side coverage of publicly listed net lease REIT. She provides an overview of the listed REIT structure, a recap of the sector’s recent 4Q and full year 2025 earnings and guidance updates, and we dive into a multitude of facets surrounding the current net lease market including capital availability, tenant credit health, deployment velocity, growing competition from private institutional investors, and much more.
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