“[Cap] rates are so…it is actually crazy to me…” were words uttered by an $8 billion enterprise value, publicly traded consumer/retail company CEO during 4Q2024 earnings…

Upgrade your access to the premium Observer offering to see this week’s Deal Sheet and unmask this CEO (as well as read the full issue!).

This month marks the 60th anniversary of The Beatles’ hit Eight Days a Week reaching the Billboard Hot 100: March 13, 1965. Based on the Observer’s discussions with net lease practitioners across the industry (whether principal, broker, lender, or vendor), it seems this market has folks working eight days a week for two days’ pay…

Alas, winter will turn to spring and the deals will go on. Issue 5 of 2025 reviews industrial cap rates and demand - data is much more limited than retail transactions, but disclosures from STAG and overall market reports help guide.

logo

Subscribe to read the rest.

Become a paying subscriber of the Net Lease Observer to get access to this post and other subscriber-only content.

Upgrade