Volume 2; Issue 7

After a long road of informal and formal strategic alternative reviews, Dollar Tree has signed a definitive agreement to sell its Family Dollar segment ten years after its acquisition with the goal to do less (divest over 7,500 stores).

2008’s break-up classic Forgetting Sarah Marshall echoes many features of the Dollar Tree - Family Dollar relationship. And given the size, complexity, and transition required to divest a segment of this size there will likely be a few awkward encounters over time.

Issue 7 of 2025 covers the deal and its impact on net lease.

Additionally, our feature piece dives into the growing equipment rental sector: who leases to the equipment renters? Who dominates and where are the deals? What are the growth drivers?

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