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It’s Tax Day in America, but recent announcements from the Trump Administration have markets, companies, and consumers thinking about a different type of levy: tariffs.

Our 8th issue of 2025 covers a variety of topics, from robust demand for sale/leaseback deals via institutional investors to credit spreads and their impact on net lease. Additional coverage includes tariff and import disclosures from leading net lease retail tenants, a refreshed look at FrontView REIT (NYSE: FVR), and the Deal Sheet.

Highest marginal individual tax rates per the Tax Policy Center

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