Volume 2; Issue 9

Just what I needed

Sean Hostert
April 29, 2025

1970s Boston-based rock band The Cars formed in 1976, merging guitar rock with synth pop for a new wave sound. In 1984’s Drive, The Cars open with a series of introspective questions:

Who's gonna tell you when | It's too late?
Who's gonna tell you things | Aren't so great?
You can't go on, thinking | Nothing's wrong, oh no
Who's gonna drive you home | Tonight?

Issue 9 of 2025 includes Part I of a two-piece series on the convenience store sector. For the five net lease REIT with completed 1Q2025 earnings call, coverage also includes management’s commentary on tariffs, competition, and tenant credit performance. Last but not least, a Deal Sheet rounds out the issue.

Who’s gonna provide net lease news and analysis, today? The Net Lease Observer!

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