Given 2025 year-end reporting in February and March, as well as continued activity across the net lease ecosystem (accelerated investment levels; take-private deals; etc.), Issue 4 of 2026 takes a step back to evaluate the Net Lease asset class - its performance and key players - in relation to the hazy macroeconomic picture.
Chicago’s 1973 hit Feelin’ Stronger Every Day is rather appropriate - the growing momentum of, and attention to, net lease seems to progress each day.
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