Net Lease Retail

Aldi’s Expansion Strategy – What You Need to Know Aldi is embarking on a significant real estate expansion, aiming to solidify its position in the U.S. grocery market and meet growing consumer demand for affordable grocery options. This report delves into Aldi’s expansion strategy, analyzing its approach to new store openings, conversions of acquired stores, […]

Walgreens Boots Alliance has decided to step away from the public market in a significant acquisition by Sycamore Partners, a private equity firm known for its expertise in revitalizing retail businesses. This $10 billion deal has sparked widespread discussion about the future of Walgreens, particularly its vast real estate portfolio.   Walgreens and Sycamore Partners […]

Retail Radar: Retailers Making Waves in the Sector Analyzing Per Retail Type Retail performance across the U.S. remains strong, characterized by limited availability and rising demand. As of Q4 2024, the national retail vacancy rate stands at 4.1%, while Q3 2024 saw the absorption of 4.2 million square feet—marking the sector’s 15th consecutive quarter of […]

Navigating Higher Borrowing Costs for CRE The net-leased retail market, known for its long-term leases, stable tenants, and predictable cash flows, has encountered challenges in recent years due to rising borrowing costs. We will examine the impact of these higher costs on the market, exploring the effects on both buyers and sellers. Additionally, it investigates […]

Retail Net Lease Trends: Rising Cap Rates, Shifting Investment Strategies Retail net lease markets are evolving as economic factors, rising cap rates, and changing investor behavior reshape consumer and investment trends. Net lease retail cap rates have been climbing for the last nine consecutive quarters, ending 2024 at 6.6% an increase of 100 basis points […]

How the Net Lease Market Lost Hundreds of Billions of Dollars The stock market was up 26% in 2023 and increased 20% in 2024, seemingly hitting all-time highs every week. The price of single-family homes across the country has also continued to grow despite the rise in interest rates, reaching an all-time high in the […]

Retail Real Estate – A Standout Asset Class February is the month of strategic planning and is the ideal time to focus on investment avenues for the year for long-term gains. Retail real estate stands out as a resilient and lucrative investment opportunity for 2025. With consumer spending on the rise and strong market fundamentals, […]

Southeast Retail Overview The Southeast’s commercial real estate markets have undergone significant transformation due to rapid population migration into the region since the onset of the pandemic. Many southeastern metro areas now require new development, with cities expanding into previously rural land. In Nashville and Charlotte, growth in the suburbs has created demand for grocery […]

Retailer Expansion Plans for 2025 Numerous prominent restaurant and retail chains are preparing for significant expansion initiatives, with the goal of broadening their presence both within the United States and on an international scale. Below is a detailed examination of several key players poised to make a substantial impact.   Emerging Restaurant Chains   Chick-fil-A […]