Investing in net lease real estate

PERE’s 2024 Net Lease report explores why the time is right for low-risk strategies

Three key trends in the net lease sector

The stability net lease offers in a time of high inflation is just one reason the strategy's time has come.

Inflationary pressures test the net lease sector

Investors seek stability with net lease transaction types able to stand the test of time.


As investor risk appetite recedes further, fixed income strategies are accounting for a greater piece of the pie, putting net lease investments – which are about as good a proxy for fixed income as an equity play gets – firmly back on the menu. PERE’s Net Lease report explores why investors are right to be taking a closer look.

Capitalization rates in single-tenant net lease deals are climbing

Warning signs are appearing, but the net lease sector remains stable.

Is now the time for net lease?

PERE investigates whether net leases are becoming more attractive and whether they will remain appealing if inflation tapers back down.

Lodge Quai: Europe’s net lease pioneers

Thomas Reckers, net lease portfolio manager at Lodge Quai, explains the scale of the potential opportunity.

Assessing three ways to play for net lease investors

In an environment where credit is tight and liquidity needs are growing, sale-leasebacks, build-to-suits and net lease acquisitions each have their own set of headwinds and tailwinds.

Fortress Investment Group argues for taking a credit-first approach to net leases

A net lease should be treated as a corporate finance transaction built on the three pillars of credit, real estate and lease structure, says Fortress Investment Group’s Ahsan Aijaz.

Why net lease tenant health checks matter

Assessing tenant creditworthiness is just as important as the physical asset in a net lease deal, but demands a very different set of skills from property investors.


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