Net lease retail continues to attract investors seeking stability, long-term income, and defensive retail plays, and market momentum should remain strong into next year, experts say.
GlobeSt spoke with Michael Fitzgerald, Head of U.S. Retail Investments for W. P. Carey, at this year's ICSC Las Vegas conference to discuss which retail categories are strongest, why sale-leasebacks continue to dominate the landscape and why he remains bullish on net lease retail.
In this video, you'll hear:
An interview with Michael Fitzgerald, W. P. Carey, and Holly Amaya, GlobeSt.com.
Despite some economic ebbs and flows as of late, certain sectors of net lease retail, particularly those more immune to tariff concerns such as service-based businesses, remain attractive to investors who are ready to deploy capital,
Investors are flocking to the net lease sector anew as the Fed pauses its rate actions and cap rates stabilize,
The US net lease market is experiencing a resurgence. Valuations reset throughout 2025, meaning the bid-ask spread narrowed.
Net lease retail continues to attract investors seeking stability, long-term income, and defensive retail plays, and market momentum should remain strong into next year, experts say.
GlobeSt spoke with Michael Fitzgerald, Head of U.S. Retail Investments for W. P. Carey, at this year's ICSC Las Vegas conference to discuss which retail categories are strongest, why sale-leasebacks continue to dominate the landscape and why he remains bullish on net lease retail.
In this video, you'll hear:
Which retail categories are the strongest in the current market
What's driving the growth of sale-leaseback transactions
How the net lease market will perform in 2027
An interview with Michael Fitzgerald, W. P. Carey, and Holly Amaya, GlobeSt.com.