PERE’s 2026 Net Lease report examines how investors are navigating a more complex landscape
Net lease remains a core income strategy, but the approach has become more nuanced. Investors and managers are sharpening their focus on long-term occupier performance and real estate quality, while sale-leasebacks continue to drive dealflow. This report explores how capital is adapting and where opportunities are emerging in a more demanding market.
INSIDE THE REPORT
How net lease investors are recalibrating for a complex market
Net lease investing is shifting toward a more selective, durability‑focused approach as investors adapt to rising volatility and evolving tenant and property risks.
Net lease investors double down on due diligence
Investors in the strategy are leaning more heavily on corporate financials and real estate performance indicators as the global equity market pivots back toward income resilience.
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PERE’s 2026 Net Lease report examines how investors are navigating a more complex landscape.
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PERE’s 2026 Net Lease report examines how investors are navigating a more complex landscape.
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PERE’s 2026 Net Lease report examines how investors are navigating a more complex landscape.
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PERE’s 2026 Net Lease report examines how investors are navigating a more complex landscape.
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PERE’s 2026 Net Lease report examines how investors are navigating a more complex landscape.
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PERE’s 2026 Net Lease report examines how investors are navigating a more complex landscape.
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PERE’s 2026 Net Lease report examines how investors are navigating a more complex landscape.
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PERE’s 2026 Net Lease report examines how investors are navigating a more complex landscape.
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PERE’s 2026 Net Lease report examines how investors are navigating a more complex landscape.
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PERE’s 2026 Net Lease report examines how investors are navigating a more complex landscape.
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PERE’s 2026 Net Lease report examines how investors are navigating a more complex landscape.
PREVIOUS COVERAGE
Amid economic uncertainty, net lease investing is attracting a lot of attention from real estate investors. The strategy is providing long-term stable income with minimal expense and additional downside protection, especially with sale-leaseback deals of mission critical properties, which are proving a win-win for managers and occupiers alike by offering relative insulation from wider market turmoil.
Amid turmoil in global commercial real estate markets, net lease investing is attracting a lot of attention from investors. The strategy is providing stable income with minimal capital and additional downside protection. And while investors are unlikely to see returns near pandemic-era highs, experts agree deal activity will pick up in the next year.
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.
US Realty Advisors on the stability of net lease
The sector’s consistent income and ‘sleep-well-at-night’ risk profile make it appealing to a wide pool of capital allocators, say USRA’s David Grazioli and Justin Arasin.
Stabilizing markets will suit net lease strategies
Better interest rate outlooks and burgeoning opportunity in European and Asian markets are boosting interest.
Lodge Quai: The time is ripe for net lease
A confluence of positive drivers means there has never been a better time for European net lease investment, say Lodge Quai’s Thomas Reckers and David Leshnick.
TPG Angelo Gordon on the increasing opportunity in the net lease space
Investors appear to be flocking back to net lease strategies as market dynamics drive robust opportunity in the field, explains Gordon Whiting of TPG Angelo Gordon.
Retail net lease could enter rough waters
The sector is getting used to higher interest rates and cap rates, but uncertainty remains.
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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