Podcasts about net lease

Something is shifting in net lease that every investor and owner needs to understand: cap rates are no longer moving in lockstep with the 10-year Treasury. The traditional risk premium framework is breaking down, and in its place, tenant quality, business trajectory, and lease structure are doing the pricing work.In this episode, Karly Iacono breaks down exactly what's happening and why:-What's compressing: McDonald's and Chick-fil-A ground leases are trading in the high 3s to low 4s — tighter than ever — even as rates move against them. -What's widening and why it matters: Dollar General and Dollar Tree cap rates are out due to supply, not business failure. Drugstores are a different story. -The scarcity factor: Few investment-grade retailers have single-tenant expansion pipelines right now. -The maturity wall: Forced sellers heading into Q3/Q4 create opportunity. That's where quality product trades at rational numbers.

Jonathan Pong joins Brandon Sedloff to discuss the evolution of Realty Income from one of the original net lease REITs into a global real estate platform spanning public and private capital markets. Jonathan shares how Realty Income scaled from a roughly $15 billion enterprise value company into a global platform with more than 15,500 properties across the U.S. and Europe, while maintaining its identity as “The Monthly Dividend Company.” The conversation explores the growing institutional appetite for net lease real estate, why private capital is increasingly allocating toward durable income-oriented strategies, and how Realty Income is positioning itself through open-end funds and large-scale joint ventures with firms like GIC, Apollo, and Blackstone. They also discuss Jonathan's personal journey from growing up in a real estate family in Honolulu to becoming CFO of one of the largest REITs in the world. Along the way, Jonathan explains how Realty Income thinks about risk management, data advantages, tenant diversification, and the role AI could eventually play inside large real estate organizations. Brandon and Jonathan unpack why “boring” cash flows are becoming increasingly attractive in today's market environment and what institutional investors still misunderstand about the net lease sector. They discuss: • How Realty Income scaled into a $90 billion enterprise value platform with over 15,500 properties globally • Why institutional investors are increasing allocations toward net lease and income-oriented strategies • The launch of Realty Income's private capital business, including open-end funds and strategic JVs with GIC and Apollo • The misconceptions investors have about tenant credit risk and portfolio diversification in net lease • How Realty Income uses proprietary data and predictive analytics to drive underwriting and asset management decisions • Why build-to-suit industrial and selective data center investments are major areas of focus going forward • Jonathan's path from Hawaii to USC, Deloitte, Cornell, equity research, and ultimately becoming CFO of Realty Income • How large-scale relationships and repeatable execution create a competitive advantage in modern real estate markets This episode is a deep dive into how one of the world's largest net lease platforms is adapting to the convergence of public markets, private capital, and long-duration real estate investing. Links: Jonathan on LinkedIn - https://www.linkedin.com/in/jonathanpong/ Realty Income Corp. - https://www.realtyincome.com/ Juniper Square - https://www.junipersquare.com/ Brandon on LinkedIn - https://www.linkedin.com/in/brandonsedloff/ Topics: (00:00:00) - Intro (00:01:35) - Jonathan's background and career (00:16:28) - The state of Realty Income today (00:22:00) - The experience of Raising Private Capital (00:24:27) - Net Leases 101 (00:32:42) - The evolution toward private capital at Realty Income (00:35:59) - Competitive advantages (00:38:35) - How teams evolve as the market evolves (00:41:15) - The Realty Income portfolio (00:44:41) - How Realty's model differs from other competitors (00:47:08) - Greatest opportunities looking forward (00:50:36) - Themes Jonathan is seeing in the market

As real estate values reset and cap rates widen, net lease is back in focus—but the approach has changed. Ron Kamdem and Hank D'Alessandro explain.Read more insights from Morgan Stanley.----- Transcript -----Ron Kamdem: Welcome to Thoughts on the Market. I'm Ron Kamdem, Head of U.S. REITs and Commercial Real Estate Research. Hank D'Alessandro: And I'm Hank D'Alessandro, Managing Director on Morgan Stanley's Real Estate Investing Team and Vice Chairman of Private Credit. Ron Kamdem: Today: a part of real estate that's changing fast and drawing fresh attention from investors. Net lease investing. It's Friday, May 8th at 10am in New York. You might not think you invest in net leases. But there's a good chance you do, especially if you have money in a pension fund or another income generating vehicle. Net leases are the kinds of long-term lease assets that can help generate steady, predictable income. They are no longer a sleepy corner of the real estate market. In fact, they're changing in some really interesting ways. Ron Kamdem: So, Hank, for listeners who know the term but may not know the structure, what exactly is net lease investing? And why does it tend to come up more often when markets get more uncertain? Hank D'Alessandro: At a high level, net lease investing is typically associated with long-term leases that can offer durable income streams; typically growing streams, which is why it's often seen as a more defensive part of real estate investing. We see that when investors are thinking more carefully about geopolitical risks, market volatility or say portfolio resilience, this durable cash flow derived from mission critical assets and long lease durations with fixed annual rent bumps can become especially attractive to investors. Also, with higher inflation likely, net leases are generally insulated from increases in expenses given these are the responsibility of tenants. But what's important today is the net lease is broader than many people realize, both in terms of the property types involved and the range of investors participating in the space. Ron Kamdem: Let's stay on that idea of a broader market for a moment, because one of the biggest shifts has been the growing role of private capital in the space. What are you seeing there and why does it matter? Hank D'Alessandro: Well, listen, Ron, there's no question. The role of private capital has grown substantially, including through joint ventures and public real estate vehicles. That matters because it tells you that the sector is attracting a wider range of investors than it has in the past, such as pension funds, insurance companies, sovereign wealth funds. And retail investors are increasingly investing either through traditional locked up funds or through semi-liquid funds. But it can also change the competitive landscape and can influence how capital gets allocated across the opportunity set. Thus, one's approach going forward from an analysis perspective will need to evolve. More broadly, it's a sign that net lease is being viewed as highly relevant in today's market, not just as a legacy category within real estate. Ron Kamdem: And that's an important distinction that you make right there, because not all investors are approaching these assets the same way. So, when private capital comes into the space, what separates their underwriting approach from another? And we hear all the time about private credit. How does that play into this? Hank D'Alessandro: Well, Ron, you know, as we discussed previously, the competitive landscape is changing and therefore underwriting is absolutely critical in this part of the cycle. And so, we believe underwriting both tenant credit, of course, is very important. But we equally analyze the real estate underwriting because we believe that real estate can be a real differentiator over time – both in terms of returns and risk profile. We think that strong real estate underwriting with strong tenant credit underwriting, both enhances returns over time and reduces risks. So, therefore, that matters a lot. We also believe that by focusing equally on the real estate underwriting, you get a fuller picture of the risk and value, especially as net lease expands into newer property types. It is an easy nuance to miss, but we believe this distinction is becoming much more important differentiator in how investors assess opportunities in the sector today. And I believe that the most successful managers will do a good job underwriting both tenant credit and real estate.So, Ron, for a long time, many investors thought of net lease primarily as a retail story. How much has that changed? Ron Kamdem: Well, that's changed quite a bit. If I take you back 20 to 30 years ago when you thought of net lease, you thought of a convenience store that's, you know, 5,000 to 10,000 square feet. But today, that opportunity has expanded well beyond retail and there's much more attention now on industrial assets. And even increasing discussions around areas like data centers. I'll give you an example. Realty income made its entry into the data center vertical in November 2023 with a $200 million build to suit JV. That shift matters because it shows net lease evolving alongside where demand and capital are moving. It also means the sector is becoming more connected to larger structural trends in the economy, rather than being viewed through one traditional lens. At the same time as the mix broadened, investors have to be selective because not every new category will have the same long-term profile that we're used to.So, as investors look at some of these newer areas, where do you see the best opportunities, Hank? And where would you be more cautious? Hank D'Alessandro: So first, opportunities. The industrial segment has clearly become a major area of focus. This sector benefits from growing e-commerce penetration fueled by AI, reshoring of manufacturing, and increased defense spending. The ability to acquire mission critical distribution centers in top tier logistics markets or advanced manufacturing assets in innovation clusters is particularly appealing in today's macro backdrop. Another area that we find very compelling is medical outpatient buildings where the aging demographics can support long-term demand. So, we have great conviction on both of those. Now, turning to area where we're more cautious. There's been a lot of attention on data centers, you know, as you previously mentioned. But that's an area where investors really need to think carefully about long-term durability. Questions around obsolescence, technological change and whether certain assets fit a true buy and hold strategy are very relevant and need to be considered carefully by investors. So, maybe to sum up, the opportunity set is definitely broadening, but selectivity in terms of location, asset type and asset specifications remain essential. So, Ron, the idea of linking property types back to long-term trends feels especially important right now. How do you connect this conversation to the key secular themes Morgan Stanley research is tracking this year. AI and tech diffusion. The future of energy, the multipolar world, and societal impacts. And can you offer a few examples? Ron Kamdem: There's a couple ways that net lease connects to these broader themes. The first, which is probably the most obvious, is technology diffusion and the future of energy comes through in areas such as datacenters, and that's been a key focus for public investors. When you think about societal change – that's relevant for sectors tied to demographics like medical outpatient buildings, where you know people go get different services. And multipolar world theme matters because deglobalization and geopolitical fragmentation. Or influencing how investors think about resilience, location, and portfolio construction, which is driving incremental demand for industrial real estate linked to supply chain shifts and defense spending. So, this is no longer just a sector evolving on its own, it's becoming more closely tied to these macro issues, shaping investment decisions more broadly. And once you widen the lens to that macro backdrop, the conversation naturally becomes more global. In fact, we saw realty income now generates 19 percent of rents across nine European countries with more than $15 billion invested since 2019. Given this, Hank, how should investors think about net lease and adjacent opportunities outside of the U.S.? Hank D'Alessandro: The global angle is clearly becoming more relevant. There's growing interest in Europe and the U.K. And one area that comes to mind in this context is retail parks, where rents have reset, yields are wider, and tenant resilience has improved. Thinking more broadly, international markets can give investors a wider set of ways to think about real estate opportunities tied to the same themes that we've discussed. And add to diversification, as macro drivers continue to diverge and geopolitical risks remain elevated. Even when structures or sector exposures differ from the U.S., which undoubtedly they will, the bigger point is that investors are increasingly valuing opportunities through a global lens. Ron Kamdem: So, if we pull all this together, what looks like a simple-income oriented category is actually becoming much more nuanced. As we wrap up, Hank, what's the main message you want investors to take away about net lease today? Hank D'Alessandro: You know, I believe the main takeaway is that net lease remains relevant because of its defensive qualities, and predictable contractual cash flows derived from long-term leases. But the story is becoming more nuanced, requiring a granular focus on the credit, and importantly, the underlying real estate. With real estate values down 20 to 25 percent from peak levels, replacement cost has elevated, which is keeping supply muted and net lease cap rates wide relative to the last 10 years. This is a very attractive entry point for investors. Private capital is playing a bigger role, no question. The asset mix is shifting beyond retail, towards areas like industrial. Investors are actively debating the long-term role of newer categories such as advanced manufacturing and data centers. There are selective opportunities to think more globally, which is exciting. Ron Kamdem: Great. That's very helpful. Hank, thanks for taking the time to talk. Hank D'Alessandro: Great speaking with you, Ron. Ron Kamdem: And thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen. And share the podcast with a friend or colleague today.

In this episode of the Mornings with Joel CRE Podcast, we're joined by Michael Kron, COO behind a $3B+ real estate portfolio and 13,000+ multifamily units across Arizona and Texas. Michael breaks down how family offices evaluate commercial real estate deals, and what separates long-term, institutional thinking from the average investor mindset. From net lease strategies to scaling and managing large portfolios, this conversation dives into the principles that have driven decades of success in CRE. If you're looking to scale, think long-term, and understand how real estate wealth is built over time, this is an episode you don't want to miss. Subscribe for more conversations with leaders across the commercial real estate industry.

In this episode, ⁠Adam Torres⁠ interviews ⁠Todd Stender⁠, Managing Director at LNL Capital. Todd shares his background in real estate and private credit, and explains how net lease investing offers stable, long-term income opportunities for investors. Follow Adam on Instagram at ⁠https://www.instagram.com/askadamtorres/⁠ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: ⁠https://missionmatters.lpages.co/podcastguest/⁠ Visit our website: ⁠https://missionmatters.com/⁠ More FREE content from Mission Matters here: ⁠https://linktr.ee/missionmattersmedia⁠ Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this episode, Adam Torres interviews Todd Stender, Managing Director at LNL Capital. Todd shares his background in real estate and private credit, and explains how net lease investing offers stable, long-term income opportunities for investors. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices

Aaron sits down with Glen Kunofsky, Founder and CEO of SURMOUNT, for a wide-ranging conversation on growing up in a middle-class New York household, buying his first investment property at 19, and spending three years in brokerage without a meaningful paycheck before finally cracking the code on net lease. Glen shares how a chance connection with Carol's Corp unlocked a career-defining pivot away from hotels, how his wife's KPMG salary kept the lights on during the lean years, and why relationships over transactions isn't just a hat on the wall — it's the operating system behind a firm that grew from 35 to 130 people in three years. From assuming mortgages at 13% interest to pioneering the private market for sale-leasebacks, this episode is packed with unfiltered lessons from one of the most unconventional paths to the top of commercial real estate.Key Takeaways:• The best operators build their book before they need it — relationships compound long before transactions do• 18 months of no closings isn't failure — it's the cost of entry for anyone without a playbook• Pivoting from hotels to net lease didn't happen by strategy; it happened by curiosity and a family phone call• Paying junior brokers a base salary — not just splits — is how you build loyalty, not just production• The smallest client today can be your largest referral source in 10 years• Scaling from 35 to 130 people in three years is a byproduct of culture, not a growth strategyKey Timestamps:(00:00:00) – Growing Up in Queens, New York: Teachers, Carpool, and Middle-Class Roots(00:02:09) – Undiagnosed ADHD, Learning by Listening, and Getting A's When It Mattered(00:03:40) – Paper Routes, Snow Shoveling, and Always Having a Work Project(00:04:30) – First Foray Into Real Estate: Construction Labor at 13(00:08:30) – First Investment Property at 19: Closing With $2,000 Down on a House(00:09:31) – Still in School: Acquiring 19 Houses Within a Mile of ASU(00:13:55) – Meeting His Wife — and His First Tenant — on Day Two in Arizona(00:18:30) – 18 Months Without a Closing — Then a Pivot That Changed Everything(00:20:30) – The Phone Call That Launched a Net Lease Career: Carol's Corp and the Burger King Listing(00:26:00) – How Glen Built His Team: Base Salaries, Long Tenures, and No Training Your Competition(00:31:00) – The Culture Behind the Growth: Open Brokerage, Relationships Over Transactions(00:33:35) – Biggest Curveball: Surviving Three Years Without Real Income(00:36:15) – Advice for Young Brokers: Start With the Guy Who Has One Property, Not a Hundred(00:38:36) – What Surmount Actually Does: Four Business Lines, Billions Under Management(00:44:04) – The Legacy Question: What Glen Wants the Story to SayKey Topics Discussed:Commercial Real Estate Podcast, Private Equity Podcast, Commercial Real Estate Investing, Net Lease Brokerage, Sale-Leaseback Strategy, Real Estate Private Equity, Franchise Real Estate, QSR Net Lease, Single Tenant Net Lease, Investment Real Estate, Breaking Into Commercial Real Estate, Brokerage Mentorship, Building a Brokerage Team, Mentor Mentee Relationships, Multi-Family Investing, Arizona Real Estate, Assumable Mortgages, Hotel Brokerage, Pivoting in Real Estate, Real Estate Culture, Relationships Over Transactions, Commercial Property Management, Team Building in Brokerage, Real Estate Portfolio, Early Real Estate Investing, Wealth Building Through Real Estate, CEO Interview Podcast, Limitless, Aaron Zucker, Glen Kunofsky, Surmount, Marcus and Millichap, Carol's Corp, Burger King Net Lease, Arby's Net Lease, Panera Bread, Institutional Brokerage, Private Capital, Advisory Real Estate, Construction Management, Balance Sheet Investing, Family Office Real Estate, NNN Properties, Freestanding Retail, Limitless Podcast, Aaron ZuckerMentions:Glen's LinkedIn: https://www.linkedin.com/in/glen-kunofsky-55633216/More of Limitless:Web: zuckerinvestmentgroup.comLinkedIn: https://www.linkedin.com/in/aaron-zucker-zig/IG: @zuckerinvestmentgroupX: @ZIG_CRE

In this episode, real estate expert Agostino Pintus shares valuable insights on acquiring durable net lease assets and building a stable income stream through commercial real estate investments. He explains why net lease properties—often backed by large corporate tenants—are considered some of the most reliable and resilient investment opportunities in the commercial real estate market. Agostino discusses the importance of strong broker relationships and networking when sourcing quality deals. Many of the best investment opportunities never reach the open market, making trust and industry connections essential for successful acquisitions.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this episode of the Real Estate Pros Podcast, host Micah Johnson interviews Dan Lewkowicz, a seasoned commercial real estate investment sales broker. Dan shares his journey into real estate, highlighting his focus on net lease properties and memorable deals that have shaped his career. He discusses the transition from house flipping to commercial brokerage, emphasizing the importance of adding value to properties and leveraging business operations. The conversation also touches on market insights and Dan's excitement for future opportunities in the real estate sector.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

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In this episode of the Real Estate Pros podcast, host Micah Johnson interviews Dennis Cisterna III, a seasoned professional in the commercial real estate sector. Dennis shares his journey from being a housing market analyst to founding his own private real estate company, Sentinel Net Lease, in 2019. He discusses the challenges and rewards of entrepreneurship, emphasizing the importance of building a strong support system and focusing on one's strengths. Dennis highlights the unique aspects of net lease assets, explaining how they provide consistent returns while shifting responsibilities to tenants, making them an attractive option for investors.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Season 5, Episode 3: In this episode of Season 5, Jack and Alex sit down with Edward Pitoniak, CEO of VICI Properties, the REIT born out of Caesars' bankruptcy that went on to become the dominant owner of experiential real estate in the world. Edward breaks down how VICI reshaped net lease at institutional scale, why gaming real estate proved more resilient than expected, and how skepticism turned into conviction over time. The conversation spans VICI's evolution from Caesars to the Venetian, as well as its expansion into assets like Chelsea Piers and Great Wolf Lodge. A clear look at owning mission-critical real estate despite shifting narratives. Shoutout to our sponsor, Bracket. The AI platform transforming how we underwrite deals. TOPICS 00:00 – VICI's Origin Story 03:10 – Ed's Path to the CEO Seat 11:06 – Caesars Bankruptcy and the VICI Spin 21:09 – Wall Street Skepticism Around Gaming 25:29 – Cap Rates, Net Lease, and Scale 31:00 – The Venetian Deal with Apollo 37:58 – Cycles, Pricing, and Operator Power 43:26 – Experiential Assets Beyond Vegas 48:26 – College Sports and New Sale-Leaseback Models 51:10 – Mission-Critical Real Estate For more episodes of No Cap by CRE Daily visit https://www.credaily.com/podcast/ Watch this episode on YouTube: https://www.youtube.com/@NoCapCREDaily About No Cap Podcast Commercial real estate is a $20 trillion industry and a force that shapes America's economic fabric and culture. No Cap by CRE Daily is the commercial real estate podcast that gives you an unfiltered ”No Cap” look into the industry's biggest trends and the money game behind them. Each week co-hosts Jack Stone and Alex Gornik break down the latest headlines with some of the most influential and entertaining figures in commercial real estate. About CRE Daily  CRE Daily is a digital media company covering the business of commercial real estate. Our mission is to empower professionals with the knowledge they need to make smarter decisions and do more business. We do this through our flagship newsletter (CRE Daily) which is read by 65,000+ investors, developers, brokers, and business leaders across the country. Our smart brevity format combined with need-to-know trends has made us one of the fastest growing media brands in commercial real estate.

In this conversation, Wes Koontz, a commercial real estate investor, shares insights into the net lease investment space, explaining the different types of net leases, the importance of tenant relationships, and strategies for securing tenants. He discusses the risks and rewards associated with investing in national chains versus local businesses, as well as the significance of understanding market trends and lease negotiations. The conversation provides a comprehensive overview of the net lease market, making it accessible for both seasoned investors and newcomers.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

The commercial real estate recovery everyone expected in 2025 did not arrive. Instead, investors are being forced to rethink risk, cash flow, and capital allocation heading into 2026.   In this episode of the Espace Montreal Podcast, Axel Monsaingeon speaks with Marie-Claire Laflamme-Sanders, Senior Vice President and Practice Lead within Avison Young's Québec Capital Markets Team, about why net lease real estate has become one of the most resilient investment strategies in today's uncertain market. Drawing on insights from the Toronto Real Estate Forum and active transactions across Canada, Marie-Claire explains how investors are pricing stability, why single-tenant assets are back in favor, and how net leases function as a hybrid between real estate and corporate bonds.   The conversation also covers the return of interest in office real estate, the rise of sale-leaseback transactions as companies unlock capital, and why Montreal continues to attract both private and institutional investors despite ongoing political and economic headwinds. This episode offers a grounded, real-world look at how sophisticated investors are protecting cash flow and positioning portfolios for the next phase of the cycle.   Topics & Timestamps

Realty Income is redefining net-lease leadership through disciplined growth, global expansion, and a commitment to dependable income. CEO Sumit Roy joins Inside the ICE House to discuss how the company's scale, diversification, and strategic international moves are strengthening long-term value. He highlights how rigorous underwriting, data-driven decisions, and a culture of operational excellence are driving efficiency, innovation, and lasting impact across commercial real estate.

“Manufacturing assets, the availability of them, have been chronically undersupplied for decades,” says Teddy Kaplan, CEO of Net Lease for New Mountain Capital, when making the investment case for the sector within a net-lease portfolio. Kaplan joins Bloomberg Intelligence's Noel Hebert on this episode of the Credit Crunch podcast to discuss sale-leasebacks, the evolution of the marketplace and the synergies of net lease within the New Mountain product set. They also explore on-shoring trends dating back through several administrations, asset-multiple arbitrage, identifying the right markets and tenants, as well as geographic growth opportunities. Kaplan and Hebert conclude with a conversation on managing distress within the portfolio and the emergence of asset-backed funding solutions.

How did a former baseball player find his swing in commercial real estate? This week on Retail Retold, Chris Ressa welcomes Tyler Bindi, an investment sales broker with Marcus & Millichap, who has quickly risen through the ranks of the net-lease sector after entering commercial real estate in the middle of COVID-19. From his college baseball career at St. Mary's College of California, to selling season tickets for the Colorado Rockies, now to closing deals nationwide, Tyler shares how perseverance, cold-calling, and curiosity built his foundation during one of the toughest markets in recent history.Tyler reflects on the transformation of the net-lease landscape—from near-zero interest rates in 2021 to today's higher-rate environment—and the resulting shift in buyer and seller psychology. He explains how many mom-and-pop landlords remain sidelined, while new, first-time investors are entering the space seeking stable, long-term income and tax advantages.Together, Chris and Tyler break down how pricing expectations are finally converging, why quick-service restaurants remain a market bellwether, and how opportunistic investors are finding value in short-term, low-rent assets with strong real-estate fundamentals. Tyler also reveals his team's path to scaling from a one-man operation to a ten-person brokerage and why he believes Q4 2025 will mark a powerful resurgence in net-lease transaction volume.What you'll hear: How Tyler transitioned from sports sales to commercial real estate during COVIDWhat's changed most in the net-lease market over the last five yearsWhy short-term leases in great locations are attracting investor demandHow buyer and seller expectations are finally coming back into alignmentWhy Q4 2025 could be a breakout quarter for transaction volume

Why are institutions pouring billions into an asset class others are doubting?In this episode of What's In Store, Chris Ressa and Karly Iacono break down one of the most resilient yet often misunderstood corners of commercial real estate: net lease. While headlines focus on retail closures or shifting tenant dynamics, the reality is that net lease portfolios are performing at an extraordinary level, with occupancy rates consistently between 98 and 99 percent. This asset class is attracting serious institutional capital, and its structure creates predictable long-term income streams, and replacement costs and tenant “stickiness” make these properties so durable.They also tackle misconceptions—explaining why recent cap rate movements and financing challenges haven't diminished the underlying value of well-located, freestanding real estate. With creative financing and strategic positioning, today's market offers investors a rare window to buy below replacement cost while securing stable returns. Whether you're an active investor, a retail real estate professional, or simply curious about how “mailbox money” really works, this episode delivers a clear-eyed look at why net lease is a powerful and timely opportunity.What you'll hear: Why net lease portfolios are maintaining 98–99% occupancyHow long-term leases provide durability and predictable incomeThe role of replacement cost in strengthening asset valueWhy tenant “stickiness” adds security to investmentsThe growing appetite from institutional investorsHow rising cap rates and high financing costs create opportunityStrategies for investors navigating today's marketChapters00:00 Introduction to Net Lease Opportunities03:01 Understanding Occupancy Rates in Net Lease REITs05:55 The Durability of Income in Net Lease Investments08:47 Institutional Interest in Net Lease Properties12:09 Market Trends and Future Predictions for Net Lease14:59 Investment Strategies in Net Lease Real Estate

The headlines don't tell the full story. Behind the noise, the net lease sector is stronger and more dynamic than most investors realize — with nearly 99% occupancy in REIT portfolios and opportunities emerging across multiple sectors.In this episode of What's in Store, Karly Iacono and Chris Ressa go beyond the headlines to uncover the hidden strengths and future potential of net lease. From retail to alternative asset classes, we break down the metrics, trends, and investor strategies that are shaping the market right now.

Net lease assets are attracting more institutional capital. New Mountain Capital's Teddy Kaplan and CBRE's Will Pike explore why this resilient, tax-efficient investment strategy is gaining favor.Attractive in volatile markets: Positioned as a hybrid asset class—part real estate and part structured finance, net lease investments offer cash flow backed by quality credit tenants.Manufacturing momentum: Production facilities are emerging as high-performing assets due to their strong cash flow and tenant investment in infrastructure.Sale-leasebacks as strategic tools: Investors and corporate occupiers are increasingly using sale-leasebacks to unlock capital, especially in sectors where considerable capital is tied up in operating assets.· Capital market resilience: Despite macroeconomic headwinds, net lease is attracting institutional capital, with growing interest from large institutions and wealth management channels.· Risk-adjusted returns and geographic nuance: Cap rates and valuations vary significantly by location and tenant credit quality, underscoring the importance of underwriting both real estate fundamentals and corporate financial health.

Mike Kron is based in Newport Beach California. His strategy has pivoted lately to focusing on retail credit tenant net leases. These are the national brand operators that provide corporate guarantees on the retail lease for businesses that are not vulnerable to e-commerce and shrinking retail footprints. To connect with Mike visit https://guardiannetlease.com/ or email him directly at mike@guardian-advisory.com. -------------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)   iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)   Website: [www.victorjm.com](http://www.victorjm.com)   LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)   YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)   Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)   Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)  **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)   Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)   Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)  

This episode examines tenacity, the power of client-oriented service, and the latest in net lease transactions with Shannon Bona, co-founder and Managing Partner at CrownPoint Partners.The Crexi Podcast explores various aspects of the commercial real estate industry in conversation with top CRE professionals. In each episode, we feature different guests to tap into their wealth of CRE expertise and explore the latest trends and updates from the world of commercial real estate.  In this episode of The Crexi Podcast, host Shanti Ryle sits down with Shannon as she shares her journey from her beginnings in institutional real estate lending at PNC Bank to becoming a successful investment sales advisor. She discusses the strategic initiatives behind forming CrownPoint Partners, the importance of focusing on client-centric services, and the evolving landscape of commercial real estate, including insights into sale leasebacks and market trends. Shannon, a Crexi Platinum Award Winner, also highlights her dedication to mentoring the next generation of real estate professionals and the fulfillment of her long-standing dream of starting her own firm with equally dedicated partners.Introduction to the Crexi PodcastGuest Introduction: Shannon BonaShannon's Career JourneyEarly Career and MentorshipTransition to BrokerageNotable Deals and Client SuccessFounding Crown Point PartnersClient Expectations in a Post-COVID MarketThe Importance of Real Estate FundamentalsCreative Problem Solving in BrokerageSuccess Stories and Marketing StrategiesCrown Point's Vision for the FutureCurrent Market Trends and OutlookSale-Leaseback Transactions ExplainedEssential Retailers and Drive-ThroughsGuiding 1031 Buyers in Today's MarketBuilding Market Expertise and NetworkingRapid Fire Questions and Closing Remarks About Shannon Bona:Shannon Bona is a Co-Founder and Managing Partner of CrownPoint Partners and serves as Broker of Record for Florida and Connecticut. Shannon is a nationwide investment sales advisor for commercial properties, specializing in net lease assets ranging from new construction to 1031 Exchanges. She has been involved in nearly $1 billion in commercial real estate transactions.With over a decade of experience in the commercial real estate industry, Shannon best serves her clients by combining her background in institutional real estate lending and investment sales experience. Shannon started her career at PNC Bank in Real Estate Lending, providing high level debt solutions to all product types for private and institutional clients. She then transitioned to investment sales at Marcus & Millichap, where she thrived as a team leader and received the Rookie of the Year award. Most recently, Shannon was promoted in Spring 2024 to First Vice President of her previous firm, where she led the net lease retail team. Shannon is a graduate of Villanova University, located in Villanova, Pennsylvania, holding degrees in both Finance and Real Estate. Since 2016, she has been an active council member for Villanova's Daniel M. DiLella Center for Real Estate. The Nova Next Council provides strategic guidance on the center's mission and activities, its impact on curricula at the Villanova School of Business, and the expansion of professional development opportunities available to VSB students in the field of real estate. If you enjoyed this episode, please subscribe to our newsletter and enjoy the next podcast delivered straight to your inbox. For show notes, past guests, and more CRE content, please check out Crexi's blog. Ready to find your next CRE property? Visit Crexi and immediately browse 500,000+ available commercial properties for sale and lease. Follow Crexi:https://www.crexi.com/​ https://www.crexi.com/instagram​ https://www.crexi.com/facebook​ https://www.crexi.com/twitter​ https://www.crexi.com/linkedin​ https://www.youtube.com/crexi

Today we're going to be presenting a new offering on the Kay Properties marketplace located at www.kpi1031.com. The Kay Properties marketplace has many different Delaware Statutory Trust sponsor companies and their various offerings. So when investors log on, they can view current offerings from sponsor companies as Hines, Inland, NexPoint, Cantor Fitzgerald, Capital Square 1031, Exchange Right, and Hamiltion Point to name just a few.   In this podcast we are going to be hearing from Cove Capital Investments, another Delaware Statutory Trust, 1031 Exchange, and 721 UPREIT sponsor firm whose offerings are also found on the Kay Properties marketplace. This podcast features the head of investor relations, Karen Brown, and Sam Simino, head of acquisitions as they describe the new Cove Essential Net Lease Portfolio 90 DST.

Despite shifting fundamentals and increasing economic uncertainty, Gordon Whiting of TPG Angelo Gordon says that net lease assets are providing downside protection. Tariffs, interest rates, and a volatile stock market are weakening commercial real estate investment sentiment and pushing capital back to the sidelines—but net lease assets are the silver lining. Gordon Whiting, founder and co-portfolio manager of TPG Angelo Gordon's net lease strategy and a recent recipient of GlobeSt.com's Influencers of Net Lease award, has an optimistic outlook on net lease investment opportunity this year. Whiting sat down to talk about the net lease investment market. In the interview, he explains: ●     How the macroeconomic environment could affect net lease asset performance and investment ●     Opportunity for sale-lease back deals as companies look to monetize real estate assets ●     Why he is optimistic about net lease activity (and interest rates) in the second half of the year

Twenty-year veteran net lease investment advisor Nancy Miller, CCIM joins show host Michael Bull CCIM in Studio One to share an update on the STNL market. Discussions include cap rates, financing, transaction volume, hot properties and tips for developers, buyers and sellers in 2025. Bull Realty - Customized Asset & Occupancy Solutions: https://www.bullrealty.com/ Commercial Agent Success Strategies - The ultimate commercial broker training resource: https://www.commercialagentsuccess.com/ Watch the video versions of our show on YouTube! https://www.youtube.com/c/Commercialrealestateshow Follow us at: @BullRealty https://twitter.com/bullrealty @CRE_show https://twitter.com/CRE_show

Enjoy this conversation with Ben Kogut, of Rooster Equity. Ben is focused on single tenant net lease properties in the retail, medical, and industrial space. He focuses on value add strategies by extending leases, capitalizing on rent bumps, and taking advantage of other value add strateiges to increase values. Connect with Ben:https://roosterequity.com/https://www.linkedin.com/in/benkogut/Click to text the show! Email Jonathan with comments or suggestions:podcast@thesourcecre.comOr visit the webpage:www.thesourcecre.com*Some or all of the show notes may have been generated using AI tools.

Episode Title: From Hockey Glory to 1031 Stories: The Net Lease PlaybookEpisode Overview: In this episode, BJ and Isaiah tackle two seemingly unrelated topics—hockey memories and real estate—but bring them together in their signature style. The conversation ranges from reminiscing about seventh-grade choir trips and boarding school hockey days to a deep dive into the current state of 1031 exchanges and the net lease market. BJ and Isaiah use their industry insights to break down the basics of 1031 exchanges, analyze recent market data, and discuss how this niche part of real estate impacts everyone from individual investors to large institutions.Highlights:Seventh Grade Choir & Cherry Hill Trips:Isaiah kicks off with a humorous story from his childhood choir days, sharing a trip to Cherry Hill and the adventures that came with it. This sets a relaxed, relatable tone before diving into real estate insights.Hockey Banter and Boarding School Memories:The hosts swap stories about hockey culture, including BJ's kids' budding passion for hockey and Isaiah's memories of East Coast prep school. They touch on the significance of hockey in their lives and even suggest a hockey-themed episode someday!1031 Exchanges Explained:BJ breaks down 1031 exchanges, covering how this tax-deferral tool enables real estate investors to defer capital gains when they reinvest in “like-kind” properties. This section is great for listeners unfamiliar with 1031 exchanges or those wanting a refresher on its role in wealth building.Real Estate Data Debate:The hosts discuss the challenges in tracking accurate 1031 data. Referencing sources like CoStar, BJ and Isaiah critique the accuracy of self-reported data and highlight how real estate trends aren't always as they appear on paper. They also share their approach at Northmarq for analyzing transaction volume and 1031 trends.Interest Rates and Market Dynamics:With rising interest rates, the hosts discuss the impact on 1031 transaction volumes and cap rates. They share insights on how institutions are benefiting from current market conditions as private investors become more cautious.Looking Ahead: New Podcast Studio and Video Format:BJ and Isaiah wrap up the episode with excitement about their new office space, featuring a dedicated podcast studio and plans to incorporate video into future episodes. The new setup promises visual aids like whiteboards for deeper dives into data and analysis.Key Takeaways:1031 Exchanges Are Declining: Rising interest rates have reduced transaction volumes in the 1031 market, impacting private investors but creating new opportunities for institutional players.Tracking 1031 Data Is Tricky: Reliable data on 1031 transactions is challenging to find, making it essential for investors to question sources and take self-reported data with a grain of salt.Net Lease Properties as a Strategic Hold: For investors in 1031 exchanges, net lease properties offer a flexible option, acting as a “holding vehicle” with strong liquidity, making it easier to defer taxes while seeking new investment opportunities.Institutional Wins: With fewer 1031 buyers in the market, institutions face less competition, positioning them to acquire assets at attractive rates.Quotes of the Episode:“This episode might be about real estate, but the hockey talk might steal the show!” — BJ“Net lease is the only real estate asset you can underwrite in a night with confidence. That's why it's the go-to for 1031.” — Isaiah“We live in a world of made-up stats. Numbers lie and figures lie. It's all mumbo jumbo.” — IsaiahDon't Miss: The playful banter on Cherry Hill trips and hockey practice, the thoughtful analysis on real estate's biggest trends, and the teaser about the new studio setup for future episodes!Call to Action:If you enjoyed this episode, don't forget to subscribe, share, and leave a review! Follow us for more updates and industry insights on net lease, 1031 exchanges, and everything in between. Join us next week for more #NetTakeaways.

Episode Notes:Title: Market Imbalances, Grocery Retail Boom & The Fed's Next MoveHosts: Bryn Feller and Isaiah HarfEpisode Overview: In this episode of Net Takeaways, Bryn and Isaiah cover major trends in the commercial real estate market, focusing on key shifts in supply and demand imbalances, the grocery retail segment, and the Federal Reserve's influence on market movements. Here are the main takeaways:1. Market Supply-Demand ImbalanceThe hosts analyze the growing inventory in the net lease retail market, which has surged from $9 billion in 2022 to over $24 billion in 2024.The imbalance between available inventory and actual sales is stark, with projected full-year sales for 2024 at just over $10 billion, representing only 40% of the available inventory.Bryn and Isaiah discuss how cap rates need to rise further to help clear inventory and create stability in the marketplace.2. Grocery Retail: The Hottest SegmentGrocery-anchored retail is the current "hot" segment in commercial real estate, drawing interest from institutional investors, family offices, and private investors.The trio of grocery real estate categories—single-tenant, multi-tenant, and shadow-anchored centers—perform differently, with all segments remaining strong despite inflation concerns.The hosts attribute the strength of the grocery sector to its essential nature in driving foot traffic and supporting service-based retail, which has helped brick-and-mortar retail stay relevant.3. Shrinking 1031 Exchange Participation1031 exchanges, which previously accounted for 60-65% of the net lease market, are now down to around 15-20%.The hosts explore how the market is adapting to fewer tax-motivated investors and the emergence of yield-motivated buyers. They predict that 2025 will be a banner year for opportunistic investors, with substantial profits likely in both retail and office sectors.4. Federal Reserve, 10-Year Treasury & Geopolitical RisksBryn and Isaiah discuss how the market has pre-empted the Federal Reserve's actions, with the 10-year treasury yield reacting more to economic forecasts than to the Fed's moves.They anticipate oil prices could rise further due to geopolitical tension in the Middle East, potentially leading to inflation spikes that could delay rate cuts.5. Lighthearted Banter:The episode concludes with a humorous segment about Hurricane Milton, the hosts' personal routines, and a reference to BJ's late grandfather. Despite the seriousness of the storm's impact, the conversation provides a fun and humanizing moment.Key Quotes:"The real 800-pound gorilla isn't Chairman Powell, it's inventory levels. Cap rates have to rise if we want to clear this stock.""Grocery-anchored retail is the hottest thing out there right now. It's the industrial of three years ago.""2025 will be the year we look back and say people made a killing by buying in this market."Actionable Takeaways:Investors should keep a close eye on cap rate movements as the market seeks balance.Grocery-anchored retail remains a safe bet for long-term growth and stability.While the future of 1031 exchanges remains uncertain, yield-based investment opportunities abound.Be mindful of the impact that global events, particularly oil prices, may have on inflation and the Fed's next moves.Next Episode Preview: In the next episode, BJ and Isaiah will dive into new trends in logistics real estate and discuss whether the industrial sector will continue its upward trajectory or face new headwinds.Closing Remarks: Like, share, and subscribe to Net Takeaways with Feller & Harf on your favorite podcast platform. Stay tuned for more insights into commercial real estate and market dynamics.

Episode 33: Fed Rate Cuts, Cap Rate Chaos, and Net Lease NightmaresKey Topics Covered:The Fed's Recent Rate Cut – We break down what the much-anticipated rate cut means for commercial real estate and why the excitement may be a little overblown. If you've secured fixed-rate financing recently, this news might not change much for you.Cap Rate Trends – With inventory levels in net lease markets skyrocketing, we explore how this supply surge is shifting investor behavior and driving up cap rates. Plus, we explain how market dynamics might lead to tougher decision-making for investors facing a glut of options.Net Lease Mistakes – From co-tenancy clauses to the dangers of relying on personal guarantees, we tackle the common (and costly!) errors that investors need to avoid in today's market. Learn why giving away control of your destiny can make deals unravel.Market Velocity – After a slow summer, deal-making is picking up. We discuss why commercial real estate transactions are starting to move again and the psychology behind it. Is FOMO driving buyers to jump in, or is it more about capital managers needing to deploy funds before the year ends?Fun Sidebar – Listen in as BJ and Isaiah debate the pros and cons of Apple Music vs. Spotify, share a laugh over car tech quirks, and celebrate how a little humor helps lighten heavy industry insights.Key Takeaways:The rate cut is old news—don't fall for the hype.Inventory overload in net lease is creating cautious (and choosy) investors.Co-tenancy clauses and personal guarantees can be sneaky pitfalls—know what you're signing.Market velocity is back, but is it for the right reasons?Mentioned in this Episode:July and August deal-making trendsInventory trends in net lease marketsCap rates: where they are and where they're headedPersonal guarantees and tenant financialsThe psychology of decision-making in an oversupplied market

Join Dennis Cisterna, Chief Investment Officer at Sentinel Net Lease, and Karly Iacono, SVP at CBRE, as they debate Sentinel's unique investment strategy. Listen in as they discuss the value of the office sector, geographical diversification, financing strategies and more. For convenience please see topics and related video time stamps below: Finding value in the office sector: 2:42 Geographical diversification: 7:16 Opportunity in net lease retail: 13:04 Sourcing deals and opportunities: 19:44 Fund structure and financing strategies: 22:26 Concerns for the next few years: 28:53 Product types Sentinel Net Lease is targeting: 32:06 Watch. Learn. Excel. Learn more about Sentinel Net Lease: https://sentinelnetlease.com/ Karly Iacono | Senior Vice President CBRE Investment Properties O (201) 712-5612 | M (201) 600-3237 karly.iacono@cbre.com Warning-IRS Circular 230 Disclosure: CBRE and its affiliates do not provide tax advice and nothing contained herein should be construed to be tax advice. Please be advised that any discussion of U.S. tax matters contained herein is not intended or written to be used, and cannot be used, by the recipient of any Information for the purpose of avoiding U.S. tax-related penalties; and was written to support the promotion or marketing of the transaction or other matters addressed herein. Accordingly, any recipient of this video should seek advice based on your particular circumstances from an independent tax advisor. You also agree that the information herein down not constitute legal, defeasance or other professional advice and you should obtain legal advice from a qualified attorney licensed in your state. The opinions contained in this video are those of Karly Iacono and may not represent those of CBRE. All content is for educational purposes only. The following content may contain the trade names or trademarks of various third parties, and if so, any such use is solely for illustrative purposes only. All product and company names are trademarks™ or registered® trademarks of their respective holders.

Enjoy this discussion with Ron Rohde, principal at Ronald Rohde Law. In this conversation, Jonathan and Ron discuss Ron's strategy with net lease industrial properties, trucking, IOS, and what it takes to be successful in this asset class. Connect with Ron:https://www.youtube.com/c/ronaldrohdelawhttps://twitter.com/rohde88Click to text the show! Support the podcast by making a monthly donation through Patreon. When you contribute, you'll get access to bonus content not available anywhere else. If you enjoyed this episode, you would probably enjoy reading my weekly newsletter. Every Friday, you'll get a behind the scenes look at my investing, including current events in commercial real estate, deals I'm working on, and random personal things going on in my life. It's a super quick read and you can unsubscribe anytime. - Jonathan Subscribe to the newsletter here: www.thesourcecre.com/newsletterEmail Jonathan with comments or suggestions:podcast@thesourcecre.comOr visit the webpage:www.thesourcecre.com*Some or all of the show notes may have been generated using AI tools.

Welcome to the Car Dealership Guy Podcast. In this episode, I'm speaking with Mark Pomella, Vice President at SAB Capital where we discuss: The $30B market hiding within dealerships, How private equity values car lots, Dealership real estate tax hacks and much more. This episode of the Car Dealership Guy Podcast is brought to you by: OPENLANE - The world's best online dealer marketplace for used cars, bringing you exclusive inventory, simple transactions, and better outcomes. New to OPENLANE? Sign up now and receive a $350 buy fee credit. Learn more at https://www.openlane.com/ Cars Commerce - The platform to simplify everything about buying and selling cars. Learn more at https://www.carscommerce.inc/ SAB Capital -SAB Capital is a brokerage powerhouse of experienced investment sales professionals providing advisory services that create an impact across a variety of sectors and asset classes consisting of Net Lease, Retail, Industrial, Affordable Housing, Leasing, 1031, Sale Leaseback, and Capital Markets. Learn more at https://www.sabcap.com/ Interested in advertising with Car Dealership Guy? Drop us a line here Interested in being considered as a guest on the podcast? Add your name here Topics: (00:00:00) - Intro (00:01:38) - The state of the commercial real estate market today (00:04:16) - Mark's role at SAB Capital (00:05:48) - What are sale lease-backs? (00:07:30) - Why are dealers looking to sell their real estate as a form of financing? (00:09:48) - What is a dealer paying on average in a mortgage as a percentage of sales? (00:12:19) - Are you targeting any specific regions of the country? (00:18:51) - How does selling the real estate impact the value of the dealership? (00:22:02) - Tax consequences (00:23:05) - How do sales impact the experience of the facility?  (00:25:13) - What regions and brands are performing well right now? (00:27:09) - Who are the people buying these properties (00:32:01) - How are you getting deals across the table in this market state (00:33:22) - Closing thoughts Check out SAB Capital here. Check out Car Dealership Guy's stuff: CDG News - https://news.dealershipguy.com/ CDG Jobs - https://jobs.dealershipguy.com/ Instagram - https://www.instagram.com/cardealershipguy/ TikTok - https://www.tiktok.com/@guydealership X - https://x.com/GuyDealership LinkedIn - https://www.linkedin.com/company/cardealershipguy/ Everything else - dealershipguy.com This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.

In this episode, Jonathan sits down with Dennis Havrilla, a former professional football quarterback turned successful investor, to delve into the world of net lease retail investing.They explore how to identify high-quality tenants, the nuances of this unique investment strategy, and the pivotal role mentorship plays in both personal and professional growth. Whether you're a seasoned investor or just starting out, this conversation offers valuable insights that can help you make informed decisions and foster meaningful connections in your journey.In this episode, we discussed:The benefits and challenges of net lease retail investments.Dennis shares his journey from the football field to the world of finance and investing.Strategies for building a sustainable and profitable investment portfolio over time.CONNECT WITH DENNIS:Email: dennis@havrillacommercial.comWebsite: https://havrillacommercial.com/Social Media Links - InstagramCONNECT WITH JONATHANTo connect with Jonathan, you can send an email to info@greystonecapgroup.com or schedule a time to chat.To learn more about real estate investment opportunities, join the Greystone Capital Investor Network.Thanks for listening and until next time!

Introduction:BJ Feller and Isaiah Harsh open the episode with a casual conversation about Lollapalooza in Chicago.The hosts introduce the main topics: zombie pharmacies in NYC, unemployment and interest rates, and the impact of technology in commercial real estate.Zombie Pharmacies in New York:Discussion on the New York Times article about 222 dark big-box pharmacies in NYC, with specific statistics on their distribution across boroughs.Analysis of the negative impact on urban retail vibrancy and sales tax revenue.Exploration of the rise of independent pharmacies filling the void left by major chains.Economic and Market Updates:Review of the latest jobs report showing 110,000 jobs added in July, below the projected 170,000, and the potential implications for unemployment and Federal Reserve policy.Discussion on the drop in the 10-year Treasury yield and its impact on financing conditions in commercial real estate.Insights into how these economic shifts might affect cap rates, particularly in multifamily, retail, and office sectors.Placer.ai and Real Estate Analytics:Debate on the growing reliance on Placer.ai data in the retail investment world.Concerns raised about the accuracy and overdependence on cell phone data for retail traffic analysis.Emphasis on the importance of considering traditional metrics like unit-level sales performance and market rent comps.Closing Thoughts:The hosts conclude with a discussion on Q4 market expectations, highlighting the potential for increased deal activity due to lower interest rates.A light-hearted segment on favorite desserts, with a special mention of Joe's gluten-free options and RPM Steak's chocolate cake.Listener Engagement:Encouragement for listeners to provide feedback and questions for future episodes.This episode provides a comprehensive overview of current trends and challenges in the commercial real estate market, with a blend of serious analysis and entertaining banter.

This episode explores the latest net lease trends in commercial real estate with Darpan Patel, Senior Vice President of Investments at Marcus & Millichap.The Crexi Podcast explores various aspects of the commercial real estate industry in conversation with some of the top CRE professionals in the space. In each episode, we feature different guests to tap into their wealth of CRE expertise and explore the latest trends and updates from the world of commercial real estate.  In this episode, host Yannis Papadakis converses with Darpan about his journey in commercial real estate. Darpan shares his career progression from banking to becoming Senior Vice President at Marcus & Millichap, the formation of the Patel-Yozwiak Group, and the importance of mentorship. The discussion also explores the current state of the net lease market, the benefits and risks associated with net lease investments, and Darpan's advice for investors and brokers navigating today's challenging economic landscape. Meet Darpan Patel: Career HighlightsDarpan's Journey into Commercial Real EstateMentorship and Career LessonsWork Ethic and Team DynamicsThe Patel-Yozwiak Group: Formation and Market InsightsNet Lease Sector: Trends and OutlookRapid Fire Questions and Closing Remarks About Darpan Patel:Darpan Patel joined Marcus and Millichap as an Associate in April of 2012. He was promoted to Senior Associate in April 2016, elevated to First Vice President Investments in July 2019 and Senior Vice President in May 2023.Since joining Marcus & Millichap, Darpan has closed more than 350 transactions equating to more than $725 million of property sales in 40 states. His clients include developers, high net-worth investors, syndicators, medical professionals, private equity funds and private investment groups.Mr. Patel and his partner, Mr. Yozwiak, joined together in 2020 to form the Patel-Yozwiak Group of Marcus & Millichap. They lead a team of professional consultants that provide advisory services across the entire net leased sector. They have breadth and depth of experience in retail, restaurant, office, industrial, medical and hospitality. The team has closed in excess of 650 transactions valued in excess of $1.4B, across 40 states.Darpan graduated from the University of Cincinnati with a Bachelor of Business Administration, with a focus in Finance and Investments. He is a member of the International Council of Shopping Centers and in 2020 he received the ICSC Certified Retail Real Estate Professional (CRRP) designation, awarded to those with a high level of industry fluency.The Patel Yozwiak Group is quite active in supporting charitable and non-profit organizations, including Feeding America, Cincinnati Center for Autism, Cystic Fibrosis Foundation, The Point Arc, St. Judes, Feeding Tampa Bay and numerous other local organizations. If you enjoyed this episode, please subscribe to our newsletter to receive the very next one delivered straight to your inbox. For show notes, past guests, and more CRE content, please check out Crexi's blog. Ready to find your next CRE property? Visit Crexi and immediately browse hundreds of thousands of available commercial properties. Follow Crexi:https://www.crexi.com/​ https://www.crexi.com/instagram​ https://www.crexi.com/facebook​ https://www.crexi.com/twitter​ https://www.crexi.com/linkedin​ https://www.youtube.com/crexi

In this episode Feller & Harf explore the latest news in Sak's and Nieman's big merger and what it means for the mall and retail landscape more broadly. The latest Big Lots filing hales trouble ahead, what it means for the discount retail world. And what BJ & Isaiah are watching in the months ahead.

In this conversation, Jonathan talks with Dennis Havrilla, former professional football quarterback. The two discuss unique investing strategy of net lease retail, identifying quality tenants, and the power of mentorships in our personal and professional lives. Connect with Dennis:https://www.instagram.com/dhavrilla4/Click to text the show! Support the podcast by making a monthly donation through Patreon. When you contribute, you'll get access to bonus content not available anywhere else. If you enjoyed this episode, you would probably enjoy reading my weekly newsletter. Every Friday, you'll get a behind the scenes look at my investing, including current events in commercial real estate, deals I'm working on, and random personal things going on in my life. It's a super quick read and you can unsubscribe anytime. - Jonathan Subscribe to the newsletter here: www.thesourcecre.com/newsletterEmail Jonathan with comments or suggestions:podcast@thesourcecre.comOr visit the webpage:www.thesourcecre.com*Some or all of the show notes may have been generated using AI tools.

A Closer Look at Essential Net Lease 81 and San Antonio Multifamily 74 DSTs Chay Lapin, President of Kay Properties & Investments describes two new debt-free Delaware Statutory Trusts offerings that include the Essential Net Lease 81 DST and the San Antonio Multifamily 74 DST.

Enjoy this conversation with Laith Hermez, founder of Ironside Realty. Laith focuses on buying single tenant net lease deals in great locations with great tenants. In this conversation, Jonathan and Laith discuss the opportunities in STNL right now, buying all cash, developing a competitive advantage, and the future of STNL. Connect with Laith:https://www.linkedin.com/in/laith-hermiz-00709b54/https://twitter.com/LaithHermizCEOhttps://www.ironsiderealty.com/https://twitter.com/IronsideRealtyLaith@ironsiderealty.comClick to text the show! Support the podcast by making a monthly donation through Patreon. When you contribute, you'll get access to bonus content not available anywhere else. If you enjoyed this episode, you would probably enjoy reading my weekly newsletter. Every Friday, you'll get a behind the scenes look at my investing, including current events in commercial real estate, deals I'm working on, and random personal things going on in my life. It's a super quick read and you can unsubscribe anytime. - Jonathan Subscribe to the newsletter here: www.thesourcecre.com/newsletterEmail Jonathan with comments or suggestions:podcast@thesourcecre.comOr visit the webpage:www.thesourcecre.com*Some or all of the show notes may have been generated using AI tools.

Today, Laith Hermiz joins us to share his incredible experience in retail development and expertise in seizing opportunities in the retail space!Laith discusses how he continues to thrive in the single-tenant net lease despite some challenges in the market, the present and future trends in the retail business, and more insights that will help you stay ahead of the game in this asset class. Key Points & Relevant TopicsLaith's extensive background in real estate developmentHow to stay ahead of the competition in the single-tenant net lease spaceThe future of single-tenant net lease and retail real estateThe impact of online sales and businesses on retail real estateWhat's the real challenge in the market today and what makes Laith optimistic in the retail spaceCurrent trends and future opportunities in the STNL spaceThe importance of networking, taking risks and action, and starting early in real estateResources & LinksApartment Syndication Due Diligence Checklist for Passive InvestorAbout Laith HermizLaith Hermiz founded Ironside Realty to transform long-term relationships into high-quality development projects and acquisition opportunities. As founder and Chief Executive Officer of Ironside Realty, Laith is responsible for the execution of company strategy, including implementing and directing all development and investment transactions and guidance for all asset management activities. Mr. Hermiz has a diverse background in commercial real estate both in the public REIT and private sectors. He has acquired and developed over $2 billion worth of STNL retail, shopping center, mixed-use, and industrial projects. Prior to founding Ironside Realty, Mr. Hermiz served as Chief Operating Officer and Executive Vice President with Agree Realty Corporation. During his time at Agree Realty, he was integral in the company's growth from 73 properties to over 1,600 properties in just over 11 years. He served as the point person to all major retailers, establishing invaluable, enduring relationships throughout the industry. Prior to Agree Realty, Mr. Hermiz held positions as Vice President of Development and Redevelopment with Ramco-Gershenson Properties Trust, a large shopping center REIT. Mr. Hermiz holds a B.S. from Loyola University, Chicago, and a Juris Doctorate from the University of Detroit-Mercy School of Law. He is a licensed attorney and real estate broker in the state of Michigan and an active member of the State Bar of Michigan and the International Council of Shopping Centers. Get in Touch with LaithWebsite: https://www.ironsiderealty.com/ Email: laith@ironsiderealty.com LinkedIn: Laith HermizTo Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Brian Brisky is the founder of Brisky Net Lease. In this conversation, Brian and Jonathan discuss the challenging times that net lease is having, where opportunities lie, the future of pharmacies, how institutional players are acting right now, and how a client-centered approach has led to huge growth for Brisky Net Lease. Connect with Brian:https://brisky.com/https://www.linkedin.com/in/brian-brisky-7a486680/Support the podcast by making a monthly donation through Patreon. When you contribute, you'll get access to bonus content not available anywhere else. If you enjoyed this episode, you would probably enjoy reading my weekly newsletter. Every Friday, you'll get a behind the scenes look at my investing, including current events in commercial real estate, deals I'm working on, and random personal things going on in my life. It's a super quick read and you can unsubscribe anytime. - Jonathan Subscribe to the newsletter here: www.thesourcecre.com/newsletterEmail Jonathan with comments or suggestions:podcast@thesourcecre.comOr visit the webpage:www.thesourcecre.com*Some or all of the show notes may have been generated using AI tools.

This episode covers deal insights and need-to-know trends in Tampa Bay's net lease market with Ari Ravi of RIPCO Real Estate.The Crexi Podcast explores various aspects of the commercial real estate industry in conversation with some of the top CRE professionals in the space. In each episode, we feature different guests to tap into their wealth of CRE expertise and explore the latest trends and updates from the world of commercial real estate. Host Ashley Kopovich sits down with Ari Ravi for an in-depth discussion on his journey and expertise in commercial real estate. Ravi reflects on lessons learned from his career path and shares insights into the importance of mentorship, relationship building, and a client-focused advisory mindset in the CRE sector. The conversation also covers the resilience and opportunities in the CRE market, particularly in net lease assets and the evolving dynamics of the Tampa Bay area as a desirable investment location. Their wide-ranging discussion includes: Meet Ari Ravi: His Journey Through Commercial Real EstateAri's Origin Story: From Door-to-Door Sales to CRE SuccessThe Power of Mentorship and Learning from FailureBuilding a Career in CRE: Hard Work, Commitment, and BalanceInvesting in Relationships: The Key to Success in CREStarting Strong in CRE: The Value of a Tough MarketTeam Development and Leadership: Ari's ApproachBuilding a Supportive Team: The Importance of MentorshipThe Power of Respect in Professional RelationshipsNavigating the Tampa Bay Real Estate Market: Trends and InsightsThe Resilience of Net Lease Assets: A Deep DiveThe Impact of Economic Conditions on Real Estate InvestmentsRapid Fire Questions: Insights from a Real Estate ExpertFinal Thoughts: The Best Time to Enter Real EstateAbout Ari Ravi:Ari Ravi joined RIPCO Real Estate Services in December 2022 with a focus on investment sales for multi-tenant and single-tenant assets.Ari entered the commercial real estate industry with Prudential Commercial Real Estate FL in 2008 specializing in sales and leasing for office and retail buildings in the Tampa Bay MSA.  From 2013-2019 at Marcus & Millichap, Ari was an investment sales agent before moving into a Regional Manager position overseeing the Tampa office until 2019, where he experienced revenue growth every year.In 2019, Ari joined CBRE where he specialized in investment sales with a focus on multi and single tenant retail/office assets. During his tenure at CBRE, he closed approximately $200 million in transaction volume.Ari received his bachelor's degree from the University of Florida's Warrington College of Business.  Previously, he attended Berkeley Preparatory School in Tampa. If you enjoyed this episode, please subscribe to our newsletter to receive the very next one delivered straight to your inbox. For show notes, past guests, and more CRE content, please check out Crexi Insights. Ready to find your next CRE property? Visit Crexi and immediately browse hundreds of thousands of available commercial properties. Follow Crexi:https://www.crexi.com/​ https://www.crexi.com/instagram​ https://www.crexi.com/facebook​ https://www.crexi.com/twitter​ https://www.crexi.com/linkedin​ https://www.youtube.com/crexi

Are Single-Tenant Net Lease Properties Right for Your Investment Portfolio?This episode of the Real Estate Syndication Show dives deep into this investment strategy with Laith Hermiz, the President and Founder of Ironside Realty. With a whopping $2 billion in transactions under his belt, Laith offers invaluable insights on the evolution and current state of the STNL retail market.Laith's journey started in real estate law before transitioning to development with major REITs. This experience fueled his passion for STNL, leading him to launch Ironside Realty in late 2021. Their focus? Acquiring prime STNL assets nationwide, with a keen eye on the ever-changing retail landscape.Key Takeaways on the STNL Retail Market:Evolving Net Lease Landscape: The STNL sector is booming, attracting new investors and specializing in various submarkets like medical, industrial, and retail.Market Shift: A slowdown in deal volume and a widening price gap between sellers and buyers mark the current market. Rising interest rates favor all-cash buyers.Investment Strategies: Ironside Realty prioritizes essential service retailers with established e-commerce platforms and inflation-resistant lease structures. Creditworthiness and long-term property value are key considerations.Building Relationships: Laith emphasizes the importance of industry connections for accessing off-market deals and gaining a competitive edge.Challenges and Opportunities: While rising interest rates pose a hurdle, they also even the playing field by increasing borrowing costs for institutional investors. Value buys exist in specific sectors like dollar stores and car washes.Connect with Laith Hermiz on LinkedIn or visit Ironside Realty's website at www.ironsiderealty.com to learn more about STNL investment strategies.Thank you for tuning in! Remember to like, subscribe, and share the Real Estate Syndication Show with friends interested in building wealth through real estate. Visit lifebridgecapital.com to start investing today.VISIT OUR WEBSITEhttps://lifebridgecapital.com/Here are ways you can work with us here at Life Bridge Capital:⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow

Kay Properties & Investments Betty Friant, Managing Director and Executive Vice President and Matt McFarland, Senior Vice President discuss in detail two current debt-free DST offerings from Kay Properties & Investments.  Debt-Free DST Offering Number One: The first offering is for a Pepsi Distribution DST 64. This Net Lease Distribution DST is located in Frankfort, NY and is a 61,000 square foot industrial building with brand new construction. This asset has a current 10 year net lease on the property and is eligible for a 721 Exchange Rollup as a potential exit strategy.  Debt-Free DST Offering Number Two:  The second offering is for Florida Net Lease 72 DST. This asset currently has a new 20-year net lease in place that is corporately guaranteed with annual rental increases. Located in the Miami MSA, this net lease is for a Guidepost Montessori school. 

Welcome to a captivating episode of the “Inner Edison Podcast,” where we're about to dive into a thought-provoking discussion with real estate maven Agostino Pintus. Today, we're peeling back layers on how to build wealth through property investment, with Agostino sharing his multifaceted approach to acquisition, development, and net lease, focusing on assets that provide steady returns and withstand economic fluctuations. As someone who transitioned from a corporate IT job into the multilayered world of real estate, Agostino brings to the table a treasure trove of experience, from nurturing small multifamily deals to managing big syndications. Strap in as we dissect the practical tactics behind his successful ventures, and learn about his educational endeavors that guide aspirants in navigating the real estate space. We'll confront the tough questions too—Ed Parcaut doesn't shy away from the realities of a post-pandemic market and the ongoing dialogue on issues like housing, a shifting political landscape, and the critical need for proactive leadership. Together, we'll explore the value of cash flow investments, the significance of having multiple sources of passive income, and the strategic importance of property classification and market understanding in achieving real estate success. Join us in this engrossing conversation that goes beyond properties and profits, touching on social dynamics, the evolution of political parties, and the pertinence of educating the next generation on historical and economic matters. It's an episode filled with stories of real-world triumphs, insights into smart investments, and reflections on the broader implications of current trends. Whether it's understanding the potential of your first duplex investment or untangling the complexities of rent control in California, this podcast promises to enlighten, inform, and inspire. And as our world becomes increasingly unpredictable, grab the chance to gain clarity on securing your financial future, right here, on the Inner Edison Podcast. Follow Ed on all social media outlets @EdParcaut Need more information? Please visit https://www.edparcaut.com #EdParcaut #InnerEdisonPodcast #AgostinoPintus #RealEstateInsights #InvestmentStrategies #CashFlowInvesting #RealEstateEducation #PassiveIncome #SyndicationConcerns #PortfolioBuilding #RealEstateMentorship #AcquisitionsDevelopment #NetLeaseInvestments #OffsettingInflation #MultifamilyRealEstate #AssetClassification #RealEstateProfits #HomeownershipSecurity #EconomicOutlook #LuxuryRentalsAffordability #RealEstateJerky #WealthThroughRealEstate #PoliticalEconomyImpact #RealEstateMasterminds #ReaganLeadership #SuperBowlTalk #ElectionUncertainty #SocialismShift #VeteransAndVA #HistoricalPoliticalEducation #CashflowVsAppreciation #BuildingEquity #LeveragingHomeEquity #WorkforceHousingChallenges #PropertyDevelopmentFocus #LandlordStereotypes #DuplexInvesting #RentControlIssues #CaliforniaRealEstateMarket #BulletproofCashflow

Twenty-year veteran net lease investment advisor Nancy Miller CCIM joins show host Michael Bull CCIM in Studio One to share an update on the STNL market. Discussions include cap rates, financing, transaction volume, hot properties and tips for developers, buyers and sellers in 2024. Lument - Lending is more than a loan: https://www.lument.com/ Bull Realty - Customized Asset & Occupancy Solutions: https://www.bullrealty.com/ Commercial Agent Success Strategies - The ultimate commercial broker training resource: https://www.commercialagentsuccess.com/ Watch the video versions of our show on YouTube! https://www.youtube.com/c/Commercialrealestateshow Follow us at: @BullRealty https://twitter.com/bullrealty @CRE_show https://twitter.com/CRE_show

Ash Patel and Dan Lewkowicz discuss Dan's real estate journey and expertise in net lease investments. They explore strategies for risk mitigation and profit maximization in single tenant properties, comparing them with multifamily assets. Dan offers practical advice for investors in the retail and net lease sectors, emphasizing the importance of analyzing tenant and property health. Dan Lewkowicz | Real Estate Background Senior Director | Encore Real Estate Investment Services Based in: Birmingham, Michigan Say hi to him at: LinkedIn Best Ever Book: Think And Grow Rich by Napoleon Hill Greatest Lesson: Having to start over as a CRE broker after getting out of house flipping.   Sponsors BAM Capital

Get ready for another route to invest in real estate as we've invited the Godfather of Blockchain Real Estate, Michael Flight, to talk about the future of tokenization, his deep knowledge of NNN investing or triple net properties, and diversification strategies investors can take advantage of. Leverage the power of technology by tuning in to this episode!Key Points & Relevant TopicsMichael's journey as a retail real estate broker to getting into blockchain technologyWhat is blockchain technology and how does it work in real estateAn electronic marketplace to trade and purchase real estate shares Is there a fee associated with trading and selling tokenized assets?Why does it take a year to trade an asset or share in the marketplace?The future of tokenization in the financial and investment industryDifferences between tokenized assets and cryptocurrencyBest real estate assets for diversification in terms of tokenizationBenefits of investing in Triple Net Lease (NNN) properties Possible reasons why people owning shopping centers and retail properties exit despite good NOI and cash flowAdvantages of investing in debt fundsAdvice for investors to prepare for a possible recessionResources & LinksInvest on Main Marketplace: https://iom.ai/ Nothing But Net - Triple Net Show: https://nothingbutnet.us/ Blockchain real estate report: https://investonmain.com/real-estate-tokenization-report/ Apartment Syndication Due Diligence Checklist for Passive InvestorAbout Michael FlightMichael Flight is a real estate expert who has been named the Godfather of Blockchain Real Estate by Forbes Crypto. Michael is the founder of the Blockchain Real Estate Summit and co-founded Liberty Real Estate Fund, a Net Lease Property Security Token which has revolutionized real estate investing with access to stable & tradable private real estate.  With over 35 years of experience, Michael is a seasoned entrepreneur specializing in retail real estate investment, redevelopment and a real estate tokenization pioneer. In 1990, Michael co-founded Concordia Realty Corporation, which has partnered with the world's most prominent banks, insurance companies, hedge funds, and institutional investors to deliver many successful projects. Michael is also the co-host of the Nothing But Net - NNN Show podcast, which educates about triple net/net leased properties.  Michael's expertise has been recognized in media outlets such as CNBC, Real Vision, CEO Magazine, Yahoo Finance, CrowdFund Insider and others. Michael has been elected to public office, served on real estate investment advisory boards for two non-profits, and is a founding board member for Freedom of Life, a Romanian NGO that helps alleviate human trafficking.  Get in Touch with MichaelLinkedIn: Michael FlightWebsite: https://investonmain.com/ To Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Ever wonder why triple net leases are considered a preferred choice for many seasoned investors? Our episode today features a riveting discussion with Dan Lewkowicz, a seasoned expert in net lease investments and a Senior Director at Encore Real Estate Investment Services. He decodes the attractiveness of triple net lease investments, particularly to sizable institutions, highlighting their predictability and built-in rental escalations.Setting our sights on the broader economy, we dissect the impact of interest rates on the real estate market. Lewkowicz sheds light on the disparity between the federal funds rate and cap rates, and we dive into the landscape of residential real estate, Dow and Nasdaq, as well as the sentiment of the Federal Reserve. We also tackle the topic of distressed real estate assets - a niche that holds promise if navigated strategically. Lewkowicz impresses upon the importance of property evaluation and cultivating strong broker relationships for optimal gains.To cap off our episode, we go deeper into the benefits of triple net investments, looking at how value can be added. Lewkowicz illustrates this with an example of a Walgreens property in Cleveland, Ohio and the 'blend and extend' strategy that led to a substantial equity gain. We also explore how LinkedIn can be leveraged for real estate success. And finally, in a climate of market uncertainty, we share insights on staying informed and drowning out the noise. Looking to expand your knowledge of net lease investments and gain valuable insights from industry expert Dan Lewkowicz? Click here to tune in to the full episode and unlock a wealth of knowledge that can help you thrive in real estate investing! https://lifebridgecapital.com/2023/08/09/net-lease-investing-for-stable-and-predictable-returns-dan-lewkowicz/https://lifebridgecapital.com/2023/08/10/value-add-commercial-real-estate-with-blend-and-extend-amendments-dan-lewkowicz/VISIT OUR WEBSITEhttps://lifebridgecapital.com/Here are ways you can work with us here at Life Bridge Capital:⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow

Unravel the mystery of net lease investing with seasoned professional, Dan Lewkowicz from Encore Real Estate Investment Services. With a 15-year track record in the industry, Dan offers his expert insights into asset classes such as shopping centers and medical office buildings. He highlights the importance of a skilled team and unwavering determination in securing successful deals.Imagine knowing your rent costs for the next two decades - doesn't that sound like a dream? With triple net leases in commercial real estate, this dream can become your reality. Dan provides an in-depth comparison between these and multifamily investments, demonstrating why the former is a more secure and dependable asset class. He also provides a comprehensive analysis of the current real estate market climate, offering an economic forecast for the next 6 to 18 months.Our conversation concludes with a discussion on the importance of cultivating relationships with top clients. Dan shares his valuable advice for brokers on the benefits of allowing trusted buyers first access to new deals, ensuring smoother transactions. We also explore the concept of commercial property value and how to accurately assess it.Don't miss out on this opportunity to learn from one of the best in the business. This is a must-listen  for anyone interested in the world of net lease investing. Connect with  Dan on LinkedIn today. Expand your network, gain valuable insights, and start a conversation that could elevate your investment knowledge. Your journey into mastering net lease investing begins with this click!VISIT OUR WEBSITEhttps://lifebridgecapital.com/Here are ways you can work with us here at Life Bridge Capital:⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow