Evaluating Net Leased Investments
Net Leased properties are attractive because they offer a real property investment vehicle that can be completely passive. With little to no management responsibilities, investors can own properties across the country and can easily diversify by market and tenant. At any given time there are over 2,000 net leased properties on market. Today we are discussing five key considerations for evaluating a net leased investment: 1. Tenant 2. Lease Term 3. Unit Level Economics 4. Real Estate 5. Return & Financing Watch. Learn. Excel.
In 2020 consumers returned approximately $428 billion dollars in merchandise. As consumers prioritize frictionless returns, retailers are implementing new strategies to keep up while remaining cost effective. Today we are discussing three new models retailers are using: 1. Just Keep It 2. Ship to Charity 3. Third Party Return Services Watch. Learn. Excel.
Pet Care Industry
Pet ownership and spending is on the rise. In 2020 the pet care industry was valued at over $99 Billion Dollars. Learn which two tenants are cashing in on this trend and why some veterinary care investments are getting a guaranty upgrade. Watch. Learn. Excel.
Investor Return Metrics (Cap Rate, IRR and NPV)
Understanding Capitalization Rate (Cap Rate), Internal Rate of Return (IRR), and Net Present Value (NPV) is critical to real estate investing. Learn how these three metrics are calculated and when to use each. Watch. Learn. Excel.
2020 Highlight Reel
Cheers an entire year of CRE Fast Five content! Enjoy a few highlights from 2020's episodes. Wishing our clients, colleagues and friends a very happy New Year. Comment below what topics you would like to see covered in 2021.
Wishing our clients and our colleagues a very Happy Holiday season and a peaceful and prosperous New Year. Best wishes from CRE Fast Five.
ICSC National Retail Convention Highlights
The International Council of Shopping Centers brings all segments of the retail industry together and is an excellent resource for thought-provoking ideas. Today we are discussing eight key takeaways from the December 2020 conference. Watch. Learn. Excel.
Net Lease Car Wash Overview
Historically, car washes have been sold as businesses. Today, private equity partnerships are leading to larger operators under net leased structures. Learn why car washes are an investment to consider. Watch. Learn. Excel.
Net Lease Pricing Update November 2020
Cap rate compression or cap rate expansion? Learn were deals in the popular net lease sectors traded in Q3 of this year. Watch. Learn. Excel.
Pop-Up stores are the ultimate expression of physical retail's new focus on flexibility. Temporary capacity expansion, unusual brand partnerships, and beta testing new products or markets are all ways retailers are using this short-term space. Learn which retailers are forefront in this new fluid model. Watch. Learn. Excel.
Sporting Goods and Outdoor Recreation
Coming into 2020, the retail sporting goods sector was challenged by numerous headwinds. Then COVID-19 hit and gave this sector a much needed boost. Watch. Learn. Excel.
Tenant Credit Ratings
Learn how to interpret S&P Credit Ratings and where most tenants fall on the scale. Watch. Learn. Excel.
State of the Net Lease Market October 2020
Take stock on current investor demand, cap rates, rent collections, and more. Learn the data points to help recalibrate your view of 2020. Watch. Learn. Excel.
New Investor Guide to Commercial Real Estate
CRE investing has many advantages including the potential for greater cashflow, capital appreciation, and long term stability. Understand the many benefits of investment properties and the basic industry terms. Watch. Learn. Excel
The TikTok + Walmart Powerhouse
A TikTok Walmart partnership could be very impactful to Retail. Learn why TikTok is relevant and how it could change the way we shop. Watch. Learn. Excel.
Quick Serve Restaurant Investment Overview
QSR, or fast food restaurants, are a hot segment of the net leased market. Learn why and how to evaluate. Watch. Learn. Excel.
Net Leased Child Care Overview
With employees starting to return to the office, now is a great time to consider a high yield net leased child care investment. Watch. Learn. Excel.
Gen Z Edition
Lighthearted thoughts from our youngest fans. Watch. Learn. Excel.
High Growth Markets
Demographic shifts are affecting development and investment opportunities. Which markets should you be considering? Watch. Learn. Excel.
Medical Net Lease
With new tenants and increasing demand, medical net lease is a sector to follow. Watch. Learn. Excel.
X Factors of Change
Intense disruption opens the door for ingenuity, creativity, and inventiveness. Expand your view of what's next. Watch. Learn. Excel.
Apple v. Microsoft - Retail Strategy Comparison
Microsoft is closing all of their US retail locations. Apple is expanding theirs. Learn why one is successful with bricks and mortar while the other is not. Watch. Learn. Excel.
Big Box Repositioning
Having a big box retail tenant vacate doesn't have to mean doom and gloom. Often it translates to opportunity for the investor. Watch. Learn. Excel.
Discount Store Overview
Discount stores have become a new darling of net leased investing. Learn how Dollar General, Family Dollar, and Dollar Tree compare and why you may want to consider investing in this part of the market. Watch. Learn. Excel.
Chapter 11 vs Chapter 7
A wave of bankruptcy filings hit the industry in March - June. Understand the different types of filings and learn which retailers have filed for bankruptcy protection recently. Watch. Learn. Excel.
How to Choose the Right CRE Broker
A quality broker can navigate deal roadblocks, add value during your hold period, and be a long term partner on your investment team. Are you working with the right person? Watch. Learn. Excel.
Travel Trends Post COVID-19
Retail, Hospitality, and Entertainment are all heavily impacted by the movement of people. Learn who is traveling and where this summer. Watch. Learn. Excel.
Is Cannabis CRE's Next Big Tenant?
A new multi-billion dollar industry is emerging. Learn how the COVID-19 shutdown is accelerating this segment of the market. Watch. Learn. Excel.
Benefits of Sale-leaseback Transactions
As credit markets tighten, sale-leasebacks become more attractive. Learn how this structure can benefit both owner/users and investors. Watch. Learn. Excel.
Retail Bankruptcies and the Path Forward
Learn why retailers must be focused on the adaptation of technology, defining a clear value proposition, financial conservatism, frictionless shopping and rapid adaptability. Watch. Learn. Excel.
Zero Cashflow Investing
Do you want to extract equity from a 1031 exchange tax free? Do you need high leverage but can't find it in today's market? Are you looking for a passive long term investment for estate planning purposes? Learn why zero cashflow, a lesser known part of the net lease market, may be the answer for many investors. Watch. Learn. Excel.
What's Next? CRE Considerations for Moving Past COVID-19
What should tenants and property owners be thinking about now as parts of the country begin to re-open? Watch. Learn. Excel.
COVID-19 Landlord Action Items
The Corona Virus Pandemic is far from over. What should commercial property owners be focused on right now? Watch. Learn. Excel.
Convenience Is Thriving
Convenience Stores are a Thriving Part of the Net Lease Market. Learn why 7-Eleven and Wawa are Market Leaders. Watch. Learn. Excel.
Emerging Market Impacts from the Ongoing COVID-19 Shutdown
Emerging market impacts from the ongoing COVID-19 shutdown. Key things to keep in mind as the situation evolves. Watch. Learn. Excel.
Who is Actively Buying Real Estate During the COVID-19 Shutdown?
Who is Actively Buying During the COVID-19 Shutdown? It's not business as usual but some deals are still getting done. Find out who is active in the market and why. Watch. Learn. Excel.
The Effects of the COVID- 19 Shutdown on Net Lease Commercial Real Estate and Lending
Today we are discussing the current lending climate and the potential big picture effects of the COVID-19 shutdown. No fluff - no hype, just insight into some of the changes we are already seeing in the market and things to consider moving forward. Watch. Learn. Excel.
Will small format grocers like Amazon GO and Aldi gain market share or will traditional stores like Kroger and Safeway continue to lead the pack? Watch. Learn. Excel.
Domino's stock jumped 25% in response to their Q4 earnings report. Today we unpack what they are doing right. Watch. Learn. Excel.
How to Evaluate a Net Lease Property
Valuable content for new buyers or those transitioning from other property types. Watch. Learn. Excel.
Today we are talking about the rise of Ghost Kitchens. Watch. Learn. Excel.
Why Physical Space will Continue to Be Relevant in Retail
Today we are discussing the need for retailers to continue to maintain physical space. Watch. Learn. Excel.
Lease Provisions that Affect the Resale Value of Investment Properties
Today we are discussing lease provisions that affect the resale value of investment properties. This is important content for both developers and investors. Watch. Learn. Excel.
1031 Exchanges Explained
Today we are discussing the basics of a 1031 Exchange. Great content for new investors. Watch. Learn. Excel.
Two Key Things Driving The Retail Evolution 2020
Today we are discussing two big concepts that are dramatically affecting retail: The consumers' increasing demand for efficiency in their lives and the push for new leisure. Watch. Learn. Excel.