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Research

Market intelligence for net lease investors

The analysis behind our advisory work — cap rates, sector dynamics, and tenant credit — published for the investors who need it. No cost; just an email.

MONTHLY TRACKER SALE-LEASEBACK CAP RATE TRACKER SEPTEMBER 11, 2026 AMERICAN NET LEASE

Monthly Tracker

Sale-Leaseback Cap Rate Tracker

Monthly sale-leaseback cap-rate bands by sector and guarantee, from the American Net Lease book. Cells under five sales stay withheld.

Live book table

WEEKLY MARKET REPORT NET LEASE WEEKLY: WHAT A YEAR OF LEASE TERM IS ACTUALLY WORTH AUGUST 17, 2026 AMERICAN NET LEASE

Weekly Market Report

Net Lease Weekly: What a Year of Lease Term Is Actually Worth

Asking cap rates across 872 live single-tenant listings show a 130 basis point spread between sub-five-year and 15-year-plus lease term.

6 pages

MARKET REPORT NET LEASE CAP RATE REPORT AUGUST 15, 2026 AMERICAN NET LEASE

Market Report

Net Lease Cap Rate Report

Where single-tenant net lease retail is priced today: twelve sectors, the ground-lease premium at constant term, and the price-band curve.

5 pages

TENANT CREDIT REVIEW DOLLAR STORES: WHAT A LOST GUARANTEE COSTS AUGUST 15, 2026 AMERICAN NET LEASE

Tenant Credit Review

Dollar Stores: What a Lost Guarantee Costs

Family Dollar left investment-grade ownership in July 2025. Fifty-nine live listings show what the market now charges for that missing guarantee.

4 pages

SECTOR OUTLOOK QSR 2026: ONE SECTOR, FOUR MARKETS AUGUST 15, 2026 AMERICAN NET LEASE

Sector Outlook

QSR 2026: One Sector, Four Markets

305 live quick-service listings, nineteen tenants, and a 321 basis point spread that no single sector cap rate can describe.

5 pages

The Net Lease Playbook

The briefing serious net lease investors read first.

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