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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.

QUARTERLY MARKET REPORT Q2 2026 NET LEASE CAP RATE REPORT JULY 8, 2026 AMERICAN NET LEASE

Quarterly Market Report

Q2 2026 Net Lease Cap Rate Report

Q2 2026 single-tenant net lease cap rate trends across retail, industrial, and medical sectors, with Treasury spreads and buyer composition data.

18 pages

SECTOR OUTLOOK QSR SECTOR OUTLOOK 2026 JUNE 15, 2026 AMERICAN NET LEASE

Sector Outlook

QSR Sector Outlook 2026

2026 outlook for QSR net lease investment: cap rate trends, franchisee vs corporate credit, drive-thru premiums, and expanding concepts.

14 pages

TENANT CREDIT REVIEW DOLLAR STORE TENANT CREDIT REVIEW MAY 20, 2026 AMERICAN NET LEASE

Tenant Credit Review

Dollar Store Tenant Credit Review

Credit and lease analysis of Dollar General and Dollar Tree net lease assets: store growth, NN versus NNN structures, location risk, and cap rate spreads.

12 pages

The Net Lease Playbook

The briefing serious net lease investors read first.

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