- Triple Net Lease Properties Represent the Best Performing Commercial Real Estate Sector, May 2010. “It is the sector that lost the least value during the recession and rallied the quickest.†It combines prime real estate, stellar credit and pass through of expenses to the tenant, preserving yield. Wall Street Journal
- Timing Treasurys, or Not, WSJ April 2010. Given the continued deleverging environment money supply is not growing rapidly, indicating that near term inflation is unlikely. “Don’t expect 10-year yields to suddenly hit 5% in the next year or so.†Wall Street Journal
- Net Lease Deals Become a Bright Spot In Market, Retail Traffic, March 2010. Net lease deals are a safer bet because they are backed not only by the real estate but also by the credit of the tenant.â€And a lot of those deals are done long term, with 10-year, 15-year, 20-year leases, so you have a lot of stability, a lot of security.†(Jones Lang LaSalle) Bright Spot
- Triple Net Leases Regain Investors Trust, ICSC, SCT Week, February 2010. The sweet spot is equity heavy long-term (15 to 20 years) net lease with rent bumps. “They are willing to take an 8 percent to 8.5 percent return on money right now in these deals, as compared to having it in the stock market.†(Stan Johnson Company) Investors Trust
- Substantial Repricing in Store but Investors will Increase RE Allocations, Private Equity Real Estate, October 2008. The real estate market is in for a period of “substantial repricing†with valuations set to decline by up to a quarter in some developed countries.  Substantial Repricing
- Four Quick Questions…with Shelia McGrath, Real Estate Portfolio, July/August 2008, page 20.Shelia McGrath of Keefe, Bruyette & Woods identifies the net lease sector and healthcare as the two sectors best suited to weather the economic downturn in the current economic situation in the United States.
www.realestateportfolio.com - More Sale-leaseback deals for Troubled Firms? The Real Deal, June 2008, page 96. Interview with Robert Freedman, CEO of GVA Williams indicates that there are going to be a “spate†of sale-leaseback deals as “quite a classic corporate response to a downturn in the economyâ€. www.TheRealDeal.com
- Investors Face Ups and Downs, PriceWaterhouseCoopers Korpacz, Korpacz Real Estate Investor Survey, Second Quarter 2008, pages 3 and 40. The survey indicates that average overall cap rate for net lease property for the second quarter 2008 is 7.63%.  According to the survey, “Despite current credit issues and the pricing disparity between buyers and sellers, sale-leaseback transactions are occuring at a steady pace as companies strive to increase liquidity, minimize debt, and fund acquistions.â€www.pwcreval.com/survey/home.asp
- Dollar’s Best Gain in Six Years Powers Stock, Wall Street Journal, August 9, 2008. Dollar’s gain against the Euro may be due to growing concern of serious economic pain in Europe, and may be the early stage of an extended rally. Dollar’s Best Gain in Six Years
- Vulture Investors Won’t Have It Easy, Wall Street Journal, August 9, 2008. Investors in distressed debt likely not to profit as they did in prior years given too many buyers keeping debt prices up and the loose debt terms used in the deals. Vulture Investors Won’t Have it Easy