Seeking Alpha

Last week, I wrote an article explaining the value proposition for investing in Triple Net REITs. More specifically, I explained that "no other REIT sector is growing faster than the net lease sector, fueled by new entrants and significant M&A activity." The wave of transactions has created significant investor interest and the once so-called "specialty" sector is now being transformed into a maturing catalyst for capital consolidation. As I explained:

The contraction in cap rates has led to significant deal flow (in excess of $15 billion in the last six months) and ….the depth of capital for net lease transactions continues to expand in light of the recent well-capitalized new entrants, providing additional liquidity for net lease assets.


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