- National Retail Properties (NNN +0.3%) is higher by 17% this year, solid, but not as good as sector stalwart Realty Income's 23.5% advance. Agree Realty is higher by 25.8%, and Spirit Realty by 19%. Store Capital is up 13%.
- Morgan Stanley downgrades to Equal Weight from Overweight. The $49 price target is up from $46 and compares to the current price of $46.94.