NEW YORK CITY—We're living in interesting times in net lease, believes Sean O'Shea, Managing Director of BRC Advisors. He joined GlobeSt.com at RealShare NET LEASE on April 1 to discuss the just where the interest is coming from and how the changes are impacting the sector.
In spite of the built-in perception left over from the Great Recession, O'Shea says, compressed cap rates have been increasing supply in the industry. This has lead to dramatic differences in investor expectations, with Asian investors now crowding out private US investors as more conservative yields have attracted international money from China and Korea. O'Shea sees chasing yields as another primary motivator for the current sector interest.
Also discussed:
- The current state of supply by asset class
- Who will fare best in a potentially incremental recovery
- What's leading to the capital rate compression
- The outlook for interest rates in the upcoming years.
To view the full interview, click the image above.
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Geoffery Metz
Geoffery Metz is the content manager for ALM's GlobeSt.com, Credit Union Times and Treasury & Risk. Before joining ALM, he spent several years overseeing the newsroom at the financial wire service Business Wire, with special focus on multimedia presentation for the web.
