Commentary

Here are a few spots where the market performance stats point to the need for at least some additional development starts in the immediate future.

The term that is starting to surface on several online forums is corpoworking.

Companies may engage in asset dropdown, transferring assets to newly created subsidiaries not covered by the company's existing lending facilities.

Buying the right net lease investments that have increases throughout the primary and option terms allows you to keep pace with, or even outpace inflation.

Some examples include best-in-class management programs, revenue-enhancing capital improvements or financial engineering.

Demand drivers are anticipated to change during the second half of this year as post Labor Day corporate travel should increase, and with schools reopening leisure travel will slow down.

We may see lenders dictating a change in the way landlords design their rent increases, and at the least, expect to see more re-trades as underwriters factor in "real return," or how the prevailing inflation rate impacts the asset's ROI.

Most companies will allow remote working after the pandemic.