Net Lease

Dollar Tree, Dollar General, and Walmart have their strategic reasons.

Retailer takes write-down of nearly $6B for sagging health care play.

But the arrangement is unusual and isn't clear whether this will become a trend or remain a one-off.

Increasingly these firms are reaching agreement on valuations and price discovery.

Last year it did a "modest" $100 million in transactions.

The West remains the priciest region in the US.

A bit of early movement in office loans aren't guaranteed to keep going.

Above all, consumers love a bargain.