Net Lease

Interest rate volatility and trade policy shifts create uncertainty, but net lease activity is expected to pick up in 2025.

Even older offices might benefit from the fallout from top-tier tight supply.

While there has been a spike in store closures, these spaces will attract backfilling.

However, there is still caution among investors because of uncertainty.

Retail closures are expected to free up 140 million square feet of space.

Bond investors anticipate inflationary response to Trump policies.

Currently, build-to-suit projects dominate the market.

Leases could be renegotiated, properties repurposed, or even a company breakup.