Topic
Tenant Credit
Guides and real deal teardowns on tenant credit.
Is a Dollar General a good net lease investment? What to actually check
A real-estate-first look at Dollar General net lease properties: lease structure, the corporate guarantee, residual value, and the due-diligence checklist, plain English, not a stock pitch.
Read it →Walgreens net lease, explained for investors
How Walgreens net lease properties are typically structured, very long flat leases with tenant termination options, plus the sector context and the checklist that actually matters.
Read it →Dollar Tree and Family Dollar: What the Dollar-Store Category Means for Net-Lease Investors
A plain-English look at Dollar Tree and Family Dollar as retail real estate and net-lease investments: the history, the property footprint, and what owners should weigh before buying.
Read it →CVS as a Net-Lease Tenant: What Owners and Investors Should Know
A plain-English look at CVS Health as a retail real estate and net-lease investment tenant: its history, its footprint, and what its store strategy means for owners and buyers of single-tenant property.
Read it →Wendy's as Net-Lease Real Estate: What Corporate vs. Franchise Really Means for Your Investment
A plain-English look at Wendy's as net-lease retail real estate, and why who signs the lease, corporate or a large franchisee, matters as much as the brand on the sign.
Read it →Dialysis Clinics as Net-Lease Real Estate: DaVita, Fresenius, and the Case for Medical Retail
A plain-English look at dialysis clinics operated by DaVita and Fresenius as net-lease investment property: how the real estate works, what makes the tenant credit distinctive, and what owners should weigh before buying.
Read it →The guarantee that wasn't
A tenant with a name you'd recognize on the sign, and a guarantee that was really just one franchisee's checking account.
Read it →The Monday that never came
An environmental deal, a verbal loan approval, and an attorney who was going to write it up Monday. Life had other plans.
Read it →He signed on Thursday
The closing I still think about, and what it taught me about doing the work like it matters.
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