Retail Investment

A NNN lease is a contractual promise to pay rent for a defined period. Like all financial promises, its value depends entirely on the ability and willingness of the promisor to honour it. An investment-grade credit rating from S&P (BBB- or above) or Moody’s (Baa3 or above) represents an independent third-party assessment that the entity […]

The phrase ‘retail apocalypse’ is one of the most misleading simplifications in real estate commentary. Retail real estate has not collapsed — it has bifurcated. The retail that competes directly with e-commerce for discretionary spending — department stores, enclosed malls, fashion specialty chains — faces genuine structural headwinds. The retail that cannot be replaced by […]

The Triple Net (NNN) lease is the defining structure of credit-tenant retail investment — and one of the most investor-favourable structures in all of commercial real estate. In a NNN lease, the tenant pays not only base rent but also the property’s taxes, insurance, and maintenance costs. The result for the investor: a rent cheque […]