On the Spot with Julia Ticus – November 2025

November 12, 2025

Julia Ticus on Triple-Net Retail REITs

Capright’s latest On the Spot podcast dives into what’s really happening in the Triple-Net Retail REIT sector, and it’s far more than “slow and steady.”

Julia Ticus joins Steve Williams to unpack key insights from Capright’s Triple-Net Retail REIT Update, including:

✅ How leading REITs are raising acquisition guidance, signaling confidence in this asset class.
✅ Why some investors call triple-net retail “defensive,” and why others see stability as a strategic opportunity.
✅ How REITs are adapting to uncertainty, pivoting with shorter lease terms and cautious capital deployment.
✅ Why YOY performance proves triple-net retail is still an ideal choice for risk-averse investors.

For a full breakdown of the latest trends and insights, check out our Triple-Net Retail REIT Update:

📬 Let’s Talk

At Capright, we are uniquely positioned to support institutional investors, operators, and developers navigating this evolving environment. As an independent valuation and advisory firm, we provide clarity, accuracy, and confidence, especially where the stakes are highest.

If you’d like to discuss the findings or need support with your Triple-Net Retail REITs or strategy, reach out to: