Triple-Net Retail REIT Update – June 2025

June 4, 2025

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Triple-Net Retail REIT Update – June 2025

In a market defined by uncertainty, net-leased retail REITs continue to stand out as a model of resilience. Our latest update dives into how these REITs have navigated economic headwinds in Q1 2025 with strategic precision—focusing on essential, non-discretionary retail, fostering strong tenant relationships, and maintaining disciplined acquisition strategies. The result? In many cases, performance has exceeded expectations, backed by robust liquidity and a clear eye toward future opportunities.

Kris Oxtal headshot
Kristopher C. Oxtal, MAI
Principal
345 California Street
Suite 600
San Francisco, CA 94104
(813) 215-7075
koxtal@capright.com
Julia Ticus headshot
Julia H. Ticus
Senior Associate
345 California Street
Suite 600
San Francisco, CA 94104
(813) 215-7075
jticus@capright.com