Net Lease Observer

Sean Hostert
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News, analysis and interviews focused on the single tenant net lease and sale/leaseback markets.

  1. 5 dage siden

    Evergreen principles with Glenn Rufrano

    Glenn Rufrano, longtime real estate executive, joins the program. With over 5 decades in real estate, Rufrano’s career has stretched from appraisal work at Landauer to Co-Founding O’Connor Group to CEO roles at firms including New Plan Excel, Centro Properties, Cushman & Wakefield, and VEREIT.   He now serves as Chairman of PREIT, Chairman of the ICSC Foundation, and sits on the board of a variety of REITs and other real estate businesses. Our conversation covers a myriad of evergreen topics, from credibility, focus, and patience to turn-arounds, value creation, and mobility. Glenn also provides his take on current themes including 401(k) access to illiquid alternative investments, semi-liquid fund structures, digital infrastructure, and sticky inflation.   This episode is sponsored by Commonwealth National Commercial Services – your national net lease title & escrow partner. Visit Commonwealth's website HERE for additional information and contact National Account Manager John Heap at (602) 705-4180 or john.heap@cltic.com. Check out www.netleaseobserver.com for all net lease and sale/leaseback content.

    1 t. 2 min.

  2. 16. jun.

    Asset allocation with Michael Batnick of Ritholtz Wealth

    Michael Batnick, Managing Partner at Ritholtz Wealth, joins the program. Ritholtz is a nationwide wealth management firm and RIA. Batnick is a prolific financial commentator and content creator through his blog the Irrelevant Investor, co-hosting both the Animal Spirits and Compound & Friends podcasts, and his 2018 book Big Mistakes: The Best Investors and Their Worst Investments.   Our conversation covers Michael’s unconventional path to Ritholtz, the firm’s independence and content creation as differentiators, asset allocation thoughts, views on alternative investments, liquidity, fee structures, and the potential outcomes of recent redemption waves at private funds. This episode is sponsored by Commonwealth National Commercial Services – your national net lease title & escrow partner. Visit Commonwealth's website HERE for additional information and contact National Account Manager John Heap at (602) 705-4180 or john.heap@cltic.com. Check out www.netleaseobserver.com for all net lease and sale/leaseback content.

    29 min.

  3. 9. jun.

    $90 billion & beyond with Realty Income's Sumit Roy

    Sumit Roy, President and CEO of Realty Income (NYSE: O), joins the program. Founded in 1969, traded on the New York Stock Exchange under the Ticker “O”, and known as the Monthly Dividend Company, Realty Income is a $90 billion enterprise value global net lease REIT with over 15,500 properties across North America, the U.K., and Europe. The company’s portfolio is primarily retail and industrial assets with additional exposure to gaming, data centers, and agriculture properties. Our discussion covers Sumit’s background, the societal tailwinds and strategic decisions driving Realty Income’s business model, the implications of the company’s massive scale, leaning into private capital as a source of equity, M&A, international opportunities, and much more.   This episode is sponsored by Commonwealth National Commercial Services – your national net lease title & escrow partner. Visit Commonwealth's website HERE for additional information and contact National Account Manager John Heap at (602) 705-4180 or john.heap@cltic.com. Check out www.netleaseobserver.com for all net lease and sale/leaseback content.

    43 min.

  4. 28. maj

    Net Lease at New Mountain Capital with Teddy Kaplan

    Teddy Kaplan, Managing Director, President and CEO of Net Lease at New Mountain Capital, joins the program. Our discussion covers New Mountain’s focus on industrial manufacturing assets in defensive growth industries, the benefits of the firm's existing PE and credit business infrastructure for its net lease investment process, the evolution of net lease as an asset class, and much more.   This episode is sponsored by Commonwealth National Commercial Services – your national net lease title & escrow partner. Visit Commonwealth's website HERE for additional information and contact National Account Manager John Heap at (602) 705-4180 or john.heap@cltic.com. Check out www.netleaseobserver.com for all net lease and sale/leaseback content.

    52 min.

  5. 12. maj

    ABS Financing with Charlie Dann of Truist

    Charlie Dann, Managing Director and Head of Esoteric ABS Banking at Truist Securities, joins the program. Our discussion covers all things asset-backed securitizations – the broad structure, its application to net lease including common terms, history, sponsors, and benefits, as well as the current market, 2026 outlook, and much more. Check out www.netleaseobserver.com for all net lease and sale/leaseback content.

    51 min.

  6. 16. apr.

    Sale/leaseback advisory with Matt Wrobleski

    Matt Wrobleski, Partner at SLB Capital Advisors, joins the program. After extensive M&A, divestiture, and corporate finance advisory, Wrobleski entered the net lease sector in 2014 and ultimately teamed up with a group of specialists to launch SLB Capital Advisors in 2020. The company focuses exclusively on sell-side sale/leaseback engagements with operating companies across industries and ownership structures (private equity; family owned; corporations; etc.). Quarterly, the firm releases a sale/leaseback market update report. Go to www.slbcapitaladvisors.com to contact the team and request the report. Check out www.netleaseobserver.com for all net lease and sale/leaseback content.

    57 min.

  7. 6. apr.

    CTL Financing with Elyssa McMullen of PGIM

    Elyssa McMullen, Head of Lease and CTL Financing at PGIM, joins the program. As a subset of the net lease industry, credit tenant lease or CTL financings are more structured finance than typical real estate lending. From underlying basics like standard CTL metrics and counterparties – to the esoteric specifics of unique deal construction, Elyssa shares insights and observations on CTL’s past, present, and future. With career lending totals approaching $15 billion over nearly 3 decades at PGIM, McMullen’s master class will benefit market participants of all experience levels. Check out www.netleaseobserver.com for all net lease and sale/leaseback content.

    1 t.

  8. 23. mar.

    Net lease longevity with Gino Sabatini of W.P. Carey

    Gino Sabatini, Head of Investments at W.P. Carey (NYSE: WPC), joins the program. With over 25 years of experience at the $25 billion publicly listed net lease REIT, Sabatini provides a history of the company along with commentary on the firm’s position of strength today, non-traded REITs, underwriting lessons, the power of longevity, AI, data centers, and, much more. 1997 Forbes article on FFCA & P.F. Chang's: https://www.forbes.com/forbes/1997/1215/6013168a.html CPA Program returns as provided by Sabatini: Program Years Total AUM Total Return Avg 10YT Spread Liquidiation event     CPA 1-9 1978-1998 $ 1 Bil 7.17% 8.4% (6.36% 92-98) -1.23% Listed on NYSE: "CDC" Jan 1998 - became "WPC" in 2000 CPA 10 1990-2002 $156 mil 8.81% 6.33% 2.48% Merged into CIP April 2002 ( shares or cash) CIP 1991-2004 $550 mil 11.22% 5.90% 5.32% Merged into CPA 15 2004 ( shares or cash)   CPA 12 1999-2006 $126 mil 10.91% 4.83% 6.08% Merged into CPA 14 ( shares or cash )   CPA 14 2001-2011 ~ $1 Bil 8.96% 4.23% 4.73% Merged into CPA 16 ( shares or cash )   CPA 15 2002-2012 $2.6 Bil 9.58% 3.85% 5.73% Merged into WPC, convert from LLC to REIT (Sept 2012) CPA 16 2004-2014 $4.0 Bil 7.64% 3.51% 4.13% Merged into WPC     CPA 17 2007-2018 $5.9 Bil 7.09% 2.87% 4.22% Merged into WPC     CPA 18 2013-2022 $2.7 Bil 10.60% 2.35% 8.25% Merged into WPC       Check out www.netleaseobserver.com for all net lease and sale/leaseback content.

    54 min.
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News, analysis and interviews focused on the single tenant net lease and sale/leaseback markets.

Oplysninger

  • Skaber
    Sean Hostert
  • Aktive år
    2025 - 2026
  • Episoder
    32
  • Vurdering
    Anstødeligt
  • Copyright
    © Copyright 2025 All rights reserved.
  • Websted for serie
    Net Lease Observer
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