Industry news & insights

Now that 100% bonus depreciation is back, everyone’s sprinting toward the same finish line. Fee simple deals with depreciable improvements are now all the rage These assets will start to see increased transaction velocity in the latter part of Q3, all of Q4, and most likely throughout 2026.

This month the Federal Reserve made a unanimous decision to keep rates steady and reiterated they are taking a “wait-and-see” approach as unpredictable economic headwinds from tariffs could raise inflation and complicate policy decisions.

Have you noticed how much harder it has become to get deals into the end zone? Have you had conversations with your peers about how things are going for them? I keep hearing from people that 2025 has been a brutal year. I have one response to that: if you continue to take the same actions, you will get the same results.

The recent closure announcements by Jack in the Box and Rite Aid signal a continued reshaping of the tenant landscape.

The sell-off in the stock market and swings in the bond markets over the last few months have raised some interesting questions for the commercial real estate industry. Where will the capital be redeployed?

Fast food rents have skyrocketed over the last decade — as a result, the hierarchy of these tenants has shifted. The “Big Three” (Raising Cane’s, Chick-fil-A, and In-N-Out) are able to outbid everyone else for the best sites, reshaping the landscape for anyone outside their cohort.

It’s certainly not 2021 anymore. Remember the days when you could put almost any property on the market and it would garner multiple offers and sell shortly thereafter?

Historically, drugstore real estate assets have been considered some of the safest properties in the net leased marketplace. Walgreens had been the king of this mountain for decades.