- We dive into net lease REITs and how their unique business strategy allows them to generate impressive earnings growth, despite some of the lowest organic cash flow growth among subsectors.
- While on the surface they may seem to be a play on interest rates, the unique strategies and underlying properties warrant a more robust research process.
- We believe we have identified certain net lease REITs that provide an attractive risk-adjusted return scenario going forward that should succeed in multiple interest rate scenarios.
For further details see:
More To Net Lease REITs Than Interest Rates