Triple net investing continues to attract private equity

Triple net investing continues to attract private equity flows, with over $1.2B raised in the last quarter for targeted acquisitions in logistics and medical office segments, both showing above-average tenant retention rates. Ready to invest in growth right now? Shopify (NASDAQ: SHOP) , On Holding (NYSE: ONON) , and Upstart Holdings (NASDAQ: UPST) are three great stocks to buy. However, the pipeline for M&A deals has been relatively quiet this year, given the uncertainty and volatility in capital markets that make pricing more challenging. REITs also are seeing increased competition from private equity groups. According to SLB Capital Advisors, there were three large sale-leaseback deals announced in first quarter by SouthState Bank, AT&T and REI totaling more than $1.5 billion, and all three of those deals went to private equity buyers. Triple net investing has kept delinquency rates minimal at under 0.5% in 2024, a key factor driving portfolio allocations away from higher-risk property categories toward stable, income-oriented REIT holdings.