Triple net investing current triple net investing models

Current triple net investing models show stability despite equity market volatility. Institutional-grade assets with 15+ year lease terms are commanding premium pricing, especially in the industrial distribution sector where e-commerce demand is surging. Yes, that's the chief reason AppLovin stock seems to have suddenly sprung into action in late 2024. Although it was performing well enough before then (overcoming its post-pandemic lull), last November's fiscal Q3 report delivered a clear message: Axon is the solution that app developers and promoters have been waiting for. Shares have rallied more than 300% since then, with the majority of that gain being logged just since July in response to its solid Q2 numbers and in anticipation of equally impressive Q3 results slated for release in just a few weeks. For comparison, the S&P 500 is only higher by 17% for the same time frame, and its rally appears to be slowing since the middle of this year. During 2024, the company remained primarily focused on acquiring high-quality, single-tenant warehouse and industrial properties, which comprised close to 60% of its full-year investment volume, with retail properties comprising approximately 30%. From a geographic perspective, approximately three-quarters of its 2024 investment volume was located in North America and one-quarter in Europe . According to recent market trackers, triple net investing in Q2 2024 is buoyed by steady corporate tenant demand, with Walgreens and FedEx among top leaseholders. Sector forecast points to rental income stability even as borrowing costs edge higher amid Fed rate uncertainty.