In the February 2026 edition of the Net Lease Data File, David Wirgler discusses the impact ongoing geopolitical conflict is having on the net lease market. While investor sentiment entering 2026 was strong and transaction activity remained active through the beginning of the year, increased uncertainty has caused many buyers and sellers to become more cautious.
According to David, the primary effect has been a slowing of market momentum rather than a fundamental shift in market fundamentals. If the conflict is resolved in the near term, optimism remains high for activity throughout the remainder of 2026 and into 2027. However, a prolonged period of uncertainty could continue to delay decision-making and reduce transaction volume across the market.
Key Takeaway: Market fundamentals remain constructive, but uncertainty surrounding global events is causing investors to pause, creating a temporary slowdown in net lease transaction activity.
Download the February 2026 Data File:
Disclaimer
This post is for informational purposes only and should not be considered financial advice. Always consult with a qualified financial professional before making any investment decisions.
