In the January 2026 edition of the Net Lease Data File, David Wirgler discusses why passive investors may want to begin paying closer attention to acquisition opportunities. Across much of the net lease market, cap rates have largely stabilized, with limited upward movement remaining for many highly stabilized assets.
While certain tenants and sectors may still see pricing adjustments due to oversupply, the broader market appears to be finding equilibrium. Combined with more favorable debt conditions than investors have seen in recent years, today’s environment may present an attractive entry point for buyers looking to deploy capital.
Key Takeaway: With cap rates flattening and financing conditions improving, 2026 could mark the beginning of a more favorable acquisition environment for passive net lease investors.
Download the January 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.
