

21st January 2026 | by the Investment Grade Team
Realty Income (O), NNN REIT (NNN), Broadstone Net Lease (BNL)January 2026 Why Net Lease REITs Are Back in Focus The backdrop for real estate income investors has shifted meaningfully. Interest rates have peaked, financing costs are stabilizing, and new commercial supply is slowing sharply. At the same time, underlying demand for essential-use real estate remains…

After three years of historic underperformance, the publicly traded REIT universe is beginning to find its footing again. Entering 2025, REITs had accumulated a performance deficit of over 45 percentage points relative to the S&P 500—one of the largest gaps in modern market history. This valuation disconnect was driven not by failing fundamentals, but by…

A sector-by-sector tour of where income, risk, and relative value now sit Setting the Stage Investment-grade (IG) corporates entered 2026 in a rare position: all-in yields hover in the 5 % range—the highest carry investors have seen in more than a decade—yet credit spreads have compressed to multi-decade tights. In this environment the coupon you…

21st January 2026 | by the Investment Grade Team
The data center industry is undergoing a transformative era, driven by the escalating demand for digital services, cloud computing, and the rise of artificial intelligence (AI). This unprecedented growth has positioned data centers as a vital component of the digital economy, offering substantial opportunities for investors. JLL’s 2025 Global Data Center Outlook highlights the extraordinary…

21st January 2026 | by the Investment Grade Team
The Strategic Power of Investment Grade Sale Leasebacks in Commercial Real Estate Sale-leasebacks have emerged as a sophisticated financial solution for business owners who own real estate across a wide range of asset classes. By converting real estate assets into liquid capital while retaining operational control, this strategy offers businesses in healthcare, retail, industrial, and…
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