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Thoughts on the Market — The New Playbook for Real Estate Net Lease Investing
Not scored yet11m·2026-05-08·Money

The New Playbook for Real Estate Net Lease Investing

Thoughts on the Market · 1638

As real estate values reset and cap rates widen, net lease is back in focus—but the approach has changed. Ron Kamdem and Hank D’Alessandro explain. Read more insights from Morgan Stanley. ----- Transcript ----- Ron Kamdem: Welcome to Thoughts on the Market. I'm Ron Kamdem, Head of U.S. REITs and Commercial Real Estate…

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