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Net Lease Observer episodes
- $7.5 Billion of Creditworthy Retail Net Lease with ExchangeRightJoshua Ungerecht and David Fisher, Managing Partners at ExchangeRight Real Estate, join the program. Founded in 2012, ExchangeRight serves over 8,300 investors, stewarding over $7.5 billion in assets under management diversified across over 1,400 properties, and 30 million square feet throughout 47 states.
Our conversation covers Joshua and David’s unique personal paths that led to meeting Warren Thomas and the founding of ExchangeRight, their focus on creditworthy net leased assets, the firm’s exhaustive due diligence process, financing deals in the early days of the platform, the DST industry, building to over $7 billion brick by brick, and much more.
This episode is sponsored by Commonwealth National Commercial Services – your national net lease title & escrow partner. Visit Commonwealth's website HERE for additional information and contact National Account Manager John Heap at (602) 705-4180 or [email protected].Check out Net Lease Observer for all net lease and sale/leaseback content.
1 hr 15 min - The Wisdom in Net Lease with Jeremy Schwartz
Jeremy Schwartz, Global Chief Investment Officer of WisdomTree, joins the program.
With over $170 billion under management globally, WisdomTree offers a diverse suite of exchange-traded products, models and solutions, private market investments and digital asset-related products. Schwartz has served at the company for over 20 years and also hosts the Behind the Markets podcast. He is a CFA charterholder.
Our conversation covers Jeremy’s time as head research assistant for Professor Jeremy Siegel, the growth of WisdomTree from start-up to global powerhouse, how individuals, advisors, and allocators can better allocate to diversified investments without losing the benefits of the traditional 60/40 stocks and bonds portfolio, the firm’s new real assets model portfolio and the inclusion of the Colterpoint Net Lease Real Estate ETF, his view on alternatives, and much more.
This episode is sponsored by Commonwealth National Commercial Services – your national net lease title & escrow partner. Visit Commonwealth's website HERE for additional information and contact National Account Manager John Heap at (602) 705-4180 or [email protected].Check out www.netleaseobserver.com for all net lease and sale/leaseback content.
50 min - Building a billion-dollar industrial private REIT with Dan GoldsteinDan Goldstein, Founder, CEO, and Chairman of the Board of Directors at Royal Oak Realty Trust, joins the program. Based in Rochester, NY, Royal Oak is a private, non-traded REIT focused on investing in a diversified real estate portfolio substantially consisting of mission-critical industrial properties, net leased to creditworthy tenants under long-term lease contracts. The Company surpassed $1 billion in total portfolio capitalization earlier this year. Our conversation covers Dan’s professional path through public accounting and value-add industrial real estate, working with and learning from his father, why Royal Oak focuses on industrial manufacturing assets, target deal characteristics, the quantity and quality of deal flow over time, the firm’s proprietary underwriting scorecard, and much more.This episode is sponsored by Commonwealth National Commercial Services – your national net lease title & escrow partner. Visit Commonwealth's website HERE for additional information and contact National Account Manager John Heap at (602) 705-4180 or [email protected].
Check out www.netleaseobserver.com for all net lease and sale/leaseback content.
1 hr 4 min - Retail development with Josh SimonJosh Simon, Founder & CEO of retail property developer SimonCRE, joins the program. Launched in 2010, SimonCRE has completed more than 305 development projects across 24 states, aggregating to a value in excess of $1.6 billion. Our conversation covers Josh’s background, founding his namesake firm in 2010 while in his mid-20s, risk tolerance and mitigation, creativity and deal complexities as differentiators, the dynamics of retail development today, his perspective on growing retail sectors like coffee and medtail, consideration of large retail center including merchandising mix, stacking, and parking, and much more.This episode is sponsored by Commonwealth National Commercial Services – your national net lease title & escrow partner. Visit Commonwealth's website HERE for additional information and contact National Account Manager John Heap at (602) 705-4180 or [email protected].
Check out www.netleaseobserver.com for all net lease and sale/leaseback content.
58 min - Evergreen principles with Glenn RufranoGlenn Rufrano, longtime real estate executive, joins the program. With over 5 decades in real estate, Rufrano’s career has stretched from appraisal work at Landauer to Co-Founding O’Connor Group to CEO roles at firms including New Plan Excel, Centro Properties, Cushman & Wakefield, and VEREIT.He now serves as Chairman of PREIT, Chairman of the ICSC Foundation, and sits on the board of a variety of REITs and other real estate businesses. Our conversation covers a myriad of evergreen topics, from credibility, focus, and patience to turn-arounds, value creation, and mobility. Glenn also provides his take on current themes including 401(k) access to illiquid alternative investments, semi-liquid fund structures, digital infrastructure, and sticky inflation.This episode is sponsored by Commonwealth National Commercial Services – your national net lease title & escrow partner. Visit Commonwealth's website HERE for additional information and contact National Account Manager John Heap at (602) 705-4180 or [email protected].
Check out www.netleaseobserver.com for all net lease and sale/leaseback content.
1 hr 3 min - Asset allocation with Michael Batnick of Ritholtz WealthMichael Batnick, Managing Partner at Ritholtz Wealth, joins the program. Ritholtz is a nationwide wealth management firm and RIA. Batnick is a prolific financial commentator and content creator through his blog the Irrelevant Investor, co-hosting both the Animal Spirits and Compound & Friends podcasts, and his 2018 book Big Mistakes: The Best Investors and Their Worst Investments.
Our conversation covers Michael’s unconventional path to Ritholtz, the firm’s independence and content creation as differentiators, asset allocation thoughts, views on alternative investments, liquidity, fee structures, and the potential outcomes of recent redemption waves at private funds.
This episode is sponsored by Commonwealth National Commercial Services – your national net lease title & escrow partner. Visit Commonwealth's website HERE for additional information and contact National Account Manager John Heap at (602) 705-4180 or [email protected].Check out www.netleaseobserver.com for all net lease and sale/leaseback content.
29 min - $90 billion & beyond with Realty Income's Sumit RoySumit Roy, President and CEO of Realty Income (NYSE: O), joins the program.
Founded in 1969, traded on the New York Stock Exchange under the Ticker “O”, and known as the Monthly Dividend Company, Realty Income is a $90 billion enterprise value global net lease REIT with over 15,500 properties across North America, the U.K., and Europe. The company’s portfolio is primarily retail and industrial assets with additional exposure to gaming, data centers, and agriculture properties.
Our discussion covers Sumit’s background, the societal tailwinds and strategic decisions driving Realty Income’s business model, the implications of the company’s massive scale, leaning into private capital as a source of equity, M&A, international opportunities, and much more.
This episode is sponsored by Commonwealth National Commercial Services – your national net lease title & escrow partner. Visit Commonwealth's website HERE for additional information and contact National Account Manager John Heap at (602) 705-4180 or [email protected].Check out www.netleaseobserver.com for all net lease and sale/leaseback content.
44 min - Net Lease at New Mountain Capital with Teddy KaplanTeddy Kaplan, Managing Director, President and CEO of Net Lease at New Mountain Capital, joins the program. Our discussion covers New Mountain’s focus on industrial manufacturing assets in defensive growth industries, the benefits of the firm's existing PE and credit business infrastructure for its net lease investment process, the evolution of net lease as an asset class, and much more.This episode is sponsored by Commonwealth National Commercial Services – your national net lease title & escrow partner. Visit Commonwealth's website HERE for additional information and contact National Account Manager John Heap at (602) 705-4180 or [email protected].
Check out www.netleaseobserver.com for all net lease and sale/leaseback content.
53 min - ABS Financing with Charlie Dann of Truist
Charlie Dann, Managing Director and Head of Esoteric ABS Banking at Truist Securities, joins the program. Our discussion covers all things asset-backed securitizations – the broad structure, its application to net lease including common terms, history, sponsors, and benefits, as well as the current market, 2026 outlook, and much more.
Check out www.netleaseobserver.com for all net lease and sale/leaseback content.
52 min - Sale/leaseback advisory with Matt Wrobleski
Matt Wrobleski, Partner at SLB Capital Advisors, joins the program. After extensive M&A, divestiture, and corporate finance advisory, Wrobleski entered the net lease sector in 2014 and ultimately teamed up with a group of specialists to launch SLB Capital Advisors in 2020. The company focuses exclusively on sell-side sale/leaseback engagements with operating companies across industries and ownership structures (private equity; family owned; corporations; etc.). Quarterly, the firm releases a sale/leaseback market update report. Go to www.slbcapitaladvisors.com to contact the team and request the report.
Check out www.netleaseobserver.com for all net lease and sale/leaseback content.
57 min
About Net Lease Observer
From the publisher's feed
News, analysis and interviews focused on the single tenant net lease and sale/leaseback markets.