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Kentwood Capital Insights

Triple-Net Lease Retail and Medical Real Estate

Analysis, frameworks, and field notes from the people who actually close these deals.

Market Analysis

Sale-Leaseback Surge 2026: How the $14.4B Market Expansion Is Creating a New NNN Inventory Pipeline

The 2026 sale-leaseback market has expanded to $14.4B, flooding NNN inventory with credit-tenant deals. Here's what investors need to know.

1031 Exchange

1031 Exchange Into NNN Lease in 2026: Why Multifamily and Office Sellers Are Racing Into Single-Tenant Net Lease

Multifamily and office sellers are flooding into NNN lease replacements in 2026. Here's how to evaluate the trade and avoid the common pitfalls.

Market Analysis

MedTail 2026: How Healthcare Providers Are Transforming Retail Real Estate Into a Net Lease Opportunity

MedTail is reshaping NNN investing in 2026. Learn how healthcare tenants in retail spaces are creating durable net lease opportunities for savvy investors.

Tenant Credit

CVS vs. Walgreens in 2026: How to Underwrite Pharmacy Net Lease Credit Risk in a Diverging Market

CVS and Walgreens NNN leases are no longer interchangeable. Here's how to underwrite pharmacy credit risk in a diverging 2026 market.

Market Analysis

NNN Market Bifurcation in 2026: Why Investment-Grade Credit and Long Lease Terms Are Winning the Capital Race

In 2026's bifurcated NNN market, investment-grade credit tenants and long lease terms are commanding premium pricing. Here's what that means for buyers.

Deal Evaluation

One Big Beautiful Bill Act: How Permanent 100% Bonus Depreciation Transforms NNN Lease Returns

Permanent 100% bonus depreciation under the One Big Beautiful Bill Act reshapes after-tax returns for NNN lease investors. Here's what it means for your deals.

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