Retail closures, tenant bankruptcies, and shifting credit risk are reshaping commercial real estate. Stay informed on the forces that affect your lease income.
Walgreens closing 1,200 stores and CVS has shuttered over 1,170 since 2022, underscoring escalating tenant credit risk across pharmacy-anchored retail.
Read articleBoth pharmacy giants are dramatically shrinking their footprints, signaling deepening financial pressure on two of the most common NNN tenants.
Read articleDollar General closed 141 stores with ongoing closures across retail sectors, illustrating the breadth of tenant failure risk beyond headline names.
Read article32 retailers filed bankruptcy last year, driving massive lease disruption. Tariff-driven cost increases and consumer pullback continue to stress tenant balance sheets.
Read articleThe 83% debt-financed acquisition mirrors Sycamore's track record with retail bankruptcies, raising serious questions about long-term lease reliability.
Read articleLease rejection risk, cap rate impacts, and direct implications for landlords holding Walgreens-anchored properties in the post-acquisition landscape.
Read articleWith 30% of stores planned for closure, a wave of Walgreens real estate is flooding the market, creating displacement risk for property owners nationwide.
Read articleCap rates for Walgreens properties now rising above 7%. Analysis of landlord strategies in the face of a shrinking national tenant footprint.
Read articleLegal analysis of lease rejection mechanics and how capped damages under the bankruptcy code leave landlords significantly undercompensated.
Read article1,194 store leases and 50 owned properties have become available, illustrating the cascading real estate impact when a major pharmacy tenant collapses.
Read articleDeepening market bifurcation between investment-grade and weaker tenants is forcing investors to rethink long-held assumptions about passive income stability.
Read articleCurrent credit ratings for major NNN tenants, providing a clear picture of which tenants carry investment-grade backing and which do not.
Read articleHow tenant credit ratings directly impact property valuations, financing terms, and the long-term risk profile of net lease investments.
Read articleAn institutional perspective on how net lease credit risk is evolving, with analysis of tenant financial health across major retail categories.
Read articleBetween $875B and $936B in CRE loans mature in 2026 alone, creating refinancing pressure that will stress tenant-occupied properties across the country.
Read articleJ.P. Morgan's institutional view on risk and opportunity in 2026, including analysis of sector-specific vulnerabilities in the current rate environment.
Read articleTariff-driven tenant stress is squeezing retail margins, creating a new source of credit deterioration for landlords reliant on consumer-facing tenants.
Read articleCNBC's analysis of the 2026 outlook for CRE recovery, ongoing risks from elevated rates, and the sectors most vulnerable to continued disruption.
Read articleSee if your lease qualifies for tenant credit protection.