Description

In a recent episode of Net Lease TV, an all-star panel featuring Jesse Limon (Marcus & Millichap), Brittany Megrath (M Square Commercial), and Adam Malan (Colliers International) joined host Christian Marabella (Marabella Commercial Finance) to discuss key trends in the net lease market. Net Lease Market & Portfolio Updates Retail Coffee Leaders: The panel examined the expansion of drive-thru coffee titans like Starbucks, Dutch Bros, and 7-Brew Coffee, focusing on their dominance in the NNN sector. Dollar General Listings: Jesse Limon noted two newly developed Dollar General properties in Arizona currently listed in the mid-to-high 6.00% cap rate range on the Limon Net Lease Group website. Re-tenanting Success: Brittany Megrath highlighted her recent work re-tenanting properties with Slim Chickens, while Adam Malan shared details of a strong December featuring sales of 7-Eleven and other NNN assets. Major 7-Eleven & Leadership Developments Upcoming IPO: 7-Eleven’s parent company, Seven & i Holdings, is preparing for a North American Initial Public Offering (IPO) scheduled for the second half of 2026. Aggressive Growth: To bolster its independent value, the company plans to develop approximately 1,300 new large-format stores by 2030, averaging about 325 stores per year. Executive Retirement: Longtime CEO Joe DePinto retired at the end of 2025 after over 20 years at the helm. Stan Reynolds and Doug Rosencrans are currently serving as interim co-CEOs while a permanent successor is sought. To inquire about financing or selling Net Lease properties, you can reach Christian Marabella at (760) 803-6464 or via email. Additional episodes are available on the Net Lease TV Video Feed. Here is a link for Net Lease TV; https://www.marabellafinance.com/net-...