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In this video, we take a deep dive into triple net lease REITs—what they are, why they’ve historically delivered high margins, and how cost of capital and potential rate-cut tailwinds could drive AFFO and dividend growth ahead. We break down fundamentals, payout ratios, lease terms, tenant quality, valuation multiples, and M&A dynamics across the space.
 

00:37:10

Timestamps:

• 0:00 – Intro & Stock Market Update
• 1:20 – Defense in Football & Defensive Stock Strategy
• 1:46 – Why Net Lease REITs Are Brad’s Favorite Property Sector
• 2:34 – Net Lease REITs Masterclass: “Nothing But Net” Series
• 3:13 – What Is a Triple Net Lease REIT (NNN Explained)
• 4:47 – Why Landlords Love Net Lease REITs (Passive Income)
• 5:23 – Net Lease REIT Market Size: $14 Trillion Opportunity
• 6:28 – Why Tenants Choose Leasing vs. Owning (Cost of Capital)
• 7:27 – Net Lease REIT Universe: 21 Companies & Market Caps
• 8:17 – Dividend Yields, Payout Ratios, & REIT Valuations
• 9:08 – Net Lease REIT Performance (Year-to-Date & Five-Year Trends)
• 10:15 – Fundamentals & Cost of Capital Impact on REITs
• 12:09 – 5 Net Lease REITs to Avoid (Dividend Cuts & Risky Assets)
• 16:00 – JV Team REITs: Mid-Tier & Potential M&A Targets
• 19:20 – Gaming REITs: GLPI vs. VICI + Other Takeover Plays
• 22:20 – Arbor Realty Trust (ABR) – Risks of External Management
• 23:50 – New REIT Players: Curbline & Front Yard Realty
• 24:55 – WP Carey (WPC) Dividend Cut & Future Outlook
• 26:23 – Transition to Top Picks: Fab Five REITs to Buy
• 26:29 – National Retail Properties (NNN) – Dividend Aristocrat REIT
• 28:57 – Agree Realty (ADC) – Investment Grade Tenants & Ground Leases
• 30:50 – Essential Properties Realty Trust (EPRT) – Safest Payout Ratio
• 31:52 – VICI Properties (VICI) – Casinos + Experiential REIT Growth
• 33:09 – Realty Income (O) – The Monthly Dividend Company
• 35:09 – REIT Returns Outlook: Dividends, Valuations & Growth
• 36:10 – Outro

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