Transaction activity in the single-tenant net-lease retail sector rebounded in 2025, with deal volume rising 18 percent year over year and reaching one of the highest levels on record, driven by improved investor alignment and easing rate pressures, according to Marcus & Millichap.
Growth was led by individual and portfolio deals, while entity-level transactions declined sharply, resulting in more, but smaller, deals overall.
Private investors dominated activity, accounting for roughly 71 percent of dollar volume, reflecting strong demand for stable, income-producing assets.
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