Mar. 10 at 5:39 PM
There are plenty of markets that
$CAPS has yet to tap into. Perhaps deals are already in the works. It’s only a matter of time…🤙
“America runs on fast food. Turns out, so does the investment market.
Of the 90K+ commercial real estate deals we tracked from ‘21–‘26, nearly 1/4 was a QSR property. That's 22K+ closings, more than any other single asset type in our dataset.
One sector, 1/4 of the entire market.
Starbucks. Taco Bell. Chick-fil-A. Dunkin'. Burger King. Pizza Hut.
$DPZ.
$WEN.
$CMG.
$YUM. The most familiar names in American life are also some of the most traded real estate assets in the country.
…
Fast food built an empire on consistency & convenience.
So did fast food real estate. The drive-through isn't going anywhere. Neither is investor appetite for what's underneath it.”
https://www.linkedin.com/posts/davewirgler_cre-qsr-netlease-activity-7437131415172902912-8Lsr?