2022 Net Lease Tenant Report

Page 1

net lease tenant report

W W W. M AT T H E W S . C O M


current on market data Number of Properties

29

Avg. Cap Rate

4.60%

Avg. Lease Term Remaining

13 Years

Avg. Price

$5,100,000

Lowest Cap Rate

3.50%

Highest Cap Rate

9.50%

cap rate correlation KEY STATISTICS Credit Rating

A

Market Cap

±$38.63B

Total Locations

±78,000

Headquarters

Dallas, TX

CAP RATE

7.00% 6.00% 5.00% 4.00%

1

5

5.50%

10 Years Remaining

4.85%

New Construction (15-20 Years)

4.25%

20

15

transactions

cap rate comparison 5 Years Remaining

10 YEARS REMAINING ON LEASE

2021

H1 2022

Transactions

150

66

Avg. Cap Rate

4.82%

4.50%

Avg. Term Remaining

11 Years

12 Years

Avg. Sale Price

$4,301,315

$2,515,200

recent sales comparables typical lease structure Lease Type

NNN or Ground Lease

Rent Increases

5-10% Every 5 Years

Lease Term

15 Years

Avg. Annual Rent

$300,000

Typical SF

±3,010

Avg. Sales

$2,620,216

CITY

STATE

PRICE

CAP

TERM LEFT BUILT

SOLD

Dallas

TX

$3,641,000

4.24%

11 Years

2018

4/20/22

Chula Vista

CA

$1,875,000

4.22%

3 Years

1960

4/20/22

Victoria

TX

$2,267,000

4.50%

15 Years

1956

4/19/22

Fort Worth

TX

$7,381,000

4.00%

15 Years

2022

4/15/22

Kissimmee

FL

$7,200,000

4.01%

15 Years

2021

4/14/22

Westlake

FL

$12,192,000

4.00%

15 Years

2021

4/14/22

Jacksonville

FL

$3,700,000

4.15%

7 Years

2013

4/8/22

La Grange

IL

$2,699,946

5.65%

6 Years

1997

4/6/22

Gardena

CA

$6,900,000

3.96%

15 Years

2021

4/4/22

Blacksburg

SC

$8,032,967

4.55%

15 Years

2021

4/1/22

Net Lease Tenant Report | 2


current on market data Number of Properties

19

Avg. Cap Rate

6.10%

Avg. Lease Term Remaining Avg. Price

7 Years $2,200,000

Lowest Cap Rate

4.70%

Highest Cap Rate

7.50%

cap rate correlation

KEY STATISTICS 8.00%

BBB-

Market Cap

±$12.68B

Total Locations

±5,500

Headquarters

Raleigh, NC

7.00%

CAP RATE

Credit Rating

6.00% 5.00%

1

5

10

15

20

YEARS REMAINING ON LEASE

transactions

cap rate comparison 5 Years Remaining

6.50%

10 Years Remaining

5.75%

New Construction (15-20 Years)

5.00%

2021

H1 2022

Transactions

294

101

Avg. Cap Rate

6.90%

6.50%

Avg. Term Remaining

7 Years

6 Years

Avg. Sale Price

$2,500,000

$2,100,000

recent sales comparables

typical lease structure CITY

STATE

PRICE

CAP

Lease Type

NN

TERM LEFT BUILT

SOLD

Kernersville

NC

$1,410,000

5.58%

9 Years

2022

4/25/22

Rent Increases

Flat

San Benito

TX

$1,120,000

6.84%

5 Years

2005

4/6/22

Lease Term

15 Years

Loris

SC

$1,420,000

6.18%

4 Years

2004

3/24/22

Waterloo

IA

$934,500

7.49%

2 Years

2000

1/28/22

Avg. Annual Rent

$105,000

Galax

VA

$931,111

6.30%

9 Years

1996

2/10/22

Typical SF

±7,000

Newnan

GA

$1,800,000

5.87%

10 Years

2010

3/2/22

Avg. Sales

$1,600,000

Charlotte

NC

$1,990,000

5.79%

10 Years

1998

2/22/22

Coal City

IL

$1,650,000

7.05%

9 Years

2012

3/24/21

Dolton

IL

$1,219,600

6.20%

8 Years

2005

11/24/21

Net Lease Tenant Report | 3


current on market data Number of Properties

19

Avg. Cap Rate

6.50%

Avg. Lease Term Remaining Avg. Price

11 Years $3,400,000

Lowest Cap Rate

5.00%

Highest Cap Rate

9.00%

cap rate correlation KEY STATISTICS

8.00%

-

Market Cap

±$1.261B

Total Locations

±1,680

Headquarters

Glendale, CA

7.00%

CAP RATE

Credit Rating

6.00% 5.00%

1

5

10

15

20

YEARS REMAINING ON LEASE

transactions cap rate comparison 5 Years Remaining

7.25%

10 Years Remaining

6.75%

New Construction (15-20 Years)

6.10%

2021

H1 2022

Transactions

44

47

Avg. Cap Rate

7.20%

6.4%

Avg. Term Remaining

13 Years

11 Years

Avg. Sale Price

$2,578,749

$2,326,572

recent sales comparables

typical lease structure Lease Type

NNN

Rent Increases

10% Every 5 Years

Lease Term

20 Years

Avg. Annual Rent

$180,000

Typical SF

±5,000

Avg. Sales

$2,626,000

CITY

STATE

PRICE

CAP

TERM LEFT BUILT

SOLD

Lincoln

NE

$3,217,000

6.60%

15 Years

1999

4/7/22

Rochester

MN

$4,150,000

6.72%

6 Years

2000

3/16/22

Tampa

FL

$2,950,000

7.47%

6 Years

1999

1/3/22

Cortland

NY

$3,747,500

7.00%

16 Years

2001

12/30/21

Oklahoma City

OK

$2,308,000

5.85%

25 Years

1999

12/17/21

Moreno Valley

CA

$2,816,000

4.75%

10 Years

2006

10/15/21

Beaver Dam

WI

$3,038,600

6.00%

25 Years

2015

9/28/21

Springfield

OH

$2,549,000

6.75%

15 Years

1995

7/22/21

Pewaukee

WI

$1,630,000

6.64%

13 Years

1998

6/16/21

Winchester

KY

$1,450,000

7.25%

11 Years

2003

6/7/21

Net Lease Tenant Report | 4


current on market data Number of Properties

31

Avg. Cap Rate

4.80%

Avg. Lease Term Remaining Avg. Price

14 Years $2,800,000

Lowest Cap Rate

3.80%

Highest Cap Rate

6.80%

cap rate correlation

KEY STATISTICS 8.00%

Credit Rating

BBB-

Market Cap

-

Total Locations

±3,300

5.00%

Headquarters

Atlanta, GA

4.00%

CAP RATE

7.00% 6.00%

1

5

10

15

20

YEARS REMAINING ON LEASE

transactions

cap rate comparison 5 Years Remaining

5.50%

10 Years Remaining

5.00%

New Construction (15-20 Years)

4.50%

2021

H1 2022

Transactions

236

58

Avg. Cap Rate

5.40%

5.10%

Avg. Term Remaining

11 Years

10 Years

Avg. Sale Price

$1,700,000

$2,015,000

recent sales comparables

typical lease structure Lease Type

NNN

Rent Increases

10% Every 5 Years

Lease Term

20 Years

Avg. Annual Rent

$96,120

Typical SF

2,500 - 3,500

Avg. Sales

$1,250,000

CITY

STATE

PRICE

CAP

TERM LEFT BUILT

SOLD

Kent

WA

$3,500,000

5.65%

14 Years

2016

2/24/22

Warren

MI

$2,040,380

5.25%

10 Years

1980

5/4/22

De Pere

WI

$1,732,000

4.85%

10 Years

2017

4/14/22

Des Moines

IA

$2,438,400

5.00%

13 Years

2015

4/15/22

Lubbock

TX

$2,888,888

4.50%

19 Years

2021

3/7/22

Canton

MI

$1,735,000

5.15%

10 Years

2003

3/7/22

Covington

GA

$2,195,000

4.78%

13 Years

1991

3/14/22

Norcross

GA

$2,522,700

4.40%

15 Years

1985

1/19/22

Indianapolis

IN

$1,585,000

5.95%

10 Years

1993

1/6/22

Peoria

AZ

$3,059,000

4.25%

19 Years

2001

4/11/22

Net Lease Tenant Report | 5


current on market data Number of Properties

15

Avg. Cap Rate

4.70%

Avg. Lease Term Remaining

9 Years

Avg. Price

$2,000,000

Lowest Cap Rate

3.85%

Highest Cap Rate

7.40%

cap rate correlation KEY STATISTICS Credit Rating

BBB

Market Cap

±$39.22B

Total Locations

±6,116

Headquarters

Memphis, TN

CAP RATE

7.00% 6.00% 5.00% 4.00%

1

5

10

15

20

YEARS REMAINING ON LEASE

transactions cap rate comparison 5 Years Remaining

5.50%

10 Years Remaining

4.50%

New Construction (15-20 Years)

4.00%

Ground Lease or NNN

Rent Increases

Custom

Lease Term

15 Years

Avg. Annual Rent

$90,000

Typical SF

±7,200

Avg. Sales

H1 2022

Transactions

103

55

Avg. Cap Rate

4.85%

5.0%

Avg. Term Remaining

8 Years

8 Years

Avg. Sale Price

$1,983,147

$1,873,721

recent sales comparables

typical lease structure Lease Type

2021

$2,200,000

CITY

STATE

PRICE

CAP

TERM LEFT

BUILT

SOLD

Bradenton

FL

$1,665,000

4.00%

15 Years

2012

12/14/21

New Babylon

NY

$3,940,000

5.23%

7 Years

2001

12/1/21

Union City

GA

$1,625,000

4.00%

15 Years

2021

10/14/21

Aberdeen

WA

$2,362,000

5.25%

6 Years

2014

10/7/21

Cleveland

OH

$1,372,000

4.24%

15 Years

2005

8/30/21

Orlando

FL

$1,667,000

3.75%

15 Years

2021

8/10/21

San Bernardino

CA

$2,330,000

5.15%

5 Years

1986

6/28/21

Seattle

WA

$3,780,000

4.79%

9 Years

1967/2008

6/28/21

Claremont

NH

$1,065,000

6.00%

2 Years

2003

1/18/21

Livermore

CA

$3,653,000

4.60%

10 Years

1967/2008

1/8/21

Net Lease Tenant Report | 6


current on market data Number of Properties

10

Avg. Cap Rate

5.10%

Avg. Lease Term Remaining

7 Years

Avg. Price

$4,400,000

Lowest Cap Rate

3.50%

Highest Cap Rate

7.50%

cap rate correlation 9.00%

KEY STATISTICS Credit Rating

A-

Market Cap

±$299.72B

Total Locations

±4,300

Headquarters

CAP RATE

8.00% 7.00% 6.00% 5.00% 4.00%

1

5

10

15

20

YEARS REMAINING ON LEASE

Charlotte, NC

transactions 2021

H1 2022

Transactions

49

41

Avg. Cap Rate

5.30%

5.35%

Avg. Term Remaining

10 Years

11 Years

Avg. Sale Price

$3,220,249

$4,038,684

cap rate comparison 5 Years Remaining

6.00% - 6.50%

10 Years Remaining

5.00% - 5.50%

New Construction (15-20 Years)

4.00% - 4.50%

typical lease structure Lease Type

Ground Lease or NNN

Rent Increases

10% Every 5 Years

Lease Term

15 - 20 Years

Avg. Annual Rent

$180,000

Typical SF

±4,000 - 6,000

Avg. Sales

$75,000,000 in Deposits

recent sales comparables CITY

STATE

PRICE

CAP

TERM LEFT BUILT

SOLD

Saint Paul

MN

$6,000,000

5.08%

14 Years

2020

4/12/22

Seneca

SC

$2,025,000

6.17%

8 Years

1993

6/18/21

Redding

CA

$1,625,000

5.14%

3 Years

1992

8/13/21

Port Jervis

NY

$1,400,000

8.95%

1 Year

1992

6/11/21

Columbus

OH

$1,920,000

4.25%

15 Years

2021

3/1/22

Rancho Cucamonga

CA

$6,150,000

5.33%

6 Years

1975

1/25/22

Pittsburgh

PA

$7,295,000

4.25%

17 Years

2018

1/6/22

San Antonio

TX

$5,000,000

4.40%

13 Years

2020

12/14/21

Chicago

IL

$4,500,000

6.00%

4 Years

2008

1/21/22

Orlando

FL

$3,625,000

6.92%

2 Years

2004

2/23/22

Net Lease Tenant Report | 7


current on market data Number of Properties

3

Avg. Cap Rate

6.50%

Avg. Lease Term Remaining

5 Years

Avg. Price

$7,470,000

Lowest Cap Rate

5.00%

Highest Cap Rate

10.00%

KEY STATISTICS

cap rate correlation BBB+

Market Cap

±$21.62B

Total Locations

±984

Headquarters

Richfield, MN

9.00%

CAP RATE

Credit Rating

8.00%

7.00%

1

5

10

20

15

YEARS REMAINING ON LEASE

cap rate comparison 5 Years Remaining

7.75%

10 Years Remaining

7.15%

New Construction (15-20 Years)

-

transactions 2021

H1 2022

Transactions

44

15

Avg. Cap Rate

8.11%

7.10%

Avg. Term Remaining

5 Years

5 Years

Avg. Sale Price

$6,120,000

$6,677,500

typical lease structure Lease Type

NNN

Rent Increases

Custom

Lease Term

15 Years

Avg. Annual Rent

$675,000

Typical SF

±45,996

Avg. Sales

$13,500,000

recent sales comparables CITY

STATE

PRICE

CAP

TERM LEFT BUILT

SOLD

Kohler

WI

$4,680,000

6.58%

14 Years

2006

4/4/22

Lake Geneva

WI

$4,560,000

8.60%

2 Years

2008

3/29/22

Peoria

IL

$7,970,000

9.23%

3 Years

2003

3/16/22

Glendale

AZ

$9,500,000

7.10%

8 Years

1994

2/28/22

Grand Junction

CO

$4,700,000

7.51%

5 Years

2006

12/28/21

Metairie

LA

$15,100,000

7.49%

8 Years

2003

9/15/21

Brownsville

TX

$7,530,000

7.50%

5 Years

2001

6/25/21

Net Lease Tenant Report | 8


current on market data Number of Properties

9

Avg. Cap Rate

6.00%

Avg. Lease Term Remaining

8 Years

Avg. Price

$2,700,000

Lowest Cap Rate

4.00%

Highest Cap Rate

7.60%

cap rate correlation KEY STATISTICS Credit Rating

Private

Market Cap

Private

Total Locations

±790

Headquarters

Charlotte, NC

CAP RATE

7.00%

6.00%

5.00%

1

5

10

15

20

YEARS REMAINING ON LEASE

transactions cap rate comparison 5 Years Remaining

6.75%

10 Years Remaining

6.00%

New Construction (15-20 Years)

≥5.50%

2020

2021

H1 2022

Transactions

12

48

21

Avg. Cap Rate

6.50%

5.90%

5.70%

Avg. Term Remaining

12 Years

11 Years

15 Years

Avg. Sale Price

$2,000,000

$2,500,000

$2,580,000

recent sales comparables

typical lease structure Lease Type

NNN

Rent Increases

5% - 10% Every 5 Years or 1% - 2% Annually

Lease Term

15 - 20 Years

Avg. Annual Rent

$1,350,000

Typical SF

±3,700

Avg. Sales

$1,900,000

CITY

STATE

PRICE

CAP

TERM LEFT

SOLD

Beaufort

SC

$2,400,000

6.15%

14 Years

12/29/21

Mt. Airy

NC

$1,451,613

6.20%

7 Years

11/30/21

Lincolnton

NC

$3,157,895

4.75%

15 Years

11/18/21

Spartanburg

SC

$3,135,000

5.58%

7 Years

11/5/21

Charlotte

NC

$3,190,964

5.40%

7 Years

11/3/21

Knoxville

TN

$2,991,453

5.85%

15 Years

10/18/21

Mt. Pleaseant

SC

$2,991,453

5.10%

12.5 Years

10/15/21

Augusta

GA

$2,500,000

7.85%

13 Years

10/14/21

Mebane

NC

$2,812,500

5.00%

14 Years

9/29/21

Greenville

SC

$2,400,000

5.69%

8 Years

9/20/21

Net Lease Tenant Report | 9


current on market data Number of Properties

3

Avg. Cap Rate

6.00%

Avg. Lease Term Remaining Avg. Price

9 Years $2,700,000

Lowest Cap Rate

5.70%

Highest Cap Rate

6.40%

cap rate correlation KEY STATISTICS

8.00%

-

Market Cap

±$2.437B

Total Locations

±1,220

Headquarters

Atlanta, GA

7.00%

CAP RATE

Credit Rating

6.00% 5.00%

5

1

10

15

20

YEARS REMAINING ON LEASE

transactions cap rate comparison

2021

H1 2022

Transactions

30

21

Avg. Cap Rate

6.26%

5.70%

5 Years Remaining

6.50%

10 Years Remaining

6.00%

Avg. Term Remaining

9 Years

12 Years

New Construction (15-20 Years)

5.50%

Avg. Sale Price

$3,144,507

$2,334,772

recent sales comparables

typical lease structure Lease Type

NN or NNN

Rent Increases

10% Every 5 Years Three, 5-Year Options

Lease Term

10 or 15 Years

Avg. Annual Rent

$202,258

Typical SF

±6,438

Avg. Sales

$2,521,758

CITY

STATE

PRICE

CAP

TERM LEFT BUILT

SOLD

Rome

GA

$3,150,000

6.00%

15 Years

2022

3/30/22

Cumberland

MD

$4,200,000

6.75%

9 Years

2016

12/20/21

Findlay

OH

$2,667,000

6.17%

10 Years

2002

12/10/21

Hattiesburg

MS

$3,664,000

6.55%

10 Years

2002

11/23/21

Clovis

NM

$3,400,000

6.40%

6 Years

2017

11/23/21

McAllen

TX

$4,360,000

6.68%

5 Years

2011

11/4/21

Abilene

TX

$4,583,333

6.00%

15 Years

2015

9/15/21

Austin

TX

$4,025,000

7.57%

3 Years

1978

7/15/21

Fresno

CA

$2,500,000

6.00%

5 Years

1995

6/10/21

Montgomery

AL

$2,376,146

5.45%

9 Years

2015

4/30/21

Net Lease Tenant Report | 10


current on market data Number of Properties

39

Avg. Cap Rate

5.00%

Avg. Lease Term Remaining

13 Years

Avg. Price

$2,800,000

Lowest Cap Rate

3.00%

Highest Cap Rate

9.00%

cap rate correlation

KEY STATISTICS Credit Rating

BB-

Market Cap

±$17.8B

Total Locations

±7,257

Headquarters

Miami, FL

CAP RATE

6.00%

5.00%

4.00%

1

5

10

20

15

YEARS REMAINING ON LEASE

transactions cap rate comparison 5 Years Remaining

5.75%

10 Years Remaining

5.25%

New Construction (15-20 Years)

4.75%

2021

H1 2022

Transactions

93

85

Avg. Cap Rate

5.20%

5.30%

Avg. Term Remaining

12 Years

12 Years

Avg. Sale Price

$2,145,285

$3,157,096

recent sales comparables typical lease structure Lease Type

NNN

Rent Increases

5 - 10% Every 5 Years

Lease Term

20 Years

Avg. Annual Rent

$110,000

Typical SF

±2,500

Avg. Sales

$1,400,000

CITY

STATE

PRICE

CAP

TERM LEFT BUILT

SOLD

Topeka

KS

$2,300,000

5.00%

15 Years

1985

5/5/22

Vero Beach

FL

$3,450,000

4.15%

20 Years

2020

4/22/22

Lake Worth

FL

$2,700,000

4.25%

15 Years

1987

4/20/22

Twentynine Palms

CA

$2,620,000

4.00%

15 Years

1988

4/1/22

Lawton

OK

$2,100,000

5.00%

12 Years

1996

3/29/22

Burbank

IL

$1,900,000

4.00%

17 Years

2020

3/28/22

Bridgeport

WV

$3,450,000

5.53%

10 Years

1986

3/23/22

Fairfield

CA

$2,130,000

4.50%

11 Years

1986

3/16/22

San Antonio

TX

$3,010,000

4.25%

18 Years

2000

3/11/22

Lee's Summit

MO

$1,850,000

5.32%

17 Years

1999

2/25/22

Net Lease Tenant Report | 11


current on market data Number of Properties

7

Avg. Cap Rate

4.60%

Avg. Lease Term Remaining

7 Years

Avg. Price

$2,700,000

Lowest Cap Rate

3.50%

Highest Cap Rate

5.50%

cap rate correlation KEY STATISTICS

7.00%

Private

Market Cap

Private

Total Locations

±1,100

Headquarters

Franklin, TN

6.00% CAP RATE

Credit Rating

5.00% 4.00% 3.00%

1

5

10

20

15

YEARS REMAINING ON LEASE

transactions cap rate comparison 5 Years Remaining

5.75%

10 Years Remaining

5.00%

New Construction (15-20 Years)

4.25%

2021

H1 2022

Transactions

26

24

Avg. Cap Rate

4.30%

4.30%

Avg. Term Remaining

14 Years

11 Years

Avg. Sale Price

$3,000,000

$3,567,257

recent sales comparables typical lease structure Lease Type

NNN

Rent Increases

10% Every 5 Years

Lease Term

20 Years

Avg. Annual Rent

$116,810

Typical SF

±3,100

Avg. Sales

$1,300,000

CITY

STATE

PRICE

CAP

TERM LEFT BUILT

SOLD

Prescott Valley

AZ

$2,961,000

5.25%

10 Years

2012

3/4/22

Las Vegas

NV

$3,600,000

5.00%

5 Years

1980

3/4/22

Henderson

NV

$3,380,000

5.51%

8 Years

2010

2/3/22

Escondido

CA

$2,625,000

3.98%

2.5 Years

1985

4/8/22

Barstow

CA

$4,130,000

5.32%

20 Years

2000

9/15/21

Inglewood

CA

$5,625,000

4.00%

4 Years

1989

9/7/21

Las Vegas

CA

$3,120,000

5.00%

10 Years

1983

8/19/21

Tucson

AZ

$2,192,871

5.09%

8 Years

1999

5/26/21

Anaheim

CA

$4,800,000

3.75%

20 Years

2000

5/11/21

Oceanside

CA

$2,725,000

4.24%

5.5 Years

2005

4/8/21

Net Lease Tenant Report | 12


current on market data Number of Properties

16

Avg. Cap Rate

4.40%

Avg. Lease Term Remaining

10 Years

Avg. Price

$5,600,000

Lowest Cap Rate

3.50%

Highest Cap Rate

6.00%

cap rate correlation KEY STATISTICS

8.00%

A-

Market Cap

±$364.3B

Total Locations

±4,925

Headquarters

New York, NY

CAP RATE

Credit Rating

7.00% 6.00% 5.00% 4.00% 3.00%

1

5

10

15

20

YEARS REMAINING ON LEASE

transactions cap rate comparison

2021

H1 2022

Transactions

35

28

5 Years Remaining

5.50%

Avg. Cap Rate

4.70%

4.30%

10 Years Remaining

4.25%

Avg. Term Remaining

10 Years

13 Years

New Construction (15-20 Years)

3.85%

Avg. Sale Price

$3,700,000

$3,700,000

recent sales comparables typical lease structure Lease Type

NNN or Ground Lease

Rent Increases

10% Every 5 Years

Lease Term

15 - 20 Years

Avg. Annual Rent

$197,600

Typical SF

±3,500

Avg. Sales

-

CITY

STATE

PRICE

CAP

TERM LEFT

BUILT

SOLD

Ridgeland

MS

$3,840,000

4.00%

15 Years

2022

5/2/22

Providence

RI

$2,710,000

4.00%

15 Years

2021

4/20/22

Peoria

AZ

$5,450,000

4.57%

6 Years

2008

1/31/22

Seattle

WA

$14,400,000

3.80%

23 Years

2021

1/21/22

Schiller Park

IL

$3,050,000

4.94%

10 Years

2012

1/5/22

Kissimmee

FL

$4,080,000

3.80%

15 Years

2021

12/30/21

Denver

CO

$3,300,000

4.35%

4 Years

2006

12/27/21

Carson

CA

$4,450,000

4.61%

5 Years

2006

12/23/21

Chicago

IL

$3,400,000

5.69%

12 Years

2014

12/13/21

Long Branch

NJ

$3,780,000

5.38%

4 Years

2006

12/8/21

Net Lease Tenant Report | 13


current on market data Number of Properties

6

Avg. Cap Rate

3.70%

Avg. Lease Term Remaining

16 Years

Avg. Price

KEY STATISTICS Credit Rating

Private

Market Cap

Private

Total Locations

±2,797

Headquarters

Atlanta, GA

5.00%

10 Years Remaining

4.00%

New Construction (15-20 Years)

3.50%

typical lease structure Lease Type

NNN

Rent Increases

10% Every 5 Years

Lease Term

15 - 20 Years

Avg. Annual Rent

$140,000

Typical SF

±4,500

Avg. Sales

$8,100,000

Lowest Cap Rate

3.50%

Highest Cap Rate

4.00%

transactions

cap rate comparison 5 Years Remaining

$4,700,000

2021

H1 2022

Transactions

51

22

Avg. Cap Rate

4.08%

3.70%

Avg. Term Remaining

12 Years

15 Years

Avg. Sale Price

$4,000,000

$3,600,000

recent sales comparables CITY

STATE

PRICE

CAP

TERM LEFT BUILT

SOLD

Beckley

WV

$2,535,067

3.75%

11 Years

2017

5/6/22

Alexander City

AL

$4,660,000

4.08%

15 Years

2021

4/7/22

Wichita Falls

TX

-

-

-

-

4/7/22

West Covina

CA

$8,580,000

3.40%

-

2019

3/16/22

La Place

LA

$3,067,000

3.75%

15 Years

2021

3/15/22

Carson

CA

$9,900,000

3.54%

20 Years

2021

2/15/22

Woodbury

MN

$3,666,000

4.00%

15 Years

2021

2/9/22

Palestine

TX

$6,326,000

-

14 Years

2020

1/4/22

Vestavia

AL

$3,667,000

3.50%

15 Years

2021

12/23/21

Palm Desert

CA

$7,246,000

3.45%

15 Years

2022

12/22/21

Net Lease Tenant Report | 14


current on market data Number of Properties

12

Avg. Cap Rate

4.26%

Avg. Lease Term Remaining Avg. Price

12 Years $3,151,060

Lowest Cap Rate

3.40%

Highest Cap Rate

5.42%

cap rate correlation

KEY STATISTICS -

Market Cap

±$37B

Total Locations

±2,966

Headquarters

Newport Beach, CA

6.00% 5.00%

CAP RATE

Credit Rating

4.00% 3.00%

1

5

10

15

20

YEARS REMAINING ON LEASE

transactions

cap rate comparison

2021

H1 2022

5 Years Remaining

5.10%

Transactions

43

24

10 Years Remaining

4.91%

Avg. Cap Rate

4.50%

4.40%

New Construction (15-20 Years)

4.35%

Avg. Term Remaining

13 Years

13 Years

Avg. Sale Price

$2,910,465

$3,000,000

recent sales comparables

typical lease structure Lease Type

NNN

Rent Increases

10% Every 5 Years

Lease Term

15 or 20 Years

Avg. Annual Rent

$125,200

Typical SF

±2,000

Avg. Sales

$2,200,000

CITY

STATE

PRICE

CAP

TERM LEFT BUILT

SOLD

Los Banos

CA

$2,755,000

4.08%

15 Years

2021

5/6/21

Syracuse

NY

$1,629,000

5.40%

11 Years

2015

1/28/21

Decatur

IL

$1,646,000

5.25%

14 Years

2019

2/1/21

Jackson

TN

$2,925,000

4.17%

15 Years

2021

3/21/22

Brunswick

GA

$3,058,823

4.25%

15 Years

2021

3/1/22

Greenville

OH

$2,200,000

4.68%

15 Years

2022

3/1/22

Chicago

IL

$3,600,000

4.00%

15 Years

2013

3/28/22

Roanoke

TX

$3,662,000

3.55%

18 Years

2019

3/25/22

Smyrna

TN

$3,800,000

4.10%

-

2013

3/23/22

Orlando

FL

$2,275,000

4.88%

7 Years

2004

3/23/22

Net Lease Tenant Report | 15


current on market data Number of Properties

16

Avg. Cap Rate

5.40%

Avg. Lease Term Remaining

7 Years

Avg. Price

$3,000,000

Lowest Cap Rate

4.15%

Highest Cap Rate

7.40%

cap rate correlation KEY STATISTICS

8.00%

BBB

Market Cap

±47.61B

Total Locations

±15,000

Headquarters

Laval, Quebec, Canada

7.00% CAP RATE

Credit Rating

6.00% 5.00% 4.00%

1

5

10

15

20

YEARS REMAINING ON LEASE

transactions cap rate comparison

2021

H1 2022

Transactions

51

37

5 Years Remaining

6.90%

Avg. Cap Rate

6.70%

5.90%

10 Years Remaining

5.35%

Avg. Term Remaining

7 Years

6.5 Years

New Construction (15-20 Years)

4.70%

Avg. Sale Price

$1,630,000

$1,964,640

recent sales comparables typical lease structure Lease Type

NNN

Rent Increases

Custom

Lease Term

10 - 20 Years

Avg. Annual Rent

$115,000

Typical SF

±3,000

Avg. Sales

-

CITY

STATE

PRICE

CAP

TERM LEFT

BUILT

SOLD

Raleigh

NC

$3,900,000

5.05%

20 Years

1999

3/29/22

Phoenix

AZ

$2,100,000

4.29%

17 Years

1985

3/23/22

Dolton

IL

$3,100,000

6.50%

15 Years

1998

1/31/22

Decatur

GA

$6,400,000

5.55%

15 Years

2020

12/30/21

Casselbury

FL

$1,400,000

6.50%

4.7 Years

1986

12/30/21

Forrest Park

GA

$4,100,000

5.75%

15 Years

2014

12/16/21

Land O Lakes

FL

$4,400,000

4.44%

20 Years

2021

10/13/21

Hixson

TN

$1,900,000

6.90%

3 Years

1990

10/4/21

Tampa

FL

$1,700,000

5.37%

10 Years

1987

9/13/21

Clearwater

FL

$3,800,000

4.50%

19.7 Years

1983

6/21/21

Net Lease Tenant Report | 16


current on market data Number of Properties

118

Avg. Cap Rate

5.00%

Avg. Lease Term Remaining

10 Years

Avg. Price

$7,000,000

Lowest Cap Rate

4.25%

Highest Cap Rate

6.25%

cap rate correlation KEY STATISTICS

8.00%

BBB

Market Cap

±$116.26B

Total Locations

±9,932

Headquarters

Woonsocket, RI

7.00% CAP RATE

Credit Rating

6.00% 5.00% 4.00%

1

5

15

10

20

YEARS REMAINING ON LEASE

transactions cap rate comparison 5 Years Remaining

6.50%

10 Years Remaining

5.25%

New Construction (15-20 Years)

4.50%

2021

H1 2022

Transactions

324

100

Avg. Cap Rate

4.80%

5.10%

Avg. Term Remaining

16 Years

10 Years

Avg. Sale Price

$7,200,000

$5,700,000

recent sales comparables typical lease structure Lease Type

NN or NNN

Rent Increases

Flat or 5% in Options

Lease Term

25 Years

Avg. Annual Rent

$350,000

Typical SF

±12,000

Avg. Sales

-

CITY

STATE

PRICE

CAP

TERM LEFT

BUILT

SOLD

Cleveland

OH

$5,760,000

5.00%

10 Years

2000

12/29/21

Jacksonville

FL

$6,540,000

5.48%

10 Years

2010

12/28/21

Johnstown

PA

$4,950,000

4.58%

20 Years

2015

12/27/21

Olathe

KS

$7,770,000

5.40%

15 Years

2009

12/23/21

Nocatee

FL

$11,360,000

4.14%

20 Years

2021

12/22/21

Columbus

OH

$2,430,000

4.61%

10 Years

1999

12/22/21

Watertown

CT

$4,550,000

4.70%

19 Years

2013

12/13/21

Macon

GA

$6,930,000

5.65%

13 Years

2009

12/10/21

Leigh Acres

FL

$4,500,000

4.22%

20 Years

1999

11/18/21

South Jordan

UT

$4,750,000

4.00%

19 Years

2015

10/19/21

Net Lease Tenant Report | 17


current on market data Number of Properties

28

Avg. Cap Rate

5.82%

Avg. Lease Term Remaining

12 Years

Avg. Price

$3,898,798

Lowest Cap Rate

4.25%

Highest Cap Rate

10.25%

cap rate correlation KEY STATISTICS

9.00%

BB

Market Cap

±$10.3B

Total Locations

±2,600

Headquarters

Denver, CO

8.00% CAP RATE

Credit Rating

7.00% 6.00% 5.00%

1

5

10

15

20

YEARS REMAINING ON LEASE

transactions cap rate comparison

2021

H1 2022

Transactions

103

22

5 Years Remaining

7.00%

Avg. Cap Rate

6.10%

5.00%

10 Years Remaining

5.75%

Avg. Term Remaining

-

-

New Construction (15-20 Years)

5.25%

Avg. Sale Price

$3,500,000

$4,200,000

recent sales comparables typical lease structure Lease Type

NN or NNN

Rent Increases

10% Every 5 Years, 1 - 2% Annual

Lease Term

15 Years

Avg. Annual Rent

$265,048

Typical SF

±6,000 - 12,500

Avg. Sales

-

CITY

STATE

PRICE

CAP

TERM LEFT

BUILT

SOLD

Springville

AL

$1,255,000

7.00%

4 Years

2012

4/29/22

Pomona

CA

$7,730,000

5.12%

7 Years

2014

2/18/22

Watertown

WI

$3,120,000

4.65%

12 Years

2019

1/5/22

El Paso

TX

$895,000

6.25%

11 Years

2011

12/22/21

Fresno

CA

$7,191,667

4.50%

15 Years

2021

11/18/21

Elizabeth

NC

$4,500,000

5.41%

10 Years

2016

9/16/21

Florissant

MO

$4,380,952

5.25%

14 Years

2020

6/30/21

Houston

TX

$4,408,391

6.40%

5 Years

1933

9/14/21

Saginaw

MI

$1,800,000

6.00%

12 Years

2012

6/18/21

West Palm Beach

FL

$1,825,000

5.99%

7 Years

1973

5/24/21

Net Lease Tenant Report | 18


current on market data Number of Properties

166

Avg. Cap Rate

5.55%

Avg. Lease Term Remaining

9 Years

Avg. Price

$1,750,000

Lowest Cap Rate

4.50%

Highest Cap Rate

9.00%

cap rate correlation KEY STATISTICS Credit Rating

BBB

Market Cap

±$56B

Total Locations

±17,250

Headquarters

Goodlettsville, TN

CAP RATE

8.00% 7.00% 6.00% 5.00%

1

5

15

10

20

YEARS REMAINING ON LEASE

transactions cap rate comparison

2021

H1 2022

Transactions

1,338

352

5 Years Remaining

6.25%

Avg. Cap Rate

6.25%

5.90%

10 Years Remaining

5.65%

Avg. Term Remaining

7 Years

6 Years

New Construction (10 Years)

5.25%

Avg. Sale Price

$1,500,000

$1,896,793

recent sales comparables typical lease structure Lease Type

NNN

Rent Increases

Custom, 10% in Options

Lease Term

15 Years

Avg. Annual Rent

$90,000

Typical SF

±9,100 - 10,640

Avg. Sales

$1,800,000

CITY

STATE

PRICE

CAP

TERM LEFT

BUILT

SOLD

Panama City

FL

$2,977,894

4.65%

15 Years

2021

2/24/22

Broken Arrow

OK

$1,910,000

4.98%

14 Years

2020

12/17/21

Lillington

NC

$1,675,000

5.35%

13 Years

2019

1/25/22

Wilmer

AL

$1,700,000

5.50%

12 Years

2018

12/20/21

Rocky Mount

VA

$1,850,000

5.64%

11 Years

2017

2/18/22

Mountain Home

AR

$1,439,575

5.65%

10 Years

2016

3/11/22

Ocean Springs

MS

$1,913,044

5.75%

9 Years

2015

10/26/21

Indianapolis

IN

$1,600,000

5.91%

8 Years

2014

8/17/21

Ridgely

MD

$1,825,000

6.17%

7 Years

2013

8/19/21

Wayne City

IL

$1,342,600

6.30%

6 Years

2012

10/10/21

Net Lease Tenant Report | 19


current on market data Number of Properties

10

Avg. Cap Rate

6.25%

Avg. Lease Term Remaining

9 Years

Avg. Price

$2,300,000

Lowest Cap Rate

4.75%

Highest Cap Rate

10.00%

cap rate correlation

KEY STATISTICS Credit Rating

BBB-

Market Cap

±$36.5B

Total Locations

±15,500

Headquarters

Chesapeake, VA

CAP RATE

9.00% 8.00% 7.00% 6.00%

1

5

7.15%

10 Years Remaining

6.15%

New Construction (10 Years)

6.15%

20

15

transactions

cap rate comparison 5 Years Remaining

10 YEARS REMAINING ON LEASE

2021

H1 2022

Transactions

64

50

Avg. Cap Rate

7.00%

6.30%

Avg. Term Remaining

7 Years

9 Years

Avg. Sale Price

$1,800,000

$2,000,000

recent sales comparables typical lease structure Lease Type

NN

Rent Increases

Custom, $0.50/SF in Options

Lease Term

10 Years

Avg. Annual Rent

$110,000

Typical SF

±10,500

Avg. Sales

$1,700,000

CITY

STATE

PRICE

CAP

TERM LEFT

BUILT

SOLD

Mauldin

SC

$2,600,000

5.80%

10 Years

2020

3/1/22

Redford

MI

$1,617,034

7.10%

5 Years

2015

4/4/22

Milford

OH

$1,900,000

6.40%

7 Years

2017

4/25/22

Webster City

IA

$1,276,309

7.20%

8 Years

2018

3/16/22

Springfield

MO

$1,409,835

6.00%

8 Years

2018

1/31/22

Palmrya

ME

$1,614,577

6.80%

5 Years

2015

1/13/22

Soperton

GA

$1,400,000

6.27%

10 Years

2014/2021

10/18/21

Fridley

MN

$2,153,846

6.00%

10 Years

2022

1/28/22

Abilene

TX

$1,758,778

6.55%

9 Years

2021

2/15/22

Dilworth

MN

$1,114,286

7.00%

6 Years

2011

10/29/21

Net Lease Tenant Report | 20


current on market data Number of Properties

2

Avg. Cap Rate

4.30%

Avg. Lease Term Remaining

16 Years

Avg. Price

$3,250,000

Lowest Cap Rate

4.07%

Highest Cap Rate

4.67%

cap rate correlation KEY STATISTICS

6.00%

-

Market Cap

±$404.18M

Total Locations

±487

Headquarters

Costa Mesa, CA

5.00% CAP RATE

Credit Rating

4.00% 3.00% 2.00%

1

5

10

20

15

YEARS REMAINING ON LEASE

transactions cap rate comparison

2021

H1 2022

Transactions

8

4

5 Years Remaining

6.00%

10 Years Remaining

5.00%

Avg. Cap Rate

4.65%

2.90%

Avg. Term Remaining

10 Years

-

New Construction (15-20 Years)

4.50%

Avg. Sale Price

$3,865,000

$2,300,000

recent sales comparables typical lease structure Lease Type

NNN

Rent Increases

10% Every 5 Years

Lease Term

20 Years

Avg. Annual Rent

$115,000

Typical SF

±2,600

Avg. Sales

$1,525,000

CITY

STATE

PRICE

CAP

TERM LEFT BUILT

SOLD

Orange

CA

$3,355,000

2.95%

15 Years

1953

1/4/22

Downey

CA

$5,250,000

4.00%

13 Years

1990

9/21/21

Las Vegas

NV

$6,410,000

5.40%

10 Years

2006

9/2/21

Newbury Park

CA

$2,585,000

4.50%

10 Years

1999

2/9/21

Tucson

AZ

$1,632,000

5.00%

20 Years

2020

12/30/20

Orem

UT

$2,222,222

4.50%

18 Years

-

12/9/20

Garden Grove

CA

$3,000,000

4.60%

9 Years

1984

6/19/20

Las Vegas

NV

$2,750,000

4.36%

20 Years

2020

5/15/20

Lancaster

CA

$3,300,000

4.00%

15 Years

2016

2/21/20

Houston

TX

$2,600,000

5.46%

16 Years

2015

10/3/19

Net Lease Tenant Report | 21


current on market data Number of Properties

22

Avg. Cap Rate

6.10%

Avg. Lease Term Remaining

7 Years

Avg. Price

$1,600,000

Lowest Cap Rate

4.80%

Highest Cap Rate

10.10%

cap rate correlation KEY STATISTICS Credit Rating

BBB-

Market Cap

±$36.5B

Total Locations

±15,500

Headquarters

Chesapeake, VA

CAP RATE

9.00% 8.00% 7.00% 6.00%

1

5

10

20

15

YEARS REMAINING ON LEASE

transactions cap rate comparison 5 Years Remaining

7.25%

10 Years Remaining

6.25%

New Construction (10 Years)

6.25%

2021

H1 2022

Transactions

176

89

Avg. Cap Rate

7.85%

6.80%

Avg. Term Remaining

5 Years

6 Years

Avg. Sale Price

$1,300,000

$1,000,000

recent sales comparables typical lease structure Lease Type

NN

Rent Increases

Custom, 5% - 10% in Options, or $0.50/SF

Lease Term

10 Years

Avg. Annual Rent

$85,000

Typical SF

±8,320

Avg. Sales

$1,700,000

CITY

STATE

PRICE

CAP

TERM LEFT BUILT

SOLD

Parkersburg

WV

$1,951,000

5.75%

11 Years

2016

2/14/22

Memphis

TN

$1,640,000

7.35%

3 Years

2011

3/28/22

Atlanta

GA

$1,668,500

7.10%

1.5 Years

2013

2/17/22

Decatur

GA

$1,520,000

6.00%

5 Years

2011

12/23/21

Aubrey

TX

$1,638,942

6.76%

6.5 Years

2018

9/30/21

West Memphis

AR

$1,487,747

5.77%

4 Years

2013

5/11/21

Chicago

IL

$1,629,419

7.75%

6 Years

2016

1/5/22

Federal Heights

CO

$1,445,000

7.23%

4 Years

2011

5/21/21

Scottsboro

AL

$1,000,000

6.60%

9 Years

2020

1/7/22

South Bend

IN

$1,932,201

5.45%

12 Years

2017

12/15/21

Net Lease Tenant Report | 22


current on market data Number of Properties

19

Avg. Cap Rate

4.80%

Avg. Lease Term Remaining

10 Years

Avg. Price

$3,700,000

Lowest Cap Rate

4.30%

Highest Cap Rate

8.20%

cap rate correlation KEY STATISTICS

8.00%

A

Market Cap

±$26.7B

Total Locations

±2,200

Headquarters

Nashville, TN

7.00% CAP RATE

Credit Rating

6.00% 5.00% 4.00%

1

5

10

15

20

YEARS REMAINING ON LEASE

transactions cap rate comparison 5 Years Remaining

6.50%

10 Years Remaining

5.25%

New Construction (15-20 Years)

4.50%

2021

H1 2022

Transactions

60

20

Avg. Cap Rate

5.28%

5.60%

Avg. Term Remaining

12 Years

10 Years

Avg. Sale Price

$4,600,000

$3,000,000

recent sales comparables typical lease structure Lease Type

NNN

Rent Increases

5 - 10% Every 5 Years

Lease Term

15 Years

Avg. Annual Rent

$180,000

Typical SF

±6,500

Avg. Sales

-

CITY

STATE

PRICE

CAP

TERM LEFT BUILT

SOLD

Lake Orion

MI

$4,130,677

4.73%

15 Years

2021

3/9/22

Johnson City

TN

$4,200,000

4.49%

15 Years

2021

2/9/22

Shreveport

LA

$942,860

7.00%

2 Years

1968

2/1/22

Bethany

OK

$1,230,322

7.14%

3 Years

1983

1/30/22

Joliet

IL

$2,600,000

9.35%

2 Years

2008

12/30/21

Cincinnati

OH

$990,754

6.50%

6 Years

2012

12/30/21

Muscle Shoals

AL

$3,400,000

4.91%

15 Years

2021

12/31/21

Flowery Branch

GA

$3,936,000

4.70%

15 Years

2021

10/8/21

Elk Grove

CA

$4,665,000

5.50%

2 Years

2008

9/27/21

Phoenix

AZ

$1,550,000

5.89%

7 Years

1964

7/14/21

Net Lease Tenant Report | 23


current on market data Number of Properties

24

Avg. Cap Rate

5.66%

Avg. Lease Term Remaining

12 Years

Avg. Price

$3,721,275

Lowest Cap Rate

4.50%

Highest Cap Rate

6.85%

cap rate correlation KEY STATISTICS

9.00%

BBB

Market Cap

±$18.24B

Total Locations

±2,400

Headquarters

Bad Homburg, Germany

8.00% CAP RATE

Credit Rating

7.00% 6.00% 5.00%

1

5

10

15

20

YEARS REMAINING ON LEASE

transactions

cap rate comparison

2021

H1 2022

Transactions

131

34

5 Years Remaining

7.00%

Avg. Cap Rate

6.30%

6.00%

10 Years Remaining

5.75%

Avg. Term Remaining

-

-

New Construction (15-20 Years)

5.25%

Avg. Sale Price

$3,100,000

$3,800,000

recent sales comparables typical lease structure Lease Type

NN or NNN

Rent Increases

10% Every 5 Years, 1% - 2% Annual

Lease Term

15 Years

Avg. Annual Rent

$204,676

Typical SF

±7,500 - 12,000

Avg. Sales

-

CITY

STATE

PRICE

CAP

TERM LEFT

BUILT

SOLD

Carson City

NV

$4,200,000

5.68%

7 Years

2008

3/31/22

Chicago

IL

$3,100,000

7.24%

4 Years

1998/2016

1/7/22

Kenner

LA

$1,800,000

7.07%

5 Years

2006

1/4/22

Essexville

MI

$1,701,741

6.50%

7 Years

1991

1/1/22

Apex

NC

$3,350,000

5.56%

4 Years

2006

12/16/21

Wind Gap

PA

$1,659,000

5.85%

4 Years

1998

12/2/21

Robstown

TX

$1,261,085

6.62%

5 Years

2002

11/30/21

Columbus

OH

$1,735,000

6.75%

5 Years

1989

11/16/21

Mountain Grove

MO

$2,100,000

6.71%

7 Years

1998

11/10/21

North Tonawna

NY

$2,200,000

7.91%

5 Years

2011

10/6/21

Net Lease Tenant Report | 24


current on market data Number of Properties

16

Avg. Cap Rate

6.50%

Avg. Lease Term Remaining

7 Years

Avg. Price

$1,941,539

Lowest Cap Rate

5.00%

Highest Cap Rate

7.40%

KEY STATISTICS

cap rate correlation BB-

8.00%

Market Cap

±3.74B

7.00%

Total Locations

±2,000

Headquarters

Akron, OH

CAP RATE

Credit Rating

6.00% 5.00%

1

5

10

20

15

YEARS REMAINING ON LEASE

cap rate comparison 5 Years Remaining

7.00%

10 Years Remaining

5.75%

New Construction (15-20 Years)

5.25%

transactions 2021

H1 2022

Transactions

30

9

Avg. Cap Rate

6.79%

5.30%

Avg. Term Remaining

4 Years

7 Years

Avg. Sale Price

$2,900,000

$1,673,502

typical lease structure Lease Type

NN

Rent Increases

5 - 10% Every 5 Years

Lease Term

15 Years

Avg. Annual Rent

$140,000

Typical SF

±6,500

Avg. Sales

-

recent sales comparables CITY

STATE

PRICE

CAP

TERM LEFT BUILT

SOLD

Wheeling

IL

$1,540,000

5.68%

9 Years

1970

12/7/21

Boynton Beach

FL

$4,000,000

5.93%

6 Years

1995

12/2/21

Murphy

TX

$2,027,000

7.00%

5 Years

2005

8/18/21

Altoona

IA

$1,442,500

7.00%

7 Years

1997

8/17/21

Marrietta

GA

$1,705,000

5.86%

4 Years

2015

7/30/21

Bradley

IL

$750,000

6.48%

10 Years

2001

7/13/21

Net Lease Tenant Report | 25


current on market data Number of Properties

4

Avg. Cap Rate

6.30%

Avg. Lease Term Remaining

8 Years

Avg. Price

$9,449,667

Lowest Cap Rate

6.50%

Highest Cap Rate

7.40%

KEY STATISTICS

cap rate correlation Private

Market Cap

Private

Total Locations

±974

Headquarters

Oklahoma City, OK

7.00%

CAP RATE

Credit Rating

6.00%

5.00%

1

5

10

20

15

YEARS REMAINING ON LEASE

cap rate comparison 5 Years Remaining

6.50%

10 Years Remaining

6.00%

New Construction (15-20 Years)

5.50%

transactions 2021

H1 2022

Transactions

40

3

Avg. Cap Rate

6.46%

7.50%

Avg. Term Remaining

8 Years

7 Years

Avg. Sale Price

$8,135,000

$5,500,000

typical lease structure Lease Type

NNN

Rent Increases

Custom, In Option Periods

Lease Term

15 Years

Avg. Annual Rent

$486,338

Typical SF

±55,000 - 64,000

Avg. Sales

$6,000,000

recent sales comparables CITY

STATE

PRICE

CAP

TERM LEFT BUILT

SOLD

Corpus Christi

TX

$8,370,000

5.57%

15 Years

2021

12/17/21

West Des Moines

IA

$10,545,194

5.50%

10 Years

2018

12/3/21

Saint Paul

MN

$6,380,000

7.65%

6 Years

2017

7/21/21

Hialeah

FL

$14,000,000

5.90%

10 Years

2016

7/12/21

Papillion

NE

$6,550,000

6.48%

7 Years

2013

6/24/21

Niagara Falls

NY

$6,900,000

6.23%

10.5 Years

2011

3/24/21

Montgomery

AL

$8,020,000

6.48%

11 Years

2017

10/14/20

Weatherford

TX

$7,700,000

6.45%

8 Years

2017

10/6/20

Net Lease Tenant Report | 26


current on market data Number of Properties

16

Avg. Cap Rate

5.70%

Avg. Lease Term Remaining Avg. Price

8 Years $2,469,970

Lowest Cap Rate

4.70%

Highest Cap Rate

7.80%

cap rate correlation

KEY STATISTICS -

Market Cap

±$1.261B

Total Locations

±1,750

Headquarters

Glendale, CA

8.00%

CAP RATE

Credit Rating

7.00% 6.00% 5.00%

1

5

10

15

20

YEARS REMAINING ON LEASE

transactions

cap rate comparison

2021

H1 2022

5 Years Remaining

7.15%

Transactions

42

32

10 Years Remaining

6.00%

Avg. Cap Rate

5.90%

5.30%

Avg. Term Remaining

10 Years

12 Years

Avg. Sale Price

$2,831,000

$2,502,812

New Construction (15-20 Years)

5.50%

recent sales comparables

typical lease structure Lease Type

NNN

Rent Increases

10% Every 5 Years

Lease Term

20 Years

Avg. Annual Rent

$160,000

Typical SF

±4,500

Avg. Sales

$1,900,000

CITY

STATE

PRICE

CAP

TERM LEFT BUILT

SOLD

Superior

CO

$1,315,000

6.27%

2 Years

2001

4/5/22

Lumberton

NC

$2,850,000

6.32%

13 Years

2013

2/10/22

Gainesville

GA

$2,798,000

6.00%

3 Years

1999

2/4/22

Lansing

IL

$2,950,000

6.50%

16 Years

1986

1/31/22

Fairfield

CA

$2,225,000

4.32%

4 Years

2020

1/28/22

Columbia

SC

$3,595,000

4.45%

18 Years

2014

11/1/21

Oklahoma City

OK

$4,053,000

5.75%

15 Years

2007

10/18/21

Grandville

MI

$3,000,000

7.01%

6 Years

2002

10/13/21

Kissimmee

FL

$6,250,000

4.79%

7 Years

1986

10/6/21

Santa Ana

CA

$2,825,000

4.12%

6 Years

2002

9/24/21

Net Lease Tenant Report | 27


current on market data Number of Properties

20

Avg. Cap Rate

4.40%

Avg. Lease Term Remaining

10 Years

Avg. Price

$3,240,383

Lowest Cap Rate

4.00%

Highest Cap Rate

11.30%

cap rate correlation

KEY STATISTICS NR

Market Cap

±$1.7B

Total Locations

±2,200

Headquarters

San Diego, CA

7.00% 6.00% CAP RATE

Credit Rating

5.00% 4.00% 3.00%

1

5

10

15

20

YEARS REMAINING ON LEASE

transactions

cap rate comparison

2021

H1 2022

5 Years Remaining

5.25%

Transactions

35

23

10 Years Remaining

4.50%

Avg. Cap Rate

4.80%

5.00%

Avg. Term Remaining

11 Years

8 Years

Avg. Sale Price

$2,600,000

$2,723,365

New Construction (15-20 Years)

4.00%

recent sales comparables

typical lease structure Lease Type

NNN

Rent Increases

Custom

Lease Term

20 Years

Avg. Annual Rent

$120,000

Typical SF

±2,850

Avg. Sales

$1,600,000

CITY

STATE

PRICE

CAP

TERM LEFT BUILT

SOLD

Hayward

CA

$3,100,000

4.44%

8 Years

1987

4/11/22

Bakersfield

CA

$2,030,000

4.48%

7 Years

2009

3/29/22

Ontario

OR

$2,470,000

5.50%

5 Years

1995

3/1/22

San Antonio

TX

$1,900,000

4.74%

10 Years

1997

1/28/22

San Antonio

TX

$2,183,000

5.73%

7 Years

1998

1/28/22

Sherman

TX

$2,110,000

3.99%

20 Years

1973

12/30/21

Suisun City

CA

$2,820,000

5.00%

6 Years

1999

12/27/21

Phoenix

AZ

$2,650,000

5.18%

4 Years

1998

12/23/21

Sierra Vista

AZ

$1,180,000

6.80%

5 Years

2006

12/22/21

Saint Charles

MO

$978,460

6.53%

2 Years

2000

11/18/21

Net Lease Tenant Report | 28


current on market data Number of Properties

43

Avg. Cap Rate

5.10%

Avg. Lease Term Remaining Avg. Price

9 Years $2,594,096

Lowest Cap Rate

3.80%

Highest Cap Rate

11.10%

cap rate correlation

KEY STATISTICS -

Market Cap

-

Total Locations

±2,000

Headquarters

Houston, TX

7.00%

CAP RATE

Credit Rating

6.00%

5.00%

1

5

10

15

20

YEARS REMAINING ON LEASE

transactions

cap rate comparison 5 Years Remaining

≥6.00%

10 Years Remaining

5.50%

New Construction (15-20 Years)

5.00%

2021

H1 2022

Transactions

120

32

Avg. Cap Rate

6.00%

5.80%

Avg. Term Remaining

9 Years

10 Years

Avg. Sale Price

$1,800,000

$1,671,849

recent sales comparables

typical lease structure Lease Type

NNN

Rent Increases

10% Every 5 Years

Lease Term

15 Years

Avg. Annual Rent

$80,000

Typical SF

±3,200

Avg. Sales

$822,226

CITY

STATE

PRICE

CAP

TERM LEFT BUILT

SOLD

Logan

UT

$2,160,000

5.00%

15 Years

1988

4/26/22

Houston

TX

$3,060,000

4.91%

15 Years

2021

1/31/22

Colorado Springs

CO

$2,160,000

4.30%

2 Years

1987

1/10/22

Redding

CA

$2,000,000

6.00%

10 Years

1990

12/28/21

Monument

CO

$2,276,000

5.25%

6 Years

2012

12/27/21

Texas City

TX

$3,330,000

6.00%

15 Years

1987

12/10/21

Noblesville

IN

$1,400,000

6.00%

10 Years

1995

12/9/21

Cinnaminson

NJ

$1,440,000

4.50%

15 Years

2022

11/29/21

Lynnwood

WA

$3,660,000

4.51%

15 Years

1989

11/1/21

Miami

FL

$2,200,000

5.35%

10 Years

1988

11/1/21

Net Lease Tenant Report | 29


current on market data Number of Properties

54

Avg. Cap Rate

4.90%

Avg. Lease Term Remaining

12 Years

Avg. Price

$3,328,578

Lowest Cap Rate

4.80%

Highest Cap Rate

12.30%

cap rate correlation

KEY STATISTICS Credit Rating

BB

Market Cap

±$3.4M

Total Locations

±4,331

Headquarters

Louisville, KY

CAP RATE

7.00% 6.00% 5.00% 4.00%

1

5

15

10

20

YEARS REMAINING ON LEASE

transactions cap rate comparison

2021

H1 2022

Transactions

264

69

5 Years Remaining

5.50%

10 Years Remaining

4.75%

Avg. Cap Rate

5.40%

4.60%

Avg. Term Remaining

14 Years

15 Years

New Construction (15-20 Years)

4.25%

Avg. Sale Price

$1,900,000

$2,036,037

recent sales comparables typical lease structure Lease Type

NNN

Rent Increases

7.50%

Lease Term

20 Years

Avg. Annual Rent

$94,600

Typical SF

±2,500

Avg. Sales

$1,305,000

CITY

STATE

PRICE

CAP

TERM LEFT

BUILT

SOLD

Collinsville

VA

$2,366,000

4.65%

20 Years

1983

3/16/22

Covington

VA

$2,244,897

4.75%

20 Years

1993

3/16/22

Tampa

FL

$3,041,000

4.25%

18 Years

1999

3/1/22

Saint Augustine

FL

$3,490,000

4.11%

14 Years

1977

2/24/22

Hialeah

FL

$2,941,000

4.25%

15 Years

2001

2/19/22

Memphis

TN

$2,565,827

5.02%

19 Years

1986

2/14/22

Johnson City

TN

$2,260,000

4.99%

13 Years

1989

2/8/22

Amarillo

TX

$2,600,000

4.25%

11 Years

1969

2/8/22

Montgomery

AL

$2,530,000

4.74%

18 Years

2019

2/7/22

Danville

VA

$3,088,000

4.75%

11 Years

1989

1/31/22

Net Lease Tenant Report | 30


current on market data Number of Properties

14

Avg. Cap Rate

5.40%

Avg. Lease Term Remaining Avg. Price

12 Years $2,878,912

Lowest Cap Rate

5.30%

Highest Cap Rate

10.20%

cap rate correlation

KEY STATISTICS Private

Market Cap

Private

Total Locations

±408

Headquarters

Des Moines, IA

8.00% 7.00% CAP RATE

Credit Rating

6.00% 5.00% 4.00%

1

5

6.50%

10 Years Remaining

5.00%

New Construction (15-20 Years)

4.50%

NNN

Rent Increases

Custom, 7.5% Every 5 Years

Lease Term

20 Years

Avg. Annual Rent

$350,000

Typical SF

±5,300

Avg. Sales

-

20

2021

H1 2022

Transactions

56

12

Avg. Cap Rate

5.68%

6.10%

Avg. Term Remaining

14 Years

16 Years

Avg. Sale Price

$4,615,997

$2,330,167

recent sales comparables

typical lease structure Lease Type

15

transactions

cap rate comparison 5 Years Remaining

10 YEARS REMAINING ON LEASE

CITY

STATE

PRICE

CAP

TERM LEFT BUILT

SOLD

Bono

AR

$2,886,000

6.05%

3 Years

2004

1/24/22

Colorado Springs

CO

$5,403,137

4.75%

11 Years

2013

12/30/21

Thornton

CO

$44,524

5.00%

20 Years

2014

11/24/21

Conway

AR

$6,075,000

5.15%

20 Years

2013

11/23/21

Claremore

OK

$3,125,000

5.35%

10 Years

2012

9/29/21

Sioux City

IA

$4,045,000

5.00%

10 Years

2011

9/20/21

Little Rock

AR

$3,900,000

6.00%

11 Years

2012

6/30/21

Jonesboro

AR

$3,500,000

5.50%

15 Years

2007

4/28/21

Clive

IA

$3,827,586

5.80%

13 Years

2010

4/16/21

Littleton

CO

$7,300,000

5.37%

19 Years

2019

3/23/21

Net Lease Tenant Report | 31


current on market data Number of Properties

31

Avg. Cap Rate

6.00%

Avg. Lease Term Remaining

6 Years

Avg. Price

$2,923,660

Lowest Cap Rate

3.30%

Highest Cap Rate

8.90%

cap rate correlation KEY STATISTICS Credit Rating

B

Market Cap

±$2.39B

Total Locations

±2,300

Headquarters

Houston, TX

CAP RATE

7.00%

6.00%

5.00%

1

5

10

15

20

YEARS REMAINING ON LEASE

transactions cap rate comparison

2021

H1 2022

Transactions

20

18

5 Years Remaining

6.18%

Avg. Cap Rate

7.14%

7.70%

10 Years Remaining

5.70%

Avg. Term Remaining

5 Years

4.3 Years

New Construction (15-20 Years)

-

Avg. Sale Price

$2,243,033

$5,085,915

recent sales comparables typical lease structure Lease Type

NN or NNN

Rent Increases

10% Every 5 Years

Lease Term

10 Years

Avg. Annual Rent

$157,523

Typical SF

±5,000

Avg. Sales

CITY

STATE

PRICE

CAP

TERM LEFT

BUILT

SOLD

Vernon Hills

IL

$2,820,000

6.64%

5 Years

1980/2014

4/25/22

Arlington Hills

IL

$1,340,000

8.54%

3 Years

1999/2022

2/25/22

Loveland

CO

$3,000,000

6.20%

5 Years

2016

2/7/22

Rock Hill

SC

$2,050,000

5.70%

5 Years

2016

12/31/21

Howell

MI

$1,004,143

6.90%

2 Years

1995

12/30/21

Salt Lake City

UT

$3,826,088

5.75%

10 Years

1924/2021

12/16/21

Richmond

IN

$2,271,000

7.75%

10 Years

2016

12/6/21

Panama City

FL

$2,750,000

6.94%

3 Years

1999/2019

11/15/21

Goose Creek

SC

$2,200,000

7.20%

3 Years

2015

9/23/21

Net Lease Tenant Report | 32


current on market data Number of Properties

7

Avg. Cap Rate

6.10%

Avg. Lease Term Remaining

5 Years

Avg. Price

$2,703,617

Lowest Cap Rate

4.50%

Highest Cap Rate

10.20%

KEY STATISTICS

cap rate correlation Private

Market Cap

Private

Total Locations

±400

Headquarters

Palm Beach Gardens, FL

6.00%

CAP RATE

Credit Rating

5.00%

4.00%

1

5

10

15

20

YEARS REMAINING ON LEASE

cap rate comparison 5 Years Remaining

6.25%

10 Years Remaining

5.95%

New Construction (15-20 Years)

4.97%

transactions 2021

H1 2022

Transactions

5

4

Avg. Cap Rate

5.39%

5.00%

Avg. Term Remaining

13 Years

-

Avg. Sale Price

$2,998,615

$2,133,333

typical lease structure Lease Type

NNN

Rent Increases

Custom

Lease Term

10 - 15 Years

Avg. Annual Rent

$183,045

Typical SF

±6,600

Avg. Sales

-

recent sales comparables CITY

STATE

PRICE

CAP

TERM LEFT

BUILT

SOLD

Lynchburg

VA

$3,240,000

5.00%

14 Years

2020

11/23/21

Winston-Salem

NC

$3,045,000

5.17%

12 Years

2015

8/31/21

Fort Worth

TX

$2,761,000

5.88%

8 Years

2007

5/14/21

Burleson

TX

$4,200,000

5.95%

10 Years

2005

5/13/21

Fredericksburg

VA

$3,693,207

4.97%

19 Years

2014

5/13/21

Net Lease Tenant Report | 33


current on market data Number of Properties

38

Avg. Cap Rate

5.00%

Avg. Lease Term Remaining

12 Years

Avg. Price

$2,837,687

Lowest Cap Rate

4.60%

Highest Cap Rate

9.70%

cap rate correlation KEY STATISTICS Credit Rating

BBB

Market Cap

±$40.56B

Total Locations

±5,811

Headquarters

Springfield, MO

CAP RATE

7.00% 6.00% 5.00% 4.00%

1

5

10

20

15

YEARS REMAINING ON LEASE

transactions cap rate comparison

2021

H1 2022

Transactions

65

48

5 Years Remaining

6.00%

10 Years Remaining

5.50%

Avg. Cap Rate

5.70%

5.10%

Avg. Term Remaining

11 Years

9 Years

New Construction (15-20 Years)

5.00%

Avg. Sale Price

$1,855,400

$2,049,702

recent sales comparables typical lease structure Lease Type

NN, NNN, or Ground Lease

Rent Increases

6% in Year 11 or 6% in Year 11 and Year 6

Lease Term

15 - 20 Years

Avg. Annual Rent

$80,000

Typical SF

±7,200

Avg. Sales

-

CITY

STATE

PRICE

CAP

TERM LEFT BUILT

SOLD

Madison

WI

$3,220,000

5.55%

10 Years

1993

4/8/22

Independence

LA

$1,385,000

5.46%

11 Years

2013

12/30/21

Theodore

AL

$1,450,000

5.79%

8 Years

2009

12/17/21

Lindale

TX

$514,000

4.50%

6 Years

2007

10/28/21

Greenfield

OH

$2,035,000

5.10%

15 Years

2021

3/15/22

Kileen

TX

$1,645,000

5.75%

4 Years

1989

3/11/22

Latrobe

PA

$2,628,000

5.25%

15 Years

2021

1/21/22

Clifton

TX

$2,375,000

5.00%

15 Years

2021

10/18/21

Seymour

WI

$1,000,000

6.00%

10 Years

2021

9/30/21

Tarboro

NC

$821,000

6.20%

6 Years

1997

9/3/21

Net Lease Tenant Report | 34


current on market data Number of Properties

6

Avg. Cap Rate

6.20%

Avg. Lease Term Remaining

5 Years

Avg. Price

$3,325,942

Lowest Cap Rate

5.60%

Highest Cap Rate

7.50%

cap rate correlation

KEY STATISTICS Private

Market Cap

Private

Total Locations

±1,000

Headquarters

Philadelphia, PA

9.00% 8.00% CAP RATE

Credit Rating

7.00% 6.00% 5.00%

1

5

10

15

20

YEARS REMAINING ON LEASE

transactions

cap rate comparison 5 Years Remaining

6.75%

10 Years Remaining

5.85%

New Construction (15-20 Years)

5.50%

2021

H1 2022

Transactions

41

14

Avg. Cap Rate

6.70%

5.00%

Avg. Term Remaining

-

-

Avg. Sale Price

$4,000,000

$2,197,531

recent sales comparables

typical lease structure Lease Type

NN or NNN

Rent Increases

5 - 10% Every 5 Years

Lease Term

15 Years

Avg. Annual Rent

$125,000

Typical SF

±6,500

Avg. Sales

-

CITY

STATE

PRICE

CAP

TERM LEFT BUILT

SOLD

Temecula

CA

$4,670,000

3.40%

7 Years

1993

2/24/22

Meza

AZ

$3,080,000

4.92%

5 Years

2001

4/4/22

Houston

TX

$2,000,000

5.50%

10 Years

1999

1/4/22

Houston

TX

$2,000,000

5.52%

10 Years

1999

4/22/22

Tampa

FL

$1,540,000

5.75%

10 Years

2015

8/23/21

Tampa

FL

$2,085,000

6.00%

10 Years

1983

4/27/21

Leesburg

FL

$2,020,000

6.25%

8 Years

2003

12/20/21

Sugar Land

TX

$4,930,000

6.60%

7 Years

2013

10/28/21

Tucson

AZ

$3,750,000

7.97%

2 Years

1982

5/20/21

Orlando

FL

$2,560,000

12.44%

2 Years

1990

12/20/20

Net Lease Tenant Report | 35


current on market data Number of Properties

41

Avg. Cap Rate

4.60%

Avg. Lease Term Remaining

15 Years

Avg. Price

$2,894,952

Lowest Cap Rate

4.50%

Highest Cap Rate

10.70%

cap rate correlation KEY STATISTICS Credit Rating

BB-

Market Cap

±$25.13B

Total Locations

±3,200

Headquarters

Miami, FL

CAP RATE

6.00%

5.00%

4.00%

1

5

10

20

15

YEARS REMAINING ON LEASE

transactions cap rate comparison 5 Years Remaining

5.50%

10 Years Remaining

5.00%

New Construction (15-20 Years)

4.25%

2021

H1 2022

Transactions

200

35

Avg. Cap Rate

5.50%

4.80%

Avg. Term Remaining

11 Years

15 Years

Avg. Sale Price

$1,800,000

$2,147,076

recent sales comparables typical lease structure Lease Type

NNN

Rent Increases

10% Every 5 Years

Lease Term

20 Years

Avg. Annual Rent

$150,000

Typical SF

±3,000

Avg. Sales

$1,600,000

CITY

STATE

PRICE

CAP

TERM LEFT BUILT

SOLD

Madison

FL

$2,090,000

4.25%

20 Years

2021

3/21/22

Montgomery

AL

$2,510,000

5.25%

10 Years

2019

3/21/22

Mableton

GA

$2,220,000

4.50%

20 Years

1996

3/11/22

Gurley

AL

$1,830,000

5.25%

20 Years

2019

2/21/22

Dallas

GA

$2,650,000

4.85%

15 Years

2021

2/1/22

Alexandria

VA

$4,350,000

5.00%

8 Years

1966

1/27/22

Dequincy

LA

$2,770,000

4.75%

15 Years

1995

1/7/22

Aiken

SC

$1,700,000

5.00%

10 Years

2008

12/28/21

Gray

GA

$2,320,000

5.00%

13 Years

2019

12/23/21

Raceland

LA

$2,730,000

4.50%

15 Years

1985

12/21/21

Net Lease Tenant Report | 36


current on market data Number of Properties

7

Avg. Cap Rate

4.60%

Avg. Lease Term Remaining Avg. Price

KEY STATISTICS Market Cap

Private

6.00%

Total Locations

±904

5.00%

Headquarters

Tulsa, OK

CAP RATE

Private

cap rate comparison 10 Years Remaining

4.65%

New Construction (15-20 Years)

4.25%

typical lease structure Lease Type

NN or NNN

Rent Increases

Custom

Lease Term

15 Years

Avg. Annual Rent

$275,000

Typical SF

±4,195

Avg. Sales

-

Lowest Cap Rate

4.30%

Highest Cap Rate

5.15%

4.00% 3.00%

5.00%

$4,993,071

cap rate correlation

Credit Rating

5 Years Remaining

7 Years

1

5

10

15

20

YEARS REMAINING ON LEASE

transactions 2021

H1 2022

Transactions

30

10

Avg. Cap Rate

5.38%

4.60%

Avg. Term Remaining

6 Years

10 Years

Avg. Sale Price

$3,752,997

$4,960,253

recent sales comparables CITY

STATE

PRICE

CAP

TERM LEFT BUILT

SOLD

Mauldin

SC

$6,035,000

4.50%

15 Years

2013

3/31/22

Phoenix

AZ

$5,422,000

4.85%

6 Years

2009

4/7/22

Kannapolis

NC

$4,670,000

4.50%

15 Years

2013

1/19/22

McDonough

GA

$4,337,000

4.15%

15 Years

2023

1/19/22

Net Lease Tenant Report | 37


current on market data Number of Properties

114

Avg. Cap Rate

6.80%

Avg. Lease Term Remaining Avg. Price

7 Years $5,836,349

Lowest Cap Rate

4.50%

Highest Cap Rate

14.40%

cap rate correlation KEY STATISTICS

9.00%

B-

Market Cap

±$359M

Total Locations

±2,500

Headquarters

Camp Hill, PA

8.00% CAP RATE

Credit Rating

7.00% 6.00% 5.00%

1

5

10

20

15

YEARS REMAINING ON LEASE

transactions cap rate comparison 5 Years Remaining

7.22%

10 Years Remaining

5.69%

New Construction (15-20 Years)

-

2021

H1 2022

Transactions

175

55

Avg. Cap Rate

7.34%

6.80%

Avg. Term Remaining

6 Years

8 Years

Avg. Sale Price

$4,168,504

$3,318,779

recent sales comparables typical lease structure Lease Type

NN or NNN

Rent Increases

10% Every 5 Years

Lease Term

20 Years

Avg. Annual Rent

$288,923

Typical SF

±12,500

Avg. Sales

-

CITY

STATE

PRICE

CAP

TERM LEFT BUILT

SOLD

Belleville

MI

$4,135,000

7.80%

4 Years

2005

5/2/22

Erie

PA

$2,450,000

6.65%

11 Years

1996

4/20/22

Three Rivers

MI

$775,000

6.51%

4 Years

1986

4/1/22

Englewood

OH

$1,900,000

6.00%

3 Years

1995

4/16/22

McKees Rocks

PA

$7,863,790

5.65%

13 Years

2016

3/10/22

Lorain

OH

$2,677,893

7.50%

5 Years

1997

3/7/22

Buffalo

NY

$2,200,000

7.50%

3 Years

2000

1/25/22

Manchester

NH

$3,950,000

6.29%

6 Years

1998

2/4/22

Ottawa

OH

$2,475,000

5.25%

15 Years

1997

4/21/22

Van Buren Charter Township

MI

$4,132,500

7.95%

4 Years

2006

5/22/22

Net Lease Tenant Report | 38


current on market data Number of Properties

24

Avg. Cap Rate

5.10%

Avg. Lease Term Remaining Avg. Price

6 Years $1,641,940

Lowest Cap Rate

5.00%

Highest Cap Rate

14.00%

cap rate correlation

KEY STATISTICS BBB

Market Cap

±$70.94B

Total Locations

±4,900

Headquarters

Cleveland, OH

8.00% 7.00%

CAP RATE

Credit Rating

6.00% 5.00%

1

5

10

15

20

YEARS REMAINING ON LEASE

transactions

cap rate comparison

2021

H1 2022

5 Years Remaining

6.33%

Transactions

43

31

10 Years Remaining

5.35%

Avg. Cap Rate

5.91%

5.50%

New Construction (10 Years)

5.35%

Avg. Term Remaining

8 Years

8 Years

Avg. Sale Price

$1,821,396

$1,562,285

recent sales comparables

typical lease structure Lease Type

NN or NNN

Rent Increases

10% Every 5 Years, 8% Every 5 Years

Lease Term

10 - 5 Years

Avg. Annual Rent

$98,000

Typical SF

±5,000

Avg. Sales

-

CITY

STATE

PRICE

CAP

TERM LEFT BUILT

SOLD

Wetumpka

AL

$1,714,286

5.60%

10 Years

2021

3/31/22

Champaign

IL

$1,462,000

5.53%

10 Years

1999

3/25/22

Mansfield

OH

$361,625

7.37%

6 Years

1972

3/10/22

Madison

AL

$1,125,000

5.52%

4 Years

1995

3/1/22

Redford

MI

$665,000

5.11%

9 Years

1967

2/16/22

Panama City

FL

$2,126,199

5.00%

10 Years

2021

2/11/22

Costa Mesa

CA

$4,250,000

4.17%

10 Years

1976

12/22/21

Gallup

NM

$760,000

5.92%

9 Years

1999

12/20/21

Milledgeville

GA

$835,000

5.10%

10 Years

1983

12/13/21

Fort Lauderdale

FL

$5,100,000

5.20%

10 Years

2021

12/10/21

Net Lease Tenant Report | 39


current on market data Number of Properties

62

Avg. Cap Rate

4.80%

Avg. Lease Term Remaining

14 Years

Avg. Price

$2,434,784

Lowest Cap Rate

4.00%

Highest Cap Rate

6.50%

cap rate correlation KEY STATISTICS Credit Rating

BBB

Market Cap

±$1.55B

Total Locations

±3,600

Headquarters

CAP RATE

7.00%

6.00%

5.00%

1

5

10

15

20

YEARS REMAINING ON LEASE

Oklahoma City, OK

transactions cap rate comparison 5 Years Remaining

6.00%

10 Years Remaining

5.50%

New Construction (15-20 Years)

4.75%

2021

H1 2022

Transactions

113

93

Avg. Cap Rate

5.85%

5.30%

Avg. Term Remaining

18 Years

17 Years

Avg. Sale Price

$1,883,702

$1,967,957

recent sales comparables typical lease structure Lease Type

NNN

Rent Increases

5% - 10%

Lease Term

15 - 20 Years

Avg. Annual Rent

$129,446

Typical SF

±1,586

Avg. Sales

$1,610,000

CITY

STATE

PRICE

CAP

TERM LEFT

BUILT

SOLD

Winter Haven

FL

$2,282,665

4.75%

20 Years

2002

8/31/21

Edwardsville

IL

$1,846,515

4.85%

20 Years

2006

10/25/21

Saint Charles

MO

$1,907,860

5.50%

19 Years

2003

1/19/22

Seymour

TN

$1,265,000

5.51%

3 Years

2007

1/28/22

De Soto

MO

$1,918,340

5.00%

19 Years

2006

2/4/22

Bainbridge

GA

$2,634,000

5.50%

20 Years

2006

3/10/22

Palatka

FL

$3,081,000

5.75%

20 Years

1995

3/15/22

Lake City

FL

$2,356,000

5.50%

20 Years

1999

3/23/22

Thomaston

GA

$1,909,000

5.50%

20 Years

2005

3/29/22

Tallahassee

FL

$2,620,000

5.50%

20 Years

1994

3/31/22

Net Lease Tenant Report | 40


current on market data Number of Properties

11

Avg. Cap Rate

5.60%

Avg. Lease Term Remaining

6 Years

Avg. Price

$2,316,070

Lowest Cap Rate

5.50%

Highest Cap Rate

11.30%

cap rate correlation KEY STATISTICS

9.00%

CCC-

Market Cap

±$428.514M

Total Locations

±500

Headquarters

Indianapolis, IN

8.00% CAP RATE

Credit Rating

7.00% 6.00% 5.00%

1

5

10

20

15

YEARS REMAINING ON LEASE

transactions cap rate comparison 5 Years Remaining

6.75%

10 Years Remaining

6.00%

New Construction (15-20 Years)

5.00%

2021

H1 2022

Transactions

26

2

Avg. Cap Rate

7.80%

-

Avg. Term Remaining

6 Years

6 Years

Avg. Sale Price

$1,600,000

$1,941,827

recent sales comparables typical lease structure Lease Type

NNN

Rent Increases

Custom

Lease Term

18 Years

Avg. Annual Rent

$101,000

Typical SF

±3,500

Avg. Sales

$1,400,000

CITY

STATE

PRICE

CAP

TERM LEFT BUILT

SOLD

Huber Heights

OH

$1,880,000

5.81%

3 Years

2001

2/24/22

Bellbrook

OH

$1,640,000

6.55%

7 Years

1996

2/14/22

Morton

IL

$1,500,000

11.26%

4 Years

2006

12/1/21

Peoria

IL

$1,500,000

10.12%

4 Years

2004

12/1/21

Indianapolis

IN

$1,300,000

7.00%

6 Years

1999

11/24/21

Topeka

KS

$1,600,000

6.30%

8 Years

2001

11/17/21

Glenview

IL

$2,280,000

7.80%

4 Years

2004

10/15/21

Brownsburg

IN

$1,500,000

9.96%

4 Years

2003

10/8/21

Union City

GA

$2,000,000

7.00%

10 Years

2014

9/3/21

Lithonia

GA

$1,900,000

8.00%

4 Years

2003

7/14/21

Net Lease Tenant Report | 41


current on market data Number of Properties

34

Avg. Cap Rate

4.60%

Avg. Lease Term Remaining Avg. Price

18 Years $4,154,193

Lowest Cap Rate

4.00%

Highest Cap Rate

12.00%

cap rate correlation KEY STATISTICS Credit Rating

BBB

Market Cap

±$34.15B

Total Locations

±7,831

Headquarters

Irvine, CA

CAP RATE

7.00% 6.00% 5.00% 4.00%

1

5

10

20

15

YEARS REMAINING ON LEASE

transactions cap rate comparison 5 Years Remaining

5.45%

10 Years Remaining

5.04%

New Construction (15-20 Years)

4.56%

2021

H1 2022

Transactions

282

94

Avg. Cap Rate

5.00%

4.50%

Avg. Term Remaining

15 Years

17 Years

Avg. Sale Price

$2,002,677

$2,309,757

recent sales comparables typical lease structure Lease Type

NNN or Ground Lease

Rent Increases

10% Every 5 Years, 1% Annually

Lease Term

20 - 25 Years

Avg. Annual Rent

$105,000

Typical SF

±2,500

Avg. Sales

$1,673,000

CITY

STATE

PRICE

CAP

TERM LEFT BUILT

SOLD

Cincinnati

OH

$2,644,444

4.50%

17 Years

2019

2/23/22

Milton Freewater

OR

$2,585,000

4.50%

25 Years

2022

2/3/22

Las Vegas

NV

$3,625,000

4.00%

20 Years

2021

3/31/22

Warren

OH

$643,840

6.25%

5 Years

1972

2/22/22

Harlan

KY

$1,783,671

4.25%

25 Years

2021

3/15/22

Pulaski

VA

$2,444,000

4.50%

20 Years

2021

1/11/22

Birmingham

AL

$2,319,247

4.25%

21 Years

2018

2/2/22

Fort Myers

FL

$2,512,500

6.34%

5 Years

1991

3/8/22

Lees Summit

MO

$2,955,000

4.50%

20 Years

2022

1/20/22

Cordele

GA

$1,834,188

4.25%

24 Years

2020

3/3/22

Net Lease Tenant Report | 42


current on market data Number of Properties

21

Avg. Cap Rate

5.10%

Avg. Lease Term Remaining Avg. Price

13 Years $1,512319

Lowest Cap Rate

4.20%

Highest Cap Rate

8.90%

cap rate correlation KEY STATISTICS Credit Rating

BBB-

Market Cap

±$4.78B

Total Locations

±500

Headquarters

Charlotte, NC

CAP RATE

6.00%

5.00%

4.00%

1

5

10

20

15

YEARS REMAINING ON LEASE

transactions cap rate comparison

2021

H1 2022

Transactions

60

22

5 Years Remaining

5.50%

10 Years Remaining

5.25%

Avg. Cap Rate

5.70%

5.20%

Avg. Term Remaining

10 Years

12 Years

New Construction (15-20 Years)

5.00%

Avg. Sale Price

$1,300,000

$1,326,340

recent sales comparables typical lease structure Lease Type

NNN

Rent Increases

10% Every 5 Years

Lease Term

10 - 15 Years

Avg. Annual Rent

$76,980

Typical SF

±1,765

Avg. Sales

-

CITY

STATE

PRICE

CAP

TERM LEFT BUILT

SOLD

Oklahoma City

OK

$1,500,000

5.50%

5 Years

2017

3/11/22

Wadsworth

OH

$1,484,350

5.75%

7 Years

1998

2/1/22

Belton

TX

$900,000

5.00%

10 Years

2020

1/26/22

Fort Walton Beach

FL

$1,670,000

4.50%

15 Years

2021

1/17/22

Corpus Christi

TX

$1,030,000

4.88%

15 Years

2021

1/4/22

Columbus

OH

$1,040,000

5.00%

15 Years

1996

12/31/21

Snellville

GA

$2,180,000

5.50%

15 Years

1998

12/28/21

Rocky Mount

NC

$1,950,000

5.95%

10 Years

2021

12/15/21

Venice

FL

$1,660,000

5.20%

11 Years

2021

12/14/21

Pflugerville

TX

$909,090

5.50%

5 Years

1989

11/30/21

Net Lease Tenant Report | 43


current on market data Number of Properties

15

Avg. Cap Rate

5.60%

Avg. Lease Term Remaining

14 Years

Avg. Price

$1,872,696

Lowest Cap Rate

4.50%

Highest Cap Rate

9.10%

cap rate correlation KEY STATISTICS Credit Rating

BB

Market Cap

±$5.56B

Total Locations

±1,400

Headquarters

Lexington, KY

CAP RATE

6.00%

5.00%

4.00%

1

5

10

20

15

YEARS REMAINING ON LEASE

transactions cap rate comparison

2021

H1 2022

Transactions

20

24

5 Years Remaining

5.60%

10 Years Remaining

5.20%

Avg. Cap Rate

5.60%

5.50%

Avg. Term Remaining

9 Years

9 Years

New Construction (15-20 Years)

5.00%

Avg. Sale Price

$1,800,000

$1,467,935

recent sales comparables typical lease structure Lease Type

NNN

Rent Increases

10% Every 5 Years

Lease Term

15 Years

Avg. Annual Rent

$77,500

Typical SF

±2,350

Avg. Sales

-

CITY

STATE

PRICE

CAP

TERM LEFT BUILT

SOLD

Lexington

KY

$1,130,000

5.40%

2 Years

1992

4/8/22

Dandridge

TN

$1,360,000

5.23%

10 Years

2005

3/31/22

Columbus

OH

$1,470,000

5.00%

10 Years

2021

3/17/22

Kansas City

MO

$2,360,000

5.00%

10 Years

1996

1/27/22

Dekalb

IL

$1,200,000

6.50%

10 Years

1988

1/5/22

Riverside

CA

$3,200,000

5.78%

3 Years

2004

1/3/22

Kansas City

MO

$1,720,000

5.05%

15 Years

2000

12/29/21

Conyers

GA

$2,210,000

4.75%

14 Years

2020

12/22/21

Richmond

VA

$1,630,000

5.01%

15 Years

2021

12/2/21

Tustin

CA

$3,200,000

5.66%

5 Years

1956

9/3/21

Net Lease Tenant Report | 44


current on market data Number of Properties

295

Avg. Cap Rate

5.50%

Avg. Lease Term Remaining Avg. Price

10 Years $7,698,069

Lowest Cap Rate

4.20%

Highest Cap Rate

14.50%

cap rate correlation KEY STATISTICS

8.00%

BBB

Market Cap

±$37.88B

Total Locations

±8,904

Headquarters

Deerfield, IL

7.00% CAP RATE

Credit Rating

6.00% 5.00% 4.00%

1

5

10

20

15

YEARS REMAINING ON LEASE

transactions cap rate comparison

2021

H1 2022

Transactions

575

271

5 Years Remaining

6.00%

10 Years Remaining

5.50%

Avg. Cap Rate

6.10%

5.60%

Avg. Term Remaining

8 Years

10 Years

New Construction (15-20 Years)

4.75%

Avg. Sale Price

$5,769,526

$5,792,944

recent sales comparables typical lease structure Lease Type

NNN

Rent Increases

Custom

Lease Term

25 Years

Avg. Annual Rent

$360,000

Typical SF

±14,820

Avg. Sales

$2,500,000

CITY

STATE

PRICE

CAP

TERM LEFT BUILT

SOLD

Barnhart

MO

$5,200,000

5.79%

7 Years

2004

3/30/22

Port Saint Lucie

FL

$9,340,000

5.00%

12 Years

2009

4/1/22

Roselle

NJ

$7,140,000

6.02%

5 Years

2002

4/29/22

Long Beach

MS

$4,755,000

5.79%

8 Years

2005

2/17/22

Lewisburg

TN

$4,318,117

5.75%

8 Years

2005

1/24/22

Colorado Springs

CO

$7,869,904

6.25%

5 Years

2001

1/14/22

Anderson

IN

$5,125,000

5.85%

8 Years

2004

1/10/22

South Holland

IL

$6,956,522

5.75%

9 Years

2006

1/4/22

Elizabeth City

NC

$5,909,091

5.50%

10 Years

2007

12/31/21

Spokane

WA

$8,400,000

5.63%

9 Years

2000

12/20/21

Net Lease Tenant Report | 45


current on market data Number of Properties

9

Avg. Cap Rate

4.20%

Avg. Lease Term Remaining

13 Years

Avg. Price

$5,969,552

Lowest Cap Rate

3.80%

Highest Cap Rate

9.50%

cap rate correlation KEY STATISTICS Credit Rating

Private

Market Cap

Private

Total Locations

±900

Headquarters

Wawa, PA

CAP RATE

6.00%

5.00%

4.00%

1

5

10

20

15

YEARS REMAINING ON LEASE

transactions cap rate comparison 5 Years Remaining

5.50% - 6.00%

10 Years Remaining

4.75% - 5.00%

New Construction (15-20 Years)

4.25% - 4.50%

2021

H1 2022

Transactions

55

11

Avg. Cap Rate

4.60%

4.30%

Avg. Term Remaining

13 Years

14 Years

Avg. Sale Price

$5,800,000

$4,420,687

recent sales comparables typical lease structure Lease Type

NNN or Ground Lease

Rent Increases

5 - 10% Every 5 Years

Lease Term

20 Years

Avg. Annual Rent

$222,500

Typical SF

±4,600 - 6,000

Avg. Sales

-

CITY

STATE

PRICE

CAP

TERM LEFT BUILT

SOLD

Allentown

PA

$9,150,000

4.50%

20 Years

2022

12/15/21

Sebring

FL

$5,858,000

4.50%

20 Years

2021

10/14/21

Bellmawr

NJ

$5,800,000

5.00%

14 Years

2015

5/14/21

Okeechobee

FL

$5,665,000

4.50%

20 Years

2021

7/21/21

Richmond

VA

$5,300,000

4.46%

14 Years

2015

10/7/21

Miami

FL

$9,042,553

4.00%

19 Years

2020

3/10/21

Edison

NJ

$7,575,000

4.42%

20 Years

2021

12/13/21

Bridgeville

DE

$5,368,000

5.00%

14 Years

2014

5/17/21

Warminster

PA

$7,030,927

4.85%

14 Years

2013

5/6/21

Morrisville

PA

$6,718,086

4.65%

19 Years

2018

7/21/21

Net Lease Tenant Report | 46


current on market data Number of Properties

4

Avg. Cap Rate

4.80%

Avg. Lease Term Remaining

6 Years

Avg. Price

$5,810,500

Lowest Cap Rate

6.60%

Highest Cap Rate

7.80%

KEY STATISTICS

cap rate correlation BBB+

Market Cap

±$170.16B

Total Locations

±4,988

Headquarters

San Francisco, CA

9.00% 8.00% CAP RATE

Credit Rating

7.00% 6.00% 5.00% 4.00%

1

5

10

20

15

YEARS REMAINING ON LEASE

cap rate comparison 5 Years Remaining

5.50%

10 Years Remaining

5.00%

New Construction (15-20 Years)

4.50%

transactions 2021

H1 2022

Transactions

6

1

Avg. Cap Rate

5.74%

-

Avg. Term Remaining

5 Years

-

Avg. Sale Price

$2,957,333

$1,437,500

typical lease structure Lease Type

NNN or Ground Lease

Rent Increases

Custom, 10% Every 5 Years

Lease Term

15 Years

Avg. Annual Rent

$159,500

Typical SF

±3,500

Avg. Sales

-

recent sales comparables CITY

STATE

PRICE

CAP

TERM LEFT BUILT

SOLD

Upper Marlboro

MD

$3,990,000

5.63%

5 Years

2006

6/15/21

Falls Church

VA

$3,300,000

4.56%

4 Years

1995

5/25/21

Yankton

SD

$1,116,000

6.25%

3 Years

2017

4/15/21

Lady Lake

FL

$2,270,000

4.98%

4 Years

2004

4/14/21

Houston

TX

$5,768,000

6.00%

5 Years

1984

3/26/21

Net Lease Tenant Report | 47


current on market data Number of Properties

39

Avg. Cap Rate

5.00%

Avg. Lease Term Remaining

17 Years

Avg. Price

$3,366,928

Lowest Cap Rate

4.40%

Highest Cap Rate

13.60%

cap rate correlation KEY STATISTICS

9.00%

B

Market Cap

±$5.04B

Total Locations

±6,949

Headquarters

Dublin, OH

8.00% CAP RATE

Credit Rating

7.00% 6.00% 5.00% 4.00%

1

5

10

20

15

YEARS REMAINING ON LEASE

transactions cap rate comparison

2021

H1 2022

Transactions

140

80

5 Years Remaining

6.50%

10 Years Remaining

5.00%

Avg. Cap Rate

5.30%

4.80%

Avg. Term Remaining

14 Years

16 Years

New Construction (15-20 Years)

4.25%

Avg. Sale Price

$2,600,000

$2,216,516

recent sales comparables typical lease structure Lease Type

NNN or Ground Lease

Rent Increases

5% - 12% Every 5 Years

Lease Term

20 Years

Avg. Annual Rent

$127,000

Typical SF

±3,200

Avg. Sales

$1,850,000

CITY

STATE

PRICE

CAP

TERM LEFT BUILT

SOLD

Cleveland

TN

$2,050,000

5.24%

6 Years

1976

8/19/22

Cleveland

OH

$4,950,000

4.50%

15 Years

2007

8/4/22

Mason

MI

$2,118,000

5.50%

14 Years

2004

4/10/22

Hillsborough

NC

$3,506,540

5.00%

16 Years

2006

4/9/22

Las Cruces

NM

$3,150,000

4.95%

16 Years

2006

2/22/22

South Hill

VA

$2,435,000

4.86%

16 Years

1984

2/15/22

Grand Rapids

MI

$2,700,000

5.06%

14 Years

2015

2/1/22

Land O'Lakes

FL

$2,278,481

3.95%

15 Years

2022

1/26/22

Roxboro

NC

$2,650,000

5.00%

16 Years

1984

1/10/22

Jackson

TN

$2,711,115

4.75%

20 Years

2000

1/31/22

Net Lease Tenant Report | 48


current on market data Number of Properties

8

Avg. Cap Rate

4.40%

Avg. Lease Term Remaining

9 Years

Avg. Price

KEY STATISTICS B

Market Cap

$2.698B

Total Locations

±790

Headquarters

San Antonio, TX

10 Years Remaining

4.50%

New Construction (15-20 Years)

Highest Cap Rate

10.70%

5.00%

cap rate comparison 5.00%

4.10%

6.00%

4.00%

5 Years Remaining

Lowest Cap Rate

cap rate correlation

CAP RATE

Credit Rating

$3,634,601

1

5

10

transactions 2021

4.00%

typical lease structure Lease Type

NNN or Ground Lease

Rent Increases

5% - 10%

Lease Term

15 Years

Avg. Annual Rent

$131,454

Typical SF

±2,500

Avg. Sales

$3,197,000

20

15

YEARS REMAINING ON LEASE

H1 2022

Transactions

6

14

Avg. Cap Rate

4.69%

4.30%

Avg. Term Remaining

10 Years

15 Years

Avg. Sale Price

$2,784,714

$3,647,921.25

recent sales comparables CITY

STATE

PRICE

CAP

TERM LEFT BUILT

SOLD

Mesa

AZ

$3,549,613

3.80%

15 Years

2022

3/25/22

Athens

AL

$2,421,000

4.75%

15 Years

2022

3/17/22

Bossier City

LA

$2,518,072

3.85%

15 Years

2016

3/10/22

San Antonio

TX

$6,032,000

4.50%

15 Years

2020

2/24/22

Net Lease Tenant Report | 49


index

7-Eleven

Alex Goodman

(615) 667-0153 | alex.goodman@matthews.com

Applebee's

Josh Lesaca

(602) 412-3775 | josh.lesaca@matthews.com

Arby's

Nathan Roberto

(214) 295-8753 | nathan.roberto@matthews.com

AutoZone

Kevin McKenna

(214) 295-6517 | kevin.mckenna@matthews.com

Bank of America

Nick Kaye

(949) 662-2253 | nick.kaye@matthews.com

Best Buy

Ryan Marmaros

(216) 255-9337 | ryan.marmaros@matthews.com

Bojangles

Harrison Wachtler

(615) 667-0160 | harrison.wachtler@matthews.com

Buffalo Wild Wings

Saxon Gallegos

(949) 945-6007 | saxon.gallegos@matthews.com

Burger King

Jack Rottman

(925) 208-0345 | jack.rottman@matthews.com

Carl's Jr

Cade Norland

(949) 662-2265 | cade.norland@matthews.com

Chase Bank

Gerard Hamas

(615) 535-0105 | gerard.hamas@matthews.com

Chick-Fil-A

Meghan Carroll

(949) 200-7903 | meghan.carroll@matthews.com

Chipotle

Mitchell Glasson

(949) 432-4502 | mitchell.glasson@matthews.com

Circle K

Chris Sands

(925) 718-7524 | chris.sands@matthews.com

CVS

Courtney Haubach

(949) 336-3541 | courtney.haubach@matthews.com

DaVita Healthcare

Andrew Fagundo

(310) 955-5834 | andrew.fagundo@matthews.com

Dollar General

Josh Bishop

(214) 692-2289 | josh.bishop@matthews.com

Dollar Tree

Josh Bishop

(214) 692-2289 | josh.bishop@matthews.com

El Pollo Loco

Tim Campbell

(949) 200-7165 | tim.campbell@matthews.com

Family Dollar

Josh Bishop

(214) 692-2289 | josh.bishop@matthews.com

Firestone Complete Auto Care

Jake Sandresky

(512) 535-1759 | jake.sandresky@matthews.com

Fresenius Medical Care

Andrew Fagundo

(310) 955-5834 | andrew.fagundo@matthews.com

Goodyear Tires

Jake Sandresky

(512) 535-1759 | jake.sandresky@matthews.com

Hobby Lobby

Ryan Marmoros

(216) 255-9337 | ryan.marmaros@matthews.com

IHOP

Josh Lesaca

(602) 412-3775 | josh.lesaca@matthews.com

Jack In the Box

Belall Ahmed

(925) 718-7522 | belall.ahmed@matthews.com

Jiffy Lube

Christian Finke

(949) 200-7916 | christian.finke@matthews.com

KFC

Nathan Roberto

(949) 200-7916 | nathan.roberto@matthews.com

Kum & Go

Alex Goodman

(214) 295-8753 | alex.goodman@matthews.com

Mattress Firm

Antonio Sibbio

(216) 201-9295 | antonio.sibbio@matthews.com

National Tire and Battery

Antonio Sibbio

(216) 201-9295 | antonio.sibbio@matthews.com

O'Reilly Auto Parts

Jack Collins

(773) 572-8594 | jack.collins@matthews.com

Panera Bread

Meghan Carroll

(949) 200-7903 | meghan.carroll@matthews.com

Pep Boys

Simon Assaf

(949) 873-0275 | simon.assaf@matthews.com

Popeyes

Blake Wagenseller

(949) 209-8963 | blake.wagenseller@matthews.com

QuikTrip

Lee Cordova

(214) 692-2191 | lee.cordova@matthews.com

Rite Aid

Tarik Fattah

(949) 544-1723 | tarik.fattah@matthews.com

Sherwin-Williams

Jake Marthens

(949) 544-1724 | jake.marthens@matthews.com

Sonic

Saxon Gallegos

(949) 945-6007 | saxon.gallegos@matthews.com

Steak 'n Shake

Blake Wagenseller

(949) 209-8963 | blake.wagenseller@matthews.com

Taco Bell

Jake Linsky

(602) 975-0804 | jake.linsky@matthews.com

Take 5 Oil Change

Christian Finke

(949) 200-7916 | christian.finke@matthews.com

Valvoline Oil Change

Christian Finke

(949) 200-7916 | christian.finke@matthews.com

Walgreens

Emma Pirnar

(512) 535-1015 | emma.pirnar@matthews.com

Wawa

Jason Mandell

(512) 535-0268 | jason.mandell@matthews.com

Wells Fargo

Gerard Hamas

(615) 535-0105 | gerard.hamas@matthews.com

Wendy's

Vincent Chapey

(925) 718-7525 | vincent.chapey@matthews.com

Whataburger

Chase Cameron

(214) 692-2040 | chase.cameron@matthews.com


net lease tenant report

W W W. M AT T H E W S . C O M


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