Net Lease Observer
by Sean Hostert
Latest episode
$7.5 Billion of Creditworthy Retail Net Lease with ExchangeRight
$7.5 Billion of Creditworthy Retail Net Lease with ExchangeRight
About this podcast
News, analysis and interviews focused on the single tenant net lease and sale/leaseback markets.
Episodes
The newest 20 of 36 episodes
- $7.5 Billion of Creditworthy Retail Net Lease with ExchangeRight · 1 h 14 min · Episode 36Joshua Ungerecht and David Fisher, Managing Partners at ExchangeRight Real Estate, join the program. Founded in 2012, ExchangeRight serves over 8,300 investors, stewarding over…
- The Wisdom in Net Lease with Jeremy Schwartz · 50 min · Episode 35Jeremy Schwartz, Global Chief Investment Officer of WisdomTree, joins the program. With over $170 billion under management globally, WisdomTree offers a diverse suite of…
- Building a billion-dollar industrial private REIT with Dan Goldstein · 1 h 3 min · Episode 34Dan Goldstein, Founder, CEO, and Chairman of the Board of Directors at Royal Oak Realty Trust, joins the program. Based in Rochester, NY, Royal Oak is a private, non-traded REIT…
- Retail development with Josh Simon · 58 min · Episode 33Josh Simon, Founder & CEO of retail property developer SimonCRE, joins the program. Launched in 2010, SimonCRE has completed more than 305 development projects across 24 states…
- Evergreen principles with Glenn Rufrano · 1 h 2 min · Episode 32Glenn Rufrano, longtime real estate executive, joins the program. With over 5 decades in real estate, Rufrano’s career has stretched from appraisal work at Landauer to…
- Asset allocation with Michael Batnick of Ritholtz Wealth · 29 min · Episode 31Michael Batnick, Managing Partner at Ritholtz Wealth, joins the program. Ritholtz is a nationwide wealth management firm and RIA. Batnick is a prolific financial commentator and…
- $90 billion & beyond with Realty Income's Sumit Roy · 43 min · Episode 30Sumit Roy, President and CEO of Realty Income (NYSE: O), joins the program. Founded in 1969, traded on the New York Stock Exchange under the Ticker “O”, and known as the Monthly…
- Net Lease at New Mountain Capital with Teddy Kaplan · 52 min · Episode 29Teddy Kaplan, Managing Director, President and CEO of Net Lease at New Mountain Capital, joins the program. Our discussion covers New Mountain’s focus on industrial manufacturing…
- ABS Financing with Charlie Dann of Truist · 51 min · Episode 28Charlie Dann, Managing Director and Head of Esoteric ABS Banking at Truist Securities, joins the program. Our discussion covers all things asset-backed securitizations – the…
- Sale/leaseback advisory with Matt Wrobleski · 57 min · Episode 27Matt Wrobleski, Partner at SLB Capital Advisors, joins the program. After extensive M&A, divestiture, and corporate finance advisory, Wrobleski entered the net lease sector in…
- CTL Financing with Elyssa McMullen of PGIM · 1 h 0 min · Episode 26Elyssa McMullen, Head of Lease and CTL Financing at PGIM, joins the program. As a subset of the net lease industry, credit tenant lease or CTL financings are more structured…
- Net lease longevity with Gino Sabatini of W.P. Carey · 54 min · Episode 25Gino Sabatini, Head of Investments at W.P. Carey (NYSE: WPC), joins the program. With over 25 years of experience at the $25 billion publicly listed net lease REIT, Sabatini…
- Public REIT coverage with Jana Galan from Bank of America · 53 min · Episode 24Jana Galan, Senior REIT Analyst at Bank of America, joins the program. Galan provides a recap of 4Q and FY2025 earnings for listed net lease REIT, the structure and benefits of…
- David Kay of Proterra Net Lease · 1 h 13 min · Episode 23David Kay, Managing Director of Proterra Net Lease, joins the program. Our conversation covers David's career journey including how time at Arthur Andersen introduced him to the…
- Andrew Sandquist of Newmark · 49 min · Episode 22Andy Sandquist, Vice Chairman of Corporate Capital Markets at Newmark (NASDAQ: NMRK), joins the program. After growing up on a working farm in Iowa, Sandquist's professional path…
- Stephen Preston & Pierre Revol - FrontView REIT · 50 min · Episode 21Stephen Preston and Pierre Revol, CEO and CFO of FrontView REIT (NYSE: FVR) join the program. Founded as NADG-NNN in 2016, FrontView is a NYSE listed owner of highly visible…
- Travis Fidel & Kevin Marusiak of Radar Net Lease · 1 h 4 min · Episode 20Travis Fidel and Kevin Marusiak, Co-Founders and Managing Partners of Radar Net Lease, join the program. Radar operates via two platforms: its triple net lending arm where it…
- Alexi Panagiotakopoulos of Colterpoint · 1 h 0 min · Episode 19Alexi Panagiotakopoulos, Co-Founder and Partner at Colterpoint, joins the Net Lease Observer podcast. Over his career, Panagiotakopoulos has served in various roles across public…
- Craig Ganz of Ballard Spahr · 57 min · Episode 18Craig Ganz, Partner at Ballard Spahr, joins the Net Lease Observer podcast. With a near 20-year career guiding single tenant net lease landlords, Ganz and his team provide a…
- Andrew Spodek of Postal Realty Trust · 50 min · Episode 17Andrew Spodek, CEO at Postal Realty Trust (NYSE: PSTL), joins the Net Lease Observer podcast. Growing up and learning from his dad as he acquired postal service real estate…







