Just What I Needed: Manufacturing Net Lease Investment’s Growing Allure

This episode highlights why mission-critical manufacturing facilities are compelling net lease investments. Longtime industry leaders explore how investors evaluate tenant and location risk, the effects of reshoring, and how a changing interest rate can create opportunities for net lease investors. Key Takeaways from TPG Net Lease’s Gordon Whiting and CBRE’s Will Pike ·     Manufacturing assets offer exceptionally sticky tenants and are less vulnerable to economic downturns than many other real estate asset classes. ·     U.S. private manufacturing construction spending surged more than 200% between 2021 and 2025. ·     Institutional capital is gravitating to industrial net lease investments for their attractive risk-adjusted returns.