News, analysis and interviews focused on the single tenant net lease and sale/leaseback markets.
Net Lease Observer
Claim This Podcastby Sean Hostert
5.0(7 reviews)
32 episodes
Updated Daily
Accepts GuestsHas Sponsors
35
Podcast Authority
BetaPoorBased on show quality, social media presence, reviews, charts, and more
Quality57
Social0
YouTube0
Engagement32
Podcast Overview
News, analysis and interviews focused on the single tenant net lease and sale/leaseback markets.
Language
🇺🇲
Publishing Since
5/13/2025
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35
Podcast Authority
BetaPoorBased on show quality, social media presence, reviews, charts, and more
Quality57
Social0
YouTube0
Engagement32
6
Excellent Areas
1
Good Performance
12
Growth Opportunities
excellent
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Every 7 days
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3.0/5
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Recent Episodes
June 25, 2026
Evergreen principles with Glenn Rufrano
Glenn 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 Co-Founding O’Connor Group to CEO roles at firms including New Plan Excel, Centro Properties, Cushman & Wakefield, and VEREIT. He now serves as Chairman of PREIT, Chairman of the ICSC Foundation, and sits on the board of a variety of REITs and other real estate businesses. Our conversation covers a myriad of evergreen topics, from credibility, focus, and patience to turn-arounds, value creation, and mobility. Glenn also provides his take on current themes including 401(k) access to illiquid alternative investments, semi-liquid fund structures, digital infrastructure, and sticky inflation. This episode is sponsored by Commonwealth National Commercial Services – your national net lease title & escrow partner. Visit Commonwealth's website HERE for additional information and contact National Account Manager John Heap at (602) 705-4180 or john.heap@cltic.com. Check out www.netleaseobserver.com for all net lease and sale/leaseback content.
June 16, 2026
Asset allocation with Michael Batnick of Ritholtz Wealth
Michael 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 content creator through his blog the Irrelevant Investor, co-hosting both the Animal Spirits and Compound & Friends podcasts, and his 2018 book Big Mistakes: The Best Investors and Their Worst Investments. Our conversation covers Michael’s unconventional path to Ritholtz, the firm’s independence and content creation as differentiators, asset allocation thoughts, views on alternative investments, liquidity, fee structures, and the potential outcomes of recent redemption waves at private funds. This episode is sponsored by Commonwealth National Commercial Services – your national net lease title & escrow partner. Visit Commonwealth's website HERE for additional information and contact National Account Manager John Heap at (602) 705-4180 or john.heap@cltic.com. Check out www.netleaseobserver.com for all net lease and sale/leaseback content.
June 9, 2026
$90 billion & beyond with Realty Income's Sumit Roy
Sumit 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 Dividend Company, Realty Income is a $90 billion enterprise value global net lease REIT with over 15,500 properties across North America, the U.K., and Europe. The company’s portfolio is primarily retail and industrial assets with additional exposure to gaming, data centers, and agriculture properties. Our discussion covers Sumit’s background, the societal tailwinds and strategic decisions driving Realty Income’s business model, the implications of the company’s massive scale, leaning into private capital as a source of equity, M&A, international opportunities, and much more. This episode is sponsored by Commonwealth National Commercial Services – your national net lease title & escrow partner. Visit Commonwealth's website HERE for additional information and contact National Account Manager John Heap at (602) 705-4180 or john.heap@cltic.com. Check out www.netleaseobserver.com for all net lease and sale/leaseback content.
32 total episodes available
Recent guests on Net Lease Observer
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Alex Sharrin
Guest
Glen Kunofsky
Guest
Mark Manheimer
Guest
Christopher Volk
Guest
John Moragne
Guest
Chris Constant
Guest
Ed Pitoniak
Guest
Chris Burbach
Guest
Dan Andrews
Guest
Joey Agree
Guest
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Frequently asked questions
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- What is Net Lease Observer?
- How often does this podcast release new episodes?
This podcast updates daily.
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This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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