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$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,…
Net Lease at New Mountain Capital with Teddy Kaplan
Teddy 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 assets in defensive…
ABS Financing with Charlie Dann of Truist
Charlie Dann, Managing Director and Head of Esoteric ABS Banking at Truist Securities, joins the program. Our discussion covers all things asset-backed securitizations – the broad structure, its…
Sale/leaseback advisory with Matt Wrobleski
Matt 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 2014 and ultimately…
CTL Financing with Elyssa McMullen of PGIM
Elyssa 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 finance than typical real…
Net lease longevity with Gino Sabatini of W.P. Carey
Gino 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 provides a history of the…
Public REIT coverage with Jana Galan from Bank of America
Jana 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 listing on the public…
David Kay of Proterra Net Lease
David 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 auto dealership…
Andrew Sandquist of Newmark
Andy 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 led to commercial…
Stephen Preston & Pierre Revol - FrontView REIT
Stephen 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, net-leased assets with…
Travis Fidel & Kevin Marusiak of Radar Net Lease
Travis 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 provides capital…
Alexi Panagiotakopoulos of Colterpoint
Alexi Panagiotakopoulos, Co-Founder and Partner at Colterpoint, joins the Net Lease Observer podcast. Over his career, Panagiotakopoulos has served in various roles across public and private markets…
Craig Ganz of Ballard Spahr
Craig 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 range of services from…
Andrew Spodek of Postal Realty Trust
Andrew 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, Andrew took over the…
Gary Baumann of ARCTRUST
Gary Baumann, CEO at ARCTRUST, joins the Net Lease Observer podcast. An early career path ranging from construction work to practicing law ultimately led Gary to his current 20-year run at ARCTRUST…
Chris Hollenbeck of Cushman & Wakefield
Chris Hollenbeck, Vice Chair at brokerage Cushman & Wakefield (NYSE: CWK), joins the Net Lease Observer podcast to discuss his nearly two-decade net lease career. A move from Missouri to Arizona…
Will Pike of CBRE
Will Pike, President, Industrial & Logistics, Capital Markets at CBRE Group (NYSE: CBRE) joins the Net Lease Observer podcast to discuss his 20+ year career at the brokerage giant. Inspiration…
Recap: 1st week of 2Q25 earnings & Net Lease Summit
Today's solo episode recaps the Observer's recent trip to the 11th annual REJournals Net Lease Summit and provides insights into the first week of net lease REIT 2Q2025 financial reporting, which…
Richard Hurd - Hurd Real Estate
Richard Hurd, Founder and President of Hurd Real Estate, joins the Net Lease Observer podcast to discuss his five-decade run finding opportunities to create value. From flipping Chevys in high school…
Alex Sharrin of JLL
Alex Sharrin, Co-Head of Corporate Capital Markets and Net Lease at Fortune 500 corporation JLL (NYSE: JLL), joins the Net Lease Observer podcast for a wide-ranging discussion around his path into…
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Net Lease Observer has published 30 episodes since May 2025, covering topics in Business, Investing.
Net Lease Observer is currently highly active with new episodes every 2 weeks. Average episode length is 57m.
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