Retail Closures Don't Mean What You Think | March 2026 | Net Lease Data File

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Dave Wirgler & Kristian Cotta break down the March 2026 Net Lease Data File and explain why retail closures don't always signal trouble. From Starbucks and 7-Eleven to cap rates, transaction volume, and investor sentiment, this report reveals what the data is actually telling us about today's net lease market.

📊 Access the complete Net Lease Data File Archive (including downloadable monthly reports):
➡︎ https://hungry-inc.com/datafile

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TIMESTAMPS

00:00 Introduction
01:14 The Story Behind the Net Lease Data File
06:48 What the Data Shows
10:18 The Biggest Q1 Trend
17:12 The Starbucks Opportunity
20:04 Why Retail Closures Don't Mean Collapse
22:06 Download the Full Report

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Connect with David Wirgler

LinkedIn: https://www.linkedin.com/in/davewirgler

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Watch this next: Understanding Cap Rates in Commercial Real Estate: https://www.youtube.com/watch?v=BSGV0lY-jMc
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Additional Resources:

Commercial Real Estate Data Platform
Placer.ai: https://www.placer.ai
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Commercial Real Estate Marketplace Research & Comps
CoStar: https://costar.com/
Crexi: https://www.crexi.com/
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Drop your ❓QUESTIONS ❓in the comments.

Whether you're just getting started or scaling your portfolio, we’d love to hear your takeaways, insights, or anything you want us to break down further.
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#KristianCotta #HungryInvestments #CleverCapitalFund

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