Real Estate Portfolio Strategy

Portfolio advisory for family offices.

From the Q3 2026 US Net Lease Market Brief (data through September 30, 2026)
Read the full brief →
Overall STNL cap rate, Q3 2026
6.92%
+10 bps QoQ. Largest move since 2023
Retail bid-ask spread
25 bps
Widened 3 bps from a 3-year low
10-yr fixed, NNN single tenant
6.79%
Up to 75% LTV, Sep 13 rate card
DST and 1031 equity raised through August
$6.48B
up 33% YoY

Source: DataStars Q3 2026 US Net Lease Market Brief, data through September 30, 2026 (The Boulder Group, Select Commercial rate card, company releases and SEC filings).

Portfolio Advisory

What to sell, what to hold, and how.

We advise family offices on their real estate portfolios: valuation, sale strategy, buyer mapping, and oversight through closing.

Engagement Model

DataStars engages with principals on the sell side of institutional commercial real estate sales. Engagements begin with portfolio valuation intelligence and scenario planning; proceed through buyer universe mapping and sale structure; and include execution oversight through closing.

Principal-led. No pitch books. No hand-offs.

Q3 2026 US Net Lease Market Brief (data through September 30, 2026)

US Net Lease Market Brief

Cap rates, credit, buyer cost of capital, and debt markets in the US net lease market.

Q3 2026 US Net Lease Market Brief (data through September 30, 2026), cover
Engagement Model

Every DataStars engagement is led by a principal. The people in the first meeting are the people at closing.