# Net Lease Investors Have a Reason to Be Optimistic

Page: https://stenobird.com/podcast/globest-perspectives-podcast-833674/net-lease-investors-have-a-reason-to-be-optimistic
Text version: https://stenobird.com/podcast/globest-perspectives-podcast-833674/net-lease-investors-have-a-reason-to-be-optimistic.md
Podcast: [GlobeSt Perspectives Podcast](https://stenobird.com/podcast/globest-perspectives-podcast-833674)
Published: 2025-05-07T20:31:00+00:00
Episode link: https://globestinsiders.libsyn.com/net-lease-investors-have-a-reason-to-be-optimistic
Audio file: https://traffic.libsyn.com/secure/globestinsiders/GlobeSt_TPG_AG_Net_Lease_Podcast_Revised_5.7.25_Final.mp3?dest-id=1672352
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JSON: https://stenobird.com/v1/public/podcasts/globest-perspectives-podcast-833674/episodes/net-lease-investors-have-a-reason-to-be-optimistic
Duration seconds: 776

## Resource

Despite shifting fundamentals and increasing economic uncertainty, Gordon Whiting of TPG Angelo Gordon says that net lease assets are providing downside protection. Tariffs, interest rates, and a volatile stock market are weakening commercial real estate investment sentiment and pushing capital back to the sidelines—but net lease assets are the silver lining. Gordon Whiting , founder and co-portfolio manager of TPG Angelo Gordon 's net lease strategy and a recent recipient of GlobeSt.com's Influencers of Net Lease award, has an optimistic outlook on net lease investment opportunity this year. Whiting sat down to talk about the net lease investment market. In the interview, he explains: ● How the macroeconomic environment could affect net lease asset performance and investment ● Opportunity for sale-lease back deals as companies look to monetize real estate assets ● Why he is optimistic about net lease activity (and interest rates) in the second half of the year

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