N

Net Lease Strategy

Net Lease Strategy

Alidade Capital targets delivering and growing stable income via investing in a portfolio of single-tenant leased properties. Properties of this nature are typically subject to long-term leases with credit-worthy tenants where tenants pay their landlord contractual rent with escalations and are responsible for all operating and capital expenses associated with the property. The net lease strategy also aims to generate additional appreciation potential through participation in build-to-suit investments and select shorter lease term single-tenant investment opportunities.
Net Lease Investment Approach
Decoration
Net Lease Investment Approach

Alidade Capital adopts a nimble investment approach by utilizing a variety of different investment types. Investment types include sale-leasebacks (including master lease structures), lease assumptions, build-to-suits, developer take-outs, forward commitments, lease restructurings, property expansions, joint ventures, and loans.

1
Tenant Credit
Decoration
Tenant Credit

Alidade Capital prefers non-investment grade rated tenants to maximize total return, however, to a lesser extent, seeks exposure to investment grade rated tenants for portfolio diversification.

2
Property Types
Decoration
Property Types

Industrial: logistics, manufacturing, cDMO and cGMP
Retail: essential retail and service
Other: opportunistically pursue other property types

3