Knipp Wolf Net Lease Group

Dollar Tree’s decision to sell Family Dollar underscores the challenges of merging two fundamentally different retail models with limited strategic alignment. The company has agreed to sell Family Dollar to private equity firms Brigade Capital Management and Macellum Capital Management for just over $1 billion—a stark contrast to the $8.5 billion it paid for the chain a decade ago. Family Dollar has struggled to gain traction under Dollar Tree’s ownership, making the sale a significant but necessary move. Pending regulatory approval, the deal is expected to close in Q2, with Family Dollar retaining its headquarters in Chesapeake, Virginia. In its Q4 earnings report, Dollar Tree reported a 0.7% increase in net sales to $5 billion, despite operating with one fewer week in the fiscal year. However, the company faced a 130 basis-point decline in gross margin to 37.6% and recorded a net loss of $3.7 billion—more than double the previous year’s loss—highlighting ongoing financial pressures. #NNN #realestate #investment #investing #commercialrealestate #property #passiveincome #investor #realestateinvesting #commercialproperty #netlease #retailrealestate #cre #familydollar #dollartree

Recent Closing: QuikTrip | Rowlett, TX Jake Stammen, Associate, Salim Bhaidani, Senior Associate, and Vincent Knipp, Senior Managing Director Investments, all based in Marcus & Millichap’s Dallas office, had the exclusive listing to market the property on behalf of the seller. Located in a busy retail corridor across from The Home Depot and Walmart Supercenter, the property experiences high visibility and consumer traffic. According to May 2024 census data, Rowlett is the fastest-growing city in Dallas County over the past three years, with a 6.8% population increase, ranking No. 204 among the fastest-growing cities nationwide. Contact Jake Stammen, Salim Bhaidani or Vincent Knipp for more information. ?? (972) 755-5209 [email protected] ?? (972) 755-5314 [email protected] ?? (972) 755-5205 [email protected] #NNN #realestate #investment #investing #commercialrealestate #property #passiveincome #investor #realestateinvesting #commercialproperty #netlease #retailrealestate #cre #quiktrip #rowlett #texas

Just Listed: Bush’s Chicken | $1,835,000 | Absolute Net Lease | Fort Stockton, TX - Outparcel to a Retail Center Anchored by Tractor Supply Co., Dollar Tree, and Hibbett Sports - Excellent Access and Visibility on Situated on W Dickinson Blvd (U.S. Highway 285), a Major Commercial Corridor in Fort Stockton (15,126 VPD) - Corporate Guaranty – Bush’s Chicken Operates More Than 75 Locations Across Texas ?? Click link for details https://lnkd.in/gvBwcxBf Contact Vincent Knipp for more information. ?? (972) 755-5205 [email protected] #NNN #retail #realestate #investment #investing #commercialrealestate #property #passiveincome #cre #investor #realestateinvesting #commercialproperty #netlease #retailrealestate #bushschicken #fortstockton #texas

7-Eleven and Circle K owners line up US stores carve-out as part of takeover bid Alimentation Couche-Tard (ACT) and Seven & i are set to negotiate with private equity firms to divest 2,000 U.S. stores, a key step in ACT’s $47 billion bid for 7-Eleven’s parent company. Seven & i demands regulatory assurances before advancing talks while pursuing restructuring, including a $13 billion buyback and a 2026 IPO. Despite efforts, its stock is down 10% this year, and investors remain divided on the best path forward. Negotiations hinge on antitrust approvals and a break-up fee dispute. A deal could close in three months and gain regulatory approval within a year, but Seven & i’s board remains cautious. Consolidating the store divestiture may determine whether deeper talks with ACT proceed. Jake Stammen ?? (972) 755-5209 ?? [email protected] Salim Bhaidani ?? (817) 932-6136 ?? [email protected] #NNN #realestate #investment #investing #commercialrealestate #property #passiveincome #investor #realestateinvesting #commercialproperty #netlease #retailrealestate #cre #couchetard #7eleven

Just Listed: Truist | $6,982,000 | $268M in Deposits | Lake Mary, FL - Absolute Net Lease with 7.8 Years Remaining and Annual 1.5% Rent Increases - #1 Ranked Truist Branch for Deposit Base in Seminole County – Ranked in the 97th Percentile for Deposit Base in Florida - Large 1.73-Acre Parcel Located on High-Traffic Signalized Hard Corner, Providing Strong Intrinsic Value ?? Click link for details https://lnkd.in/gBRXDF7s Contact Ryan Wolf or Luke Sullivan for more information. ?? (972) 755-5207 [email protected] ?? (972) 755-5198 [email protected] Ryan Nee Florida Broker of Record 5900 N Andrews Ave., Ste. 100 Fort Lauderdale, FL 33309 (954) 245-3400 Lic #: BK3154667 #NNN #retail #realestate #investment #investing #commercialrealestate #property #passiveincome #cre #investor #realestateinvesting #commercialproperty #netlease #retailrealestate #truist #florida #orlando

High-Speed Cycles Require Long-Term Thinking Rapidly shifting economic conditions are making it increasingly difficult for investors to rely on traditional market indicators. Market data is becoming outdated faster than usual, complicating decision-making. Economic forecasts for 2025 are already being revised by major firms, reflecting uncertainty. Additionally, inflation data lags behind real-time changes, overlooking critical cost increases such as the 30% rise in steel prices. At the same time, an aging population is fueling demand for medical office space. Every day, 11,000 people turn 65, driving up the need for healthcare services. Seniors visit the doctor an average of 7.1 times per year—nearly double the rate of younger adults—putting additional pressure on medical facilities to expand. Despite rising demand, medical office construction is slowing. Only 8 million square feet of new medical office space was delivered in 2024, a sharp decline from 14 million in 2023. Construction starts have dropped significantly, and with labor and material costs continuing to rise, new development may be further constrained. #NNN #retail #realestate #investment #investing #commercialrealestate #property #passiveincome #cre #investor #realestateinvesting #commercialproperty #netlease #retailrealestate

Can Chipotle Defy the Odds and Outperform in 2025? Despite economic uncertainty and rising competition, Chipotle is strategically positioned for growth through bold menu innovations, small-market expansion, and the success of its Chipotlane drive-thru format. With visits per location up 4.2% YoY (source: Placer) and Honey Chicken showing strong early results, the brand’s momentum suggests it could surpass expectations in 2025. #NNN #retail #realestate #investment #investing #commercialrealestate #property #passiveincome #cre #investor #chipotle

Congratulations to Vincent Knipp on being named one of D CEO’s 2025 Power Brokers, recognizing the top commercial real estate dealmakers in Dallas-Fort Worth! #NNN?#retail?#realestate?#investment?#investing?#commercialrealestate?#property?#passiveincome?#cre?#investor?#realestateinvesting?#commercialproperty?#netlease?#retailrealestate

Just Listed: Zippy J’s 3-Unit Gas Station Portfolio | $5,000,000 | Longview, TX -?Business + Real Estate | No Fuel Contracts - Regional Chain Serving Approximately 25,000 Customers Daily at 23 Stores - Offered Below Replacement Cost ?? Click link for details https://lnkd.in/gUANzG9q Contact Jake Stammen, Salim Bhaidani or Vincent Knipp for more information. ?? (972) 755-5209 [email protected] ?? (972) 755-5314 [email protected] ?? (972) 755-5205 [email protected] #NNN #retail #realestate #investment #investing #commercialrealestate #property #passiveincome #cre #investor #realestateinvesting #commercialproperty #netlease #retailrealestate #gas #cstore

Economic Uncertainty to Favor Commercial Real Estate? Mexico, China, and Canada accounted for 41.5% of U.S. goods imports in 2024, but new trade policies are shifting dynamics. As of March 2, 2025, President Trump’s 25% tariffs on imports from Mexico and Canada are in effect, followed by an increase in tariffs on Chinese imports from 10% to 20% on March 4. These moves could disrupt supply chains, impacting businesses and consumers. With tariffs in place, economic risks are rising. The Atlanta Fed revised its Q1 2025 GDP forecast from -1.5% to -2.8%, signaling deeper contraction. Higher costs may slow growth, drive inflation, and weaken investment. As businesses adjust, uncertainty looms over hiring and expansion. The Economic Policy Uncertainty Index has hit its second-highest level, fueling market volatility. Businesses face tough decisions, while investors shift toward hard assets like real estate for stability. As uncertainty grows, companies and investors must adapt to an evolving economic landscape. #NNN #retail #realestate #investment #investing #commercialrealestate #property #passiveincome #cre #investor #realestateinvesting #commercialproperty #netlease #retailrealestate