Stoneforge Investments
Free investor guide

The Accredited Investor's Guide to Net-Lease Retail

Everything we wish every prospective investor knew before their first syndication, lease structures, cap-rate math, how deals are actually structured, and the exact questions to ask any sponsor. Plain English. No hype.

Get the guide

Enter your email and the download opens immediately. We'll also send you our research notes, unsubscribe anytime.

Market notes and offering announcements. No spam; unsubscribe anytime.

Guide cover, The Accredited Investor's Guide to Net-Lease Retail
Inside spread, necessity retail, explained
Inside spread, twelve questions to ask any sponsor
9
pages, written to be read
12
sponsor diligence questions
10
glossary terms that matter
0
hype, projections, or pressure
What's inside

Eight chapters, front to back in one sitting

01
Necessity retail, explained
Why grocery, pharmacy, auto, and daily-needs tenants held up through e-commerce and recessions, and what actually makes a center durable.
02
NNN vs. gross leases
Who pays taxes, insurance, and maintenance under each structure, and why the difference decides what reaches investors.
03
Cap rates without the jargon
The one formula behind every price conversation, what compresses or expands cap rates, and how to sanity-check a deal.
04
How syndications work
The entity structure, what you actually own, distributions, K-1s, and where sponsors earn (and should not earn) their money.
05
506(c) and accreditation
What accredited means, why verification is required by federal rule, and what the process really involves.
06
12 questions to ask any sponsor
The diligence checklist we would use on ourselves, alignment, fees, track record framing, and reporting.
07
The risks, stated plainly
Vacancy, illiquidity, market risk, and projection risk, what can go wrong and how underwriting should account for it.
08
Glossary
The ten terms that cover 90% of syndication conversations, defined in one page.
Aerial view of a grocery-anchored, multi-tenant retail center
The subject matter, from above: grocery-anchored, multi-tenant retail on corridors people already drive.
Free download · 9 pages

Read it tonight.

Nine pages now beats nine regrets later. Enter your email and the download opens immediately, no call required, no follow-up pressure.

Market notes and offering announcements. No spam; unsubscribe anytime.

Educational material only, not an offer to sell or a solicitation of an offer to buy securities, and not investment, legal, or tax advice. Securities are offered only through Regulation D 506(c) private placements to verified accredited investors.