Innovation in Real-Estate ETFs Leads to the Popular Net-Lease Market

The video discusses the concept of triple net lease REITs, which are companies that manage costs like maintenance, taxes, and insurance, allowing them to retain more profit. It compares these REITs to VNQ, highlighting differences in yield and concentration. The video explains the distinction between net and gross leases, emphasizing the growth potential and sustainability of net leases. It also addresses the sensitivity of REITs to interest rates, noting their dynamic nature in managing assets. Finally, it touches on Warren Buffett's investment in store capital, underscoring the sector's value and sustainability.

What factors contribute to the sustainability of cash flows in net lease investments?

How do REITs manage interest rate sensitivity according to the discussion?