Insight Article Desktop Banner
 
 
Insight Article
  •  
May 12, 2026

Selectivity Rises as Investors Refocus on Fundamentals

Insight Video Mobile Banner
 
May 12, 2026

Selectivity Rises as Investors Refocus on Fundamentals


Insight Article

Selectivity Rises as Investors Refocus on Fundamentals

Share Icon

May 12, 2026

 
 

Today’s market is demanding a more disciplined approach to income investing; Morgan Stanley Real Estate Investing’s David Gross sat down with PERE to discuss the rise of selectivity in net lease real estate investing.

 
 

In latest PERE Net Lease Report, David Gross, Managing Director and Head of Acquisitions for Morgan Stanley Real Estate Investing, highlights how high-quality net lease investing may deliver durable, downside-protected income—supported by tenant credit, mission-critical real estate, and structural tailwinds.

“Tenant strength, asset quality and demand drivers are increasingly shaping where real estate investors find durable income”

 

Select Author(s) For Icon

Right Click Edit

Select Team For Team Icon

Right Click Edit

 
 
Reproduced with permission of:
 
 
 
 
 

IMPORTANT DISCLOSURES

Morgan Stanley did pay for this sponsored feature.

The views and opinions are those of the author as of the date of publication and are subject to change at any time due to market or economic conditions and may not necessarily come to pass. The views expressed do not reflect the opinions of all investment personnel at Morgan Stanley Investment Management (MSIM) and its subsidiaries and affiliates (collectively the Firm”), and may not be reflected in all the strategies and products that the Firm offers.

This material is for the benefit of persons whom the Firm reasonably believes it is permitted to communicate to and should not be forwarded to any other person without the consent of the Firm. It is not addressed to any other person and may not be used by them for any purpose whatsoever. It is the responsibility of every person reading this material to fully observe the laws of any relevant country, including obtaining any governmental or other consent which may be required or observing any other formality which needs to be observed in that country.

This material is a general communication, which is not impartial, is for informational and educational purposes only, not a recommendation to purchase or sell specific securities, or to adopt any particular investment strategy. Information does not address financial objectives, situation or specific needs of individual investors.

Any charts and graphs provided are for illustrative purposes only. Any performance quoted represents past performance. Past performance does not guarantee future results. All investments involve risks, including the possible loss of principal.

 

It is important that users read the Terms of Use before proceeding as it explains certain legal and regulatory restrictions applicable to the dissemination of information pertaining to Morgan Stanley Investment Management's investment products.

The contents presented herein are provided in Singapore by Morgan Stanley Investment Management Company (Unique Entity Number 199002743C), which is regulated by the Monetary Authority of Singapore. Any asset management or other services are provided in Singapore by Morgan Stanley Investment Management Company and you should contact Morgan Stanley Investment Management Company in relation to any questions you may have on the information presented on this website.

The services described on this website may not be available in all jurisdictions or to all persons. For further details, please see our Terms of Use.

Subscriptions    •    Privacy & Cookies    •    Your Privacy Choices Your Privacy Choices Icon    •    Terms of Use

©  Morgan Stanley. All rights reserved. Morgan Stanley Investment Management Company (Unique Entity Number 199002743C) is regulated in Singapore by the Monetary Authority of Singapore.