[Editor's Note: This post was originally published on WCI Network partner, Passive Income, MD. Like many of you, I love real estate as an asset class for its high returns and low correlation with stocks and bonds. And I hate the real estate market due to its inefficiency and characteristics as a second job. So anytime I can maximize the upsides and minimize the downsides, I become very interested. NNN leases are a way to decrease the hassle of owning an individual property because the tenant becomes responsible for most of the hassle and cost of maintaining the property.]
If this resonates with you, then a great solution for you might be investing in something called a Triple Net Lease (NNN) property. To help me explain what that is, I’ve decided to write this post in more of a question-answer type format.
What is a Triple Net Lease (NNN)?
A triple net lease is a commercial property in which there is most commonly a single tenant and that tenant is responsible for taking care of any and all issues.
So they take care of “the three nets”:
Net #1 – Property Taxes
Net #2 – Insurance
Net #3 – Maintenance
That means that you as the owner will not get called to unclog a toilet in the middle of the night or deal with monthly utility bills. The tenant is responsible for all of that. Typically there isn’t rapid turnover, so you don’t have to worry about re-renting often and you won’t get called about tenant battles like one tenant playing his music too loud late at night.
Hopefully, you’re seeing that it requires very little management. Essentially all you have to do is basic bookkeeping, file tax returns every year, and make the big decisions like when you want to refinance, sell or exchange the property. This makes it very attractive for owners, particularly those that aren’t in the same location or state.
What Are the Typical Returns and Are There Any Risks?
Because these are considered steady, safer-type investments, returns typically are expected to run in the 5-9% annual return range.
Sounds amazing, right? However, just like in any investment there are risks. The main risk is that the single tenant vacates before the term is up or goes out of business. A good number of these leases are written for 20+ years with slight escalations in line with inflation. So you want to make sure you choose reputable companies in good locations that will be around a while.
What Are Some Examples of Triple Net Tenants?
Common triple net lease property examples are pharmacies (Walgreen’s, CVS), the Dollar Store, Gas Stations, Banks, etc.
How Much Capital Do I Need To Invest in a Triple Net Lease Property?
The difficulty with purchasing reputable triple net leases is that they can be relatively capital intensive, ie. expensive. There are smaller triple net leases that are very reasonable however it’s not uncommon to see the property a Walgreen’s sits on in a good location go for 4-5 million dollars plus.
How Do I Invest In Triple Net Properties?
Do It Yourself
You can absolutely purchase these properties on your own. Leases will typically be in place but you can always hire someone to help handle the lease situation.
Where can you find some of these properties? Ask around and look for agents who specialize in these types of properties. Call any commercial brokerage and they can direct you to someone. You can also look on Loopnet for properties and to get an idea of what the current market looks like
Invest through Funds and Crowdfunding
There are specialized funds that focus on NNN leases and diversify your risk by creating a portfolio of NNN leases. I like to think of it as a mutual fund that focuses on purchasing stock in NNN leases.
You can find these funds on your own or you can utilize real estate crowdfunding platforms to find them on occasion.
I know of one crowdfunding company in particular that specializes in NNN leases. It’s interestingly named, Rich Uncles. It’s founded by the chairman of the largest commercial real estate company in the country, CBRE. Apparently, he’s the “Rich Uncle” we all wish we had.
They have a fund or REIT that basically only invests in NNN leases. You don’t need to be an accredited investor, minimums are $500, and after a year, the investment can be liquid. Historically they’ve returned monthly dividend payouts around 7% with an expected annual return of 12% over 5 years. Again, though, returns aren’t guaranteed but they seem to choose very conservatively and don’t take on a huge amount of leverage. You can check them out here.
Summary
Overall, Triple Net Lease properties may be a very good option for physicians or anyone who wants to invest in real estate, but would rather not deal with the headaches of active management. Sounds pretty passive to me.
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Does this sound appealing to anyone? Does anyone have experience with triple net leases? Would love to hear about it.
I purchased a commercial property with 3 others last year. All three guys were experienced in real estate & rental property and that made it easier for me. We have a triple net lease with a pizza restaurant that occupies the property. So far so good. We got the property at a great deal and the lease easily covers the amount financed. No headaches, calls etc. now it may be some time before we see a return or distributions, but all the while we are paying off the mortgage with the rents and the property and area are seeing increased valuations.
For most investors, public non-traded REITs are not a good idea due to the possible lack of liquidity and lack of transparency in the share price (both at time of purchase and at time of sale). Also, public non-traded REITs can easily hide, in their prospectus, very high fees that make them a worse option, for many investors, than a REIT index fund from Vanguard or Schwab. If you believe that “Rich Uncles” is an exception to the above, I would love to see a post explaining this.
Would also check out Broadstone NNN, a private REIT. It has several hundred properties paying rent, 3000 investors and is returning around 11% when combine monthly cash distributions and share appreciation. The minimum however direct is 500k or 250 k through an advisor.
To be honest like I have mentioned before
I have three condos in the US combined value of 1 million and 650 k mortgage owed on it, the rent pays the mortgage with some remaining
Also have 1.5 M paid off real estate overseas for asset protection
I am the only working spouse and am 46
Will buy more till age 50 and pay all of them off by 53
Handling tenants is no huge deal if you deal with them correctly and structure the title of real estate in LLC especially US real estate as law suits are very common here and moreso in California where my primary residence is
The three condos are in a suburb of Chicago
Please read Rich Dad Poor Dad
Don’t let tenants etc deter you from buying real estate
Good NNN properties are very expensive but if you can afford them that’s great
Stay away from investing with partners as human nature is very unpredictable
Happy Holidays
Keep blogging and commenting, great forum here.
RRC
It’s more important to make sure you get a return OF your investment before you celebrate the return ON your investment . Very many NNN investors will be shell shocked when the underlying real estate is worthless at the end of the lease term. Yes if your lease is with solid company you will probably get your rental payments but there is no guarantee you will get out your principal intact. The developers of these properties are sophisticated and price the deals to provide steady yield in exchange for getting you to vastly overpay for the real estate. This is the equivalent of buying a single stock versus a mutual fund… you May make a much higher returns or much lower. You don’t think you can choose individual stocks why do you think you can choose individual real estate Investments…
I agree that focusing on yield instead of total return is a common mistake among investors in general, including NNN real estate investors.
Certainly is nice to have NNN leases. But you still can have headaches and it can take a long time to lease up a vacancy. It certainly is a different play than single family rentals.
I’m hoping to dabble with Real Estate after I establish a million. Any pointers for aspiring real estate entrepreneurs ? 🙂
I’m stuck on stupid when it comes to buying and selling real estate… L 😛 L
An easy place to start is by dedicating a small portion of the portfolio to the Vanguard REIT Index Fund.
Playing markets like Forex, dodging the S & P index yields enormous returns on currency exchange checks! L 😛 L
That sounds like a terrible recommendation. I’m not a big fan of FOREX speculating.
That was a slick 2 second rap..LOL
Buy four or five condos worth 500 k each in an excellent school district
You have used the money and leveraged it to be double or triple in 10 years
Have renters pay off your remaining mortgage
My humble two cents
To me, the word “dabble” should not be used with money. Perhaps “paying for education through experience” is more accurate, and hopefully the less one has to pay, the better. In my city there are houses available for as little as $10,000 – buying one and fixing it up to rent would be a way to “dabble”/”pay for experience”, if one wanted to do so.
Good luck, you’re doing a lot right if you are on your way to your first million!
Cheers