Family Office Briefing on research byMatthews·Sep 17, 2025
The Shift From Tenant To Landlord
This report discusses the trend of retailers transitioning from tenants to landlords by acquiring the properties they operate in.
Quantitative metrics for this report are published by Matthews in the full report. Read it directly below for the underlying data tables.
Full report
Matthews
Building a thesis around this market? Share it confidentially with the Thesis Exchange — we pair you anonymously with family offices running adjacent real estate strategies.
Peer Network · By Invitation
The Thesis Exchange
Share an investment thesis in confidence. We pair you anonymously with up to two other family offices running adjacent strategies. Reviewed by Gallium's editorial team. No vendor pitch.