Video—10.20.2026

Income is Evolving: Pairing Triple Net Lease with Core Real Estate

​​​​​​​​​​​​​​​​​Both Triple Net Lease (NNN) and diversified core real estate can provide access to high-quality real estate and they tend to serve different roles within a portfolio. Together, they can offer investors a blend of income stability, diversification, and long-term growth potential. ​

​​​​Read more in our Triple Net Lease & Core Real Estate Overview​.

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Video Transcript

​I'm coming to you from Tokyo and i​n today's Clarion Calls video, I'll walk through how triple net lease and diversified core real estate can work together in a portfolio.

As investors look to diversify the income in their portfolios, private real estate can provide another potential income source​, with the opportunity for that income to grow as rents and market conditions change.

And within private real estate, different strategies can play complementary roles.

Triple net lease strategies seek more predictable income through long-term leases and a focus on tenant credit quality.

Diversified core real estate can complement that approach with exposure across property sectors, markets and lease structures—providing greater exposure to market rent growth and the potential for appreciation.

One emphasizes income consistency.

The other adds growth potential and diversification.

Together, they can provide investors with complementary approaches to generating income from real estate.

The takeaway is simple: the potential for more predictable income and income growth don't have to be mutually exclusive.

As income needs evolve, portfolio construction can evolve with them.

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