Lease Structures

NNN Lease Explained — The Triple Net Lease Guide for CRE Investors

What tenants pay, why investors love NNN, cap rate benchmarks by tenant type, and what to look for in the Northeast.

What Is a Triple Net (NNN) Lease?

A triple net lease — universally abbreviated NNN — is the most passive lease structure available in commercial real estate. In a NNN lease, the tenant pays not only base rent but also the three primary property expense categories — property taxes, building insurance, and maintenance/repairs. The "three nets" are the tenant's responsibility.

The result for the landlord: a relatively clean, predictable rent check with minimal expense exposure and management burden. No surprise tax bills. No arguing about who fixes the roof. The tenant handles it.

This is why NNN properties are the dominant investment vehicle for:

Lease Structure Comparison

Not all commercial leases are the same. Understanding where NNN sits on the spectrum of landlord vs. tenant responsibility is essential to underwriting any commercial deal correctly:

Lease Type Landlord Pays Tenant Pays Landlord Risk
Gross / Full-Service All operating expenses Rent only High — all expense variability falls on landlord
Modified Gross Some expenses (base year) Rent + expense increases above base year Medium — partially hedged against expense growth
Net (N) Most expenses Rent + 1 net (usually taxes) Medium-high
Double Net (NN) Structural / roof / major systems Rent + taxes + insurance Medium-low — landlord still holds capital risk
Triple Net (NNN) Little to nothing (structural debated) Rent + taxes + insurance + maintenance Low — minimal ongoing obligation
Absolute NNN Nothing — including condemnation/casualty Everything, including roof and structure Very low — closest to a passive bond
⚠ Read the actual lease. In the market, "NNN" is used loosely. Some listings describe a lease as "NNN" when the landlord retains structural and roof responsibilities — that's technically NN, not NNN. Always read the lease document, not the marketing description, to understand exactly who pays what.

Why 1031 Exchange Buyers Love NNN

NNN properties have become the dominant replacement vehicle for 1031 exchange investors, and for good reasons. When you're operating under a 45-day identification deadline and a 180-day closing window, predictability and speed are everything.

Gross Lease — Landlord's Burden
Property taxesLandlord
Building insuranceLandlord
Maintenance & repairsLandlord
Roof / structureLandlord
Utilities (common areas)Landlord
NNN Lease — Tenant's Burden
Property taxesTenant
Building insuranceTenant
Maintenance & repairsTenant
Roof / structureTenant (Absolute NNN)
UtilitiesTenant

For 1031 buyers specifically, NNN delivers:

Learn the full 1031 exchange framework in our 1031 Exchange Guide.

Credit Tenant Hierarchy

In NNN investing, tenant credit quality is everything. A NNN lease is only as good as the tenant's ability and willingness to pay rent and honor their obligations over a 10–20 year term. Here's how tenants are tiered:

Tier 1 — Investment Grade
National credit tenants with S&P investment-grade ratings (BBB- or higher)
Dollar General · Walgreens · CVS · McDonald's · Burger King · AutoZone · O'Reilly · Advance Auto · 7-Eleven · Starbucks (corporate) · National banks
Cap rate range: 5.5–7.0% (CT) · 5.0–6.5% (NJ) · Tightest competition, most liquid, lowest risk
Tier 2 — Regional Credit
Strong regional chains with multiple locations and operating history
Regional grocery chains · regional pharmacy/healthcare · strong regional restaurant chains · fitness chains with proven multi-unit track records
Cap rate range: 7.0–8.5% (CT) · 6.5–8.0% (NJ) · Best risk/reward zone for active investors
Tier 3 — Local / Single Location
Independent operators with one or few locations; personal guarantee only
Local restaurants · single-location retail · independent service businesses
Cap rate range: 8.0–10%+ · Higher yield compensates for higher credit risk; careful due diligence on operator financials required
⚠ Red flag tenants NDI scores down: Payday lenders, vape shops, check-cashing operations, and month-to-month tenants. These businesses have high failure rates, attract regulatory risk, and represent weak covenant strength regardless of what the lease says. A 10% cap rate on a payday lender NNN is not the same as a 10% cap rate on a regional grocery — the risk profiles are fundamentally different.

NNN Cap Rates in the Northeast

Cap rates for NNN properties vary not just by tenant credit quality, but also by geography, remaining lease term, and property condition. Here are current Northeast benchmarks:

Tenant Type CT Range NJ Range Notes
Investment-grade national (Dollar General, Walgreens, CVS) 5.5–7.0% 5.0–6.5% Tightest cap rates; most competition; most liquid
Regional credit tenants 7.0–8.5% 6.5–8.0% Best risk/reward zone; NDI's target range
Local single-tenant NNN 8.0–10%+ 7.5–9.5% Higher yield; higher credit risk; personal guarantee scrutiny
Medical/dental NNN 6.5–8.0% 6.0–7.5% Sticky tenants; high switching costs; excellent for long-hold
Quick-service restaurant (QSR) absolute NNN 5.5–7.0% 5.0–6.5% Corporate vs. franchisee matters significantly; check obligor
Key insight: The sweet spot NDI targets is the regional credit tenant segment at 7.0–8.5% in Connecticut — strong enough credit to close cleanly within a 1031 window, high enough yield to make financial sense. Investment-grade nationals trade at prices that leave little margin for error.

What Makes a Strong NNN Deal

Beyond the lease structure itself, here's NDI's checklist for a strong NNN acquisition:

How NDI Scores NNN Deals

NNN lease structure is a positive signal across multiple dimensions of the NDI deal scoring rubric:

The trifecta NDI looks for: long WALT + credit tenant + NNN structure + above-market cap rate. When all four align, the deal earns a 7–9/10 score and gets flagged prominently in the daily alert.

Browse NNN deals across active markets: Connecticut · Massachusetts · New Jersey · New York

Common NNN Investing Mistakes

1. Buying Short WALT and Calling It NNN

A NNN lease with 18 months remaining is not a NNN investment — it's a vacant building risk disguised with a few months of income. When the tenant leaves, you have a vacant building to re-lease or re-purpose. That's a value-add play, not a passive income play. Target 7+ years remaining WALT on any deal marketed as NNN.

2. Trusting the Label Over the Lease

The phrase "NNN" in a listing description is marketing language. It may describe a double net lease, a modified gross lease, or a NNN lease with significant landlord carve-outs for structural items. The only way to know what you're actually buying is to read the lease. Specifically: who is responsible for the roof? HVAC? Parking lot resurfacing? Structural repairs? Get it in writing.

3. Ignoring the Franchisee vs. Corporate Distinction

A McDonald's franchise location with 10 years remaining has a franchisee as the legal obligor on the lease — not McDonald's corporate. Franchisee credit quality varies dramatically. Some franchisees are sophisticated multi-unit operators with strong balance sheets; others are thinly capitalized single-unit operators. Always know who signs the lease.

4. Paying Investment-Grade Pricing for Weak Credit

A 6.0% cap rate is appropriate for a Walgreens with 12 years remaining. It is not appropriate for a local vape shop with a personal guarantee. Cap rates should be commensurate with credit risk — don't accept compressed cap rate pricing just because the listing says "NNN."

5. Ignoring Co-Tenancy Clauses in Strip Centers

Some NNN leases in multi-tenant centers include co-tenancy clauses: if an anchor tenant leaves, your tenant has the right to reduce rent or terminate. This is particularly common in power centers with major anchor tenants. A co-tenancy clause that isn't discovered until closing can completely change the risk profile of what looked like a stable NNN deal.

6. Not Modeling Flat Rent Against Inflation

A 10-year NNN lease with flat rent that was signed in 2016 has already lost ~30% of its real purchasing power to inflation. If a 2026 deal has flat rent for the next 10 years, you're buying a declining real yield stream. Always check rent escalation provisions — annual bumps of 1.5–2% per year are the minimum you should accept on a long-term NNN lease.

NNN Deals Flagged Daily — CT, MA, NJ, NY, PA

NDI flags NNN deals across all 5 active Northeast states with deal scores, cap rate vs. submarket analysis, WALT assessments, tenant credit quality ratings, and 1031 suitability flags. Free deal alerts, no credit card required.

Get Free Deal Alerts →

Frequently Asked Questions

What is a triple net (NNN) lease?
In a triple net lease, the tenant pays base rent plus three nets: property taxes, building insurance, and maintenance/repairs. The landlord collects net rent with minimal expense exposure and management burden. NNN is the preferred lease structure for passive investors and 1031 exchange buyers because it delivers predictable, hands-off income with minimal ongoing obligations.
What does NNN mean in real estate?
NNN stands for triple net — the three expense categories (nets) the tenant is responsible for: (1) property taxes, (2) building insurance, and (3) maintenance and repairs. The three N's represent each of the three nets passed through to the tenant. The landlord receives a "net net net" rent check with essentially no deductions for these operating costs.
What's the difference between NN and NNN?
In a double net (NN) lease, the tenant pays rent plus taxes and insurance, but the landlord remains responsible for structural repairs, roof, and major systems. In NNN, the tenant handles all three nets including maintenance. In an absolute NNN, the tenant takes on even structural obligations. Each level further reduces the landlord's responsibility and risk exposure.
What cap rates do NNN properties trade at in the Northeast?
NNN cap rates vary by tenant credit quality. In Connecticut: investment-grade nationals 5.5–7.0%, regional credit tenants 7.0–8.5%, local NNN 8.0–10%+. New Jersey runs about 50 basis points tighter. Medical/dental NNN trades at 6.5–8.0%. QSR absolute NNN at 5.5–7.0% depending on whether the obligor is corporate or franchisee.
Why are NNN properties popular for 1031 exchanges?
NNN properties are preferred for 1031 exchanges: (1) passive income structure — tenant pays all operating costs; (2) long WALTs mean predictable cash flow; (3) credit tenants reduce default risk; (4) clean, fast due diligence fits the 180-day closing window; (5) out-of-state buyers can own without local management. They're the path of least resistance for exchangers on a deadline.
What is WALT and why does it matter?
WALT (Weighted Average Lease Term) is the average remaining lease duration, weighted by each tenant's proportional rent. High WALT means predictable income; low WALT creates rollover risk. For NNN investments, target 7+ years remaining WALT. A "NNN" deal with 18 months remaining isn't a passive investment — it's a vacant building risk with a few months of income attached.
What credit tenants are considered investment-grade for NNN?
Investment-grade NNN tenants include Dollar General, Dollar Tree/Family Dollar, Walgreens, CVS, McDonald's, Burger King, Wendy's, AutoZone, O'Reilly, Advance Auto, 7-Eleven, Starbucks corporate, and major national banks. These carry S&P investment-grade ratings (BBB- or higher) and trade at the tightest cap rates. Note: franchise locations have the franchisee as the lease obligor, not the corporate parent.
What is an absolute NNN lease?
An absolute NNN (or "bondable NNN") lease is the most landlord-favorable structure: the tenant is responsible for everything including structural repairs, roof replacement, and even condemnation/casualty events. The landlord does literally nothing. Absolute NNN is most common with strong credit tenants on long-term leases (15–25 years). Fast food chains and convenience stores frequently use absolute NNN structures.
How do I find NNN properties in the Northeast?
NNN properties are listed on LoopNet, CoStar, and Crexi, and through net-lease specialist brokers. NDI tracks and scores NNN deals across CT, MA, NJ, NY, and PA daily — with cap rate vs. submarket analysis, WALT assessment, tenant credit quality ratings, and 1031 suitability scores. Free subscribers receive daily deal alerts with NNN deals flagged and scored.
What should I look for in NNN due diligence?
Key NNN due diligence: (1) Read the actual lease — verify who pays what; (2) Check WALT and renewal options/pricing; (3) Verify the legal obligor (corporate vs. franchisee); (4) Review rent escalation clauses; (5) Phase I environmental; (6) Structural inspection for deferred capital items; (7) Review any co-tenancy clauses in multi-tenant centers; (8) Confirm title is clean with no liens or easement issues.
What are common NNN investing mistakes?
Top mistakes: (1) Buying short WALT and treating it as passive — it's not; (2) Trusting the "NNN" label without reading the lease; (3) Not distinguishing franchisee from corporate obligor; (4) Paying investment-grade pricing for weak credit; (5) Missing co-tenancy clauses in strip centers; (6) Ignoring rent escalation — flat rent means declining real yield over time.
How does NDI score and flag NNN deals?
NNN structure is a green flag in NDI scoring, boosting 1031 suitability (10% weight) and the overall assessment. For NNN deals, NDI evaluates tenant credit quality, WALT remaining, rent escalation schedule, cap rate vs. submarket average, and 1031 suitability. The combination of long WALT + credit tenant + NNN + above-market cap rate is the trifecta that earns the highest deal scores.

Related Guides

Browse active NNN deals by state: Connecticut · Massachusetts · New Jersey · New York