Teddy Kaplan

Teddy Kaplan, President and CEO of NetLease at New Mountain Capital, brings over 23 years of expertise in the net-lease space. In this discussion, he highlights the chronic undersupply of manufacturing assets and the growing significance of sale-leasebacks. Kaplan delves into reshoring trends, the dynamics of asset-multiple arbitrage, and the importance of identifying strong markets and tenants. He also addresses how to manage portfolio distress and the emerging landscape of asset-backed funding solutions.