Exterior of Dollar General store The dollar-store segment is expected to lead the way with new deliveries this year, says Marcus & Millichap.

CALABASAS, CA—There’s a little bearishness mixed in with the bullish outlook for net lease retail, although it’s not due to any intrinsic weaknesses in the sector itself. Rather, it’s a byproduct of the same investor caution that has tempered investment sales across commercial real estate generally.