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Track publicly-traded tenants: stock performance, credit metrics, and lease portfolio exposure
| Asset / Name | Sector | Risk Level | Signal | 24h Change |
|---|---|---|---|---|
| Dollar General (DG) | Discount Retail | Low | Strong Growth | +12.4% |
| Walgreens Boots (WBA) | Pharmacy Retail | Medium | Watch Earnings | -14.2% |
| CVS Health (CVS) | Pharmacy Retail | Medium | Stable | +2.1% |
| Ulta Beauty (ULTA) | Beauty Retail | Low | Growth Trajectory | +18.6% |
| Planet Fitness (PLNT) | Fitness | Low | Strong Momentum | +18.3% |
Public retailers represent $2.8B (4.2%) of portfolio, anchored by blue-chip operators with A- weighted average credit rating. Dollar General (DG) emerges as strongest performer with +12.4% YTD stock appreciation, supported by continued discount retail tailwinds and 15,000+ unit expansion plans. Ulta Beauty (+18.6%) demonstrates growth in premium beauty market. Pharmacy retailers (Walgreens, CVS) face mixed signals: CVS stable on healthcare services expansion, Walgreens under pressure from margin compression and competitive dynamics. Planet Fitness +18.3% reflects post-pandemic fitness demand recovery. Overall portfolio benefits from transparent equity market pricing and strong operational scale.
Public retailer tracking monitors (1) stock price movements as proxy for financial health (30% weight), (2) quarterly earnings performance and guidance (35% weight), (3) credit rating actions by S&P/Moody's (20% weight), (4) lease portfolio exposure analysis (15% weight). Daily stock price tracking via public market data. Quarterly earnings review 2 days post-release. Credit rating changes tracked immediately via rating agency notifications. Lease exposure calculated as % of total portfolio by company. Data as of February 2026 · Sources: Bloomberg, Yahoo Finance, S&P Global
The data, risk scores, and analysis on this page are for informational and educational purposes only. They do not constitute investment advice, credit analysis, or a recommendation to buy or sell any security. Risk scores are illustrative estimates based on publicly available information and should not be relied upon as the sole basis for investment decisions. Credit ratings referenced are sourced from public company filings and may not reflect the most current agency ratings. Company names are used for illustrative purposes; their inclusion does not imply any specific investment recommendation or prediction of financial distress. Always consult licensed financial professionals and primary data sources (S&P Global, Moody's, Fitch, SEC EDGAR) before making investment decisions.