Ep 90 - The Operator's Edge in Net-Lease Commercial Real Estate with Michael Flight & Abel Pacheco
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Ep 90 - The Operator's Edge in Net-Lease Commercial Real Estate with Michael Flight & Abel Pacheco

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Michael Flight has 35 years in commercial real estate and around $750 million in transactions, and he sells the most passive income stream in the business: the net lease. On this episode, host Abel Pacheco and Michael explain why a net lease is "a bond wrapped in real estate."
In this episode:
  • The definition that is the whole idea: "we describe net leases as bonds wrapped in real estate. So it's a super stable cash flowing, right from the get go."
  • Why it is truly passive: "there's no tenants, termites, or toilets. They just send you the check," and the income is contractual, not projected.
  • Why creditworthy giants rent instead of own: "Starbucks, they don't own any of their properties. 7-Eleven, they don't own a single store," because a sale leaseback lets them pull equity out.
  • The fine print that matters: "A true net lease is when the tenant is responsible for everything."
  • How the asset can be fractionalized down to a $5,000 slice for a London cab driver.
Abel Pacheco is a San Antonio real estate operator who went from 8 single family houses to a share of roughly 1,500 apartment doors, and now works as a fractional Chief AI Officer helping small and mid sized businesses put the back office on autopilot.
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