Let me show you two deals. A Walgreens at an 8.1% cap rate, and a Chick-fil-A at a 4.45% cap rate. Both triple net. Both corporate tenants. Roughly the same lease.

The instinct is to look at that Walgreens and go, "Well, that's obviously the better deal. Bigger yield, big-name tenant, almost double the return." And that instinct is exactly how investors get burned.