CVS NNN Investor Hub | Cap Rate Trends, Credit Rating Trends, Lease Terms & Due Diligence

CVS Pharmacy Logo

Last Year Cap

6.2%

This year Cap

7.0%

Cap Change

0.8%

Last year Rating

BBB

This year Rating

BBB

Rating Change

No change

CVS – NNN Cap Rate Trend

Cap Rate Trends

wdt_ID wdt_created_by wdt_created_at wdt_last_edited_by wdt_last_edited_at Tenant Year Cap Rate
5779 admin2 2026 04:17 AM admin2 2026 04:17 AM 7 Brew 2,020 6.5
5780 admin2 2026 04:17 AM admin2 2026 04:17 AM 7 Brew 2,021 6.3
5781 admin2 2026 04:17 AM admin2 2026 04:17 AM 7 Brew 2,022 6.0
5782 admin2 2026 04:17 AM admin2 2026 04:17 AM 7 Brew 2,023 6.3
5783 admin2 2026 04:17 AM admin2 2026 04:17 AM 7 Brew 2,024 6.6
5784 admin2 2026 04:17 AM admin2 2026 04:17 AM 7 Brew 2,025 6.6
Tenant Year Cap Rate

Credit (what net-lease buyers care about)

Credit Snapshot

CVS
Cap Rates NNN
Last Year 6.2%
This Year 7.0%
Change 0.8%
S&P Rating CREDIT
Last Year BBB
This Year BBB
Change No change

CVS Net Lease: Secure, Essential Investment

 

CVS Pharmacy is a top-tier, investment-grade name in the single tenant net lease (STNL) market, offering an unmatched combination of stability and scale.

Investors target CVS NNN and net lease assets for:

  • Secure, Long-Term Income: Backed by CVS’s strong credit, these assets provide predictable, passive cash flow.

  • Essential Retail Demand: As a national pharmacy and health-services platform, CVS is recession-resistant and always in demand.

  • Financing Advantage: Corporate leases often qualify for competitive Credit Tenant Lease (CTL) financing.

With a 50+ year history and a massive footprint—including ~9,000 pharmacy locations and ~87M PBM plan members—CVS provides the permanence and scale that secure your investment for the long haul.

CVS – Credit Trend (S&P vs Moody’s)

Tenant_Rating_Trend

wdt_ID wdt_created_by wdt_created_at wdt_last_edited_by wdt_last_edited_at TenantKey Tenant Year Moody SP Moody_Grade SP_Grade Moody_GradeRank SP_GradeRank
1 admin2 2025 03:43 PM admin2 2025 03:43 PM 7eleveninc 7-Eleven, Inc. 2022 Baa2 A Lower Medium Grade Upper Medium Grade 5 6
2 admin2 2025 03:43 PM admin2 2025 03:43 PM 7eleveninc 7-Eleven, Inc. 2023 Baa2 A Lower Medium Grade Upper Medium Grade 5 6
3 admin2 2025 03:43 PM admin2 2025 03:43 PM 7eleveninc 7-Eleven, Inc. 2024 Baa2 A Lower Medium Grade Upper Medium Grade 5 6
4 admin2 2025 03:43 PM admin2 2025 03:43 PM 7eleveninc 7-Eleven, Inc. 2025 Baa2 A Lower Medium Grade Upper Medium Grade 5 6
5 admin2 2025 03:43 PM admin2 2025 03:43 PM 99centsonlystoresllc 99 Cents Only Stores, LLC 2022 Caa2 CCC+ Substantial Risk Substantial Risk 2 2
TenantKey Tenant Year Moody SP Moody_Grade SP_Grade Moody_GradeRank SP_GradeRank

CVS Health Stock Price (NYSE: CVS)

CVS Investment Market Statistics

AVERAGE SALE PRICE

$5,000,000

BUILDING SIZE

8,000 - 15,000 SF

AVERAGE NOI

$250,000.00

LAND

1.00 - 4.00 acres

$/SF RANGE

$300 - $550

LEASE TERM SHOWN

25 years

CVS Investor Snapshot (Quick Facts)

Origins & Growth (Past)

  • Grew from retail into pharmacy giant
  • Expanded nationwide over decades
  • Built one of the biggest U.S. networks
  • Formed CVS Caremark (PBM scale)
  • Early leader in retail clinics
  • Bought Aetna (insurance + pharmacy)
  • Shifted toward full healthcare model

Where CVS Stands Today

  • Massive U.S. store footprint
  • High prescription volume
  • Pharmacy + PBM + insurance platform
  • Clinics and care services growing
  • Strong wellness and vaccine demand
  • Easy digital refills and reminders
  • Focus on efficiency and cost control

The Road Ahead (Future)

  • More clinics and community care
  • More automation/AI in pharmacy
  • Tighter insurance + pharmacy integration
  • More virtual and home-based care
  • More prevention and chronic care
  • Optimize store locations/formats
  • Tailwinds from aging population

Why investors buy CVS NNN Properties?

Pros (what buyers like)

  • Investment-grade tenant (often marketed as “CVS NNN lease” with corporate guarantee)

  • Essential retail / needs-based traffic (pharmacy is sticky demand)

  • Prime real estate patterns: many stores are hard corners with strong ingress/egress and visibility

  • Financeability: many corporate CVS deals qualify for CTL-style financing (market practice; commonly referenced in net-lease marketing)

    Cons (what can bite you)

    • Some leases are NN (not absolute NNN) → landlord may be responsible for roof/structure

    • Flat rent during primary term is common (bumps may be only in options, or vary by deal)

    • Replacement rent risk: high in-place rents can be difficult to backfill if the store goes dark

    • Store rationalization: CVS disclosed a plan to close 271 retail stores in 2025 (risk is location-specific)

Find out more

Brick CVS Pharmacy building with drive-thru, cars parked outside.

CVS Health: Company Background & History

CVS Health is a national healthcare company best known for CVS Pharmacy, with thousands of neighborhood locations across the U.S. What began as a retail pharmacy business has expanded into a broader healthcare platform that combines convenient prescription access with services that support patients, employers, and health plans. Over time, CVS built out a nationwide footprint and added new capabilities that go beyond a traditional drugstore—helping customers manage prescriptions, access vaccinations and basic care, and increasingly use digital tools to refill, pay, and coordinate care.

Today, CVS operates at multiple levels of the healthcare system. In addition to its retail pharmacy network, the company plays a major role in pharmacy benefits management (PBM), which helps manage prescription coverage and costs for a large population of insured members. CVS has also grown its care delivery presence through MinuteClinic and other health services designed to provide convenient, local care—especially for routine needs and chronic-condition support. This “pharmacy + benefits + care” model is a key part of why CVS remains relevant as healthcare shifts toward more accessible, neighborhood-based options.

For investors looking at CVS NNN properties, CVS net lease, or a CVS ground lease, the investment thesis is straightforward: CVS is an everyday-use tenant tied to ongoing healthcare demand, with a long operating history and a deeply recognized national brand. That’s why common investor searches like CVS Pharmacy real estate, CVS cap rate, CVS lease term, CVS tenant credit, and even CVS store closures matter. The value of a CVS net lease investment is usually driven less by headlines and more by the fundamentals—site-level performance, location quality, lease structure, rent coverage, and real estate strategy—including how each store fits into CVS’s broader network.

As CVS continues adapting to changes in consumer behavior—more online ordering, more home delivery options, and more emphasis on convenient care—the best CVS real estate tends to be the properties that remain “mission critical” in their trade area. For buyers and sellers, that means evaluating each location on its own merits: access and visibility, nearby rooftops and traffic drivers, competition, prescription demand, and the specific lease language that determines landlord responsibilities and cash-flow durability over time.

 
 

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