Triple Net Investment Group

Dutch Bros Coffee

Interested in selling your Dutch Bros Coffee NNN property or Dutch Bros ground lease property and wondering what it could sell for in today’s market?

Contact us for a complimentary broker opinion of value for your off-market Dutch Bros NNN property for sale or Dutch Bros ground lease property for investment, specifically tailored to support your 1031 exchange requirements. This valuable evaluation will help you make informed decisions regarding the sale of your Dutch Bros NNN property or the acquisition of a Dutch Bros ground lease property for your investment portfolio. As specialists working with 1031 exchange buyers seeking off-market Dutch Bros assets, we focus on delivering competitive offers with reduced fees to help maximize your investment returns.

Number of locations

As of 2025, Dutch Bros Coffee operates more than 850 locations across 16+ states, primarily in the Western and Southwestern United States. The brand has experienced rapid year-over-year growth, opening dozens of new drive-thru locations annually and expanding into the South and Midwest.

Revenue and income

Dutch Bros is a publicly traded company (NYSE: BROS).
Key highlights:

  • 2023 Revenue: approx. $965 million+

  • 2024 Revenue (estimated actuals): exceeded $1 billion, reflecting strong store growth.

  • Same-shop sales: consistently positive in most markets.

  • Store-level EBITDA margins: strong due to high beverage throughput and drive-thru operational efficiency.

Dutch Bros benefits from:

  • High-volume drive-thru traffic

  • Strong beverage margins

  • Growing loyalty program (Dutch Rewards)

  • Continued systemwide expansion

Future plans

Big growth initiatives

1. Aggressive national expansion

Dutch Bros plans to expand to 4,000+ shops long-term, with a target of 150+ new shops annually over the next several years. Their footprint is rapidly moving eastward into states such as Texas, Tennessee, Oklahoma, and Kansas.

2. Company-operated growth focus

Unlike many fast-growth QSR brands, Dutch Bros is shifting toward greater corporate store ownership, improving consistency, operational control, and long-term revenue capture.

3. Menu innovation & beverage strategy

Dutch Bros focuses on high-margin beverages, including:

  • Energy drinks (Blue Rebel)

  • Customized cold beverages

  • Seasonal drinks

  • Drive-thru-optimized products

This strategy supports high throughput and strong daily transaction counts.

4. Technology & loyalty program investment

Dutch Bros continues to upgrade:

  • Digital ordering

  • Loyalty personalization

  • POS speed & efficiency

  • Location analytics

The Dutch Rewards App remains a key driver of repeat visits.

5. Store design evolution

New stores feature:

  • High-capacity double-lane drive-thrus

  • Smaller footprints optimized for beverage-only operations

  • Faster assembly lines to support higher peak-hour volumes

Corporate vs. franchise

Dutch Bros was founded in 1992 in Oregon by brothers Dane and Travis Boersma.

Today:

  • Dutch Bros is publicly traded (NYSE: BROS).

  • The company is mostly company-operated, with the majority of new stores being corporate-owned, not franchised.

  • Franchising is limited to early operators and no new franchises are issued.

This results in:

  • Stronger operational control

  • Highly consistent store performance

  • Predictable credit quality for landlords

Additional Information About Dutch Bros Properties

  • Founded: 1992, Grants Pass, Oregon

  • Headquarters: Grants Pass, Oregon, USA

  • Dutch Bros is known for:

    • High-intensity drive-thru operations

    • Fast service

    • Strong customer loyalty

    • Energetic brand culture

  • Stores typically feature drive-thru only small-footprint pads (ideal for NNN investors).

Site benefits include:

  • Strong beverage margins

  • High daily throughput

  • Efficient labor model

  • Small lot size requirements

  • Drive-thru demand resilience even during economic downturns

Dutch Bros History

Dutch Bros began in 1992 as a small pushcart selling espresso drinks in Grants Pass, Oregon. Founded by brothers Dane and Travis Boersma, the brand quickly expanded into a regional favorite through its unique drive-thru model and strong community culture.

Throughout the 2000s and 2010s, Dutch Bros grew rapidly across the West through a mix of franchising and corporate expansion. In 2021, Dutch Bros went public (NYSE: BROS), accelerating capital investment and national expansion.

By 2025, Dutch Bros surpassed 850 stores, operating one of the fastest-growing drive-thru beverage chains in the United States.

Why Invest in Ground Lease and NNN Lease of Dutch Bros Coffee?

Investing in Dutch Bros Coffee’s ground lease and triple net (NNN) lease properties offers compelling reasons:

1) Dutch Bros NNN Property Investment: High-volume drive-thru model

Dutch Bros locations generate strong transaction counts, with beverage-only operations enabling rapid throughput and highly efficient revenue generation.

2) Dutch Bros NNN Property Investment: Strong credit quality

As a public company with strong growth metrics, Dutch Bros offers more transparency and financial stability compared to privately held operators.

3) Dutch Bros NNN Property Investment: Hands-off model (NNN / ground lease)

Many Dutch Bros properties are structured as:

  • Triple net (NNN)

  • Absolute NNN

  • Ground leases

This results in minimal landlord responsibilities.

4) Dutch Bros NNN Property Investment: Small footprint + adaptable real estate

Drive-thru-only sites mean:

  • Lower development costs

  • Attractive rent-to-sales ratios

  • High relocation potential if necessary

Small-pad retail sites tend to maintain long-term value.

5) Dutch Bros NNN Property Investment: Strong demographic appeal

The brand appeals to:

  • Teens & young adults

  • Daily commuters

  • Suburban populations

  • Energy-drink customers

This diversified customer base supports steady year-round sales.

Pros and Cons of Dutch Bros Ground Lease and NNN Lease Investment

Pros:

  1. High beverage margins with strong unit economics

  2. Rapid national expansion supporting future demand

  3. Passive landlord structure with NNN / ground leases

  4. Strong corporate-operated model improving consistency

  5. Drive-thru footprint ideal for modern convenience trends

Cons:

  1. Market competition with Starbucks, Dunkin’, and emerging beverage chains

  2. Depends heavily on beverage trends and consumer discretionary spending

  3. High growth pace means some markets may experience sales variability

  4. Store performance dependent on drive-thru accessibility and traffic patterns

Key areas to evaluate:

  • Traffic counts and drive-thru accessibility

  • Lease structure (NNN vs. absolute NNN vs. ground lease)

  • Rent adjustments and corporate guarantees

  • Local demographics and beverage demand

  • Tenant financial strength and expansion pipeline

Consult experienced real-estate professionals and financial advisors to ensure any Dutch Bros NNN or ground lease property aligns with your long-term portfolio strategy, 1031 exchange goals, and risk tolerance.

MarketWatch: Dutch Bros Coffee

MarketWatch: Dutch Bros Coffee

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