NNN macro fit improved 4pts this week.
3 contributing indexes 3 score components composite score.
Canonical asset packet first: macro index exposure, entry value, and active narrative alignment. Driver rows link back to the public index that moved the score.
| Index | Driver | Reason | Weight | Sigma | Contribution | As Of |
|---|---|---|---|---|---|---|
| RMSI | Real Estate Market Stress Index | property stress | 24% | -0.79σ | -0.192 | 2026-05-20 |
| REFI | Real Estate Financing Index | refinancing window | 22% | -0.63σ | -0.156 | 2026-05-20 |
| CRSI | Credit Spread Intensity Index | credit spreads | 15% | +0.69σ | +0.112 | 2026-05-20 |
