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NETSTREIT
NETSTREIT (NTST) investor relations material
NETSTREIT Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary11 Feb, 2026
Executive summary
Achieved record $657.1 million in gross investments for 2025 at a 7.5% blended cash yield and 13.9 years weighted average lease term, with 31 new tenants added and 99.9% portfolio occupancy.
Increased quarterly dividend by 2.3% to $0.22 per share, reflecting improved growth prospects and an annualized payout of $0.88.
Achieved investment-grade rating (BBB-) from Fitch, reducing term loan pricing and saving $2 million annually in interest.
Annualized credit loss over six years was only 3bps, demonstrating strong tenant underwriting.
Focused on diversification, reducing tenant concentration below 5% of ABR and planning fewer asset sales in 2026.
Financial highlights
Q4 2025 net income was $1.3 million ($0.02 per diluted share); AFFO was $28.2 million ($0.33 per share), up 3.1% year-over-year.
Full-year 2025 AFFO per share grew 4% to $1.31, with a 65% payout ratio; core FFO per share was $1.23.
Total revenues for 2025 were $195.0 million, up from $162.8 million in 2024.
Net income attributable to common stockholders was $6.9 million for 2025, compared to a loss of $12.0 million in 2024.
Annualized Adjusted EBITDAre reached $177.96 million as of December 31, 2025.
Outlook and guidance
Reaffirmed 2026 AFFO per share guidance of $1.35–$1.39, implying 5% growth at midpoint.
Net investment activity expected between $350–$450 million; cash G&A between $16–$17 million.
Guidance includes $0.015–$0.03 per share of estimated dilution from forward equity.
AFFO per share growth CAGR (2021–2025) was 5.3%, with 2026E AFFO per share multiple at 13.9x.
Management expects continued growth supported by strong liquidity and a well-staggered debt maturity profile.
New investment IG % vs. portfolio target
Impact of IG rating on future capital costs?
Strategy to mitigate forward equity dilution?
How does investment strategy evolve post-diversification
Capital capacity for higher acquisition volume
Portfolio risk management beyond credit ratings
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Next NETSTREIT earnings date
Q1 202628 Apr, 2026
NETSTREIT
Next NETSTREIT earnings date
Q1 202628 Apr, 2026
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Frequently asked questions
NETSTREIT Corp is a real estate investment trust focused on acquiring and managing a diversified portfolio of single-tenant, net lease retail properties. Its tenants include national and regional retailers from sectors such as discount, pharmacy, and essential goods. The company targets properties that are leased on long-term agreements and located in major metropolitan and suburban areas across the United States. The company is headquartered in Dallas, Texas, and its shares are listed on the NYSE.
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