| Netstreit: A Retail REIT That Keeps Growing, But Could Use Margin Improvements |
For my initial rating of NETSTREIT, I am calling it a hold, which is less bullish than today's consensus across the board. Positive mentions are portfolio and pipeline growth, lack of overexposure to a single tenant or geographic location, and low/modest balance sheet risk based on debt/equity and quick ratios. Negatives to consider are a struggle to achieve positive profit margins lately, as well as my future share price targets forecasting limited potential capital gains in the next 3 years. |
seekingalpha.com |
2025-05-01 11:04:17 |
Czytaj oryginał (ang.) |
| NETSTREIT Corp. (NTST) Q1 2025 Earnings Call Transcript |
NETSTREIT Corp. (NYSE:NTST ) Q1 2025 Earnings Conference Call April 29, 2025 11:00 AM ET Company Participants Amy An - Director, IR Mark Manheimer - President & CEO Daniel Donlan - CFO Conference Call Participants Haendel St. Juste - Mizuho Securities Greg McGinniss - Scotiabank John Kilichowski - Wells Fargo Michael Goldsmith - UBS Smedes Rose - Citibank Michael Gorman - BTIG Wes Golladay - Baird Ki Bin Kim - Truist Securities Linda Tsai - Jefferies Daniel Guglielmo - Capital One Securities Jana Galan - Bank of America Upal Rana - KeyBanc Capital Markets Jay Kornreich - Wedbush Securities Operator Greetings. Welcome to NETSTREIT Corp. First Quarter 2025 Earnings Conference Call. |
seekingalpha.com |
2025-04-29 19:13:20 |
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| NETSTREIT (NTST) Surpasses Q1 FFO and Revenue Estimates |
NETSTREIT (NTST) came out with quarterly funds from operations (FFO) of $0.32 per share, beating the Zacks Consensus Estimate of $0.31 per share. This compares to FFO of $0.31 per share a year ago. |
zacks.com |
2025-04-28 22:31:14 |
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| Netstreit: Defence On The Field Without Sacrificing Yield Exposure |
NETSTREIT Corp. is a defensive REIT with a high-quality, recession-mitigating portfolio, including tenants like CVS, Dollar General, and Walmart. Investors should be careful of confusing its recent accounting losses with economic profitability. In our view, NTST REIT's economic profitability remains robust. The REIT uses swaps to adjust its debt costs, which is handy in today's market environment. Moreover, it acquires at cap rates higher than those of its dispositions, showing guile. |
seekingalpha.com |
2025-04-10 21:00:36 |
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| NETSTREIT Corp. Announces Dates for First Quarter 2025 Earnings Release and Conference Call |
DALLAS--(BUSINESS WIRE)--NETSTREIT Corp. (the “Company”), a nationwide owner of high-quality, single-tenant net lease properties, today announced that it will release its first quarter 2025 financial results on Monday, April 28, 2025, after the close of trading on the New York Stock Exchange. A conference call will be held on Tuesday, April 29, 2025 at 11:00 AM ET. A live webcast will be accessible on the “Investor Relations” section of the Company's website at www.NETSTREIT.com. To listen to t. |
businesswire.com |
2025-04-07 20:05:00 |
Czytaj oryginał (ang.) |
| Netstreit initiated with an Overweight at Wells Fargo |
Wells Fargo analyst John Kilichowski initiated coverage of Netstreit with an Overweight rating and $18 price target. The firm forecasts above-consensus 2025 AFFO growth and views valuation as well below the Street value of its assets. Wells sees Netstreit's defensive tenant strategy and yield as particularly relevant given the current macro backdrop. 13 May 15 May |
https://thefly.com |
2025-04-07 10:23:17 |
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| Cash COWs: 11 High-Yield REITs |
Now is a good time to invest in REITs due to low inflation, expected rate cuts, and a bullish technical trend. Analyst upgrades on REITs outnumber downgrades, and many quality REITs offer higher-than-usual yields, making them attractive for income investors. Dividend safety is crucial; Seeking Alpha Premium's Quant Ratings help identify REITs with low risk of dividend cuts, ensuring stable income. |
seekingalpha.com |
2025-04-03 11:30:00 |
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| March's 5 Dividend Growth Stocks With Yields Up To 7.3% |
Dividend growth can be an important tool for income-focused investors to help combat the negative impact that inflation has on one's buying power. Another negative impact that it can help offset is names that cut or eliminate payouts; by having a diversified portfolio, the decrease in income can be reversed by others boosting. Every month, we screen for new potential opportunities by looking for names that have provided consistent and steady dividend growth over time but also take dividend safety metrics into consideration. |
seekingalpha.com |
2025-03-19 09:25:29 |
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| Netstreit: Attractive Valuation And Solid Underwriting, Looks Buyable |
NTST offers a compelling investment opportunity with strong business metrics, including 99.9% occupancy and a weighted average lease term of 9.8 years. Despite risks from tenants like Dollar Tree and CVS, NETSTREIT's due diligence and technology mitigate potential impacts, maintaining a stable portfolio. The Company's robust 2024 investment activity and reasonable 2025 outlook, coupled with safe leverage and no near-term debt maturities, enhance its attractiveness. |
seekingalpha.com |
2025-03-11 09:03:19 |
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| Buried Treasures: 4 Dramatically Undervalued REITs |
REITs are highly attractive now due to stable or falling interest rates and low inflation, with many offering strong yields while being undervalued. This article identifies 27 REITs yielding at least 75 basis points above the no-risk rate on Treasuries, while selling at discounts of 20% or greater to their Target Fair Value. The list is then screened for dividend safety, to eliminate sucker yields, and for stable revenues, excluding those with flat or declining FFO/share. |
seekingalpha.com |
2025-02-28 09:00:00 |
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| NETSTREIT (NTST) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates |
While the top- and bottom-line numbers for NETSTREIT (NTST) give a sense of how the business performed in the quarter ended December 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values. |
zacks.com |
2025-02-24 22:00:26 |
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| NETSTREIT (NTST) Q4 FFO and Revenues Top Estimates |
NETSTREIT (NTST) came out with quarterly funds from operations (FFO) of $0.32 per share, beating the Zacks Consensus Estimate of $0.31 per share. This compares to FFO of $0.31 per share a year ago. |
zacks.com |
2025-02-24 21:36:07 |
Czytaj oryginał (ang.) |
| Sleep Like A King, Earn Like A Pro: 2 Big Dividend Ideas For Income And Wealth |
I once thought holding cash for a market crash was smart, but waiting for crashes is a risky game. Inflation devalues cash much faster than investing. Market timing is tough. Predicting corrections consistently is nearly impossible, and staying invested can prevent the damage inflation causes to your purchasing power. Instead of waiting for the "perfect" moment, I focus on consistent investing in resilient infrastructure and public real estate that outperforms the market. |
seekingalpha.com |
2025-02-12 09:30:00 |
Czytaj oryginał (ang.) |
| NETSTREIT: Undervalued, Underrated, And Ready To Perform |
NETSTREIT, a small REIT with a focus on high-quality, single-tenant properties, offers strong financial flexibility, robust balance sheet, and 100% occupancy and rent collection rates. Despite tenant concentration risks and rising interest rates, NETSTREIT's financial health and growth potential make it an attractive investment, trading at a significant discount. The company boasts a high dividend yield of 5.82% with a low payout ratio, indicating undervaluation and potential for future dividend growth. |
seekingalpha.com |
2025-01-20 07:49:22 |
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| NETSTREIT Corp. Announces Dates for Fourth Quarter 2024 Earnings Release and Conference Call |
DALLAS--(BUSINESS WIRE)--NETSTREIT Corp. (the “Company”), a nationwide owner of high-quality, single-tenant net lease properties, today announced that it will release its fourth quarter 2024 financial results on Monday, February 24, 2025 after the close of trading on the New York Stock Exchange. A conference call will be held on Tuesday, February 25, 2025 at 11:00 AM ET. A live webcast will be accessible on the “Investor Relations” section of the Company's website at www.NETSTREIT.com. To liste. |
businesswire.com |
2025-01-16 18:05:00 |
Czytaj oryginał (ang.) |
| Netstreit: High Quality Portfolio Trading Near New Lows |
NETSTREIT Corp. owns and operates single-tenant net lease retail properties across a wide U.S. footprint. The portfolio composition is weighted heavily toward necessity and discount-based retailers, two key defensive sectors. The REIT also has high exposure to tenants with investment-grade ratings or investment-grade profiles. |
seekingalpha.com |
2025-01-08 09:47:58 |
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| Dirt Cheap And Up To 6% Yield - 3 Dividend Picks You Can't Miss |
I am increasingly focusing on higher-yielding dividend stocks due to the need for income, especially for older and retired investors. With the market's high valuation, future returns will likely rely more on dividends, making high-yield stocks more attractive. Retail real estate stands out with low vacancy rates and favorable supply conditions, offering strong investment opportunities. |
seekingalpha.com |
2024-12-28 09:30:00 |
Czytaj oryginał (ang.) |
| 1 REIT To Sell And 1 Strong Buy |
Not all REITs are equal. The asset quality can differ greatly from one REIT to another. I highlight a good example of that. |
seekingalpha.com |
2024-12-24 10:35:00 |
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| Buy The Dip: 2 REITs Getting Way Too Cheap |
Some REITs suffered a dip in recent weeks. As a result, they have become cheap again. We highlight 2 of our favorite buy-the-dip opportunities. |
seekingalpha.com |
2024-12-19 11:00:00 |
Czytaj oryginał (ang.) |
| December's 5 Dividend Growth Stocks With 4.51%+ Yields |
Dividend growth stocks, though not often the most exciting, can offer the potential for growing wealth and passive income over the long run. Every month, we screen for potential opportunities, starting with initial parameters, including dividend safety, growth, and consistency. Of course, further due diligence is essential; these initial screenings are just that “initial” and highlight potential names worth considering further but require further due diligence. |
seekingalpha.com |
2024-12-18 17:51:52 |
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| Up To 8% Yields: 2 Worry-Free Dividend Stocks For Durable Income |
Obsessing over short-term market moves leads to emotional investing and missed gains. This article stresses a long-term approach and managing investment anxiety for better results. Long-term focus and avoiding market timing are key to wealth building. Missing the market's best days severely impacts returns. A buy-and-hold strategy is advocated. Two high-quality income stocks are shared. One offers stable income like a top REIT, the other taps into a key energy infrastructure sector with strong growth potential. |
seekingalpha.com |
2024-12-18 09:30:00 |
Czytaj oryginał (ang.) |
| Netstreit: 2 Reasons Not To Buy This REIT As Real Estate Rebounds |
NETSTREIT's Q3 earnings showed growth in revenue and portfolio, but the REIT continues to underperform compared to top sector peers. Portfolio quality issues, particularly high exposure to dollar stores and drug stores, pose significant risks to NTST's credit quality and diversification goals. Despite strengths like no near-term debt maturities and high-rated tenants, NTST's concentrated portfolio makes it an unattractive acquisition target and limits valuation expansion. |
seekingalpha.com |
2024-11-12 09:00:00 |
Czytaj oryginał (ang.) |
| 2 Overpriced REITs To Avoid And 1 Better Buy |
Not all REITs are worth buying. Some very popular REITs are today overpriced. I present two of them to avoid and one better alternative. |
seekingalpha.com |
2024-11-07 10:15:00 |
Czytaj oryginał (ang.) |
| NETSTREIT Corp. (NTST) Q3 2024 Earnings Call Transcript |
NETSTREIT Corp. (NYSE:NTST ) Q3 2024 Earnings Conference Call November 5, 2024 11:00 AM ET Company Participants Amy An - Investor Relations Mark Manheimer - Chief Executive Officer Dan Donlan - Chief Financial Officer Conference Call Participants Wes Golladay - Baird Ravi Vaidya - Mizuho Nicholas Joseph - Citi Ki Bin Kim - Truist Securities Kathryn Graves - UBS Upal Rana - KeyBanc Capital Markets Greg McGinniss - Scotiabank Farrell Granath - Bank of America Operator Greetings, and welcome to NETSTREIT Corp Third Quarter 2024 Earnings Conference Call. [Operator Instructions] As a reminder, this conference is being recorded. |
seekingalpha.com |
2024-11-05 19:03:44 |
Czytaj oryginał (ang.) |
| NETSTREIT (NTST) Reports Q3 Earnings: What Key Metrics Have to Say |
Although the revenue and EPS for NETSTREIT (NTST) give a sense of how its business performed in the quarter ended September 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers. |
zacks.com |
2024-11-04 21:36:24 |
Czytaj oryginał (ang.) |
| NETSTREIT (NTST) Meets Q3 FFO Estimates |
NETSTREIT (NTST) came out with quarterly funds from operations (FFO) of $0.32 per share, in line with the Zacks Consensus Estimate. This compares to FFO of $0.31 per share a year ago. |
zacks.com |
2024-11-04 21:15:38 |
Czytaj oryginał (ang.) |
| NETSTREIT Reports Third Quarter 2024 Financial and Operating Results |
DALLAS--(BUSINESS WIRE)--NETSTREIT Corp. (NYSE: NTST) (the “Company”) today announced financial and operating results for the third quarter ended September 30, 2024. “We are pleased to announce our highest quarterly investment activity in the Company's history with $151.6 million in gross investments at a blended cash yield of 7.5%. Our 100% occupied portfolio remains in excellent condition to support our growing earnings base and attractive dividend yield. Looking forward, we remain focused on. |
businesswire.com |
2024-11-04 18:17:00 |
Czytaj oryginał (ang.) |
| U.S. REITs Log Dip In Short Interest In September |
Average REIT short interest fell 8 basis points in September to 3.7% of shares outstanding, per S&P Global Market Intelligence data. The hotel sector followed with a 60-basis point drop, while the office sector remained the most-shorted at 5.3% of shares outstanding. Wheeler Real Estate Investment Trust logged the largest increase in short interest, up 16 percentage points to 32.4% of shares outstanding. |
seekingalpha.com |
2024-10-16 11:10:00 |
Czytaj oryginał (ang.) |
| Top 3 Real Estate Stocks That May Explode This Quarter |
The most oversold stocks in the real estate sector presents an opportunity to buy into undervalued companies. |
benzinga.com |
2024-10-11 11:50:11 |
Czytaj oryginał (ang.) |
| NETSTREIT Corp. Announces Dates for Third Quarter 2024 Earnings Release and Conference Call |
DALLAS--(BUSINESS WIRE)--NETSTREIT Corp. (NYSE: NTST) (the “Company”), a nationwide owner of high-quality, single-tenant net lease properties, today announced that it will release its third quarter 2024 financial results on November 4, 2024 after the close of trading on the New York Stock Exchange. A conference call will be held on Tuesday, November 5, 2024 at 11:00 AM ET. A live webcast will be accessible on the “Investor Relations” section of the Company's website at www.NETSTREIT.com. To lis. |
businesswire.com |
2024-10-07 20:05:00 |
Czytaj oryginał (ang.) |
| Animal Spirits Awaken |
U.S. equity markets gained for a third-straight week while short-term interest rates declined to two-year lows as "Goldilocks" economic data provided a backdrop of support for dovish Fed policy. Following combined gains of 5% over the prior two weeks, the S&P 500 gained another 0.6% this week, notching another series of all-time highs. Real estate equities - the most "Fed sensitive" market segment - underperformed for a second week following a significant two-month rally heading into the Fed's rate cut announcement. |
seekingalpha.com |
2024-09-29 13:00:00 |
Czytaj oryginał (ang.) |
| REITs Are Back! 3 Gems To Buy Before Everyone Else Does |
The $22.5 trillion U.S. commercial real estate market is showing signs of recovery, fueled by improved lending conditions and rebounding property prices. Lower rates and rebounding liquidity could support further growth, but risks remain, particularly for office properties facing a massive maturity wall. Amid these trends, several REITs offer strong income potential and growth opportunities, thanks to strategic positioning and resilient business models. |
seekingalpha.com |
2024-09-27 11:30:00 |
Czytaj oryginał (ang.) |
| NETSTREIT: A Solid Dividend And Significant Undervaluation |
NETSTREIT is a net-lease retail REIT that operates on a national scale. The REIT's portfolio is well-diversified, and its long-term leases enhance cash flow predictability. Recent performance shows significant growth in ABR, NOI, and AFFO. |
seekingalpha.com |
2024-09-21 10:46:43 |
Czytaj oryginał (ang.) |
| Buried Treasures: 11 Dramatically Undervalued REITs |
REIT yields are becoming more competitive, especially with the likelihood of interest rate cuts and low inflation on the horizon. This article identifies 35 equity REITs yielding 4.75% or better and at least 20% undervalued, narrowing down to 11 based on dividend safety, balance sheet quality, and growth projections. Avoid high-yield "sucker" stocks and companies with declining revenues or weak balance sheets to minimize risk and ensure stable returns. |
seekingalpha.com |
2024-09-18 12:00:00 |
Czytaj oryginał (ang.) |
| If I Was Retiring In 10-20 Years With 10 REITs - Part 3 |
The Federal Reserve is expected to cut interest rates, benefiting REITs, which have shown strong performance and offer attractive investment opportunities for long-term growth. NETSTREIT, Kite Realty, VICI Properties, and Plymouth Industrial are recommended buys due to their strong fundamentals, high-quality tenants, and solid balance sheets. REITs offer reliable dividends and potential for compounding returns, making them ideal for investors with 10–20 years until retirement. |
seekingalpha.com |
2024-09-14 11:00:00 |
Czytaj oryginał (ang.) |
| Netstreit: Agree Realty 2.0 Or Potential Takeover Target? |
NETSTREIT Corp. is a retail-focused REIT with similarities to Agree Realty but with differences in tenant exposure and investment spreads. The company's financial performance has been solid, with growth in FFO and revenue, a strong balance sheet, and a safe dividend payout ratio. NETSTREIT Corp. is currently undervalued compared to its retail REIT peers, with potential for future growth. |
seekingalpha.com |
2024-08-26 12:00:00 |
Czytaj oryginał (ang.) |