NETSTREIT (NYSE:NTST) has secured $450 million in additional financing and amended its existing credit facilities with PNC Bank (PNC), Wells Fargo (WFC), and Truist Bank (TFC). The new term loan credit agreement, agented by PNC Bank, National Association, provides for a $200 million, 5.5-year loan (the ...

The most oversold stocks in the real estate sector presents an opportunity to buy into undervalued companies.The RSI is a momentum indicator, which compares a stock’s strength on days when prices go up to its strength on days when prices go down. When compared to a stock’s price action, it can give traders a better sense of how a stock may perform in the short term. An asset is typically considered oversold when the RSI is below 30, according to Benzinga Pro.Here's the latest list of major oversold players ...

The most oversold stocks in the real estate sector presents an opportunity to buy into undervalued companies.The RSI is a momentum indicator, which compares a stock’s strength on days when prices go up to its strength on days when prices go down. When compared to a stock’s price action, it can give traders a better sense of how a stock may perform in the short term. An asset is typically considered oversold when the RSI is below 30, according to Benzinga Pro.Here's the latest list of major oversold players ...

NETSTREIT (NTST) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #2 (Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.Individual ...

Core Insights - Albert Anthony is a Croatian-American business author and media contributor with a focus on real estate investment trusts (REITs) [1] - He has a background in IT analysis for Fortune 500 companies and experience in financial services with Charles Schwab [1] - Anthony is launching a book on REITs in 2025 and operates his own equities research firm remotely [1] Background and Experience - The author has over 1,000 followers on Seeking Alpha and writes for various financial platforms [1] - He has participated in numerous business and innovation conferences in the EU and has a degree from Drew University [1] - Currently enrolled in the CMSA certification program at the Corporate Finance Institute in Vancouver [1] Media and Digital Presence - Albert Anthony is active in digital media, including a YouTube channel focused on REITs [1] - He has appeared in regional media channels in Croatia and has had roles in over five productions [1] - The author does not engage with non-publicly traded companies or small-cap stocks [1]

Core Insights - The article discusses the author's background in financial journalism and expertise in the real estate market, emphasizing a focus on independent opinions and historical context in finance [1]. Group 1 - The author has over 10 years of experience in communications and has worked for various economic institutions [1]. - The author currently holds positions at the Center for Economic Studies Argentina XXI (CEEAXXI) and the International Foundation Bases [1]. - The author runs a YouTube podcast called Storiopolis, which aims to present historical narratives about finance without ideological bias [1].

Group 1 - Pearl Gray is a proprietary investment fund and independent market research firm focusing primarily on Fixed-Income and Preferred Shares [1] - The firm also provides analysis on equity REITs, Investment Funds, and Banks, offering a cross-asset blend for its readers [1] - The content published by the firm is categorized as Independent Analysis and does not constitute financial advice [1][3] Group 2 - The firm encourages readers to consult a registered financial advisor before making investment decisions [3] - There is a disclosure stating that past performance is not indicative of future results, and no specific investment recommendations are provided [4]

Core Insights - NetSTREIT Corp. reported strong Q2 2025 results, with AFFO per diluted share of $0.33, significantly exceeding analyst expectations of $0.06 [1][5] - The company achieved a net income per diluted share of $0.04, a turnaround from a loss of $(0.03) in the previous year [1][5] - Revenue reached $48.3 million, marking a 22.1% year-over-year increase, driven by rental growth and higher interest income [1][5] Financial Performance - AFFO per diluted share increased by 3.1% year-over-year from $0.32 to $0.33 [2] - Funds from Operations (FFO) per diluted share rose 14.8% year-over-year from $0.27 to $0.31 [2] - Property-Level Cash NOI was reported at $39.3 million, a 22.0% increase from $32.2 million a year earlier [2] Portfolio Activity - The company acquired 32 properties for a total of $117.1 million at a blended initial yield of 7.8% [6] - Net investment activity totaled $49.4 million after selling 20 properties for $60.4 million at a 6.5% cash yield [6] - Occupancy remained high at 99.9%, with a weighted average lease term (WALT) of 9.8 years across the portfolio [7][10] Tenant Quality and Diversification - 52.2% of portfolio rent came from investment-grade tenants, although only 18.0% of new investment rent was from such tenants [8] - The portfolio consisted of 705 properties across 45 states, with exposure to 106 tenants and 27 industries, ensuring stability [11] Financial Strategy and Guidance - The company raised its quarterly dividend by 2.4% to $0.215 per share [14] - Full-year AFFO guidance was increased to $1.29 to $1.31 per share, reflecting confidence in the investment pipeline [15] - Net investment activity guidance was also raised to $125 million to $175 million for 2025 [15]

Financial Data and Key Metrics Changes - The company reported net income of $3.3 million or $0.04 per diluted share for the second quarter of 2025 [10] - Core FFO for the quarter was $25.6 million or $0.31 per diluted share, while AFFO was $27.5 million or $0.33 per diluted share, representing a 3.1% increase year-over-year [11] - The company increased its AFFO per share guidance midpoint by $0.01 to a new range of $1.29 to $1.31 [5] - Total liquidity at quarter end was $594 million, consisting of $20 million in cash, $373 million available on the revolving credit facility, and $2 million of unsettled forward equity [13] Business Line Data and Key Metrics Changes - The company completed $117.1 million of gross investments at a blended cash yield of 7.8% during the quarter, the highest quarterly cash yield on record [5] - More than half of the investment activity was funded with disposition proceeds totaling $60.4 million across 20 properties at a 6.5% blended cash yield [6] - The weighted average lease term for second quarter investments was 15.7 years, with over 25% of these acquisitions involving investment grade tenants [5][7] Market Data and Key Metrics Changes - The company ended the quarter with investments in 705 properties leased to 106 tenants across 27 industries in 45 states [7] - 68.7% of the total annualized rent (ADR) is leased to investment grade or investment grade profile tenants [7] - The portfolio-wide unit level rent coverage increased to 3.9 times from 3.8 times in the previous disclosure [9] Company Strategy and Development Direction - The company is focused on tenant diversification through thoughtful dispositions and is slightly ahead of its year-end goals [4] - The management emphasized a disciplined approach to capital deployment and will not sacrifice the balance sheet for growth [10] - The company is currently seeing great investment opportunities across various sectors, including farm supplies, grocery, quick service restaurants, auto service, and convenience stores [7] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the health of its tenants and the stability of cash flows due to a concentration in necessity discount and service industries [4] - The company anticipates that the best risk-adjusted returns will blend to a cash yield of 7.4% to 7.5% in the latter half of the year [5] - Management noted that while there are challenges in some industries related to labor costs, most retailers are feeling bullish and are in growth mode [66] Other Important Information - The company declared a quarterly cash dividend of $0.215 per share, representing a 2.4% increase over the prior quarter [14] - Adjusted net debt at quarter end was $713.8 million, with a weighted average debt maturity of 3.8 years and a weighted average interest rate of 4.58% [12] Q&A Session Summary Question: Impact of improved WACC on capital deployment - Management indicated that improved WACC allows for easier deployment of capital, with a target of $350 million in net acquisitions being achievable [19][20] Question: Demand for assets and cap rates - Management noted that demand for dollar store assets remains strong, with attractive cap rates being achieved in recent dispositions [22][23] Question: Investment guidance and equity capital access - Management expressed optimism about the opportunity set and indicated that deploying $150 million to $200 million in net acquisitions each quarter is feasible [27] Question: Rating agency conversations and potential impact - Management confirmed that they are optimistic about future conversations with rating agencies, which could lead to a reduction in borrowing costs [29] Question: Competition in the deal market - Management stated that while new entrants are noted, they have not encountered significant competition in their acquisition strategy [49] Question: Changes in lease economics - Management confirmed that attractive lease terms and long lease durations are expected to continue, with no significant changes anticipated [70]

Investor Presentation July 2025 1 Disclaimer This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Such forward-looking statements include, without limitation, statements concerning our business and growth strategies, investment, financing and leasing activities, including estimated development costs, and trends in our business, including trends in the market for s ...