Getty Realty Corp. Q4 2025 Earnings Call Summary

Performance was driven by the combination of stable rental income from the in-place portfolio and strong yields from a record year of investment activity. Management attributes resilient tenant performance to consumer trends favoring convenience, speed, and 'do-it-for-me' automotive services. The company successfully executed a strategy to diversify beyond convenience stores, with nearly 30% of annual base rent now derived from non-C-store sectors like car washes and collision centers. Growth was la ...