The raised guidance and strong investment pace suggest accelerating growth; monitor the next earnings call for details on capital deployment and tenant credit quality trends.
Price Chart
Executive Summary
NETSTREIT reported strong Q1 2026 results with AFFO of $0.34 per share, a 6.3% increase year-over-year, driven by $239 million in investments at a 7.5% cash yield. The company raised its full-year 2026 AFFO guidance to $1.36-$1.39 and increased net investment guidance to $550-$650 million, signaling confidence in its growth trajectory and capital deployment.
Key Financial Metrics
Key Facts
- Q1 2026 AFFO of $0.34 per share, up 6.3% YoY
- Raised full-year 2026 AFFO guidance to $1.36-$1.39 (from $1.35-$1.39)
- Increased net investment guidance to $550-$650 million (from $350-$450 million)
- Completed $239 million in gross investment activity at a 7.5% blended cash yield
- $314.3 million in gross forward equity sales during the quarter
Financial Impact
AFFO per share increased to $0.34, with full-year guidance raised to $1.36-$1.39 range
Risk Factors
- Increased dilution from forward equity offerings ($0.03-$0.06 per share impact in guidance)
- Higher leverage (Net Debt/EBITDAre increased to 6.3x from 6.1x)
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 8 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001628280-26-026004 |
| Document: ntstinvestorpresentation.htm | 0001628280-26-026004 |
| Document: a1q26formattedsupplement.htm | 0001628280-26-026004 |
| Document: ntst-20260420.htm | 0001628280-26-026004 |
| Document: 0001628280-26-026004-index-headers.html | 0001628280-26-026004 |
| Document: 0001628280-26-026004-index.html | 0001628280-26-026004 |
| Document: 0001628280-26-026004.txt | 0001628280-26-026004 |
| 8-K Data (Synthetic) | 0001628280-26-026004 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 22, 2026 4d ago | SC 13G/A | $17.35 $17.49 | ▲ +0.81% | ▲ +0.10% | $17.49 (+0.81%) |
Oct 21, 2026 5d ago | 8-K | $17.02 $17.35 | ▲ +1.94% | ▲ +2.46% | $17.49 (+2.76%) |
Oct 21, 2026 5d ago | 8-K | $17.02 $17.35 | ▲ +1.94% | ▲ +2.46% | $17.49 (+2.76%) |
Oct 2, 2026 24d ago | 8-K | $17.52 $17.44 | ▼ −0.46% | ▼ −1.13% | $17.49 (−0.17%) |
Sep 3, 2026 7w ago | 8-K | $20.09 $20.22 | ▲ +0.65% | ▲ +1.20% | $17.49 (−12.94%) |
Jun 16, 2026 18w ago | 8-K | $20.02 $19.45 | ▼ −2.85% | ▼ −1.60% | $17.49 (−12.64%) |
Jun 2, 2026 20w ago | 8-K | $19.96 $19.63 | ▼ −1.65% | ▼ −0.93% | $17.49 (−12.37%) |
May 5, 2026 24w ago | 8-K | $20.32 $20.57 | ▲ +1.23% | ▼ −0.15% | $17.49 (−13.93%) |
Apr 23, 2026 26w ago | 144 | $20.56 $20.50 | ▼ −0.29% | ▼ −0.46% | $17.49 (−14.93%) |
Apr 21, 2026 26w ago | 424B5 | $20.85 $20.75 | ▼ −0.48% | ▼ −0.09% | $17.49 (−16.12%) |
US Market Status
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