This is a routine investor presentation with no new material information. No immediate trading action is warranted. Monitor for future guidance updates or changes in portfolio metrics.
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Executive Summary
NETSTREIT Corp. filed an 8-K on June 16, 2026, furnishing an investor presentation under Item 7.01. The presentation reiterates existing portfolio metrics as of March 31, 2026, including 99.9% occupancy, 3.9x unit-level rent coverage, 58.3% investment-grade tenants, and a pro forma adjusted net debt/EBITDAre of 2.4x. No new material financial information, guidance, or preliminary results were disclosed.
Key Facts
- Investor presentation filed under Item 7.01 Regulation FD Disclosure.
- Portfolio metrics as of March 31, 2026: 99.9% occupancy, 3.9x unit-level rent coverage, 58.3% IG/IGP tenants, 10.2-year WALT.
- Pro forma adjusted net debt / annualized adjusted EBITDAre of 2.4x.
- Total pro forma liquidity of $1.3 billion as of March 31, 2026.
- Q1 2026 AFFO per share of $0.34 vs $0.32 in Q1 2025.
- $162 million of forward equity sold QTD in 2Q26; $766 million unsettled forward equity as of June 2026.
- 3bps annualized credit loss over six years since inception.
Financial Impact
No new financial impact; presentation restates previously reported Q1 2026 results.
Risk Factors
- Interest rate sensitivity and potential dilution from unsettled forward equity.
- Tenant credit risk, particularly in pharmacy and dollar store sectors.
- Macroeconomic headwinds affecting retail real estate valuations.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001628280-26-043452 |
| Document: ntst-20260616.htm | 0001628280-26-043452 |
| Document: 0001628280-26-043452-index-headers.html | 0001628280-26-043452 |
| Document: 0001628280-26-043452-index.html | 0001628280-26-043452 |
| Document: 0001628280-26-043452.txt | 0001628280-26-043452 |
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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