Monitor next quarterly earnings for updates on investment pace and portfolio credit quality. The presentation shows continued strong operating metrics but no new catalysts or guidance changes.
Price Chart
Executive Summary
NETSTREIT Corp. filed an 8-K furnishing an updated investor presentation for Q3 2026. The presentation highlights a high-quality, well-capitalized net lease portfolio with 99.9% occupancy, 58.2% investment-grade tenants, and a conservative balance sheet (3.7x adjusted net debt/EBITDAre). The filing is a routine business update with no new material financial disclosures or guidance changes.
Key Facts
- 99.9% portfolio occupancy as of September 30, 2026
- 58.2% of ABR from investment grade and investment grade profile tenants
- 3.7x adjusted net debt to annualized adjusted EBITDAre
- $1.3 billion total liquidity including $400M undrawn term loan
- Weighted average lease term of 10.1 years
- 3.9x unit-level rent coverage
- Q3 2026 AFFO per diluted share of $0.35 vs $0.33 in Q3 2025
- Q3 2026 revenue of $66.3M vs $48.3M in Q3 2025
- Quarterly dividend of $0.225 per share, representing 64% of AFFO
Financial Impact
No material financial impact from this routine investor presentation update
Risk Factors
- Elevated interest rate environment could pressure cap rates and acquisition yields
- Forward equity overhang of ~$312 million in unsetthed shares could dilute EPS
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001628280-26-066735 |
| Document: ntst-20261021.htm | 0001628280-26-066735 |
| Document: 0001628280-26-066735-index-headers.html | 0001628280-26-066735 |
| Document: 0001628280-26-066735-index.html | 0001628280-26-066735 |
| Document: 0001628280-26-066735.txt | 0001628280-26-066735 |
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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