Netstreit Corp. (64N)
XMUN 
Summary
64N Chart
Netstreit: Reliable Yield And Solid Expansion, Yet Shares Appear Fully Priced
NETSTREIT is a net lease REIT with a high-quality, e-commerce-resistant tenant base and a nearly perfect occupancy rate of 99.9%, with the business showing strong growth since its 2019 inception. NTST's active acquisition strategy, solid balance sheet, and management position it well, though its dividend yield and payout ratio are currently behind larger peers. Rate cuts are a key catalyst to keep in mind, as they could improve financing costs and investment spreads, but benefits may take years to materialize.
NETSTREIT Corp. (NTST) Q3 2025 Earnings Call Transcript
NETSTREIT Corp. (NYSE:NTST ) Q3 2025 Earnings Call October 28, 2025 11:00 AM EDT Company Participants Matt Miller Mark Manheimer - President, CEO, Secretary & Director Daniel Donlan - CFO & Treasurer Conference Call Participants William John Kilichowski - Wells Fargo Securities, LLC, Research Division Michael Goldsmith - UBS Investment Bank, Research Division Greg McGinniss - Scotiabank Global Banking and Markets, Research Division Haendel St. Juste - Mizuho Securities USA LLC, Research Division Bennett Rose - Citigroup Inc., Research Division Linda Yu Tsai - Jefferies LLC, Research Division Jay Kornreich Wesley Golladay - Robert W. Baird & Co. Incorporated, Research Division Upal Rana - KeyBanc Capital Markets Inc., Research Division Jana Galan - BofA Securities, Research Division Daniel Guglielmo - Capital One Securities, Inc., Research Division Presentation Operator Greetings, and welcome to the NETSTREIT Corp. Third Quarter 2025 Earnings Call.
NETSTREIT (NTST) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates
The headline numbers for NETSTREIT (NTST) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
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Netstreit Corp. Profile
| Retail REITs Industry | Real Estate Sector | Mark Manheimer CEO | XMUN Exchange | US64119V3033 ISIN |
| US Country | 22 Employees | 1 Dec 2025 Last Dividend | - Last Split | 13 Aug 2020 IPO Date |
Overview
NETSTREIT Corp. is a Dallas, Texas-based internally managed Real Estate Investment Trust (REIT) that primarily focuses on the acquisition of single-tenant net lease retail properties across the United States. The company's expanding portfolio is characterized by high-quality properties that are leased to tenants who are resistant to e-commerce disruption, ensuring that they are less likely to be adversely affected by the shift to online shopping. NETSTREIT aims to assemble the premier net lease retail portfolio in the nation, driven by a leadership team with extensive experience in the commercial real estate sector. One of the core goals of NETSTREIT is to produce steady cash flows and dividends for its investors, leveraging the solid financial standings of its tenants and the strategic selection of its properties.
Products and Services
NETSTREIT Corp. offers a focused range of investment and real estate services, including:
- Single-Tenant Net Lease Retail Properties - Specializing in the acquisition of retail properties that are leased to a single tenant, which ensures a simplified and predictable income stream. These properties are typically occupied by tenants with robust business models that are less susceptible to online competition, thus offering a resilient investment in the face of e-commerce growth.
- Investment in E-commerce Resistant Tenants - By concentrating on leasing to tenants who show strong resistance to e-commerce, such as those in service-oriented sectors or with products that are not easily sold online, NETSTREIT ensures the durability and reliability of its income. This strategic choice supports the trust's objective of delivering consistent cash flows and dividends to its investors.
- Property Acquisition and Asset Management - With a skilled management team experienced in commercial real estate, NETSTREIT not only focuses on the strategic acquisition of new properties but also actively manages its existing portfolio to optimize its performance and value. This comprehensive approach to property management and investment underpins the trust's commitment to growing its high-quality net lease retail portfolio nationwide.
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