Realty Income Vs. NNN REIT: Look Past The Yield And Realty Income Becomes The Clear Winner
Realty Income and NNN REIT both offer reliable income backed by long dividend growth records, but their long-term return profiles diverge under closer analysis. Realty Income and NNN REIT follow similar net lease strategies, yet differ in portfolio construction, lease structure, and overall economic sensitivity. Balance sheet strength and cost of capital play an increasingly important role in today's high-rate environment, subtly influencing future investment flexibility between the two.
NNN REIT: Upgrading To Top Pick In Net Lease Sector
I am upgrading NNN REIT to a strong buy, offering a 6% yield and trading at a discount to net lease peers. NNN's conservative balance sheet, resilient business model, and rapid resolution of tenant volatility underpin its durable, recession-resistant profile. Management expects occupancy to exceed 98% by year-end, with lease recapture rates and tenant transitions supporting forward growth.
High Cash Flow Vs. Steady Growth: Buy This 50/50 Mix For Maximum Income
ECC offers maximum cash flow today for higher risk. NNN offers smaller cash flow with steady dividend growth. A 50/50 mix of ECC and NNN provides higher returns with less volatility.
NNN REIT: Ignore The Short-Term Noise And Buy This Well-Covered Yield With Upside Potential
NNN REIT remains a long-term buy despite tenant headwinds, with a solid Q3 and a well-covered 6% dividend yield. NNN's recent occupancy dip to 97.5% is seen as temporary, with management expecting a rebound above 98% by year-end as vacancies are resolved. NNN raised full-year guidance, increased acquisition targets, and continues to generate strong free cash flow, supporting its Dividend Aristocrat status.
This Triple Net Lease Is Still Worth Buying Today: NNN REIT
NNN REIT has a diversified portfolio of over 3,600 single-tenant net lease properties, providing stable, visible cash flows and a 5.9% yield. NNN benefits from fixed annual lease escalators, a large acquisition pipeline, and a strong BBB+ credit rating supporting future growth. Despite tenant risks, NNN's reliable, growing dividends make it a compelling long-term holding for income-focused portfolios.
NNN REIT, Inc. (NNN) Q3 2025 Earnings Call Transcript
NNN REIT, Inc. ( NNN ) Q3 2025 Earnings Call November 4, 2025 10:30 AM EST Company Participants Stephen Horn - President, CEO & Director Vincent Chao - Executive VP, CFO & Treasurer Conference Call Participants Keunho Byun - BofA Securities, Research Division Brad Heffern - RBC Capital Markets, Research Division Michael Goldsmith - UBS Investment Bank, Research Division William John Kilichowski - Wells Fargo Securities, LLC, Research Division Spenser Allaway - Green Street Advisors, LLC, Research Division Richard Hightower - Barclays Bank PLC, Research Division Wesley Golladay - Robert W. Baird & Co. Incorporated, Research Division Jenny Leeds - Morgan Stanley Investment Management Inc. Linda Yu Tsai - Jefferies LLC, Research Division James Kammert - Evercore ISI Institutional Equities, Research Division John Massocca - B.
Compared to Estimates, NNN REIT (NNN) Q3 Earnings: A Look at Key Metrics
The headline numbers for NNN REIT (NNN) 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.
NNN REIT (NNN) Meets Q3 FFO Estimates
NNN REIT (NNN) came out with quarterly funds from operations (FFO) of $0.86 per share, in line with the Zacks Consensus Estimate . This compares to FFO of $0.84 per share a year ago.
NNN REIT: Dividend Aristocrat To Buy For Durable Income
NNN has been underperforming the REIT market for some while. At the same time, the FFO generation has consistently improved. This has created a compelling entry point in terms of yield and P/FFO multiple.
NNN REIT: Grab This Dividend Stalwart On The Cheap Now
NNN REIT has one of the most established track records of dividend growth among publicly traded REITs. The company's revenue topped the analyst consensus in Q2, while core FFO per share met expectations. NNN has a well-staggered debt maturity schedule and approximately $1.5 billion in available liquidity.
NNN REIT: Is An Exciting Dividend Aristocrat Benefiting From Lower Rates
NNN REIT is positioned for growth, as Fed rate cuts enhance its refinancing and acquisition opportunities, supporting capital appreciation and income. NNN's robust Q2 results, high occupancy (98%), and disciplined acquisition strategy drive steady FFO and dividend growth, with a 34-year dividend increase streak. NNN trades at attractive valuations (12.5x FFO, 9.84x EBITDA), below peers, and offers a 5.66% dividend yield, with strong coverage, making it compelling for income investors.
Need Income? Beat Your Expenses With Dividend Growth Stocks
Are rising costs threatening your retirement comfort? We skip the guesswork of balancing portfolio drawdowns against life expectancy. Our approach unlocks the full force of income from your portfolio to power your retirement.
