Broadstone Net Lease Inc. (BNL)
Broadstone Net Lease, Inc. (BNL) Q3 2025 Earnings Call Transcript
Broadstone Net Lease, Inc. ( BNL ) Q3 2025 Earnings Call October 30, 2025 11:00 AM EDT Company Participants Brent Maedl John Moragne - CEO & Director Ryan Albano - President & COO Kevin Fennell - Executive VP, CFO & Treasurer Conference Call Participants John Kim - BMO Capital Markets Equity Research Upal Rana - KeyBanc Capital Markets Inc., Research Division Anthony Paolone - JPMorgan Chase & Co, Research Division Caitlin Burrows - Goldman Sachs Group, Inc., Research Division Ronald Kamdem - Morgan Stanley, Research Division Jay Kornreich - Cantor Fitzgerald & Co., Research Division Ryan Caviola - Green Street Advisors, LLC, Research Division Eric Borden - BMO Capital Markets Equity Research Presentation Operator Hello, and welcome to Broadstone Net Lease's Third Quarter 2025 Earnings Conference Call. My name is Elliot, and I will be your operator today.
Broadstone Net Lease, Inc. (BNL) Meets Q3 FFO Estimates
Broadstone Net Lease, Inc. (BNL) came out with quarterly funds from operations (FFO) of $0.37 per share, in line with the Zacks Consensus Estimate . This compares to FFO of $0.35 per share a year ago.
Is Broadstone Net Lease (BNL) Stock Outpacing Its Finance Peers This Year?
Here is how Broadstone Net Lease, Inc. (BNL) and Applied Digital Corporation (APLD) have performed compared to their sector so far this year.
Broadstone Net Lease, Inc. (BNL) Q2 2025 Earnings Call Transcript
Broadstone Net Lease, Inc. (NYSE:BNL ) Q2 2025 Earnings Conference Call July 31, 2025 1:00 PM ET Company Participants Brent Maedl - Corporate Participant John D. Moragne - CEO & Director Kevin M.
Broadstone Net Lease, Inc. (BNL) Surpasses Q2 FFO and Revenue Estimates
Broadstone Net Lease, Inc. (BNL) came out with quarterly funds from operations (FFO) of $0.38 per share, beating the Zacks Consensus Estimate of $0.37 per share. This compares to FFO of $0.36 per share a year ago.
Broadstone Net Lease: Industrial Portfolio Keeps Getting More And More Relevant
BNL's ongoing shift toward industrial properties is driving strong portfolio growth and improving asset quality, with industrial now nearly 60% of annualized base rent. Despite recent industrial market headwinds, supply is cooling, setting up a favorable demand-supply balance that should benefit BNL's high occupancy and lease terms. BNL's 7%+ yield, BBB-rated balance sheet, and modest 10.7x P/FFO valuation make it an attractive, overlooked REIT compared to sector peers.
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Broadstone Net Lease: High Yield Bargain In Plain Sight
Broadstone Net Lease is a bargain dividend REIT, offering a 7.2% yield and trading at a low forward P/FFO of 10.6, sitting below that of peers. The portfolio shift toward industrial assets and a $500M build-to-suit pipeline position BNL for long-term growth and incremental revenue. BNL maintains a strong balance sheet, robust credit ratings, and a well-covered, growing dividend, making it appealing for income investors.
What Makes Broadstone Net Lease (BNL) a New Buy Stock
Broadstone Net Lease (BNL) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Broadstone Net Lease: High-Yield Rental
We had highlighted the exact conditions required for us to go long Broadstone Net Lease. We got them post Liberation Day. We go over Q1 2025 numbers and our trade.
Broadstone Net Lease, Inc. (BNL) Q1 FFO Match Estimates
Broadstone Net Lease, Inc. (BNL) came out with quarterly funds from operations (FFO) of $0.36 per share, in line with the Zacks Consensus Estimate. This compares to FFO of $0.36 per share a year ago.
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