Broadstone Net Lease

BNL

Market cap $3.51B

Broadstone Net Lease remains a compelling income pick, offering a 6.4% yield and trading at 12x forward P/FFO, sitting below that of peers. BNL's portfolio transition to 92% industrial and retail assets, with reduced healthcare exposure, positions it to benefit from e-commerce and reshoring trends. Disciplined balance sheet management and a robust build-to-suit pipeline support reliable AFFO growth and dividend coverage.

VICTOR, N.Y.--(BUSINESS WIRE)-- #acquisitions--Broadstone Net Lease Schedules Fourth Quarter 2025 Earnings Release and Conference Call.

Flagship Communities (MHCUF) offers 10% same-store NOI growth yet trades at only 14.5x AFFO, well below sector norms. Gladstone Land preferreds (LANDP, LANDO) present an 8% yield and 30%+ upside, with robust asset coverage and stable farmland values. Broadstone Net Lease (BNL) trades at 11.5x AFFO (8.7% yield), positioned for low-to-mid single-digit AFFO growth as rate headwinds subside.

Falling interest rates, declining new supply, and robust real estate demand create a favorable backdrop for net lease REITs' income and valuation. This article presents 3 net lease REITs trading at attractive discounts to NAV and FFO, with iREIT+Hoya Capital rating all three a Buy and highlighting double-digit upside. Each REIT demonstrates resilient dividend histories, prudent debt structures, and sector-leading occupancy, making them prime candidates for income-focused portfolios.

In October, we (my wife and I) received a dividend income total of $3,948.78. Crushing it for an off-month – thanks to Vanguard (VOO) and Fidelity (FXAIX) for paying in October. We had quite a few dividend increases this month. So fortunate to be getting raises from companies and having the stocks of companies I own do all of the work. In total, dividend increases created $92.48 in additional passive dividend income.

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U.S. equity markets climbed to the cusp of fresh record-highs as another soft slate of employment data and modest PCE inflation data helped solidify the case for another rate cut. ADP provided the most evident signs of cooling labor markets, posting job losses in three of the past six months and a cooldown in wage growth to four-year lows. The PCE report showed corresponding disinflation in discretionary services categories, offsetting modest upward pressures on goods prices, resulting in the first monthly deceleration in core inflation since April.

VICTOR, N.Y.--(BUSINESS WIRE)-- #acquisitions--Broadstone Net Lease Provides Business Update and Issues 2026 Guidance in Conjunction with its Upcoming Investor Day.

All the major Wall Street firms we cover here at 24/7 Wall St. have a list of the top stock picks for their institutional and retail clients to invest in.

VICTOR, N.Y.--(BUSINESS WIRE)-- #acquisitions--BNL reaches substantial completion on the first of two Sierra Nevada MROs; adds $21 million to its committed pipeline of build-to-suit developments.