Broadstone Net Lease

BNL

Market cap $3.3B

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

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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.

Broadstone Net Lease is rated a Buy, offering strong fundamentals, tenant diversification, and a compelling ~6.5% dividend yield. BNL reported solid AFFO in Q3, raised its guidance, and executed over $550 million in investments, reflecting robust growth and portfolio repositioning, with plans for even more this year. BNL's valuation remains attractive versus peers, with a low P/AFFO ratio and potential upside from rate cuts and industrial/retail market dynamics recovering.

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) 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.

VICTOR, N.Y.--(BUSINESS WIRE)-- #acquisitions--Broadstone Net Lease Announces Third Quarter 2025 Results.

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

U.S. equity markets rallied to fresh record-highs this past week as investors leaned into rate cut expectations following a wave of soft employment data and a Federal Government shutdown. For the fourth time since 1995, the federal government entered a partial "shutdown" after the U.S. Senate failed to reach the 60-vote threshold required for passage of appropriations. Defering to experience from prior shutdowns in 2013 (16 days) and in 2018 (35 days), markets largely shrugged off the latest Congressional impasse, with investors still anticipating a timely resolution.

The Fed has finally cut rates, and if the “dot plot” is any indication, it won't be the last. This is fuel for real estate investment trusts (REITs)—they thrive when borrowing costs fall and their fat dividends shine next to shrinking bond yields.