NNN REIT
About: NNN REIT Inc is a real estate investment trust that invests in and develops properties throughout the United States. The company generates revenue from leasing properties to tenants, including convenience stores, automotive services, fitness centers, theatres, restaurants, and banks. Rents from convenience stores and restaurants contribute the majority proportion of total revenue. The maximum of the company's properties are located in the South and Southeast of the United States.
Employees: 83
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
50% more funds holding in top 10
Funds holding in top 10: 2 [Q4 2024] → 3 (+1) [Q1 2025]
13% more repeat investments, than reductions
Existing positions increased: 182 | Existing positions reduced: 161
2% more capital invested
Capital invested by funds: $7.03B [Q4 2024] → $7.16B (+$129M) [Q1 2025]
2% more call options, than puts
Call options by funds: $8.96M | Put options by funds: $8.8M
2% less first-time investments, than exits
New positions opened: 61 | Existing positions closed: 62
2% less funds holding
Funds holding: 486 [Q4 2024] → 475 (-11) [Q1 2025]
2.51% less ownership
Funds ownership: 91.82% [Q4 2024] → 89.31% (-2.51%) [Q1 2025]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$43
1%
upside
Avg. target
$45
5%
upside
High target
$46
8%
upside
2 analyst ratings
1 positive
50%
1 neutral
50%
0 negative
0%
Barclays Richard Hightower | 8%upside $46 | Overweight Maintained | 21 May 2025 |
UBS Michael Goldsmith | 1%upside $43 | Neutral Maintained | 13 May 2025 |
Financial journalist opinion
Based on 18 articles about NNN published over the past 30 days
Positive
The Motley Fool
12 hours ago
3 No-Brainer Dividend Stocks to Buy With $2,000 Right Now
Investing in dividend stocks is a no-brainer strategy. Over the last 50 years, dividend stocks have outperformed nonpayers by more than two to one (9.2% annualized total return, compared to 4.3%, according to data from Ned Davis Research and Hartford Funds).
Neutral
Seeking Alpha
5 days ago
2 Steady Dividends To Sleep Well At Night, Yields Up To 6%
The traditional three-legged stool retirement plan is weakening. You need to take your retirement in your hands, and build your private pension through diversified income investing. We discuss two steady investments for financial independence and a worry-free retirement income stream.
Positive
Seeking Alpha
1 week ago
NNN REIT: Let's Get Serious About Recycling Capital
NNN's traditional buy-and-hold net lease model faces challenges from rising interest rates and tenant credit issues, causing recent underperformance. A creative approach to capital management—selling investment-grade assets and recycling proceeds into higher-yield opportunities—could unlock shareholder value. NNN could also consider share repurchases, leveraging the spread between disposition cap rates and AFFO yield to boost earnings accretion.
Neutral
Seeking Alpha
1 week ago
NNN REIT: Tenant Headwinds Linger, But Price And Dividend Profile Remain Attractive
NNN REIT remains a buy for long-term income investors, thanks to strong fundamentals and a conservative dividend profile despite recent tenant headwinds. Tenant issues with Badcock Furniture and Frisch's Big Boy have weighed on occupancy and share price, but management expects resolution by year-end. NNN's low AFFO payout ratio and ample free cash flow provide flexibility and support for continued dividend growth, even in uncertain economic conditions.
Positive
24/7 Wall Street
1 week ago
2 High-Yield Stocks for a Lifetime of Safe Income
High-yield dividend stocks, offering 5% or more, provide substantial income and inflation protection, but risk unsustainable payouts if fundamentals are weak.
Positive
Seeking Alpha
2 weeks ago
Nothing But Net (Lease REITs)
Net Lease REITs create value by investing at returns above their cost of capital; WACC is a key metric for quality assessment. Top Net Lease REITs like Agree Realty, Essential Properties, Four Corners, VICI, and Realty Income have the most attractive WACCs and investment spreads. High-yield or cheap REITs often have elevated payout ratios and weaker balance sheets, signaling higher risk and possible dividend instability.
Neutral
The Motley Fool
2 weeks ago
2 Ultra-High-Yield Dividend Stocks Down About 30% to Buy Now and Hold Forever
Investors looking for stocks that can produce heaps of passive income are often tempted by ultra-high-yield stocks that offer yields more than triple the market average. Unfortunately, a dividend stock's yield rarely rises to such heights unless investors have good reasons to worry about future cash flows being sufficient to raise the payout further.
Positive
The Motley Fool
2 weeks ago
3 Safe Ultra-High-Yield Dividend Stocks to Buy and Hold for a Lifetime of Passive Income
Higher-yielding dividend stocks often have a higher risk of a future payment reduction. Because many of these companies either have weak financial profiles or growth prospects, investors need to tread carefully when buying stocks with a higher yield if they're seeking a bankable income stream.
Positive
Seeking Alpha
2 weeks ago
NNN: Outperforming The Market In 2025 While Offering Stability And Yield
NNN REIT offers stability, high occupancy, and 35 years of dividend growth, making it ideal for income-focused investors seeking passive real estate exposure. The triple net lease structure minimizes landlord responsibilities, while disciplined acquisitions and conservative debt management support long-term resilience. NNN trades at attractive valuations versus peers, with a 5.64% dividend yield and strong coverage, providing both income and potential capital appreciation.
Positive
Seeking Alpha
2 weeks ago
REITs: The Riches Are In The Niches
REITs offer diversified, inflation-hedged income and capital appreciation, making them a compelling addition to any long-term investment portfolio. Current REIT valuations are attractive, with strong growth projected in sectors like data centers, industrial, net lease, and residential properties. I recommend focusing on quality REITs trading below historical multiples, emphasizing margin of safety and reliable dividend growth.
Charts implemented using Lightweight Charts™