NTST
NETSTREIT CorpNTST
NTST
About: Netstreit Corp is an internally managed real estate investment trust. The company acquires, owns, and manages single-tenant, retail commercial real estate subject to long-term net leases with high-credit quality tenants across the United States. It focuses on tenants in industries where a physical location is critical to the generation of sales and profits, with a focus on necessity goods and essential services in the retail sector, including home improvement, auto parts, drug stores and pharmacies, general retail, grocers, convenience stores, discount stores, and quick-service restaurants. Majorily operates in U.S. States and Other counties, and derives maximum of revenue from USA.
Employees: 22
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
68% more repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 59
59% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 22
42% more call options, than puts
Call options by funds: $235K | Put options by funds: $165K
12% more capital invested
Capital invested by funds: $1.33B [Q4 2024] → $1.48B (+$156M) [Q1 2025]
3% more funds holding
Funds holding: 207 [Q4 2024] → 214 (+7) [Q1 2025]
0.5% less ownership
Funds ownership: 115.07% [Q4 2024] → 114.57% (-0.5%) [Q1 2025]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$17
4%
upside
Avg. target
$17.67
8%
upside
High target
$18
10%
upside
3 analyst ratings
3 positive
100%
0 neutral
0%
0 negative
0%
Raymond James RJ Milligan | 10%upside $18 | Strong Buy Maintained | 23 May 2025 |
Wells Fargo John Kilichowski | 10%upside $18 | Overweight Initiated | 7 Apr 2025 |
Mizuho Haendel St. Juste | 4%upside $17 | Outperform Maintained | 3 Apr 2025 |
Financial journalist opinion
Based on 4 articles about NTST published over the past 30 days
Negative
Seeking Alpha
1 week ago
Netstreit: It's Getting Risky (Rating Downgrade)
I'm downgrading NTST to 'hold' due to concerns over tenant concentration and potential trade war risks. Q1 2025 results were solid: AFFO per share grew 3.2%, occupancy is nearly 100%, and lease turnover remains low through 2027. NTST maintains a strong balance sheet, high investment-grade tenant exposure, and ample liquidity, supporting stable cash flows.
Neutral
Seeking Alpha
2 weeks ago
Tariffs On, Tariffs Off
US equity markets rallied this week, capping off the best monthly gains since November 2023, as investors weighed encouraging inflation data against a whipsaw of court rulings on tariffs. Extending the on-again-off-again tariff saga, a trade court ruled that the tariffs were procedurally invalid, but an Appeals court paused the block, likely sending the decision to the Supreme Court. Rebounding from declines of 2.6% last week, the S&P 500 rallied 1.8% this week, closing within 4% of its February record highs.
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.
Positive
Seeking Alpha
3 weeks ago
Income Strikes Back: 3 Must-Own Dividend Stocks For What's Coming
I believe stocks are superior to bonds long term, especially during inflationary periods. But recent trends suggest bonds are becoming more competitive. Higher bond yields and rising stock valuations have made the risk/reward balance less favorable for stocks, especially defensive, income-oriented ones. I'm not buying bonds, but I see big opportunities in high-quality dividend stocks that have fallen out of favor, but still offer strong long-term growth.
Positive
Seeking Alpha
1 month ago
Netstreit: A Retail REIT That Keeps Growing, But Could Use Margin Improvements
For my initial rating of NETSTREIT, I am calling it a hold, which is less bullish than today's consensus across the board. Positive mentions are portfolio and pipeline growth, lack of overexposure to a single tenant or geographic location, and low/modest balance sheet risk based on debt/equity and quick ratios. Negatives to consider are a struggle to achieve positive profit margins lately, as well as my future share price targets forecasting limited potential capital gains in the next 3 years.
Neutral
Seeking Alpha
1 month ago
NETSTREIT Corp. (NTST) Q1 2025 Earnings Call Transcript
NETSTREIT Corp. (NYSE:NTST ) Q1 2025 Earnings Conference Call April 29, 2025 11:00 AM ET Company Participants Amy An - Director, IR Mark Manheimer - President & CEO Daniel Donlan - CFO Conference Call Participants Haendel St. Juste - Mizuho Securities Greg McGinniss - Scotiabank John Kilichowski - Wells Fargo Michael Goldsmith - UBS Smedes Rose - Citibank Michael Gorman - BTIG Wes Golladay - Baird Ki Bin Kim - Truist Securities Linda Tsai - Jefferies Daniel Guglielmo - Capital One Securities Jana Galan - Bank of America Upal Rana - KeyBanc Capital Markets Jay Kornreich - Wedbush Securities Operator Greetings. Welcome to NETSTREIT Corp. First Quarter 2025 Earnings Conference Call.
Positive
Zacks Investment Research
1 month ago
NETSTREIT (NTST) Surpasses Q1 FFO and Revenue Estimates
NETSTREIT (NTST) came out with quarterly funds from operations (FFO) of $0.32 per share, beating the Zacks Consensus Estimate of $0.31 per share. This compares to FFO of $0.31 per share a year ago.
Neutral
Business Wire
1 month ago
NETSTREIT Reports First Quarter 2025 Financial and Operating Results
DALLAS--(BUSINESS WIRE)--NETSTREIT Corp. (NYSE: NTST) (the “Company”) today announced financial and operating results for the first quarter ended March 31, 2025. “I am pleased to report our results for the first quarter, which reflect our ongoing strategic focus on active and accretive capital recycling to further enhance the diversity of our portfolio. This disciplined approach resulted in $90.7 million of new investments at a 7.7% cash yield this quarter and a further reduction in select top.
Positive
Seeking Alpha
2 months ago
Netstreit: Defence On The Field Without Sacrificing Yield Exposure
NETSTREIT Corp. is a defensive REIT with a high-quality, recession-mitigating portfolio, including tenants like CVS, Dollar General, and Walmart. Investors should be careful of confusing its recent accounting losses with economic profitability. In our view, NTST REIT's economic profitability remains robust. The REIT uses swaps to adjust its debt costs, which is handy in today's market environment. Moreover, it acquires at cap rates higher than those of its dispositions, showing guile.
Neutral
Business Wire
2 months ago
NETSTREIT Corp. Announces Dates for First Quarter 2025 Earnings Release and Conference Call
DALLAS--(BUSINESS WIRE)--NETSTREIT Corp. (the “Company”), a nationwide owner of high-quality, single-tenant net lease properties, today announced that it will release its first quarter 2025 financial results on Monday, April 28, 2025, after the close of trading on the New York Stock Exchange. A conference call will be held on Tuesday, April 29, 2025 at 11:00 AM ET. A live webcast will be accessible on the “Investor Relations” section of the Company's website at www.NETSTREIT.com. To listen to t.
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