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 7,457 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
70% more repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 57
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
11% more capital invested
Capital invested by funds: $1.32B [Q4 2024] → $1.47B (+$147M) [Q1 2025]
2% more funds holding
Funds holding: 206 [Q4 2024] → 211 (+5) [Q1 2025]
1.16% less ownership
Funds ownership: 114.33% [Q4 2024] → 113.17% (-1.16%) [Q1 2025]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$17
7%
upside
Avg. target
$17.50
10%
upside
High target
$18
13%
upside
2 analyst ratings
2 positive
100%
0 neutral
0%
0 negative
0%
Wells Fargo John Kilichowski 33% 1-year accuracy 6 / 18 met price target | 13%upside $18 | Overweight Initiated | 7 Apr 2025 |
Mizuho Haendel St. Juste 67% 1-year accuracy 10 / 15 met price target | 7%upside $17 | Outperform Maintained | 3 Apr 2025 |
Financial journalist opinion
Based on 4 articles about NTST published over the past 30 days
Positive
Seeking Alpha
2 weeks 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
2 weeks 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
2 weeks 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
2 weeks 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
1 month 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
1 month 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.
Positive
Seeking Alpha
1 month ago
Cash COWs: 11 High-Yield REITs
Now is a good time to invest in REITs due to low inflation, expected rate cuts, and a bullish technical trend. Analyst upgrades on REITs outnumber downgrades, and many quality REITs offer higher-than-usual yields, making them attractive for income investors. Dividend safety is crucial; Seeking Alpha Premium's Quant Ratings help identify REITs with low risk of dividend cuts, ensuring stable income.
Positive
Seeking Alpha
1 month ago
March's 5 Dividend Growth Stocks With Yields Up To 7.3%
Dividend growth can be an important tool for income-focused investors to help combat the negative impact that inflation has on one's buying power. Another negative impact that it can help offset is names that cut or eliminate payouts; by having a diversified portfolio, the decrease in income can be reversed by others boosting. Every month, we screen for new potential opportunities by looking for names that have provided consistent and steady dividend growth over time but also take dividend safety metrics into consideration.
Positive
Seeking Alpha
2 months ago
Netstreit: Attractive Valuation And Solid Underwriting, Looks Buyable
NTST offers a compelling investment opportunity with strong business metrics, including 99.9% occupancy and a weighted average lease term of 9.8 years. Despite risks from tenants like Dollar Tree and CVS, NETSTREIT's due diligence and technology mitigate potential impacts, maintaining a stable portfolio. The Company's robust 2024 investment activity and reasonable 2025 outlook, coupled with safe leverage and no near-term debt maturities, enhance its attractiveness.
Positive
Seeking Alpha
2 months ago
Buried Treasures: 4 Dramatically Undervalued REITs
REITs are highly attractive now due to stable or falling interest rates and low inflation, with many offering strong yields while being undervalued. This article identifies 27 REITs yielding at least 75 basis points above the no-risk rate on Treasuries, while selling at discounts of 20% or greater to their Target Fair Value. The list is then screened for dividend safety, to eliminate sucker yields, and for stable revenues, excluding those with flat or declining FFO/share.
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