Postal Realty Trust

PSTL

Market cap $405M

Postal Realty Trust is significantly undervalued, trading at 11X AFFO despite stable growth and a clean business model. PSTL's niche focus, high lease renewal rates with USPS, and dominant market share are overlooked due to its small size and lack of analyst coverage. The REIT boasts 8% annual AFFO/share growth, low capex, strong acquisition pipeline, and a well-managed balance sheet supporting a higher multiple.

CEDARHURST, N.Y., Nov. 10, 2025 (GLOBE NEWSWIRE) -- Postal Realty Trust, Inc. (NYSE: PSTL) (the “Company”), an internally managed real estate investment trust that owns and manages over 2,200 properties leased primarily to the United States Postal Service (the “USPS”), ranging from last-mile post offices to industrial facilities, announced today that Andrew Spodek, Chief Executive Officer, and Postal Realty management will present at the Jefferies Real Estate Conference in Miami, FL at 9:30 AM Eastern Time on Tuesday, November 18, 2025.

The market has flipped from greed to extreme fear within a month, as investors flee for safety over AI bubble fears, labor market woes, and the ongoing government shutdown. The S&P 500 reached extreme historical valuation levels when compared to both 5-year and 10-year averages. Recent volatility indicates a market rotation could be underway. REITs offer a potential stable source of income for investors when markets are volatile. REITs are required by law to disburse high dividends and are backed by tangible, inflation-resistant assets.

Postal Realty Trust remains a Buy, offering unique exposure as the largest REIT focused on USPS-leased properties, with a 99.8% occupancy rate. PSTL reported strong Q3 results, raising 2025 AFFO guidance and accelerating acquisitions, supporting a sustainable 6.34% dividend yield with a 74% AFFO payout ratio. Macro tailwinds, including potential rate cuts and a fragmented market, position the REIT for continued growth through portfolio expansion and improved rent escalations.

Postal Realty Trust, Inc. ( PSTL ) Q3 2025 Earnings Call November 5, 2025 9:00 AM EST Company Participants Jordan Cooperstein - Vice President of FP&A and Capital Markets Andrew Spodek - CEO & Director Steve Bakke Jeremy Garber - President, Treasurer, Secretary & Interim CFO Conference Call Participants Jonathan Petersen - Jefferies LLC, Research Division Nahom Tesfazghi - JPMorgan Chase & Co, Research Division Eric Borden - BMO Capital Markets Equity Research Steven Dumanski - Janney Montgomery Scott LLC, Research Division Presentation Operator Greetings, and welcome to Postal Realty Trust Third Quarter 2025 Earnings Call. [Operator Instructions] As a reminder, this conference is being recorded.

Although the revenue and EPS for Postal Realty Trust (PSTL) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Postal Realty Trust (PSTL) came out with quarterly funds from operations (FFO) of $0.33 per share, beating the Zacks Consensus Estimate of $0.31 per share. This compares to FFO of $0.3 per share a year ago.

- Increased 2025 AFFO Guidance $0.06 to $1.30 - $1.32 Per Diluted Share - - Amended, Extended, and Expanded Unsecured Credit Facilities to $440 Million - - U.S. Postal Service Operations Not Affected by Government Shutdown - - Acquired 47 USPS Properties for $42.3 million at a Weighted Average Capitalization Rate of 7.7% - - Raised $26.0 Million from ATM Program During Q3 to Fund Acquisitions - CEDARHURST, New York, Nov. 04, 2025 (GLOBE NEWSWIRE) -- Postal Realty Trust, Inc. (NYSE: PSTL) (the “Company”), an internally managed real estate investment trust that owns and manages over 2,200 properties leased primarily to the United States Postal Service (the “USPS”), ranging from last-mile post offices to industrial facilities, today announced results for the quarter ended September 30, 2025. Highlights for the Quarter Ended September 30, 2025 24% growth in revenues from third quarter 2024 to third quarter 2025 Net income attributable to common shareholders of $3.8 million, or $0.13 per diluted share Funds from Operations ("FFO") of $11.0 million, or $0.34 per diluted share Adjusted Funds from Operations ("AFFO") of $10.8 million, or $0.33 per diluted share Acquired 47 USPS properties for $42.3 million, excluding closing costs, at a weighted average capitalization rate of 7.7% Subsequent to quarter end, the Company announced a quarterly dividend of $0.2425 per share "We are pleased with our strong third quarter results; we are increasing our AFFO per share guidance for the year by $0.06, driven by strength in our programmatic leasing with the U.S. Postal Service and operating efficiencies," said Andrew Spodek, Chief Executive Officer.

Postal Realty Trust offers a stable, conservative yield with low downside risk, appealing to income-focused investors. PSTL benefits from a robust FFO outlook and protected, attractive dividend yields at current price levels. The unique lease stability and high tenant quality, anchored by the postal department, ensure reliable occupancy and low credit risk for PSTL.

Postal Realty Trust (PSTL) could produce exceptional returns because of its solid growth attributes.