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Netstreit Corp. is reaffirmed as a Buy, supported by robust portfolio growth, high occupancy, and an investment-grade credit rating. NTST benefits from Sunbelt expansion, low tenant over-concentration, and a net-lease model driving impressive margins and resilient earnings. Forward revenue growth is projected at nearly +19%, with a 5-year historic FFO CAGR at +18.6% and a 99.9% occupancy rate.

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DALLAS--(BUSINESS WIRE)--NETSTREIT Corp. (the “Company”) announced today that it has priced a public offering of 10,980,000 shares of its common stock at a public offering price of $19.00 per share in connection with the forward sale agreements described below. The Company has granted the underwriters a 30-day option to purchase up to an additional 1,647,000 shares of common stock. The offering is expected to close on February 13, 2026, subject to customary closing conditions. Wells Fargo Secur.

DALLAS--(BUSINESS WIRE)--NETSTREIT Corp. (the “Company”) announced today that it has commenced a public offering of 8,750,000 shares of its common stock in connection with the forward sale agreements described below, which is subject to market and other conditions. In connection with the offering, the Company also intends to grant the underwriters a 30-day option to purchase up to an additional 1,312,500 shares of common stock. Wells Fargo Securities and BofA Securities are acting as joint book.

NETSTREIT Corp. is upgraded to Buy thanks to resilient performance, an investment-grade Fitch rating, and sustainable dividend growth. NTST delivered record Q4 investment activity, solid AFFO per share growth, and maintains a conservative ~65% dividend payout ratio, supporting future dividend increases. The company's fixed-rate debt, well-laddered maturities, and investment-grade rating enhance refinancing prospects and financial flexibility.

NETSTREIT Corp. (NTST) Q4 2025 Earnings Call Transcript

NETSTREIT (NTST) came out with quarterly funds from operations (FFO) of $0.33 per share, in line with the Zacks Consensus Estimate . This compares to FFO of $0.32 per share a year ago.