NTST NETSTREIT Corp.

NEUTRAL Impact: 3/10 8-K
Horizon weeks Filed Jun 2, 2026 Processed 12d 20h ago SEC 0001628280-26-039676
8-K context-dependent: Items 7.01
Latest settled — T+1d
NTST ▼ -1.65% at T+1d
NEUTRAL call ✗ call lost -1.65% · α vs SPY -0.93% · entry $19.96 → $19.63
Next anchor: T+5d due 6d ago
Last close $20.37 (close Jun 12) · +2.05% from $19.96 entry
Entry anchored
Jun 2, 2026
via day open
T+1d
-1.65%
call -1.65% · α -0.93%
$19.63
settled 12d ago
T+5d
call — · α —
due 6d ago
T+20d
call — · α —
in 16d
T+60d
call — · α —
in 2mo

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Executive Summary

NETSTREIT Corp. filed an 8-K furnishing an investor presentation (June 2026) under Item 7.01 Regulation FD. The presentation is a routine business update with no new material financial disclosures or guidance changes — it reiterates portfolio metrics as of March 31, 2026 (99.9% occupancy, 3.9x unit-level rent coverage, 58.3% IG/IGP tenants, 2.7x PF Adj. Net Debt/Annualized Adj. EBITDAre) and highlights $1.2B total pro forma liquidity and $150M trailing four-quarter average net investments. No forward guidance, preliminary results, or material events were disclosed.

Actionable Insight

This is a routine investor relations update with no new material information. No trading action warranted. Monitor upcoming quarterly earnings for any changes in investment pace, credit quality, or leverage trends.

Key Facts

  • Filing is a routine investor presentation with no new material financial data or guidance changes
  • Portfolio metrics as of March 31, 2026: 99.9% occupancy, 3.9x unit-level rent coverage, 58.3% IG/IGP tenants
  • Pro forma liquidity of $1.2 billion including $605.6M unsettled forward equity and $411.9M revolver capacity
  • PF Adj. Net Debt/Annualized Adj. EBITDAre leverage of 2.7x; 93% fixed-rate debt
  • Q1 2026 AFFO per diluted share of $0.34 vs $0.32 in Q1 2025; dividend of $0.22 per share (65% payout ratio)
  • No forward guidance, preliminary results, or material definitive agreements disclosed

Financial Impact

No material financial impact — presentation is a routine business update with no new disclosures

Risk Factors

  • Forward equity overhang: $605.6M unsettled forward equity (34.2M shares) could dilute at settlement
  • Interest rate exposure: 7% floating-rate debt and upcoming SOFR swap expirations on term loans
  • Tenant concentration: top 10 tenants represent 32.7% of ABR; pharmacy/dollar store expirations through 2028 are only 13bps of ABR

Market Snapshot

Exchange
NYSE
Sector
Real Estate Investment Trusts
Analyst Consensus
81% bullish (26 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001628280-26-039676
Document: ntst-20260602.htm0001628280-26-039676
Document: 0001628280-26-039676-index-headers.html0001628280-26-039676
Document: 0001628280-26-039676-index.html0001628280-26-039676
Document: 0001628280-26-039676.txt0001628280-26-039676
5 reports for NTST
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for NTST — sortable, filterable
Type Now
Jun 2, 2026
12d ago
8-K
NEUTRAL ★ 3/10
$19.96 $19.63▼ −1.65%▼ −0.93%$20.37 (+2.05%)
May 5, 2026
5w ago
8-K
BULLISH ★ 6/10
$20.32 $20.57▲ +1.23%▼ −0.15%$20.37 (+0.25%)
Apr 23, 2026
7w ago
144
NEUTRAL ★ 2/10
$20.56 $20.50▼ −0.29%▼ −0.46%$20.37 (−0.92%)
Apr 21, 2026
7w ago
424B5
MIXED ★ 6/10
$20.85 $20.75▼ −0.48%▼ −0.09%$20.37 (−2.30%)
Apr 20, 2026
7w ago
8-K
BULLISH ★ 8/10
$20.91 $20.85▼ −0.29%▼ −1.31%$20.37 (−2.58%)
Showing 5 of 5

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