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NNN REIT, Inc.
NNNReal EstateNYSEUS
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I would allocate $10,000 across cyclical value stocks and AI infrastructure bottleneck plays for optimal risk-reward. Union Pacific and Carlisle Companies offer exposure to cyclical recovery, economic reshoring, and robust dividend growth. The Williams Companies and Freehold Royalties provide high-income and strategic leverage to AI-driven energy demand.
Thirty-three US REITs utilized their at-the-market (ATM) offering programs during the recent quarter, raising $4.15 billion in aggregate proceeds. Healthcare REIT Welltower Inc. raised the most capital during the first quarter, selling nearly 7.7 million shares of common stock through its ATM program for $1.56 billion in gross proceeds. In the aggregate, healthcare REITs raised $2.67 billion through their ATM programs during the first quarter, the most of any property sector. The data center REIT sector was next with $875.0 million.
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SAN FRANCISCO, May 12, 2026 (GLOBE NEWSWIRE) -- Advisor Access spoke at length with Steve Horn, president and CEO. Advisor Access: Would you give us a brief overview of NNN REIT and describe what sets it apart in the REIT sector?
NNN REIT, Inc. is reaffirmed as a hold, with valuation reflecting a justified premium to invested capital based on current investment spreads. NNN's stock performance closely tracks the NAREIT Free Standing Retail sector, with an R-squared of 0.88 and beta of 1.02, indicating near-pure sector exposure. The current investment spread is 59 basis points (cap rate 7.3% vs. WACC 6.71%), which is positive but not compelling for sector outperformance.
NNN REIT remains a Buy, offering an attractive valuation with a solid margin of safety and a sustainable, growing dividend yield. NNN delivered a strong Q1, with AFFO of $0.87 per share, 98.6% occupancy, and several acquisitions at a 7.5% cap rate. Management's proactive portfolio optimization and zero exposure to recent major tenant bankruptcies—unlike peers—underscore NNN's resilience versus peers.
ORLANDO, Fla., May 4, 2026 /PRNewswire/ -- NNN REIT, Inc. (NYSE: NNN) ("NNN" or the "Company"), a real estate investment trust, announced that it has published its annual Corporate Sustainability Report.
U.S. equity markets advanced for a fifth straight week - their longest winning streak since 2024 - as strong earnings, resilient data, and hopes for lasting Iran peace fueled optimism. Investors looked through another oil-price surge and inflationary pressure, focusing instead on corporate resilience and economic strength despite a complex macro backdrop shaped by geopolitical and policy uncertainty. The Fed held rates steady in an unusually fractured 8-4 vote, while Powell's plan to remain on the Board broke precedent and raised politically charged succession questions.
NNN REIT, Inc. (NNN) Q1 2026 Earnings Call Transcript
Although the revenue and EPS for NNN REIT (NNN) give a sense of how its business performed in the quarter ended March 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
ORLANDO, Fla., April 30, 2026 /PRNewswire/ -- NNN REIT, Inc. (NYSE: NNN) (the "Company" or "NNN"), a real estate investment trust, today announced financial and operating results for the quarter ended March 31, 2026.
Public Storage (PSA) came out with quarterly funds from operations (FFO) of $4.22 per share, beating the Zacks Consensus Estimate of $4.13 per share. This compares to FFO of $4.12 per share a year ago.
COLORADO SPRINGS, Colo.--(BUSINESS WIRE)---- $VENU #NNN--Venu Holding Corporation ("VENU" or the "Company") (NYSE American: VENU), owner, operator, and developer of premium live entertainment destinations, today announced that its Luxe FireSuite™ and Aikman Club ownership programs have surpassed $255.9 million in sales since launching the opportunities, a milestone that reflects sustained and growing investor demand for one of the most distinctive passive real estate offerings in the booming live entertainmen.
Shares of NNN REIT, Inc. (NYSE: NNN - Get Free Report) have earned an average rating of "Reduce" from the nine analysts that are covering the stock, Marketbeat Ratings reports. Two equities research analysts have rated the stock with a sell recommendation, six have issued a hold recommendation and one has assigned a buy recommendation to
NNN REIT (NNN) offers reliable income with a 5.27% yield and strong dividend safety, making it ideal for income-focused investors. NNN's 2025 guidance projects AFFO growth of 3.2%, with total returns expected in the 9%–10% range, supported by resilient fundamentals. NNN trades at a forward P/AFFO multiple of 12.90x, below the 15.28x peer average, implying meaningful upside if tenant issues resolve.
Investors looking for stocks in the REIT and Equity Trust - Other sector might want to consider either Douglas Emmett (DEI) or NNN REIT (NNN). But which of these two stocks presents investors with the better value opportunity right now?
Every month, we screen for dividend growth stocks, looking for potentially enticing names to consider. The screen focuses on safety, growth, and consistency, then sorts by the yield itself. It often presents several REIT names and turnaround potentials, with this month highlighting exactly that, with 3 REITs and 2 potential turnaround plays.
REIT ETFs look low yielding, but they can hide better income opportunities underneath. Some underfollowed REITs still offer 6 to 7% yields with room for growth. A few discounted picks could deliver both strong income and upside.
Realty Income and VICI Properties are highlighted as top net lease REITs with wide moats and attractive valuations. Net lease REITs benefit from long-term, predictable cash flows and cost-of-capital advantages, especially those with access to European debt markets. O trades at 15.1x P/AFFO (below its historical 17.7x), offers a 5.0% yield, and is forecasted for a 15% 12-month total return.
ORLANDO, Fla., April 15, 2026 /PRNewswire/ -- The Board of Directors of NNN REIT, Inc. (NYSE: NNN) ("NNN" or the "Company"), a real estate investment trust, today announced a quarterly dividend of 60 cents per share payable May 15, 2026 to shareholders of record as of April 30, 2026.
The 4% rule is quietly failing millions of retirees, and the S&P 500's measly 1% yield is forcing dangerous asset liquidation strategies that could collapse under a single bad decade. I detail my proven 7–8% yielding portfolio engineered to deliver sustainable income that outpaces inflation without relying on selling shares. I also discuss the opportunistic capital recycling strategy that turns market volatility from a retirement threat into a compounding accelerator.
REIT ETFs look low-yield, but they are skewed by growth-heavy holdings. Higher income exists, but only with selective, active REIT picking. Some overlooked REITs offer ~6% yields with strong fundamentals.
REITs have delivered strong long-term returns, but recent rate fears crushed valuations. Oversupplied sectors dropped even more and now offer generational opportunities. I highlight two REITs with massive long-term upside potential.
SG Americas Securities LLC trimmed its holdings in NNN REIT, Inc. (NYSE: NNN) by 58.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 29,934 shares of the real estate investment trust's stock after selling 42,476 shares during
NNN REIT offers a well-covered 5.6% dividend yield and possesses the fundamentals to extend its 36-year dividend growth streak. The net lease REIT's slow and steady growth profile remains intact. NNN REIT sports a BBB+ S&P credit rating with a stable outlook and heads into 2026 with $1.2 billion in liquidity.
Just as NNN outpaced the Dot-com giants in 2001, it stands ready to weather today's high-valuation tech risks and Middle East instability. NNN has pushed its bond maturities out to 2048 and beyond – perfectly aligning long-term debt with its long-term leases. NNN maintains high occupancy and predictable cash flow regardless of oil prices or interest rate hikes.
With cap rates below mortgage rates, leverage no longer works. “Passive income” ignores massive time and labor costs. REITs offer higher yields, big discounts, and other advantages in 2026.
Capital Southwest and NNN REIT offer high yields of 6–11% with strong balance sheets and diversified income streams. CSWC, an internally-managed BDC, has a 90% first-lien loan portfolio and a low expense structure. NNN REIT delivers stability with a 5.7% yield, 36 consecutive years of dividend increases, 98.3% occupancy, and a low forward P/FFO.
Shares of NNN REIT, Inc. (NYSE: NNN - Get Free Report) crossed above its 200-day moving average during trading on Wednesday. The stock has a 200-day moving average of $42.02 and traded as high as $42.63. NNN REIT shares last traded at $42.4590, with a volume of 2,420,288 shares traded. Wall Street Analysts Forecast Growth
Realty Income and NNN REIT are both net lease REITs. Realty Income has increased its dividend annually for 31 years; NNN's streak is five years longer.
ORLANDO, Fla., March 31, 2026 /PRNewswire/ -- NNN REIT, Inc. (NYSE: NNN) ("NNN" or the "Company"), a real estate investment trust, today announced that it will release its first quarter 2026 results before the market opens on Thursday, April 30, 2026.
REITs can deliver strong long-term returns, not just income. Focusing on growth and quality often beats chasing high yields. Select REITs combine durable business models with long-term compounding potential.
Uniti Group (NASDAQ: UNIT - Get Free Report) and NNN REIT (NYSE: NNN - Get Free Report) are both finance companies, but which is the better investment? We will compare the two businesses based on the strength of their institutional ownership, dividends, valuation, risk, profitability, earnings and analyst recommendations. Institutional and Insider Ownership 87.5% of Uniti Group
Realty Income and NNN REIT have strong dividend track records. The REITs have very similar business models and financial profiles.
There is a lot of noise in the financial news. Often, sentiment will make a mountain out of an anthill. There will be real challenges; have a plan to deal with them.
The Dividend Harvesting Portfolio remains resilient, generating $2,869.33 in forward annualized income and a 33.10% return on invested capital despite a challenging market. Recent market declines, driven by inflation, energy shocks, and Fed hawkishness, have created attractive long-term buying opportunities, especially in rate-sensitive and energy sectors. I added to Starwood Property Trust, capitalizing on its >11% yield and depressed price, and plan to continue allocating capital to high-quality REITs.
Few REITs can claim what NNN REIT (NYSE:NNN) has quietly built over three and a half decades: a dividend raised every single year since 1990, through two recessions, a global pandemic, and the sharpest rate-hiking cycle in a generation.
I love buying stocks that trade at huge discounts yet have a high probability of being long-term winners. These picks pay me to wait thanks to attractive yields and big buybacks. I detail the major catalyst that the market is overlooking for Rayonier and why Energy Transfer is very underrated.
Many REITs trade 30–40% below property values, creating a rare opportunity. Real estate may hold up better during wars and geopolitical shocks. Unlike most sectors, AI cannot disrupt physical real estate assets.
Two powerful income machines combine attractive yields with decades of dividend growth. Most investors chase yield or growth but rarely combine both at the same time. This simple combination could quietly transform a retirement income portfolio.
Not every REIT is worth buying. Some popular names now look overvalued. Here are 3 REITs I would sell.
NNN REIT, Inc. (NNN) is reiterated as a Buy, supported by a resilient, diversified portfolio and 36 years of consecutive dividend increases. NNN delivered solid 2025 results, guided for 2026 AFFO per share growth of 3.2%, and executed record $931M in acquisitions at a ~7.4% cap rate. Their ~5.33% dividend yield is well-covered by a ~70% payout ratio, allowing continued dividend growth, despite macroeconomic headwinds.
NNN REIT is a cornerstone of my dividend-focused portfolio, exemplifying superior management and sector-leading qualities. NNN stands out for income potential, stability, business metrics, valuation, and track record, making it a considerable pick among REITs. My bullish stance on NNN is grounded in its consistent performance across critical investment criteria, but I realize the upside was higher a few months ago.
