Netstreit: Reliable Yield And Solid Expansion, Yet Shares Appear Fully Priced IWA Research 1. 58K Follower s Comments Summary NETSTREIT is a net lease REIT with a high-quality, e-commerce-resistant tenant base and a nearly perfect occupancy rate of 99. 9%, with the business showing strong growth since its 2019 inception. NTST’s active acquisition strategy, solid balance sheet, and management position it well, though its dividend yield and payout ratio are currently behind larger peers. Rate cuts are a key catalyst to keep in mind, as they could improve financing costs and investment spreads, but benefits may take years to materialize. I rate NTST a Hold, as shares trade near fair value after recent gains; better value and yield opportunities exist in other REITs, in my opinion. Introduction & Financials NETSTREIT (NTST) is a REIT focusing on net lease single-tenant properties across the US, with a portfolio focused on healthy e-commerce resistant tenants, formed in late 2019 and developing its portfolio significantly This article was written by 1. 58K Follower s As of 2025, I’ve got over 10 years of researching companies. In total, throughout my investing life, I estimate that I researched (in depth) well over 1000 companies, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I believe could help me provide useful content for readers. After writing my own blog for about 3 years, I decided to switch to a value investing-focused YouTube channel, where I researched hundreds of different companies so far. I would say my favorite type of company to cover are metals and mining stocks, but I am comfortable with several other industries, such as consumer discretionary/staples, REITs and utilities. Analyst’s Disclosure: I/we have a beneficial long position in the shares of GTY, O either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body. Comments Recommended For You.
https://seekingalpha.com/article/4845888-netstreit-reliable-yield-and-solid-expansion-yet-shares-appear-fully-priced?source=feed_all_articles
Netstreit: Reliable Yield And Solid Expansion, Yet Shares Appear Fully Priced
