National Retail Properties

National Retail Properties, Inc. is a real estate investment trust, which engages in investing in properties subject to long-term net leases. It acquires, owns, invests in, and develops properties that are leased to retail tenants under long-term net leases and held for investment. The company was founded on August 8, 1984, and is headquartered in Orlando, FL.

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National Retail Properties reports solid Q4 performance and growth outlook

National Retail Properties (NNN) delivered a strong performance in Q4 2022, driven by strategic acquisitions and high occupancy rates, although 2023 growth expectations are more moderate.
The company's focus on selective capital deployment, extended debt maturity, and robust development pipeline present strengths for future growth and value creation.
Challenges include a slower growth outlook for 2023 and the decision to hold off on long-term debt issuance, while opportunities lie in resilient revenue strategies and prime real estate holdings.

National Retail Properties (NNN) reports strong Q1 performance and optimistic outlook

National Retail Properties (NNN) delivered solid financial performance in Q1 2023, maintaining high occupancy rates and showing growth in core FFO and AFFO per share. While facing challenges with cap rate increases and managing expenses, NNN is well-positioned to capitalize on acquisition opportunities and remains optimistic about future growth.

NNN reports strong Q2 earnings, poised for growth in 2023

National Retail Properties (NNN) delivered solid performance in Q2 2023, marked by core FFO growth, dividend increases, and strategic acquisitions, underpinned by a strong financial position.
While facing challenges such as replacing vacancies and managing tenant bankruptcies, NNN remains resilient and poised for growth, leveraging opportunities in acquisitions and market dynamics.
NNN's proactive approach to acquisitions, stable financials, and strategic positioning indicate a positive trajectory for the company in the coming quarters, supported by a robust market environment.

NNN REIT reports robust Q3 performance, raises guidance amidst challenges

NNN REIT posts strong Q3 results, raises guidance, and maintains liquidity. Caution in acquisitions amid rising cap rates and focus on per share growth. Opportunities seen in split-funded deals and sale leaseback market.

NNN reports robust Q4 earnings, eyes growth amid market challenges

NNN REIT Inc. delivered strong financial results in Q4 2023, marked by core FFO growth, strategic acquisitions, and prudent capital management.
Despite facing challenges in a competitive market, NNN's resilience, leadership enhancements, and stable performance position it well for future growth.
By focusing on opportunities like brand enhancement, portfolio optimization, and exploring new growth avenues, NNN can sustain its positive momentum.

National Retail Properties (NNN) excels in Q1 2024 earnings, eyes growth

National Retail Properties (NNN) demonstrated robust performance in Q1 2024 with increased FFO and AFFO, high occupancy, and strategic investments.
Despite challenges such as sustaining high lease termination fee income, NNN's strong balance sheet and growth targets position them well for the future.
Opportunities lie in leveraging high occupancy levels for revenue growth, expanding the property portfolio through acquisitions, and prudent financial management.
Overall, NNN's Q1 performance reflects resilience, strategic planning, and a focus on long-term growth and shareholder value.

National Retail Properties (NNN) posts strong Q2 results, eyes growth

National Retail Properties (NNN) reported robust financial results in Q2 2024, showcasing operational resilience and strategic capital management. With a focus on maintaining high occupancy, optimizing lease income, and prudent investment decisions, NNN is well-positioned for continued growth and value creation.

NNN reports resilient Q3 performance amidst strategic acquisitions and challenges

NNN's Q3 2024 performance showcased resilience and proactive financial management.
Despite tenant credit challenges, the company's strong balance sheet and strategic investments position it well for growth.
Opportunities in the market and a focus on portfolio optimization bode well for NNN's future performance.

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NNN REIT, Inc. is a real estate investment trust, which engages in investing in properties subject to long-term net leases. It acquires, owns, invests in, and develops properties that are leased to retail tenants under long-term net leases and held for investment. The company was founded on August 8, 1984 and is headquartered in Orlando, FL.

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Many high-quality equity REITs are trading at substantial discounts on price-to-NAV ratios. REITs with good management teams should be able to gain a premium to NAV, but very few are achieving this currently. The amount of new apartment construction poses a risk, but some REITs are trading at unusually cheap price-to-NAV ratios.

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NNN REIT stock has experienced a significant round-trip decline, rallying 27% before giving up all its gains and falling to a lower low this week. The market de-rated NNN's valuation downward due to highly competitive Treasury yields. I believe the market has gotten it spot on. As such, assessing whether NNN has reached capitulation levels, suggesting maximum selling exhaustion, is necessary before capitalizing.

NNN REIT: Frustrating Round Trip Refreshes A 'Buy-The-Plunge' Moment

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NNN is a net lease REIT very similar to Realty Income. The REIT pays a high 5.9% dividend which it has increased for 34 consecutive years. I present my outlook for the company, compare it to peers and guide you through my calculation of expected 15% annual return.

NNN REIT: A Worthy Alternative To Realty Income

NNN REIT faces challenges due to inflation, but it offers a 6% yield, a strong balance sheet, and dividend growth potential. Despite inflation concerns, the retail real estate industry shows resilience with increasing store openings, benefiting NNN's stability and tenant retention. NNN stands out as a consistent player in the REIT space, boasting a robust portfolio, prudent management, and attractive valuation, making it an appealing income-focused investment option.

6% Yielding NNN Hasn't Been This Cheap Since The Great Financial Crisis

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National Retail Properties has a strong track record with 33 consecutive years of dividend increases and a high credit rating. The company focuses on owning single-tenant freestanding retail properties and has a high occupancy rate of 99.4%. Despite potential risks, such as exposure to struggling tenants like Walgreens, NNN remains confident in its ability to collect rent, and I agree with this assumption.

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NNN REIT's business model is built to withstand just about anything. The dividend payout ratio is manageable.

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NNN REIT is a triple-net lease REIT with a conservative portfolio. The company has a long history of dividend increases.

Here's How NNN REIT Can Afford Its 5.7% Dividend Yield

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ORLANDO, Fla. , Aug. 14, 2023 /PRNewswire/ -- NNN REIT, Inc. (NYSE: NNN), a real estate investment trust, today announced that Jonathan A.

NNN REIT, Inc. Appoints Jonathan A. Adamo Executive Vice President, Portfolio Operations

NNN REIT is a premier REIT that every investor should consider adding to their portfolio, due to their strong free-cash flows and 34 year dividend track record. NNN's price has dropped 6% over the last month making it a strong buy in my opinion. NNN missed on revenue during its recent Q2 earnings, but increased their FY23 core FFO guidance.

Who Else Is Buying The Dip On NNN REIT?

ORLANDO, Fla., Aug. 8, 2023 /PRNewswire/ -- NNN REIT, Inc. (NYSE: NNN) (the "Company"), a real estate investment trust, today announced that it has priced its public offering of $500,000,000 of 5.600% senior unsecured notes due 2033 (the "notes").

NNN REIT, Inc. Prices Offering of $500 Million of 5.600% Senior Unsecured Notes Due 2033

Realty Income and NNN REIT are two undervalued blue-chips. But which one is the best to buy today? I explain why I prefer NNN in today's market.

Realty Income Vs. NNN REIT: What's The Best REIT To Buy Today?

NNN REIT, Inc. (NYSE:NNN ) Q2 2023 Earnings Conference Call August 2, 2023 10:30 AM ET Company Participants Stephen Horn - President, CEO & Director Kevin Habicht - CFO, EVP, Treasurer, Assistant Secretary & Director Conference Call Participants Bradley Heffern - RBC Capital Markets Farrell Granath - Bank of America Merrill Lynch Eric Wolfe - Citi Spenser Allaway - Green Street Advisors Alec Feygin - Robert W. Baird & Co. Ronald Kamdem - Morgan Stanley Linda Tsai - Jefferies Operator Greetings, and welcome to the NNN REIT Second Quarter 2023 Earnings Conference Call.

NNN REIT, Inc. (NNN) Q2 2023 Earnings Call Transcript

NNN REIT (NNN) came out with quarterly funds from operations (FFO) of $0.80 per share, missing the Zacks Consensus Estimate of $0.81 per share. This compares to FFO of $0.79 per share a year ago.

NNN REIT (NNN) Q2 FFO and Revenues Lag Estimates

ORLANDO, Fla. , Aug. 2, 2023 /PRNewswire/ -- NNN REIT, Inc. (NYSE: NNN), a real estate investment trust, today announced its operating results for the quarter and six months ended June 30, 2023.

SECOND QUARTER 2023 OPERATING RESULTS AND INCREASED 2023 GUIDANCE ANNOUNCED BY NNN REIT, INC.

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