NETSTREIT Q3 2026 slides: defensive portfolio drives 6% AFFO growth
NETSTREIT (NTST) reported Q3 2026 AFFO of $0.35, up 6.1% YoY, with $273M in new investments at 7.4% yield. Shares rose 1.76% to $16.76. The REIT's portfolio has 99.9% occupancy, 10.1-year lease terms, and 58.2% investment-grade tenants, focusing on recession-resilient retail sectors. Top tenants include Ahold Delhaize, CVS Health, Dollar General, and Tractor Supply Co.
