Netstreit posts Q3 2026 earnings with modest EPS miss, AFFO growth and dividend declaration

Netstreit Corp. reported third‑quarter 2026 results showing earnings per share of $0.08, below analysts’ $0.09 estimate, while revenue reached $66.26 million, beating the $60.12 million forecast. Adjusted funds from operations (AFFO) rose 6.1% year‑over‑year to $0.35 per share, supported by $273 million of new investments yielding 7.4%. The REIT kept its full‑year AFFO guidance at $1.37‑$1.39 per share, declared a $0.225 quarterly dividend and highlighted 99.9% portfolio occupancy.

The maintained AFFO guidance and new dividend signal continued cash flow generation for shareholders. The modest EPS miss and strong investment activity may influence investor expectations for future earnings and capital allocation.

  • 1Q3 EPS was $0.08, missing the $0.09 estimate.
  • 2Q3 revenue was $66.26 million, above the $60.12 million estimate.
  • 3Adjusted AFFO per share was $0.35, up 6.1% YoY.
  • 4Netstreit deployed $273 million in new investments at a 7.4% cash yield.
  • 5Full‑year 2026 AFFO per share guidance is $1.37‑$1.39.
  • 6Portfolio occupancy stood at 99.9%.
  • Liquidity was reported as $1.25 billion and $1.3 billion.

Sources