Earnings summaries and quarterly performance for NNN REIT.
Executive leadership at NNN REIT.
Stephen A. Horn, Jr.
President and Chief Executive Officer
Gina M. Steffens
Executive Vice President, General Counsel and Secretary
Jonathan A. Adamo
Executive Vice President, Portfolio Operations
Joshua P. Lewis
Executive Vice President, Chief Investment Officer
Michelle L. Miller
Executive Vice President and Chief Accounting and Technology Officer
Vincent H. Chao
Executive Vice President, Chief Financial Officer, Assistant Secretary and Treasurer
Board of directors at NNN REIT.
Research analysts who have asked questions during NNN REIT earnings calls.
John Massocca
B. Riley Financial
4 questions for NNN
Michael Goldsmith
UBS
4 questions for NNN
Ronald Kamdem
Morgan Stanley
4 questions for NNN
Spenser Allaway
Green Street
3 questions for NNN
John Kilichowski
Wells Fargo & Company
2 questions for NNN
Linda Tsai
Jefferies
2 questions for NNN
Linda Yu Tsai
Jefferies Financial Group Inc.
2 questions for NNN
Omotayo Okusanya
Deutsche Bank AG
2 questions for NNN
Rich Hightower
Barclays
2 questions for NNN
Smedes Rose
Citigroup
2 questions for NNN
Alec Feygin
Robert W. Baird & Co. Incorporated
1 question for NNN
Brad Heffern
RBC Capital Markets
1 question for NNN
Farrell Granath
Bank of America
1 question for NNN
Jeffrey Spector
BofA Securities
1 question for NNN
Joshua Dennerlein
BofA Securities
1 question for NNN
Matis Farges
Citigroup
1 question for NNN
Nick Joseph
Citigroup Inc.
1 question for NNN
R.J. Milligan
Raymond James
1 question for NNN
Robert Stevenson
Janney Montgomery Scott LLC
1 question for NNN
Spenser Glimcher
Green Street Advisors, LLC
1 question for NNN
Wesley Golladay
Robert W. Baird & Co.
1 question for NNN
William John Kilichowski
Wells Fargo
1 question for NNN
Recent press releases and 8-K filings for NNN.
- NNN reported Core FFO of $0.85 per share and AFFO of $0.86 per share for the third quarter of 2025.
- The company raised its 2025 guidance for Core FFO per share to a range of $3.36-$3.40 and AFFO per share to $3.41-$3.45.
- NNN increased its 2025 acquisition volume guidance to a midpoint of $900 million, which would be an all-time high for the company, and raised its disposition outlook to $170 million-$200 million.
- Occupancy temporarily decreased to 97.5% as of September 30th due to a restaurant operator issue but is expected to exceed 98% by year-end.
- The company maintained a strong balance sheet with $1.4 billion in total availability and an industry-leading average debt maturity of nearly 11 years.
- NNN REIT reported Core FFO per diluted share of $0.85, a 1.2% increase, and AFFO per diluted share of $0.86, a 2.4% increase, over prior-year results for Q3 2025.
- The company closed on $283.0 million of investments in Q3 2025 at an initial cash cap rate of 7.3% and a weighted average lease term of 17.8 years, contributing to $748.0 million in investments for the nine months ended September 30, 2025.
- NNN REIT paid a $0.60 quarterly dividend in Q3 2025, representing a 3.4% increase in the quarterly dividend rate and its 36th consecutive annual dividend increase. As of September 30, 2025, the company maintained $1.4 billion of total available liquidity and a weighted average debt maturity of 10.7 years.
- NNN REIT, Inc. reported net earnings of $0.51 per diluted share for Q3 2025, with Core FFO and AFFO per diluted share growing by 1.2% to $0.85 and 2.4% to $0.86, respectively, over prior-year results.
- The company increased its 2025 guidance for Core FFO per share to a new range of $3.36 to $3.40 and AFFO per share to $3.41 to $3.45.
- NNN closed on $283.0 million of investments in Q3 2025 at an initial cash cap rate of 7.3%, bringing year-to-date investments to $748.0 million, exceeding the high end of previously provided guidance.
- A $0.60 quarterly dividend was declared, representing a 3.4% increase over the prior quarterly dividend rate.
- As of September 30, 2025, NNN maintained $1.4 billion of total available liquidity and a weighted average debt maturity of 10.7 years.
- NNN REIT reported Q3 2025 net earnings of $0.51 per diluted share, with Core FFO and AFFO per diluted share growing by 1.2% to $0.85 and 2.4% to $0.86, respectively, over prior-year results.
- The company closed on $283.0 million of investments in Q3 2025 at an initial cash cap rate of 7.3%, bringing year-to-date investments to $748.0 million.
- NNN REIT increased its 2025 Core FFO per share guidance to a new range of $3.36 to $3.40 and AFFO per share guidance to $3.41 to $3.45.
- The company also raised its 2025 acquisition volume guidance to $850 to $950 million and disposition volume guidance to $170 to $200 million.
- NNN REIT maintained strong balance sheet flexibility with $1.4 billion of total available liquidity and a sector-leading weighted average debt maturity of 10.7 years as of September 30, 2025.
- VENU launched a national advertising campaign from October 15th through November 15th to promote its triple-net (NNN) Luxe FireSuite ownership program.
- This program offers qualified investors income-producing real estate assets with an anticipated 11% cap rate.
- The campaign highlights Luxe FireSuite opportunities in upcoming venues in Tulsa, Oklahoma; McKinney, Texas; and El Paso, Texas, with a combined inventory of $334 million, of which $163 million (49%) has already been sold.
- VENU reported 250% year-over-year sales growth for its ownership programs, from $22.2 million in fiscal 2023 to $77.7 million in fiscal 2024, and anticipates at least 100% growth in 2025.
Quarterly earnings call transcripts for NNN REIT.
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