Know when to raise ‘em
Four retail-focused publicly listed single tenant net lease REIT disclosed quarterly earnings during the week and the theme was clear: buy & raise.
Agree Realty, Essential Properties, Getty Realty, and Alpine Income each increased full year 2025 guidance for both investment volume and earnings:
Dollar values equate to midpoint of management provided guidance range
Given seasonality typically leads to outsized deal closings during the last quarter of the year, the strong start to 3Q reporting seemingly signals optimism for transaction activity momentum as we approach the final two months of 2025.
Check out tear sheets for each of the net lease REIT earnings disclosures of the week here:
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