NTST · NETSTREIT Corp.

Summary

NETSTREIT released an investor presentation on May 5, 2026, highlighting portfolio credit quality, occupancy, and balance sheet strength.

Key takeaways

• Portfolio is 99.9% occupied with 58.3% investment grade or profile tenants.
• Annualized credit loss since inception is only 3 bps, with de minimis historical losses.
• Weighted average lease term is 10.2 years; lease turnover through 2027 is 1.7% of ABR.
• Pro forma adjusted net debt to annualized adjusted EBITDAre is 2.9x, indicating low leverage.
• Total pro forma liquidity is $1.2 billion, including unsettled forward equity and undrawn term loan.
• Trailing four quarter weighted average cash yield on investments is 7.5%.