Company Dossier · Real Estate
NNN Reit
- Russell 1000
- MidCap 400
What NNN Reit is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to December 31, 2025: $0.93 billion, up 6.9% from a year earlier.SEC EDGAR filings (XBRL)
- Latest earnings call or results release (August 5, 2026): sentiment 0.70 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.80 of 1.Palanor Discourse
- Guidance in the last 90 days: 5 outlook figures raised, 2 lowered, 1 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed February 11, 2026): 4 risk factors added, 7 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q1 2026: $1.9 million on the open market.SEC Form 4
- 602 institutional managers reported a position at June 30, 2026 (+59 on the quarter before).SEC Form 13F
Company Posture
How Company Posture is measured →Company Posture covers S&P 500 companies.
Credit
How these are built →NNN Reit's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Bonds priced, last 12 months
None
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| Jun 24, 2025 | $500M | 4.600% | 2031 (6y) | +90bp | 4.766% |
| May 21, 2024 | $500M | 5.500% | 2034 (10y) | +125bp | 5.662% |
From the pricing term sheets NNN Reit filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Aug 17, 20268-KDirector or officer changeItem 5.02
- Jun 23, 20268-KMaterial agreement signedItem 1.01
- May 12, 20268-KShareholder vote resultsItem 5.07
- Feb 19, 20268-KDirector or officer changeItem 5.02
- Feb 11, 202610-KAnnual report (10-K)4 risk factors added, 7 removed
- Dec 17, 20258-KMaterial agreement signedItem 1.01
- Aug 1, 20258-KDirector or officer changeItem 5.02
- May 13, 20258-KShareholder vote resultsItem 5.07
- Feb 11, 202510-KAnnual report (10-K)0 risk factors added, 0 removed
- Jan 10, 20258-KDirector or officer changeItem 5.02
- Dec 17, 20248-KDirector or officer changeItem 5.02
- Feb 8, 202410-KAnnual report (10-K)2 risk factors added, 0 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Federal Realty Investment Trust FRT | $1.3B | — | Mar 31, 2026 |
| Brixmor Property Group BRX | $1.4B | — | Jun 30, 2026 |
| Regency Centers REG | $1.6B | — | Mar 31, 2026 |
| Kimco Realty KIM | $2.2B | $1.1B | Jun 30, 2026 |
| Realty Income O | $6.0B | — | Jun 30, 2026 |
| Simon Property Group SPG | $6.9B | $3.2B | Jun 30, 2026 |
| American Tower AMT | $0.9B | $4.0B | Jun 30, 2026 |
| Medical Properties Trust MPT | $1.0B | — | Mar 31, 2026 |