Broadstone Net Lease, Inc. (BNL) Q4 2025 Earnings Call Transcript

Broadstone Net Lease, Inc. (BNL) Q4 2025 Earnings Call Transcript

Seeking Alpha • Feb 19, 2026

Broadstone Net Lease Announces Fourth Quarter and Full Year 2025 Results

VICTOR, N.Y.--(BUSINESS WIRE)-- #acquisitions--Broadstone Net Lease Announces Fourth Quarter and Full Year 2025 Results.

Business Wire • Feb 18, 2026

Broadstone Net Lease, Inc. (BNL) Q4 FFO and Revenues Surpass Estimates

Broadstone Net Lease, Inc. (BNL) came out with quarterly funds from operations (FFO) of $0.38 per share, beating the Zacks Consensus Estimate of $0.37 per share. This compares to FFO of $0.36 per share a year ago.

Zacks Investment Research • Feb 18, 2026

36 U.S. REITs Expected To Raise Dividends In Q1 2026

Thirty-six publicly traded US real estate investment trusts are projected to increase dividend payouts in the first quarter, according to S&P Global Market Intelligence forecasts. The remaining 100 public REITs included in the analysis are predicted to maintain their dividend payout over the quarter. Two manufactured home REITs and two communication REITs are expected to raise their dividends within the first quarter, accounting for roughly 66.7% of both sectors.

Seeking Alpha • Feb 10, 2026

Property Type Round-Up From REITWorld 2025

REITs are positioned for robust growth in 2026, driven by decelerating supply, disciplined capital allocation, and significant valuation discounts to NAV and private markets. Sector preferences favor Healthcare and Data Centers for durable growth, with Shopping Centers and select Residential REITs offering underappreciated upside and private capital interest. Strategic alternatives, buybacks, and targeted M&A are increasingly in focus, especially for deeply discounted names like CSR, WSR, COLD, and REXR.

Seeking Alpha • Feb 3, 2026

REIT Shorts Are Losing Their Lunch Money

Shorting REITs at December 2025 lows was a high-risk, poorly timed move, now likely facing squeezes as fundamentals remain stable. CSR, NTST, AKR, and COLD have high short interest, strong profitability, and no clear negative catalysts, making them prime short squeeze candidates. Shorts face significant carrying costs from high dividend yields and lack of downside catalysts, especially in stable, cash-flowing REITs.

Seeking Alpha • Jan 29, 2026

Broadstone Net Lease Announces Tax Treatment of 2025 Dividends

VICTOR, N.Y.--(BUSINESS WIRE)-- #acquisitions--Broadstone Net Lease Announces Tax Treatment of 2025 Dividends.

Business Wire • Jan 26, 2026

Broadstone Net Lease: Buy This High Yield Overlooked By The Market

Broadstone Net Lease remains a compelling income pick, offering a 6.4% yield and trading at 12x forward P/FFO, sitting below that of peers. BNL's portfolio transition to 92% industrial and retail assets, with reduced healthcare exposure, positions it to benefit from e-commerce and reshoring trends. Disciplined balance sheet management and a robust build-to-suit pipeline support reliable AFFO growth and dividend coverage.

Seeking Alpha • Jan 14, 2026

Broadstone Net Lease Schedules Fourth Quarter 2025 Earnings Release and Conference Call

VICTOR, N.Y.--(BUSINESS WIRE)-- #acquisitions--Broadstone Net Lease Schedules Fourth Quarter 2025 Earnings Release and Conference Call.

Business Wire • Jan 12, 2026

3 Key Stocks For Early 2026

Flagship Communities (MHCUF) offers 10% same-store NOI growth yet trades at only 14.5x AFFO, well below sector norms. Gladstone Land preferreds (LANDP, LANDO) present an 8% yield and 30%+ upside, with robust asset coverage and stable farmland values. Broadstone Net Lease (BNL) trades at 11.5x AFFO (8.7% yield), positioned for low-to-mid single-digit AFFO growth as rate headwinds subside.

Seeking Alpha • Jan 6, 2026