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

NETSTREIT: A Texas-Based Retail REIT That Could Keep The Bulls Charging

NETSTREIT Corp. (NTST), a Texas-based retail REIT, gets its buy rating reaffirmed, despite share price growth since prior coverage. NTST's diversified tenant base in essential retail categories and strong Sunbelt geographic exposure support resilience amid macroeconomic uncertainty. Tenant over-concentration risk is low, while this REIT also has relationships with major brands like Walmart and Home Depot.

Seeking Alpha • Jan 22, 2026

NETSTREIT Corp. Announces Dates for Fourth Quarter 2025 Earnings Release and Conference Call

DALLAS--(BUSINESS WIRE)--NETSTREIT Corp. (the “Company”), a nationwide owner of high-quality, single-tenant net lease properties, today announced that it will release its fourth quarter 2025 financial results on Tuesday, February 10, 2026, after the close of trading on the New York Stock Exchange. A conference call will be held on Wednesday, February 11, 2026 at 11:00 AM ET. A live webcast will be accessible on the “Investor Relations” section of the Company's website at www.NETSTREIT.com. To l.

Business Wire • Jan 14, 2026

NETSTREIT Provides Fourth Quarter and Full Year 2025 Business Update

DALLAS--(BUSINESS WIRE)--NETSTREIT Corp. (NYSE: NTST) (the “Company”) today provided an update on the Company's fourth quarter and full year 2025 business activities. “I am pleased to report that our team ended 2025 on a high note with record gross investment activity in back-to-back quarters. In addition, with over $1.0 billion of liquidity and leverage well below our targeted range, our investment grade balance sheet remains in excellent condition. With our prefunded investment pipeline being.

Business Wire • Jan 12, 2026

NETSTREIT Corp Achieves BBB- Credit Rating From Fitch Ratings

DALLAS--(BUSINESS WIRE)--NETSTREIT Corp. (NYSE: NTST) (the “Company”) today announced that Fitch Ratings (“Fitch”) has assigned the Company a BBB- issuer rating with a stable outlook. According to Fitch's press release, the BBB- issuer rating reflects the Company's solid property portfolio and stable operating performance as demonstrated by resilient pandemic-era performance, with occupancy over 99%. In addition, Fitch noted the Company's solid unit-level rent coverage, minimal credit losses re.

Business Wire • Dec 30, 2025

Netstreit: Reliable Yield And Solid Expansion, Yet Shares Appear Fully Priced

NETSTREIT is a net lease REIT with a high-quality, e-commerce-resistant tenant base and a nearly perfect occupancy rate of 99.9%, with the business showing strong growth since its 2019 inception. NTST's active acquisition strategy, solid balance sheet, and management position it well, though its dividend yield and payout ratio are currently behind larger peers. Rate cuts are a key catalyst to keep in mind, as they could improve financing costs and investment spreads, but benefits may take years to materialize.

Seeking Alpha • Nov 20, 2025

NETSTREIT Corp. Increases Full Year 2025 AFFO Guidance

DALLAS--(BUSINESS WIRE)--NETSTREIT Corp. (NYSE: NTST) (the “Company”) today provided an update on the Company's full year 2025 guidance. “Due to increased visibility across a number of fronts, including the timing of fourth quarter net investment activity, we are increasing the low end of our full year 2025 AFFO per share guidance range. With a low levered balance sheet and a robust investment pipeline, NETSTREIT is well positioned to meet or potentially exceed the high end of our net investmen.

Business Wire • Nov 18, 2025

4 High-Yield Real Estate Stocks to Buy as Investors Get Defensive

Consumers are about as pessimistic about the state of the economy as they have ever been, amid a weakening labor market, disruptions related to the fall 2025 government shutdown, and concerns about an AI bubble. Though the S&P 500 appears to be continuing its ascent, having climbed by almost 17% this year, it is not surprising that investors are growing cautious as they wait for a (potentially major) course correction.

MarketBeat • Nov 13, 2025

These Analysts Increase Their Forecasts On Netstreit Following Q3 Results

NetSTREIT Corp (NYSE:NTST) reported better-than-expected results for the third quarter on Monday.

Benzinga • Oct 28, 2025

NETSTREIT Corp. (NTST) Q3 2025 Earnings Call Transcript

NETSTREIT Corp. (NYSE:NTST ) Q3 2025 Earnings Call October 28, 2025 11:00 AM EDT Company Participants Matt Miller Mark Manheimer - President, CEO, Secretary & Director Daniel Donlan - CFO & Treasurer Conference Call Participants William John Kilichowski - Wells Fargo Securities, LLC, Research Division Michael Goldsmith - UBS Investment Bank, Research Division Greg McGinniss - Scotiabank Global Banking and Markets, Research Division Haendel St. Juste - Mizuho Securities USA LLC, Research Division Bennett Rose - Citigroup Inc., Research Division Linda Yu Tsai - Jefferies LLC, Research Division Jay Kornreich Wesley Golladay - Robert W. Baird & Co. Incorporated, Research Division Upal Rana - KeyBanc Capital Markets Inc., Research Division Jana Galan - BofA Securities, Research Division Daniel Guglielmo - Capital One Securities, Inc., Research Division Presentation Operator Greetings, and welcome to the NETSTREIT Corp. Third Quarter 2025 Earnings Call.

Seeking Alpha • Oct 28, 2025