Real Estate Investment Trust (REIT) - Net Lease Retail
Strategic Profile
NETSTREIT continues to adhere to stringent underwriting criteria, focusing on healthy tenant credit profiles, strong unit-level cash flow, generic single-tenant structures, above-average foot traffic, and replaceable rents to ensure the resilience of rental streams. The speed and effectiveness of asset management, particularly in strategic dispositions and tenant negotiations, were highlighted as key strengths, demonstrating the team's ability to proactively manage the portfolio.
Cyborg Score Rationale
One equities research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and two have given a Hold rating, with a consensus rating of "Moderate Buy" and a consensus price target of $20.64. Recent operational strength and diversified tenant base position NETSTREIT well amid economic uncertainty.
Top Insights
Portfolio encompasses a diversified mix of essential retail and service properties, including quick-service restaurants, convenience stores, banks, automotive service centers and medical clinics.
NETSTREIT reported a strong third quarter of 2024, characterized by record investment volume and solid portfolio performance, with gross investments reaching a record $152 million.
The company addressed concerns surrounding pharmacy operators like Walgreens and CVS, noting their ongoing store closures and pressure.
Netstreit Corp. has outperformed peers in 2025.
Named Competitors
Net Lease REIT Competitors — Single-tenant net lease retail properties REIT
Net Lease REIT Competitors — Single-tenant net lease retail properties REIT
Net Lease REIT Competitors — Single-tenant net lease retail properties REIT
Recent Developments
(February 2026) Announced secondary offering of 8.75M shares at $18.70-$19.26 price range
(February 2026) Cantor Fitzgerald raised price target to $22.00 with overweight rating
(December 2025) Released full-year 2025 financial results showing continued portfolio strength
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