Every material Form 8-K NETSTREIT filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
NETSTREIT furnished an updated third quarter 2026 investor presentation under Regulation FD, attached as Exhibit 99.1 and posted on its website. The deck includes unaudited Q3 2026 results showing higher revenue and net income than in Q3 2025, along with portfolio, liquidity and balance sheet data as of September 30, 2026.
Total revenues for the three months ended September 30, 2026 were $66.3 million, compared with $48.3 million a year earlier.
Net income attributable to common stockholders was $8.5 million, compared with $0.6 million in the prior-year quarter.
Diluted earnings per share were $0.08, compared with $0.01 a year earlier.
Total liquidity was $1.3 billion and unsettled forward equity was $312 million as of September 30, 2026.
NETSTREIT reported third quarter 2026 results on October 21, 2026, with AFFO per diluted share up 6.1% to $0.35 from $0.33 and net income per diluted share of $0.08 versus $0.01 a year earlier. The company kept its 2026 AFFO per share guidance of $1.37 to $1.39 and raised its expected 2026 net investment activity to at least $800 million from $700 million to $800 million.
Q3 2026 FFO per diluted share was $0.35, up 20.7% from $0.29; Core FFO was $0.34, up 9.7% from $0.31.
The company completed $273.1 million of gross investments at a 7.4% blended cash yield in the quarter.
The quarterly dividend was raised to $0.225 per share, or $0.90 annualized, an increase of $0.02 per share, payable December 15, 2026.
Leverage was 5.0x Net Debt to Annualized Adjusted EBITDA re, and the company secured $550.0 million of additional financing commitments.
On September 28, 2026, NETSTREIT, L.P. and NETSTREIT Corp. amended their PNC term loan agreement, increasing the 2031 and 2032 term loans by $100.0 million and $50.0 million, respectively, and adding a new $400.0 million delayed draw term loan maturing September 28, 2033. The company used the incremental borrowings and a remaining $50.0 million draw under the 2032 Term Loan to repay in full a $200.0 million term loan scheduled to mature in February 2028, and parallel amendments to its Wells Fargo, PNC and Truist credit agreements reduced margin spreads.
$100.0 million increase to the 2031 Term Loan, bringing it to $300 million; $50.0 million increase to the 2032 Term Loan, bringing it to $300 million
New $400.0 million 2033 Term Loan, drawable until September 28, 2027, undrawn as of the September 28, 2026 closing date
Borrowings repaid in full a $200.0 million term loan that was scheduled to mature in February 2028
Applicable margin on the 2031 Term Loan cut by five basis points; 2033 Term Loan prepayment premium is 2.0% in year one and 1.0% in year two
NETSTREIT's chief accounting officer, Sofia Chernylo, stepped down by mutual agreement effective September 1, 2026, and the company stated the departure involved no disagreement on accounting or disclosure matters. The board appointed Matthew Fennewald, the company's current Vice President and Corporate Controller, to succeed her as Senior Vice President, Chief Accounting Officer and principal accounting officer.
Sofia Chernylo ceased serving as Senior Vice President, Chief Accounting Officer and principal accounting officer effective September 1, 2026.
The filing states her departure was not due to any disagreement with auditors or management on accounting, disclosure or internal controls.
Matthew Fennewald, age 36, joined NETSTREIT in August 2020 and has been Vice President, Corporate Controller since February 2024.
The filing reports no new material compensation arrangements tied to Mr. Fennewald's appointment.
NETSTREIT reported second-quarter 2026 results on July 22, 2026, with diluted AFFO per share of $0.35, up from $0.33 a year earlier, and diluted net income per share of $0.06, up from $0.04. The company raised its full-year 2026 AFFO per share guidance to $1.37-$1.39 from $1.36-$1.39, raised its net investment guidance to $700 million-$800 million from $550 million-$650 million, and increased its quarterly dividend 2.3% to $0.225 per share.
Q2 2026 AFFO per diluted share was $0.35 versus $0.33 in Q2 2025; FFO per diluted share was $0.34 versus $0.31.
Gross investment activity totaled $298.9 million in the quarter at a 7.4% blended cash yield.
2026 net investment guidance was raised to $700 million-$800 million from $550 million-$650 million.
Quarterly dividend increased to $0.225 per share, payable September 15, 2026 to holders of record on September 1, 2026.
NETSTREIT reported first-quarter 2026 results with diluted net income of $0.06 per share, up from $0.02, and AFFO of $0.34 per share, up from $0.32. The company raised its 2026 net investment guidance to $550 million to $650 million from $350 million to $450 million and narrowed its AFFO per share guidance to $1.36 to $1.39 from $1.35 to $1.39, while also declaring a higher quarterly dividend of $0.22 per share.
Q1 2026 diluted AFFO per share was $0.34, versus $0.32 in Q1 2025; diluted FFO per share was $0.32, versus $0.29.
Total revenues were $57.1 million for Q1 2026, versus $45.9 million a year earlier.
The company completed $239.0 million of gross investments at a 7.5% blended cash yield in Q1 2026.
The Board declared a quarterly dividend of $0.22 per share for Q2 2026, payable June 15, 2026, an annualized increase of $0.04 per share.
NETSTREIT reported fourth quarter and full year 2025 results, with Q4 net income of $0.02 per diluted share versus a loss of $0.07 a year earlier and AFFO up 3.1% to $0.33 per share. Core FFO slipped 3.1% in the quarter, to $0.31 per share, and the company reaffirmed its 2026 AFFO per share guidance of $1.35 to $1.39 while raising its quarterly dividend 2.3% to $0.22.
Q4 2025 gross investment activity was a record $245.4 million at a 7.5% cash yield.
Full year 2025 AFFO was $1.31 per diluted share, up 4.0% from $1.26; full year Core FFO was $1.23, down 2.4% from $1.26.
The quarterly dividend rises to $0.22 per share, payable March 31, 2026 to holders of record on March 16, 2026.
Management will hold an earnings conference call on February 11, 2026 at 11:00 AM ET.
NETSTREIT issued a business update for the fourth quarter and full year 2025 and initiated 2026 adjusted funds from operations (AFFO) per share guidance of $1.35 to $1.39. The company reaffirmed its 2025 AFFO per share guidance of $1.30 to $1.31 and reported record gross investment activity of $657.1 million at a 7.5% blended cash yield for 2025. The update did not include revenue, net income or GAAP earnings per share figures.
2026 AFFO per share guidance: $1.35 to $1.39; 2026 net investment activity expected at $350.0 million to $450.0 million
2025 AFFO per share guidance of $1.30 to $1.31 reaffirmed; 2025 gross investments totaled $657.1 million, a record per the release
Total liquidity of $1,037.4 million as of December 31, 2025; Fitch assigned an investment grade rating of BBB- in December 2025
Guidance includes $0.015 to $0.03 per share of estimated dilution from outstanding forward equity
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Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every NETSTREIT filing is on SEC EDGAR ↗. 8-K briefs of other companies →