Global Net Lease Reports First Quarter 2025 Results

Published
26 Feb 25
Updated
26 Jun 25
WaneInvestmentHouse's Fair Value
US$8.08
5.0% undervalued intrinsic discount
26 Jun
US$7.68
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1Y
-3.9%
7D
11.0%

Author's Valuation

US$8.1

5.0% undervalued intrinsic discount

WaneInvestmentHouse's Fair Value

Shared on26 Jun 25

Subject: GNL Completes Strategic Portfolio Shift with $1.8B Multi-Tenant Sale — Strengthens Balance Sheet and Refines Focus Global Net Lease, Inc. (NYSE: GNL) has reached a pivotal milestone with the completion of the final phase of its multi-tenant portfolio sale to RCG Ventures, LLC on June 18, 2025.

Shared on05 May 25
Fair value Decreased 9.82%

WaneInvestmentHouse has increased revenue growth from 7.0% to 14.0% and increased discount rate from 11.4% to 15.0%.

Shared on17 Mar 25
Fair value Decreased 10%

WaneInvestmentHouse has decreased revenue growth from -8.8% to 7.0%, decreased profit margin from 44.2% to 27.0% and decreased future PE multiple from 17.7x to 10.7x.

Shared on27 Feb 25

WaneInvestmentHouse made no meaningful changes to valuation assumptions.