Global Net Lease

Global Net Lease Reports H1/Q2 Quarter 2025 Results

WA

Wane_Investment_House

Wane_Investment_House

Invested

Community Contributor

Published

26 Feb 25

Updated

11 Aug 25

Views

110

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Wane_Investment_House's Fair Value

n/a

1Y

16.6%

7D

0.7%

Loading

1Y

16.6%

7D

0.7%

You can edit this narrative until Aug 11 10:45 PM. Then, changes will post as Updates.

Author's Valuation

US$8.083.2% overvalued

Wane_Investment_House's Fair Value

Shared on 11 Aug 25

GNL – $1.8B Revolving Credit Facility Refinance (Aug 2025) Deal Highlights Size: $1.8B revolving credit facility. Maturity: Extended from Oct 2026 → Aug 2030 (+ two 6-month extensions possible).

Shared on 26 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 on 05 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 on 17 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 on 27 Feb 25

WaneInvestmentHouse made no meaningful changes to valuation assumptions.

Wane_Investment_House'sFair Value

US$8.08

3.2% overvalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

-11.11%

REITS revenue growth rate

0.12%