NETSTREIT Dirección
Dirección controles de criterios 4/4
El CEO de NETSTREIT es Mark Manheimer , nombrado en Oct 2019, tiene una permanencia de 6.58 años. compensación anual total es $5.17M, compuesta por 13.6% salario y 86.4% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.42% de las acciones de la empresa, por valor de $8.42M. La antigüedad media del equipo directivo y de la junta directiva es de 6 años y 6.4 años, respectivamente.
Información clave
Mark Manheimer
Chief Executive Officer (CEO)
US$5.2m
Compensación total
| Porcentaje del salario del CEO | 13.55% |
| Permanencia del CEO | 6.6yrs |
| Participación del CEO | 0.4% |
| Permanencia media de la dirección | 6yrs |
| Promedio de permanencia en la Junta Directiva | 6.4yrs |
Actualizaciones recientes de la dirección
Recent updates
Actualización de narrativa • May 07
NTST: Forward Equity Raises And Higher Dividend Will Guide Future Cash Flows
Analysts have raised the NETSTREIT price target to $22.41 from $21.97, citing updated expectations for revenue growth, profit margins and a higher future P/E, along with a series of recent target increases from other Wall Street firms. Analyst Commentary Recent research coverage around NETSTREIT has been active, with several firms adjusting price targets higher and revisiting ratings as new information on Q4 results, capital deployment and sector conditions comes through.Seeking Alpha • Apr 22
Netstreit: Under-The-Radar Outperformance, Shares Fairly Valued (Rating Downgrade)
Summary Netstreit Corp. has been one of the best performing REITs over the past year. NTST shares have gained about 30% over this period. This includes a 20% rise YTD. The stock has returned 62% since my last Buy call in 2025. Today, I view shares as a Hold due to its rise to a more reasonable trading valuation from 11x AFFO in my last bullish update to 15x AFFO today. Read the full article on Seeking AlphaActualización de narrativa • Apr 21
NTST: Forward Equity Raise And Dividend Increase Will Shape Future Cash Flows
Analysts have inched their average price target on NETSTREIT higher to about $22, reflecting a cluster of recent target increases across the Street that are tied to views on its updated growth outlook, portfolio repositioning and capital structure, as well as sector wide REIT model revisions. Analyst Commentary Recent research points to a generally constructive view on NETSTREIT, with most firms lifting price targets while fine tuning ratings and sector models.Actualización de narrativa • Apr 06
NTST: Forward Equity Raise And Stable Cap Rates Will Support Future Cash Flows
Analysts have nudged the fair value estimate for NETSTREIT higher, lifting the analyst price target by $0.22 to $21.75. This reflects updated views on revenue growth, profit margins and valuation across recent research reports.Actualización de narrativa • Mar 23
NTST: Forward Equity Funding And Cap Rate Stability Will Support Future Cash Flows
Narrative Update on NETSTREIT The updated analyst price target for NETSTREIT reflects a move from about $20.92 to roughly $21.53, with analysts pointing to refined assumptions on growth, profitability and valuation following a series of Street target increases in the $20 to $24 range. Analyst Commentary Recent research updates on NETSTREIT center on valuation, execution on investments, and how the company fits into a shifting view of net lease and broader REIT exposure.Actualización de narrativa • Mar 08
NTST: Forward Equity Funding And Acquisition Spreads Will Shape Future Cash Flow Profile
Analysts have nudged their price targets on NETSTREIT higher, with the updated fair value estimate moving from about $20.69 to $20.92 as they factor in recent Q4 results, portfolio diversification, elevated acquisition activity, and what they view as a supportive balance sheet and investment pipeline. Analyst Commentary Recent research on NETSTREIT centers on its Q4 execution, acquisition activity, and balance sheet, with several firms updating their fair value assumptions and price targets.Actualización de narrativa • Feb 22
NTST: Forward Equity Funding And Acquisition Spreads Will Shape Future Income Profile
Narrative Update on NETSTREIT Analysts lifted their blended price target on NETSTREIT to about $20.69, reflecting updated views on the company’s acquisition activity, investment spreads, and 2026 earnings potential. This has also led to individual target increases to $20, $21 and $22 across recent research.Actualización de narrativa • Feb 07
NTST: Refined Discount Rate Assumptions Will Support Measured Future Income Upside
Analysts have nudged their price target on NETSTREIT higher by about $0.06 to roughly $20.42, citing updated assumptions around discount rates, profit margins, and a slightly higher future P/E multiple in recent research. Analyst Commentary Bullish Takeaways Bullish analysts see the higher price target as lining up with updated assumptions on discount rates and profit margins, which they view as better reflecting NETSTREIT's current execution profile.Actualización de narrativa • Jan 24
NTST: High Tenant Credit Quality Will Support Future Income Upside Potential
Analysts have kept their fair value estimate for NETSTREIT roughly unchanged at about US$20.36. The latest price target adjustment primarily reflects slightly updated views on discount rates, revenue growth, profit margins, and future P/E assumptions.Actualización de narrativa • Jan 08
NTST: High Tenant Credit Quality Will Support Future Income Resilience
Narrative Update on NETSTREIT The analyst price target for NETSTREIT has been adjusted slightly lower from about US$20.42 to about US$20.36, as analysts weigh the company’s diversified U.S. commercial portfolio, perceived income resilience, and what they view as historically low tenant default rates. Analyst Commentary Recent research coverage highlights how NETSTREIT's tenant mix and lease profile feed directly into how some analysts think about risk, income visibility, and potential valuation upside.Actualización de narrativa • Dec 25
NTST: Tenant Credit Strength Will Drive Future Income Resilience
Analysts have modestly raised their price target on NETSTREIT to approximately $22, a slight increase that reflects growing confidence in the company’s resilient, diversified U.S. commercial portfolio and its historically low tenant default rates. Analyst Commentary Bullish analysts highlight that the initiation at a Buy rating and the $22 price target are grounded in NETSTREIT's ability to generate stable cash flows from a diversified tenant base across U.S. commercial properties.Actualización de narrativa • Dec 11
NTST: Diversified High-Quality Tenants Will Drive Future Income Resilience
Analysts have modestly raised their price target on NETSTREIT to $22.00, citing the company’s resilient, diversified U.S. commercial portfolio and historically low tenant default rates, which reinforce its outlook for high income stability. Analyst Commentary Bullish analysts highlight that NETSTREIT's diversified U.S. commercial portfolio underpins a more predictable cash flow profile, supporting the recently raised $22 price target and justifying a premium to peers with less tenant and sector diversity.Actualización de narrativa • Nov 26
NTST: Diversified Portfolio And Strong Tenants Will Support Income Resilience
Analysts have raised their price target for NETSTREIT slightly, moving it from $20.42 to $20.47. They cite the company's strong tenant diversification and income resilience as key support for the improved outlook.Actualización de narrativa • Nov 11
NTST: Diversified Tenant Portfolio Will Drive Stronger Cash Flow Stability
The average analyst price target for NETSTREIT has been revised slightly upward to $20.42. Analysts highlight the company's strong tenant creditworthiness, diversified portfolio, and improved external growth prospects as key factors.Actualización de narrativa • Oct 28
Diversified Tenants And Improved Resilience Will Drive Future Retail Stability
Analysts have raised their price target for NETSTREIT from $19.72 to $20.36 per share. They cite improving growth prospects, resilient tenant quality, and an attractive valuation supported by recent research updates.Seeking Alpha • Jan 20
Netstreit: Undervalued, Underrated, And Ready To Perform
Summary NETSTREIT, a small REIT with a focus on high-quality, single-tenant properties, offers strong financial flexibility, robust balance sheet, and 100% occupancy and rent collection rates. Despite tenant concentration risks and rising interest rates, NETSTREIT's financial health and growth potential make it an attractive investment, trading at a significant discount. The company boasts a high dividend yield of 5.82% with a low payout ratio, indicating undervaluation and potential for future dividend growth. Using the Gordon Growth and Discounted AFFO models, I assign a "Buy" rating with a target price of $18.3, implying a 26% upside. Read the full article on Seeking AlphaSeeking Alpha • Jan 08
Netstreit: High Quality Portfolio Trading Near New Lows
Summary NETSTREIT Corp. owns and operates single-tenant net lease retail properties across a wide U.S. footprint. The portfolio composition is weighted heavily toward necessity and discount-based retailers, two key defensive sectors. The REIT also has high exposure to tenants with investment-grade ratings or investment-grade profiles. Despite its quality portfolio, shares are trading near new 52-week lows. I maintain a bullish stance and believe shares are a “buy”. Read the full article on Seeking AlphaSeeking Alpha • Nov 12
Netstreit: 2 Reasons Not To Buy This REIT As Real Estate Rebounds
Summary NETSTREIT's Q3 earnings showed growth in revenue and portfolio, but the REIT continues to underperform compared to top sector peers. Portfolio quality issues, particularly high exposure to dollar stores and drug stores, pose significant risks to NTST's credit quality and diversification goals. Despite strengths like no near-term debt maturities and high-rated tenants, NTST's concentrated portfolio makes it an unattractive acquisition target and limits valuation expansion. Read the full article on Seeking Alpha
Nueva narrativa • Sep 24
Critical Shifts And Operational Efficiency Fuel Optimism For Future Growth And Stability
NETSTREIT's strategy on selecting high-quality real estate through sale-leaseback transactions aims to stabilize and increase revenue with longer leases and attractive rent profiles.Seeking Alpha • Sep 21
NETSTREIT: A Solid Dividend And Significant Undervaluation
Summary NETSTREIT is a net-lease retail REIT that operates on a national scale. The REIT's portfolio is well-diversified, and its long-term leases enhance cash flow predictability. Recent performance shows significant growth in ABR, NOI, and AFFO. With low leverage, strong liquidity, a high dividend yield, and an attractive valuation, NTST represents a very good opportunity in the small-cap REIT space. Read the full article on Seeking AlphaSeeking Alpha • Aug 26
Netstreit: Agree Realty 2.0 Or Potential Takeover Target?
Summary NETSTREIT Corp. is a retail-focused REIT with similarities to Agree Realty but with differences in tenant exposure and investment spreads. The company's financial performance has been solid, with growth in FFO and revenue, a strong balance sheet, and a safe dividend payout ratio. NETSTREIT Corp. is currently undervalued compared to its retail REIT peers, with potential for future growth. One risk for NTST could be its smaller size, making it a potential M&A target for peers like Agree Realty and Realty Income. The REIT's share price has underperformed in comparison to some peers, likely a result of lower investment spreads and stagnant dividend growth. Read the full article on Seeking AlphaSeeking Alpha • Aug 20
Netstreit Has Become More Compelling (Rating Upgrade)
Summary NETSTREIT is a small triple-net lease, retail/service-oriented REIT with properties across 45 states. The Company is not as popular as its larger peers. NTST delivered solid Q2 2024 results and upheld its key business and credit metrics. In the meantime, the Company realised $115.8m of investment volume at a positive spread. I've upgraded my rating on NTST as its valuation is substantially more attractive now, both in absolute and relative terms. Read the full article on Seeking AlphaSeeking Alpha • Jul 14
Netstreit: Worth Holding, But There Are Better Alternatives
Summary NETSTREIT is worth holding due to strong business metrics, well-covered dividends, no debt maturing until 2027, reasonable valuation, investment-grade tenants, and impressive AFFO per share growth. However, there are better alternatives within the retail/service-oriented property sector due to NTST's lower investment spreads, negligible dividend growth, high tenant concentration, and limited upside potential. I perceive ADC, EPRT, and NNN as more attractive opportunities. They share NTST's strengths and have better managed their weaknesses. Read the full article on Seeking AlphaSeeking Alpha • Jul 01
Netstreit: Still A REIT With A Significant, Double-Digit Upside
Summary NETSTREIT has a conservative portfolio with 100% occupancy and rent collection, making it a low-risk investment. The company's small size doesn't hinder its growth potential, and it continues to find undervalued assets. The valuation of NETSTREIT suggests a potential upside of 15%+ annualized returns, making it an attractive investment opportunity. Read the full article on Seeking AlphaSeeking Alpha • Jun 04
Netstreit: Still A REIT With A Significant, Double-Digit Upside
Summary Netstreit Corp. has a conservative portfolio with 100% occupancy and rent collection, making it a low-risk investment. The company's small size doesn't hinder its growth potential, and it continues to find undervalued assets. The valuation of Netstreit suggests a potential upside of 15%+ annualized returns, making it an attractive investment opportunity. Read the full article on Seeking AlphaSeeking Alpha • May 01
NETSTREIT's Q1 Earnings: Salient Features Assessed
Summary There is much more to NETSTREIT Corp.'s Q1 earnings than what initially meets the eye. Despite asset class-based risks, the REIT's portfolio shows strong occupancy, low concentration risk, and long-term lease agreements. NETSTREIT's recent acquisitions and exposure to recession-proof assets provide safe yet high-yielding prospects. Key metrics suggest NETSTREIT is relatively undervalued. We hereby assign a Buy rating to NETSTREIT Corp. stock. Read the full article on Seeking AlphaAnálisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$11m |
| Dec 31 2025 | US$5m | US$700k | US$7m |
| Sep 30 2025 | n/a | n/a | US$185k |
| Jun 30 2025 | n/a | n/a | -US$6m |
| Mar 31 2025 | n/a | n/a | -US$11m |
| Dec 31 2024 | US$5m | US$700k | -US$12m |
| Sep 30 2024 | n/a | n/a | -US$5m |
| Jun 30 2024 | n/a | n/a | US$5m |
| Mar 31 2024 | n/a | n/a | US$6m |
| Dec 31 2023 | US$4m | US$700k | US$7m |
| Sep 30 2023 | n/a | n/a | US$8m |
| Jun 30 2023 | n/a | n/a | US$5m |
| Mar 31 2023 | n/a | n/a | US$8m |
| Dec 31 2022 | US$4m | US$600k | US$8m |
| Sep 30 2022 | n/a | n/a | US$7m |
| Jun 30 2022 | n/a | n/a | US$9m |
| Mar 31 2022 | n/a | n/a | US$4m |
| Dec 31 2021 | US$4m | US$600k | US$3m |
| Sep 30 2021 | n/a | n/a | US$5m |
| Jun 30 2021 | n/a | n/a | US$280k |
| Mar 31 2021 | n/a | n/a | US$3m |
| Dec 31 2020 | US$2m | US$550k | US$688k |
| Sep 30 2020 | n/a | n/a | US$1m |
| Jun 30 2020 | n/a | n/a | US$411k |
| Mar 31 2020 | n/a | n/a | US$2m |
| Dec 31 2019 | US$3m | US$16k | US$28k |
Compensación vs. Mercado: La compensación total ($USD5.17M) de Mark está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD5.47M).
Compensación vs. Ingresos: La compensación de Mark ha sido consistente con los resultados de la empresa en el último año.
CEO
Mark Manheimer (49 yo)
6.6yrs
Permanencia
US$5,165,527
Compensación
Mr. Mark L. Manheimer serves as President, Chief Executive Officer and Director at Netstreit Corporation since October 2019. He serves as Secretary at Netstreit Corporation. From 2012 through 2016, Mr. Man...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| President | 6.6yrs | US$5.17m | 0.42% $ 8.4m | |
| CFO & Treasurer | 3.1yrs | US$2.00m | 0.045% $ 895.7k | |
| Senior VP & Chief Accounting Officer | 1.3yrs | sin datos | 0.0034% $ 68.4k | |
| Senior Associate of Investor Relations | no data | sin datos | sin datos | |
| Senior Vice President of Acquisitions | 6.4yrs | sin datos | sin datos | |
| Senior Vice President of Real Estate & Underwriting | 6yrs | sin datos | sin datos | |
| Senior Associate of FP&A & Capital Markets | no data | sin datos | sin datos |
6.0yrs
Permanencia media
47yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de NTST es experimentado (6 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| President | 6.6yrs | US$5.17m | 0.42% $ 8.4m | |
| Independent Director | 5.8yrs | US$202.50k | 0.035% $ 702.9k | |
| Lead Independent Director | 6.4yrs | US$200.00k | 0.045% $ 902.7k | |
| Independent Director | 6.6yrs | US$197.50k | 0.023% $ 466.5k | |
| Independent Chairman | 6.4yrs | US$242.50k | 0.031% $ 616.7k | |
| Independent Director | 5.8yrs | US$197.50k | 0.019% $ 376.3k | |
| Independent Director | 5.8yrs | US$190.00k | 0.026% $ 518.0k |
6.4yrs
Permanencia media
54yo
Promedio de edad
Junta con experiencia: La junta directiva de NTST se considera experimentada (6.4 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/24 22:54 |
| Precio de las acciones al final del día | 2026/05/22 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
NETSTREIT Corp. está cubierta por 27 analistas. 8 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Wesley Golladay | Baird |
| Kai Klose | Berenberg |
| Eric Martin Borden | BMO Capital Markets Equity Research |