Net Lease Office Properties

NYSE:NLOP Rapport sur les actions

Capitalisation boursière : US$171.4m

Net Lease Office Properties Croissance future

Future contrôle des critères 0/6

Nous ne disposons actuellement pas d'une couverture d'analyste suffisante pour prévoir la croissance et les revenus de Net Lease Office Properties.

Informations clés

n/a

Taux de croissance des bénéfices

n/a

Taux de croissance du BPA

Office REITs croissance des bénéfices23.8%
Taux de croissance des recettesn/a
Rendement futur des capitaux propresn/a
Couverture par les analystes

None

Dernière mise à journ/a

Mises à jour récentes de la croissance future

Pas de mise à jour

Recent updates

Seeking Alpha • Apr 29

Net Lease Office Properties: A $21 Bear Case For A $13 Stock

Summary Net Lease Office Properties is liquidating its office portfolio, with only 18 properties remaining from the original 59. Based on $26M annualized base rent and 10-12% cap rates, NLOP's liquidation value is estimated at $20-22/share, well above the current ~$13 price. Risks include execution uncertainty, short lease terms, tenant concentration, and the distressed state of office real estate. I rate NLOP a cautious Buy, as the market appears to over-discount execution risk relative to realistic asset sale outcomes. Read the full article on Seeking Alpha
Seeking Alpha • Mar 06

Net Lease Office Properties: Attractively Priced Relative To Book Value

Summary Net Lease Office Properties is in the process of liquidating all its properties and dispose all the returns to shareholders after all the debt is paid back. Judging from where the stock is currently trading, it is priced at a 25% discount to its balance sheet book value. Even accounting for a scenario where NLOP sells its properties for a cap rate above 12%, the downside is still limited. Read the full article on Seeking Alpha
Seeking Alpha • Jan 31

Net Lease Office Properties: Price Remains Deeply Discounted

Summary Net Lease Office Properties has rapidly reduced its property count from 47 to 39 and recourse debt from $215 million to $61 million in six months. Despite market headwinds, Net Lease shares remain deeply discounted, with potential for significant shareholder distributions as property sales continue at 8-12% cash flow yields. Some properties, like the Houston building leased to KBR, may be difficult to sell, but remaining rent payments alone provide substantial value. Even under punitive scenarios, Net Lease's share value is estimated in the high $30s, with a realistic valuation of $45 per share. Read the full article on Seeking Alpha
Seeking Alpha • Jan 19

Net Lease Office Properties: 2025 Update

Summary NLOP has disposed of a third of its properties, generating $371m in sales, and is on track to reach net debt zero by end of 2024. Remaining property value is estimated at $661m, with $703m of future value to distribute, translating to $47.50 per share (~50% upside). Risks include potential discounts on large property sales and extended liquidation timelines, but ongoing rent collections provide a safety net. Interest rates will impact liquidation values, but NLOP's successful sales in a tough market suggest they can navigate future challenges. Read the full article on Seeking Alpha
Seeking Alpha • Dec 18

Net Lease Office Properties: Potential To Revalue To Book Value

Summary Net Lease Office Properties' shares are up 75% this year, driven by undervaluation and strategic property sales. Despite a shrinking asset base, NLOP’s adjusted funds from operations remain undervalued, presenting a favorable risk-reward setup. NLOP is currently valued at a 23% discount to book value, though it traded at a much larger discount earlier this year. The main risk is selling properties below book value, which could erode net asset value. Short-term risks include a high percentage amount of near-term lease expirations, as well as a high degree of tenant concentration. Read the full article on Seeking Alpha
Seeking Alpha • Nov 27

Net Lease Office Properties: Valuation Remains Attractive After Recent Rally

Summary Net Lease Office Properties is an office REIT with 94% exposure to the United States. Disposals, weaker occupancy, and a tough leasing environment have resulted in declining AFFO in Q3 2024. Leverage is no longer a concern, and I expect the pace of disposals to slow down. I anticipate results to stabilize around current levels, making the company attractive from both an AFFO multiple and enterprise-level basis. Key risks to consider include allocating administrative expenses across a smaller portfolio, as well as no stabilization in operational performance. Read the full article on Seeking Alpha
Seeking Alpha • Sep 12

Net Lease Office Properties: Top Value For Office Investors

Summary Net Lease Office Properties, spun off from W. P. Carey, is undervalued despite a 61% YTD share price increase. NLOP's Q2'24 results showed strong revenue generation from 47 office properties, with significant tenants like JPMorgan & Chase and CVS Health. Asset sales have picked up in Q2, and the REIT achieved good prices. Near-term lease expirations, however, pose a risk. Despite market pressures and risks, Net Lease Office Properties offers attractive investment potential due to its undervaluation and successful asset dispositions. Read the full article on Seeking Alpha
Seeking Alpha • Aug 29

Net Lease Office Properties: Substantial Upside Remains Even After Threefold Run

Summary Net Lease Office Properties has surged threefold from its lows, hit shortly after its spin-off from W. P. Carey. Chalk this up not to improving sentiment for office REITs, but due to NLOP's success thus far selling off properties and paying down debt. However, even after this massive run-up in price, substantial upside remains with NLOP stock, given the likely underlying value of what remains of its office building portfolio. Read the full article on Seeking Alpha
Seeking Alpha • Jun 12

Net Lease Office Properties: Debt Reduction Strategy Appears To Be Working, But Still A Sell

Summary Net Lease Office Properties is a unique REIT, born from a spinoff, that is selling their entire portfolio of office properties. On June 11th, NLOP reported two recent dispositions, generating over $60 million in gross sale proceeds. There is more to the story, as these assets recently had their leases extended as part of broader negotiations with the tenant. The tenant vacated several additional assets, turning over the keys to NLOP in exchange for hefty termination fees. NLOP's aggressive disposition strategy shows success in paying down debt, but execution risk remains. Read the full article on Seeking Alpha
Seeking Alpha • May 18

Net Lease Office Properties: This Office REIT Is A Steal

Summary Net Lease Office Properties reported decent Q1'24 results at the beginning of the month. The office REIT's adjusted FFO declined 14% YoY due to asset divestments. More declines may be expected. Net Lease Office Properties is undervalued based on AFFO and book value and has considerable upside revaluation potential. Read the full article on Seeking Alpha
Seeking Alpha • May 09

Net Lease Office Properties - Special Situation

Summary Net Lease Office Properties is a recent spin-off from W. P. Carey. It began trading in November last year with a market cap of $360m and an EV of $884.18m. NLOP is a special situation where they are liquidating a pool of spun off office properties from W. P. Carey. The Company has shown good progress on liquidating the office properties by selling seven properties at an average cap. rate of 10%. We believe that the implied cap. rate of 18% in the stock price is unfair and presents a compelling opportunity. Read the full article on Seeking Alpha
Seeking Alpha • Apr 04

Net Lease Office Properties: Liquidation Analysis

Summary Seeking Alpha coverage of Net Lease Office Properties lacks analysis of the stated liquidation strategy. NLOP is a liquidation vehicle with the purpose of selling off properties in an orderly manner. My estimated net liquidation value of NLOP is $1.1 billion, offering potentially 100% upside for investors. Read the full article on Seeking Alpha
Seeking Alpha • Mar 19

Net Lease Office Properties: Too Cheap To Ignore

Summary Net Lease Office Properties is a recently spun-off office REIT with strong AFFO and an attractive valuation. NLOP sold 4 properties, generating $43.1M in transaction proceeds, proving its ability to create successful liquidity events. The company faces risks with near-term lease expirations and lease concessions, but its low valuation makes it an appealing investment. Read the full article on Seeking Alpha
Seeking Alpha • Feb 08

Alluvial Capital - Net Lease Office Properties:  Significant Upside Potential Well Worth The Volatility

Summary In the quarter, we invested in a highly attractive spin-off security: Net Lease Office Properties. As shares hover around $24, I continue to believe NLOP remains very much undervalued. I am happy to hold our NLOP shares until we achieve a price much closer to liquidation value. Read the full article on Seeking Alpha
Seeking Alpha • Jan 17

Net Lease Office Properties: A Crucial Milestone For This REIT

Summary Net Lease Office Properties is a REIT that was recently formed as a spin-off from W. P. Carey. NLOP's strategy is to dispose of its office assets while maximizing value for shareholders. The company recently announced the disposition of four office assets, marking a critical first step in executing its strategy. Read the full article on Seeking Alpha
Seeking Alpha • Nov 16

Net Lease Office Properties: The Ultimate Turnaround Spin-Off

Summary W. P. Carey spun off 59 office properties into a new entity called Net Lease Office Properties. NLOP has a well-diversified portfolio with high occupancy rates and the potential for significant upside revaluation. NLOP shares are trading at a huge AFFO yield of 40%, presenting a huge investment opportunity for investors. Read the full article on Seeking Alpha

Dans cette section, nous présentons généralement des projections de croissance du chiffre d'affaires et des bénéfices basées sur les estimations consensuelles d'analystes professionnels afin d'aider les investisseurs à comprendre la capacité de l'entreprise à générer des bénéfices. Mais comme Net Lease Office Properties n'a pas fourni suffisamment de données passées et n'a pas de prévisions d'analystes, ses bénéfices futurs ne peuvent pas être calculés de manière fiable en extrapolant les données passées ou en utilisant les prévisions des analystes.

Il s'agit d'une situation assez rare car 97% des entreprises couvertes par SimplyWall St disposent de données financières passées.

Prévisions de croissance des bénéfices et des revenus

NYSE:NLOP - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
6/30/202665-454848N/A
3/31/202687-1215858N/A
12/31/2025106-1456464N/A
9/30/2025112-1815353N/A
6/30/2025114-1575757N/A
3/31/2025131-636060N/A
12/31/2024142-917272N/A
9/30/2024161-1986868N/A
6/30/2024173-1556969N/A
3/31/2024171-1637777N/A
12/31/2023175-1327171N/A
9/30/2023171128181N/A
6/30/2023168118989N/A
3/31/2023162138686N/A
12/31/2022156168484N/A
12/31/202114817575N/A
12/31/2020145167474N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: Données insuffisantes pour déterminer si la croissance des bénéfices prévue de NLOP est supérieure au taux d'épargne ( 3.7% ).

Bénéfices vs marché: Données insuffisantes pour déterminer si les bénéfices de NLOP devraient croître plus rapidement que le marché US

Croissance élevée des bénéfices: Données insuffisantes pour déterminer si les bénéfices de NLOP devraient augmenter de manière significative au cours des 3 prochaines années.

Chiffre d'affaires vs marché: Données insuffisantes pour déterminer si les revenus de NLOP devraient croître plus rapidement que le marché US.

Croissance élevée des revenus: Données insuffisantes pour déterminer si les revenus de NLOP devraient croître plus rapidement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Données insuffisantes pour déterminer si le retour sur capitaux propres de NLOP devrait être élevé dans 3 ans

Découvrir les entreprises en croissance

7D

1Y

7D

1Y

7D

1Y

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/08/09 20:46
Cours de l'action en fin de journée2026/08/07 00:00
Les revenus2026/06/30
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Net Lease Office Properties est couverte par 1 analystes. 0 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Hamed KhorsandBWS Financial Inc.