Net Lease Office Properties

Report azionario NYSE:NLOP

Capitalizzazione di mercato: US$173.5m

Net Lease Office Properties Crescita futura

Criteri Future verificati 0/6

Al momento non disponiamo di una copertura analitica sufficiente per prevedere la crescita e il fatturato di Net Lease Office Properties.

Informazioni chiave

n/a

Tasso di crescita degli utili

n/a

Tasso di crescita dell'EPS

Office REITs crescita degli utili-2.3%
Tasso di crescita dei ricavin/a
Rendimento futuro del capitale proprion/a
Copertura analitica

None

Ultimo aggiornamenton/a

Aggiornamenti recenti sulla crescita futura

Nessun aggiornamento

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

In questa sezione di solito presentiamo le proiezioni di crescita dei ricavi e degli utili basate sulle stime di consenso degli analisti professionisti per aiutare gli investitori a capire la capacità della società di generare profitti. Tuttavia, poiché Net Lease Office Properties non ha fornito dati sufficienti sul passato e non ha previsioni degli analisti, i suoi utili futuri non possono essere calcolati in modo affidabile estrapolando i dati passati o utilizzando le previsioni degli analisti.

Si tratta di una situazione piuttosto rara, dato che il 97% delle società coperte da SimplyWall St dispone di dati finanziari passati.

Previsioni di crescita degli utili e dei ricavi

NYSE:NLOP - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
3/31/202687-1215858N/A
12/31/2025106-1456464N/A
9/30/2025114-1815353N/A
6/30/2025116-1575757N/A
3/31/2025126-636060N/A
12/31/2024142-917272N/A
9/30/2024161-1986868N/A
6/30/2024173-1556969N/A
3/31/2024176-1637777N/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

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: Dati insufficienti per determinare se la crescita degli utili prevista NLOP è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Dati insufficienti per determinare se si prevede che gli utili di NLOP cresceranno più velocemente del mercato US

Guadagni ad alta crescita: Dati insufficienti per determinare se si prevede che gli utili di NLOP cresceranno in modo significativo nei prossimi 3 anni.

Ricavi vs Mercato: Dati insufficienti per determinare se si prevede che i ricavi di NLOP cresceranno più rapidamente del mercato US.

Ricavi ad alta crescita: Dati insufficienti per determinare se si prevede che i ricavi di NLOP cresceranno più rapidamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Dati insufficienti per determinare se il Return on Equity di NLOP è previsto essere elevato tra 3 anni

Scoprire le aziende in crescita

7D

1Y

7D

1Y

7D

1Y

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/07/17 12:23
Prezzo dell'azione a fine giornata2026/07/17 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Net Lease Office Properties è coperta da 1 analisti. 0 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Hamed KhorsandBWS Financial Inc.