NETSTREIT Corp.

NYSE:NTST Voorraadrapport

Marktkapitalisatie: US$2.0b

NETSTREIT Beheer

Beheer criteriumcontroles 4/4

De CEO NETSTREIT is Mark Manheimer, benoemd in Oct2019, heeft een ambtstermijn van 6.5 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 5.17M, bestaande uit 13.6% salaris en 86.4% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.42% van de aandelen van het bedrijf, ter waarde $ 8.47M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 5.9 jaar en 6.3 jaar.

Belangrijke informatie

Mark Manheimer

Algemeen directeur

US$5.2m

Totale compensatie

Percentage CEO-salaris13.55%
Dienstverband CEO6.5yrs
Eigendom CEO0.4%
Management gemiddelde ambtstermijn5.9yrs
Gemiddelde ambtstermijn bestuur6.3yrs

Recente managementupdates

Recent updates

Netstreit: Under-The-Radar Outperformance, Shares Fairly Valued (Rating Downgrade)

Apr 22

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Netstreit: Undervalued, Underrated, And Ready To Perform

Jan 20

Netstreit: High Quality Portfolio Trading Near New Lows

Jan 08

Netstreit: 2 Reasons Not To Buy This REIT As Real Estate Rebounds

Nov 12
User avatar

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.

NETSTREIT: A Solid Dividend And Significant Undervaluation

Sep 21

Netstreit: Agree Realty 2.0 Or Potential Takeover Target?

Aug 26

Netstreit Has Become More Compelling (Rating Upgrade)

Aug 20

Netstreit: Worth Holding, But There Are Better Alternatives

Jul 14

Netstreit: Still A REIT With A Significant, Double-Digit Upside

Jul 01

Netstreit: Still A REIT With A Significant, Double-Digit Upside

Jun 04

NETSTREIT's Q1 Earnings: Salient Features Assessed

May 01

Analyse CEO-vergoeding

Hoe is Mark Manheimer's beloning veranderd ten opzichte van NETSTREIT's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
Mar 31 2026n/an/a

US$11m

Dec 31 2025US$5mUS$700k

US$7m

Sep 30 2025n/an/a

US$185k

Jun 30 2025n/an/a

-US$6m

Mar 31 2025n/an/a

-US$11m

Dec 31 2024US$5mUS$700k

-US$12m

Sep 30 2024n/an/a

-US$5m

Jun 30 2024n/an/a

US$5m

Mar 31 2024n/an/a

US$6m

Dec 31 2023US$4mUS$700k

US$7m

Sep 30 2023n/an/a

US$8m

Jun 30 2023n/an/a

US$5m

Mar 31 2023n/an/a

US$8m

Dec 31 2022US$4mUS$600k

US$8m

Sep 30 2022n/an/a

US$7m

Jun 30 2022n/an/a

US$9m

Mar 31 2022n/an/a

US$4m

Dec 31 2021US$4mUS$600k

US$3m

Sep 30 2021n/an/a

US$5m

Jun 30 2021n/an/a

US$280k

Mar 31 2021n/an/a

US$3m

Dec 31 2020US$2mUS$550k

US$688k

Sep 30 2020n/an/a

US$1m

Jun 30 2020n/an/a

US$411k

Mar 31 2020n/an/a

US$2m

Dec 31 2019US$3mUS$16k

US$28k

Compensatie versus markt: De totale vergoeding ($USD 5.17M ) Mark } is ongeveer het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 5.44M ).

Compensatie versus inkomsten: De vergoeding van Mark is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.


CEO

Mark Manheimer (49 yo)

6.5yrs
Tenure
US$5,165,527
Compensatie

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...


Leiderschapsteam

NaamPositieTenureCompensatieEigendom
Mark Manheimer
President6.5yrsUS$5.17m0.42%
$ 8.5m
Daniel Donlan
CFO & Treasurer3yrsUS$2.00m0.045%
$ 901.8k
Sofia Chernylo
Senior VP & Chief Accounting Officer1.3yrsgeen gegevens0.0034%
$ 68.9k
Amy An
Senior Associate of Investor Relationsno datageen gegevensgeen gegevens
Jeff Fuge
Senior Vice President of Acquisitions6.3yrsgeen gegevensgeen gegevens
Chad Shafer
Senior Vice President of Real Estate & Underwriting5.9yrsgeen gegevensgeen gegevens
Matt Miller
Senior Associate of FP&A & Capital Marketsno datageen gegevensgeen gegevens
5.9yrs
Gemiddelde duur
47yo
Gemiddelde leeftijd

Ervaren management: Het managementteam van NTST is doorgewinterd en ervaren (gemiddelde ambtstermijn van 5.9 jaar).


Bestuursleden

NaamPositieTenureCompensatieEigendom
Mark Manheimer
President6.5yrsUS$5.17m0.42%
$ 8.5m
Michael Christodolou
Independent Director5.7yrsUS$202.50k0.035%
$ 707.7k
Matthew Troxell
Lead Independent Director6.3yrsUS$200.00k0.045%
$ 908.8k
Todd Minnis
Independent Director6.5yrsUS$197.50k0.023%
$ 469.7k
Lori Wittman
Independent Chairman6.3yrsUS$242.50k0.031%
$ 621.0k
Robin Zeigler
Independent Director5.8yrsUS$197.50k0.019%
$ 378.9k
Heidi Everett
Independent Director5.7yrsUS$190.00k0.026%
$ 521.5k
6.3yrs
Gemiddelde duur
54yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van NTST wordt beschouwd als ervaren (gemiddelde ambtstermijn 6.3 jaar).


Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/04/29 12:50
Aandelenkoers aan het einde van de dag2026/04/29 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

NETSTREIT Corp. wordt gevolgd door 27 analisten. 8 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Wesley GolladayBaird
Kai KloseBerenberg
Eric Martin BordenBMO Capital Markets Equity Research