BNL Share Price Performance
US$20.78
3.67 (21.45%)
10.0% undervalued intrinsic discount
US$23.10
Fair Value
Price US$20.78
AnalystConsensusTarget US$23.10
AnalystHighTarget US$25.93
AnalystLowTarget US$20.00
Fair ValueUS$23.10
Share Pricen/a
Broadstone Net Lease, Inc. Stock Price
- 3 Narratives written by author
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- 12 Fair Values set on narratives written by author
BNL Community Narratives
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Fair Value
·Fair Value US$23.1 10.0% undervalued intrinsic discount
E-commerce Trends And Suburban Demand Will Fuel Build-To-Suit Development
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7users have followed this narrative
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Fair Value
·Fair Value US$25.93 19.9% undervalued intrinsic discount
E-commerce And Asset-Light Leasing Will Fuel Industrial Growth
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AN
Fair Value
·Fair Value US$20 3.9% overvalued intrinsic discount
E-commerce Trends And Higher Rates Will Erode Portfolio Value
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E-commerce Trends And Suburban Demand Will Fuel Build-To-Suit Development
Broadstone Net Lease leans into warehouse and essential retail sites built for modern delivery and fast-growing suburbs, aiming for steady rent growth and dependable tenants. But the story hinges on finding the right deals and keeping big tenants healthy in a more competitive market where borrowing and re-leasing could get harder.Read more
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US$23.1
10.0% undervalued intrinsic discount
Fair Value
Revenue
7.31% p.a.
Profit Margin
31.08%
Future PE
31.47x
Price in 2029
US$28.72
E-commerce And Asset-Light Leasing Will Fuel Industrial Growth
Broadstone Net Lease is leaning into long-term leases with big-name logistics and industrial tenants as companies push more shipping and manufacturing closer to home. Its edge comes from developer ties and custom-built properties, but heavy exposure to a few tenants and tougher financing conditions could test how steady those rents stay.Read more
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US$25.93
19.9% undervalued intrinsic discount
Fair Value
Revenue
9.61% p.a.
Profit Margin
33.57%
Future PE
31.13x
Price in 2029
US$32.14
E-commerce Trends And Higher Rates Will Erode Portfolio Value
Key Takeaways Shifts in e-commerce, technology, and market competition threaten property demand, occupancy, and stable revenue generation across Broadstone's portfolio. Higher interest rates and rising capital costs are set to squeeze earnings, reduce net asset value, and hinder future portfolio growth.Read more
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US$20
3.9% overvalued intrinsic discount
Fair Value
Revenue
6.68% p.a.
Profit Margin
17.21%
Future PE
51.06x
Price in 2029
US$24.9
Trending Discussion
No trending discussion available.
Recently Updated Narratives
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BNL: Fair View Weighs Colorado Build To Suit Against Elevated Leverage
Fair Value: US$23.1 10.0% undervalued intrinsic discount
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BNL: Colorado Build To Suit Project Is Expected To Drive Future Upside
Fair Value: US$25.93 19.9% undervalued intrinsic discount
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BNL: Index Additions And Development Projects Will Underpin Balanced Forward Outlook
Fair Value: US$20 3.9% overvalued intrinsic discount
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Snowflake Analysis
Broadstone Net Lease, Inc. Key Details
About BNL
- Founded
- 2007
- Employees
- 62
- CEO
- WebsiteView website
Broadstone Net Lease, Inc. is an industrial-focused, diversified net lease real estate investment trust (REIT) that invests in primarily single-tenant commercial real estate properties that are net leased on a long-term basis to a diversified group of tenants. We primarily, and selectively, invest in real estate across industrial and retail property types. We target properties with credit-worthy tenants in industries characterized by positive business drivers and trends, where the properties are an integral part of the tenants’ businesses and there are opportunities to secure long-term net leases. Through long-term net leases, our tenants can retain operational control of their strategically important locations, while allocating their debt and equity capital to fund core business operations rather than real estate ownership. Broadstone Net Lease, Inc. was established and incorporated on October 18th, 2017, in Maryland and is based in Victor, New York.
