NETSTREIT Corp. filed a Form 8-K on September 14, 2026, announcing the release of an investor presentation. The company stated that the presentation is intended for use during meetings with investors and is attached as Exhibit 99.1 to the filing. The document is also available on the company’s website.
The presentation outlines the company’s investment philosophy, which focuses on defensive tenancy in necessity-based and e-commerce-resistant retail industries. As of June 30, 2026, the company reported that 89.1% of its Annual Base Rent (ABR) is derived from necessity, discount, and service-oriented tenants. The portfolio maintained 100% occupancy.
Key portfolio statistics include a weighted average lease term of 10.0 years and an average asset size of $3.8 million. The company noted that 56.5% of its ABR is from investment-grade and investment-grade profile tenants. The portfolio is geographically diversified across 46 states.
Regarding its balance sheet, the company reported $1.1 billion in total pro forma liquidity as of June 30, 2026. The company stated that it had sold $21 million of forward equity in the third quarter of 2026. It also highlighted that it has sold $735 million of unsettled forward equity as of September 2026.
The presentation includes forward-looking statements regarding the company’s business, growth strategies, and investment activities. It references the Form 10-K for the year ended December 31, 2025, for a discussion of risk factors.
