

Realty Income, Essential Properties, and Agree Realty are my top SWAN net lease REITs for dependable, growing retirement income. O, EPRT, and ADC offer sector-leading AFFO-per-share growth, conservative payout ratios, and attractive yields, trading below historical AFFO multiples. Scale, cost of capital, and disciplined underwriting are critical; sector consolidation favors larger REITs with diversified portfolios and capital access.

Investors looking for stocks in the REIT and Equity Trust - Other sector might want to consider either Park Hotels & Resorts (PK) or NETSTREIT (NTST). But which of these two stocks offers value investors a better bang for their buck right now?

NETSTREIT NYSE: NTST reported second-quarter 2026 results highlighted by accelerated acquisition activity, full occupancy and increased full-year investment guidance, as management described a favorable transaction market for necessity and service-based retail real estate.

NETSTREIT Corp. (NTST) Q2 2026 Earnings Call Transcript

NETSTREIT (NTST) came out with quarterly funds from operations (FFO) of $0.35 per share, beating the Zacks Consensus Estimate of $0.34 per share. This compares to FFO of $0.33 per share a year ago.

DALLAS--(BUSINESS WIRE)--NETSTREIT Corp. (NYSE: NTST) (the “Company”) today announced financial and operating results for the second quarter ended June 30, 2026. “I am pleased to report another solid quarter of gross investment activity at attractive yields as the net lease marketplace remains highly favorable for our opportunity set. Our 100% occupied portfolio remains healthy and continues to produce stable and growing cash flows. Given the excellent condition of our balance sheet, which was.

NETSTREIT remains a Buy, driven by aggressive portfolio expansion, resilient AFFO growth, and a compelling valuation with re-rating potential. NTST's Q1 saw $239M in gross investments at 7.5% blended yields, a 100% occupancy rate post-quarter, and a boosted 2026 AFFO/share guidance. The balance sheet is strong with minimal near-term debt maturities, a 64.7% AFFO payout ratio, and a 4.09% dividend yield.

Investors interested in stocks from the REIT and Equity Trust - Other sector have probably already heard of Hudson Pacific Properties (HPP) and NETSTREIT (NTST). But which of these two companies is the best option for those looking for undervalued stocks?