Broadstone Net Lease, Inc. (BNL)

BNL trades at a significant discount to peers, offering a compelling opportunity for multiple expansion if market sentiment shifts. Management is proactively addressing capital constraints by exploring creative capital recycling and portfolio optimization strategies. The payout ratio remains manageable, and BNL is shifting focus toward higher-quality industrial and retail assets for long-term value.

Broadstone Net Lease, Inc. (NYSE:BNL ) Q2 2025 Earnings Conference Call July 31, 2025 1:00 PM ET Company Participants Brent Maedl - Corporate Participant John D. Moragne - CEO & Director Kevin M.

Broadstone Net Lease, Inc. (BNL) came out with quarterly funds from operations (FFO) of $0.38 per share, beating the Zacks Consensus Estimate of $0.37 per share. This compares to FFO of $0.36 per share a year ago.

VICTOR, N.Y.--(BUSINESS WIRE)-- #acquisitions--Broadstone Net Lease Announces Second Quarter 2025 Results.

U.S. equity markets rallied to fresh record-highs this week as investors cheered upbeat corporate earnings results and several major trade deals ahead of a frenetic week of potentially narrative-shifting catalysts. Months of tariff bemoaning and general pessimism have surrendered of late to some mid-summer optimism, but a barrage of obstacles loom, including a Fed that is ever-eager to play spoiler. Notching record-highs in four of the past five weeks, the S&P 500 rallied another 1.5% this week, advancing in all five trading sessions.

VICTOR, N.Y.--(BUSINESS WIRE)-- #acquisitions--Broadstone Net Lease Announces Three Additional Build-to-Suit Developments for $61.4 million.

PIOMBINO DESE, Italy--(BUSINESS WIRE)--Stevanato Group S.p.A. (NYSE: STVN), a global provider of drug containment, drug delivery, and diagnostic solutions to the pharmaceutical, biotechnology, and life sciences industries, announced today that it has secured €200 million in financing through agreements with BNL BNP Paribas, Cassa Depositi e Prestiti (CDP), and Banco BPM. These fundings are intended to support the Company's ongoing capital expenditure projects in Cisterna di Latina (Italy) and F.

BNL's ongoing shift toward industrial properties is driving strong portfolio growth and improving asset quality, with industrial now nearly 60% of annualized base rent. Despite recent industrial market headwinds, supply is cooling, setting up a favorable demand-supply balance that should benefit BNL's high occupancy and lease terms. BNL's 7%+ yield, BBB-rated balance sheet, and modest 10.7x P/FFO valuation make it an attractive, overlooked REIT compared to sector peers.

Many overlook dividend theory, but it's not just about income. It's about capital discipline, smart allocation, and long-term shareholder value. Vanguard's study confirms what I've long believed: dividend investors aren't just chasing cash, they value quality, consistency, and resilience. That's why I like two high-yield stocks that offer more than payouts. They're backed by strong portfolios, smart strategies, and real staying power.

VICTOR, N.Y.--(BUSINESS WIRE)-- #acquisitions--Broadstone Net Lease Schedules Second Quarter 2025 Earnings Release and Conference Call.

Broadstone Net Lease is a bargain dividend REIT, offering a 7.2% yield and trading at a low forward P/FFO of 10.6, sitting below that of peers. The portfolio shift toward industrial assets and a $500M build-to-suit pipeline position BNL for long-term growth and incremental revenue. BNL maintains a strong balance sheet, robust credit ratings, and a well-covered, growing dividend, making it appealing for income investors.

Broadstone Net Lease (BNL) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Share buyback activity by US equity real estate investment trusts more than doubled in the first quarter, according to an analysis by S&P Global Market Intelligence. The US REIT sector bought back around $993.2 million in common stock in the period, more than twice as much as the $456.2 million in the fourth quarter of 2024 and up 15.5% year over year. More than a dozen REITs announced new share repurchase programs during the first quarter.

VICTOR, N.Y.--(BUSINESS WIRE)--Broadstone Net Lease, Inc. (NYSE: BNL) (“Broadstone,” “BNL,” the “Company,” “we,” “our,” or “us”), today provided an update on its recent business activity through June 2, 2025. Additionally, the Company announced that BNL's CEO, John Moragne and CFO, Kevin Fennell, will be participating in the Nareit REITweek 2025 Annual Conference in New York, NY on June 3 and June 4, 2025. JUNE 2025 BUSINESS UPDATE Quarter-to-date, we have invested $83.3 million, including $54.

Net Lease REITs create value by investing at returns above their cost of capital; WACC is a key metric for quality assessment. Top Net Lease REITs like Agree Realty, Essential Properties, Four Corners, VICI, and Realty Income have the most attractive WACCs and investment spreads. High-yield or cheap REITs often have elevated payout ratios and weaker balance sheets, signaling higher risk and possible dividend instability.

We had highlighted the exact conditions required for us to go long Broadstone Net Lease. We got them post Liberation Day. We go over Q1 2025 numbers and our trade.