NNN REIT Reports Strong Second Quarter 2025 Results and Raises Full-Year Guidance

NNN
September 19, 2025
NNN REIT, Inc. announced strong financial and operating results for the second quarter and six months ended June 30, 2025. For the second quarter, revenues were $226,802,000, an increase from $216,813,000 in the prior year period. Core FFO per share was $0.84, up from $0.83 in Q2 2024, and AFFO per share was $0.85, compared to $0.84 in the same period last year. The company continued its robust investment activity, deploying $232,536,000 across 45 properties during the second quarter at an initial cash cap rate of 7.4% and a weighted average lease term of 17.8 years. For the first half of 2025, total real estate investments reached $464,929,000 across 127 properties. Dispositions in Q2 2025 totaled $51,248,000 from 23 properties. NNN significantly enhanced its liquidity position. During the second quarter, the company issued 254,222 common shares, raising $10.9 million. Following the issuance of $500 million in 4.600% senior unsecured notes due 2031 on July 1, 2025, NNN used the proceeds to repay its outstanding credit facility balance. Pro forma for this note offering, the company had $1.4 billion in total available liquidity, including $1.2 billion of unused line of credit capacity and $230.8 million in cash and restricted cash. As of June 30, 2025, NNN's portfolio included 3,663 properties with a gross leasable area of approximately 38.3 million square feet. The occupancy rate stood at 98.0%, and the weighted average remaining lease term was 9.8 years. Gross Debt was $4.7 billion with a weighted average interest rate of 4.2% and a weighted average debt maturity of 11.1 years. The Board of Directors declared a quarterly dividend of $0.60 per share on July 15, 2025, marking the 36th consecutive annual dividend increase. NNN also raised its 2025 guidance, increasing Core FFO per share to a range of $3.34 to $3.39 and AFFO per share to $3.40 to $3.45. Acquisition volume guidance was raised to $600 million to $700 million, and disposition volume guidance was increased to $120 million to $150 million. The content on BeyondSPX is for informational purposes only and should not be construed as financial or investment advice. We are not financial advisors. Consult with a qualified professional before making any investment decisions. Any actions you take based on information from this site are solely at your own risk.