Earnings GuidanceThe 25e AFFO guidance was introduced below consensus at $1.23 at midpoint, which is lower than market expectations.
Growth PotentialThe slowing external growth is expected to impact the company's 2026 AFFO growth, placing it at the lower end compared to peers with better net lease opportunities.
Management StabilityA change in the CFO position might yield some general and administrative savings, but it also introduces uncertainty regarding management stability.