Financial PerformanceManagement increased the 2025 AFFO/sh guidance range to $1.29-$1.31 from $1.28-$1.30 previously.
Investment ActivityNTST acquired $117.1m at a 7.8% cash yield, surpassing the estimate of $50m at 7.5%.
Stock RecoveryOverall better than expected with incrementally favorable near-term outcomes for Walgreens and Family Dollar supporting the stock’s recovery.