Evercore ISI Group Maintains In-Line on NNN REIT, Raises Price Target to $48

Realty Income's Industrial Expansion: Can it Lift Long-Term Returns?

Realty Income (O) is significantly expanding its industrial real estate portfolio, allocating about 75% of Q2 U.S. investments to warehouses and logistics. Industrial assets now represent 65% of global investments with stronger rent escalators (2-3.5% annually) and a 105.8% rent recapture rate. The company raised 2026 AFFO guidance to $4.44-$4.45 per share, with Q2 AFFO per share rising 3.8% to $1.09, though net debt remains elevated at 5.4x EBITDAre.

Barclays Maintains Underweight on NNN REIT, Raises Price Target to $47

Barclays analyst Richard Hightower maintains NNN REIT (NYSE:NNN) with a Underweight and raises the price target from $45 to $47.

Wells Fargo Maintains Equal-Weight on NNN REIT, Lowers Price Target to $47

8-K filing — NNN REIT, INC. (NNN)

Filed: 2026-08-17 AccNo: 0001193125-26-354148 Size: 397 KB Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers Item 7.01: Regulation FD Disclosure Item 9.01: Financial Statements and Exhibits