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NNN REIT, Inc.

NNNReal EstateNASDAQ

REIT - Retail

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Financials · Annual
Revenue
$926.2M
+6.6% YoY
Net Income
$389.8M
-1.8% YoY
EBITDA
$862.2M
+3.8% YoY
Free Cash Flow
-$1.39B

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About NNN REIT, Inc.

NNN REIT, Inc. invests in high-quality properties subject generally to long-term, net leases with minimal ongoing capital expenditures. At a $8.53B market cap, NNN REIT, Inc. ranks as a mid-cap company within real estate. As of December 31, 2025, the Company owned 3,692 properties in all 50 states, the District of Columbia and Puerto Rico with a gross leasable area of approximately 39.6 million square feet and a weighted average remaining lease term of 10.2 years.

Key stats
Market Cap$8.53B
P/E (TTM)21.88
Fwd P/E21.37
EPS$2.05
Beta0.80
52W Change+7.4%
Dividend Yield5.35%
ROE8.8%
Analysis

The company holds $4.6M in cash, though total debt stands at $4.85B. This level of leverage is common in the industry but worth monitoring as interest rate conditions evolve. Free cash flow is running at -$1.39B, which bears watching. Negative free cash flow can be acceptable during heavy investment periods but needs to improve over time. Return on equity stands at 8.8%, which is decent for the sector. ROE measures how effectively a company uses shareholder capital to generate profits. ROA of 3.9% is on the lower side, which is common in asset-heavy industries. Revenue has been uneven over recent years, ranging from $773.1M to $926.2M.

NNN REIT, Inc. carries a heavier debt load relative to its cash position, which introduces financial risk that investors should weigh. The company is burning cash at the operating level, which is not unusual for growth-phase companies but adds risk if it persists. Understanding these risk dimensions helps frame what to watch going forward as conditions evolve for NNN REIT, Inc. and its sector.

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