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    Does Insider Buying at NETSTREIT (NTST) Reveal Durable Confidence in Its Necessity-Based Tenant Strategy?

    Simply Wall St·12/25/2025 14:13:06
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    • Earlier this week, NETSTREIT’s CFO and Treasurer, Daniel P. Donlan, increased his personal stake by purchasing 1,000 additional shares, bringing his holdings to 25,075 shares amid disclosures highlighting a 99.9% occupancy rate and minimal credit losses.
    • This purchase extends a year-long pattern of insider accumulation, with eight insider buys and no insider sales, underscoring leadership’s conviction in the resilience of NETSTREIT’s necessity-based, investment‑grade tenant portfolio and active investment pipeline.
    • We’ll now examine how this continued insider buying, set against NETSTREIT’s high occupancy and resilient tenant base, reshapes its investment narrative.

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    NETSTREIT Investment Narrative Recap

    To own NETSTREIT, you need to believe in the durability of necessity retail and the company’s ability to keep properties leased at very high rates. The CFO’s latest share purchase supports confidence in near term stability, but does not materially change the key catalyst of continued acquisition-driven growth or the main risk around the cost and availability of capital.

    In that context, the recent earnings reports, which showed NETSTREIT returning to profitability and growing revenue year over year, are especially relevant. They tie directly into the company’s acquisition program and its ability to keep occupancy near 99.9%, while still leaving investors exposed to the risk that acquisition opportunities could become less attractive over time...

    Read the full narrative on NETSTREIT (it's free!)

    NETSTREIT's narrative projects $237.7 million revenue and $26.6 million earnings by 2028.

    Uncover how NETSTREIT's forecasts yield a $20.42 fair value, a 17% upside to its current price.

    Exploring Other Perspectives

    NTST 1-Year Stock Price Chart
    NTST 1-Year Stock Price Chart

    Two fair value estimates from the Simply Wall St Community span a wide range, from about US$20.42 to US$46.18 per share, showing how far opinions can stretch. You can weigh these views against the reliance on acquisition driven growth, which may expose NETSTREIT to weaker deal flow or overpaying, and consider what that might mean for future returns and resilience.

    Explore 2 other fair value estimates on NETSTREIT - why the stock might be worth just $20.42!

    Build Your Own NETSTREIT Narrative

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.