NET Lease Office Properties (NLOP)
NYSEReal EstateReit - OfficeSnapshot 2026-09-04
$11.00-1.17%
Close 2026-09-04 · 1-day change
NYSEReal EstateReit - OfficeSnapshot 2026-09-04
QuarterlyIQ Insights · NLOP
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -67.5% |
| Our one-year growth estimate | diamond | Not available |
Growth built into the price is above our model estimate.
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A comparable growth gap is not available.
The one-year revenue growth assumption on Valuation.
Model as of — · Company calendar date is not available
Why it matters: Updates on dividends show how the company uses its money. Changes can affect investors.
Watch forManagement will announce a dividend increase at the Annual Meeting on June 25, 2026.
Also watch forManagement will announce a dividend decrease or stop at the Annual Meeting.
Why it matters: Changes in dividends show how well the company handles cash and returns for investors.
Watch forDividend per share increases from $10.05 in Q1 2026.
Also watch forDividend per share decreases from $10.05 in Q1 2026.
Why it matters: Occupancy rates affect revenue and cash flow. A drop could mean problems in property management.
Worry ifOccupancy rate drops below 68.4% in Q3 2026.
Less concerning ifOccupancy rates rise above 73.1% in Q3 2026.
Why it matters: This drop may help cash flow and lower costs, affecting profits.
Supportive ifThe drop in administrative reimbursement fees is confirmed. It will happen as planned.
Worry ifThe fee reduction is delayed or not implemented as stated.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$81 on $10,000 · ±0.8% | How much price usually moves either way. |
| Bad day | $207 loss on $10,000 · 2.1% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $1,773 loss on $10,000 · 17.7% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: If revenue growth picks up, it could signal a shift in the real estate sector. This might help NET Lease Office Properties recover.
Supportive ifRevenue growth in the real estate sector rises above 4% year over year.
Worry ifRevenue growth remains below 4% year over year.
Why it matters: Lower fees could help make more money. This shows management cares about costs.
Supportive ifThe fee will drop to $2 million a year starting July 1, 2026.
Worry ifNo fee cut will be announced by July 2026.
Why it matters: Ongoing special payments show a promise to return money to shareholders. This can boost investor mood.
Supportive ifSpecial cash payments over $10 million were declared in Q2 2026.
Worry ifNo special cash distributions declared in Q2 2026.
Why it matters: RFP status indicates demand for properties. A shift to stronger status could signal recovery.
Supportive ifRFP status improves to strong, aligning with peers like Welltower and Prologis.
Worry ifRFP status remains weak or worsens, diverging from peers showing strength.
Why it matters: If cash NOI keeps falling, it may worry investors about growth and profits.
Worry ifNormalized pro rata cash NOI for Q3 shows a decline worse than $5.73M.
Less concerning ifNormalized pro rata cash NOI for Q3 stabilizes or grows above $5.73M.
Why it matters: Confirming the fee cut would show the company is managing costs well.
Supportive ifOfficial news confirms the fee reduction to $2 million each year.
Worry ifNo announcement or reversal of the fee reduction plan.
Why it matters: The meeting's choices may affect investor trust and future plans.
Watch forShareholders vote 'FOR' all proposals with strong support.
Also watch forProposals fail to pass or receive low shareholder support.