One Liberty Properties, Inc. (OLP)
NYSEReal EstateReit - DiversifiedSnapshot 2026-09-04
NYSEReal EstateReit - DiversifiedSnapshot 2026-09-04
QuarterlyIQ Insights · OLP
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue targeted acquisition strategy focused on industrial properties to grow portfolio and increase rental income.
Stated as a priority in 2 of last 2 quarters. Rental income grew from $24.5 million in 2025-Q2 to $27.0 million in 2026-Q2 (+10.3%), driven primarily by accretive industrial acquisitions including a 10-property portfolio acquired in 2026-Q1. Management is delivering on this growth priority with clear acquisition activity and revenue impact.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Real Estate names rated strong grew net income 57% of the time over the next year (vs 53% for the rest of the cohort, n=2778).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Our transformation into an industrial-focused REIT continues to deliver meaningful results... driven primarily by the increase in rental income related to accretive industrial acquisitions.”
“Closed on 637,633 square feet of acquisitions comprising 10 industrial properties as previously announced.”
Continue paying a stable quarterly dividend of $0.45 per share to stockholders.
Stated as a priority in 5 of last 5 quarters. Dividend per share has remained stable at $0.45 from 2025-Q1 through 2026-Q2. Management is delivering consistently on this capital allocation commitment.
“Dividend per share: $0.45”
“Dividend per share: $0.45”
“Dividend per share: $0.45”
“Dividend per share: $0.45”
“Dividend per share: $0.45”
Sustain or grow net income levels through operational performance and portfolio management.
Stated as a priority in 5 of last 5 quarters. Net income attributable to One Liberty Properties increased significantly from $4.2 million in 2025-Q1 to $15.7 million in 2026-Q2. This reflects strong operational performance and portfolio management, indicating delivery on this priority.
“Net income attributable to One Liberty Properties, Inc. $15.7 million”
“Net income attributable to One Liberty Properties, Inc. $6.2 million”
“Net income attributable to One Liberty Properties, Inc. $2.4 million”
“Net income attributable to One Liberty Properties, Inc. $10.5 million”
“Net income attributable to One Liberty Properties, Inc. $4.2 million”
Grow cash generated from operations to support dividends and acquisitions.
Stated as a priority in 5 of last 5 quarters. Cash from operating activities rose from $4.4 million in 2025-Q4 to $11.2 million in 2026-Q2, supporting dividend payments and acquisitions. Management is delivering on this operational cash flow growth priority.
“Cash from operating activities $11.2 million”
“Cash from operating activities $11.2 million”
“Cash from operating activities $4.4 million”
“Cash from operating activities $10.9 million”
“Cash from operating activities $11.0 million”
Over the trailing year it converted 1.35x of net income into operating cash flow. Historically, Real Estate names rated fragile grew net income 30% of the time over the next year (vs 59% for the rest of the cohort, n=2211).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
4 material management or governance events in the past 24 months, led by legal/regulatory items. Historically, Real Estate names rated stable grew net income 43% of the time over the next year (vs 55% for the rest of the cohort, n=685).
Not investment advice. As of 2026-09-04.