Postal Realty Trust, Inc. (PSTL)
NYSEReal EstateReit - OfficeSnapshot 2026-11-05
$21.61-2.31%
Close 2026-11-05 · 1-day change
NYSEReal EstateReit - OfficeSnapshot 2026-11-05
QuarterlyIQ Insights · PSTL
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 is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 14.2% |
| Our one-year growth estimate | diamond | 9.5% |
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 opposite direction.
Price observations: 365 days
Usually moved in the opposite direction.
Price observations: 365 days
Most sensitive to long-term interest rates and real (inflation-adjusted) rates.
Based on historical daily prices through 2026-11-05.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
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.
Growth built into the price is above our model estimate.
The price assumes 4.6 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-05 · Compared with 12 industry peers · Company calendar date is not available
PSTL — dividend update
Dated 2026-08-05
Entry into a Material Definitive Agreement. On August 5, 2026, Postal Realty Trust, Inc., a Maryland corporation (the “Company”), and Postal Realty LP, a Delaware limited partnership (the “Operating Partnership”), entered into separate sales agreements, each dated August 5, 2026 (each a “Sales Agreement” and, collectively, the “Sales Agreements”), with each of J.P. Morgan Securities LLC (“J.P. Morgan”), Colliers Securities LLC (“Colliers”), Jefferies LLC (“Jefferies”), M&T Securities, Inc. (“…
Why it matters: PSTL kept its quarterly dividend at $0.245 in Q1 and Q2. A cut would break that stated pattern.
Worry ifPSTL cuts the quarterly dividend below $0.245 per share.
Less concerning ifPSTL declares a quarterly dividend of $0.245 per share or more.
Why it matters: The July credit deal cut facility pricing by 30 basis points. Q3 updates can show whether debt costs and rate exposure reflect the new terms.
Supportive ifPSTL reports facility pricing at least 30 basis points below prior terms and keeps at least 92% of debt fixed.
Worry ifPSTL reports facility pricing savings below 30 basis points. Or it reports fixed-rate debt below the 92% level after the deal.
Why it matters: The company raised its 2026 AFFO range in Q2. Q3 results will show whether that higher range still holds.
Watch forOn November 3, 2026, PSTL keeps its 2026 AFFO guide at $1.41–$1.43 per share or raises it.
Also watch forPSTL lowers the 2026 AFFO guide below $1.41 per share.
Why it matters: PSTL bought 72 USPS-leased properties from entities partly owned by its CEO. Reported rent and deal terms can show whether the purchase adds value to operations.
Watch forA filing or earnings report gives the portfolio’s rent and shows it adds to AFFO per share.
Also watch forA filing or earnings report shows the deal lowers AFFO per share. Or it reports lease losses or impairment at these properties.
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.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$114 on $10,000 · ±1.1% | How much price usually moves either way. |
| Bad day | $238 loss on $10,000 · 2.4% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $1,501 loss on $10,000 · 15.0% | 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: PSTL raised its acquisition goal after buying $79.7 million of properties in Q1 and Q2. The next report can show progress toward the new goal.
Supportive ifThe next report shows 2026 property purchases at or above $150 million, with guidance still at $150M–$160M.
Worry ifThe next report cuts acquisition guidance below $150 million. Or it reports less than $79.7 million in year-to-date purchases.
Why it matters: Management gave an early 2027 growth outlook of about 6.5%. Later company updates can confirm whether rent growth stays near that level.
Supportive ifPSTL keeps its 2027 same-store cash revenue growth outlook near 6.5% or reports results at or above that rate.
Worry ifPSTL cuts the 2027 outlook below 6.0% or reports same-store cash revenue growth below 6.0%.