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Broadstone Net Lease (BNL) investor relations material
Broadstone Net Lease Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary31 Jul, 2025
Executive summary
Raised full-year 2025 AFFO guidance to $1.48–$1.50 per share, reflecting 4.2% growth at midpoint, following strong Q2 results and robust investment activity.
Portfolio comprised 766 properties across 44 U.S. states and 4 Canadian provinces, 99.1% leased with only two properties vacant at quarter end.
Focus remains on industrial and retail net lease properties, with strong tenant and geographic diversification; no tenant exceeds 4% of annualized base rent.
Strategic priorities include organic rent escalations, capital expenditures, build-to-suit developments, and a diversified acquisition pipeline.
Macroeconomic headwinds, including higher interest rates, have slowed acquisition volume and earnings growth compared to prior years.
Financial highlights
Q2 2025 AFFO was $74.3M ($0.38 per share), up 5.6% year-over-year; six-month AFFO was $146.1M.
Lease revenues for Q2 2025 were $112.99M, up 6.7% year-over-year; net income for Q2 was $19.8M, down 44.8% due to higher impairment charges.
Q2 2025 diluted EPS was $0.10, compared to $0.19 in Q2 2024.
Core G&A for the quarter was $6.9M; YTD $14.3M, tracking at the low end of full-year expectations.
Dividend declared at $0.29 per share for Q3 2025, payable in October.
Outlook and guidance
2025 AFFO per share guidance increased to $1.48–$1.50, with investment volume expected between $500M and $700M.
Disposition volume guidance set at $50M–$100M; core G&A expected at $30M–$31M.
Bad debt reserve for the year reduced from 125 to 75 basis points due to positive tenant resolutions.
No material debt maturities until 2027; $802.1M available under the revolving credit facility as of June 30, 2025.
Targeting mid-single-digit AFFO per share growth through 2027.
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Next Broadstone Net Lease earnings date
Q3 202530 Oct, 2025
Next Broadstone Net Lease earnings date
Q3 202530 Oct, 2025
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Frequently asked questions
Broadstone Net Lease Inc is a real estate investment trust (REIT) that acquires and manages single-tenant commercial properties under long-term net lease agreements. Its portfolio includes industrial, healthcare, restaurant, office, and retail properties across the United States. The company’s strategy focuses on stable cash flows from tenants operating across diverse sectors. Broadstone Net Lease Inc is headquartered in Rochester, New York, and its shares are listed on the NYSE.
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