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Modiv Industrial (MDV) investor relations material
Modiv Industrial Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary7 Aug, 2025
Executive summary
Q2 2025 revenue was $11.8M, with AFFO up 22% year-over-year to $4.8M ($0.38/share), and a net loss of $2.8M due to a $4.0M impairment charge.
Portfolio consists of 43 properties, 81% industrial by ABR, 98% occupancy, and a 14.4-year WALT as of June 30, 2025.
Management is focused on disciplined capital allocation, asset recycling of $150M, and long-term value creation.
Completed two acquisitions totaling $11.2M and two dispositions for $2.6M since July 2024.
Declared distributions of $0.0975 per share monthly, annualized at $1.17 per share.
Financial highlights
Rental revenue increased 4% year-over-year to $11.8M in Q2 2025.
AFFO was $4.8M ($0.38/share), FFO was $4.6M ($0.36/share), and adjusted EBITDA was $10.3M.
Net loss attributable to common stockholders was $2.8M, or $(0.32) per share, due to a $4.0M impairment.
Cash interest expense declined by $255K year-over-year; weighted average fixed interest rate was 4.27%.
Net cash provided by operating activities was $7.0M for H1 2025.
Outlook and guidance
Management expects asset recycling to generate over 100 basis points of AFFO accretion within 12+ months.
Liquidity is strong, with $30M undrawn revolver and $38.1M ATM capacity; no near-term debt maturities.
Focus remains on industrial manufacturing properties and further reduction of non-core assets.
Inflation, interest rate uncertainty, and potential recession may impact future results.
M&A opportunities are being monitored as both acquirer and target.
Update on $150M asset recycling strategy
Outlook for debt refinancing terms and rates
How to close the share price value gap?
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Next Modiv Industrial earnings date
Q3 202514 Nov, 2025
Next Modiv Industrial earnings date
Q3 202514 Nov, 2025
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Frequently asked questions
Modiv Industrial Inc. is a real estate investment trust (REIT) that focuses on acquiring, owning, and managing industrial properties across the United States. The company’s portfolio primarily consists of single-tenant industrial properties that are essential to the operations of its tenants, such as manufacturing, distribution, and logistics facilities. Modiv aims to provide long-term value to its investors by targeting high-quality, income-producing properties leased to creditworthy tenants. The company is headquartered in Newport Beach, California, and its shares are listed on the NYSE.
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