Feed / Theme
Confirmed

Net Lease REITs

12 names are moving together; 100% are participating in the current session.

Co-movement

Observed intraday paths are not available for this group yet.

Members

TICKERCompanySectorTodayObserved activity
ORealty Income CorporationReal Estate-0.8%Group member
NNNNNN REIT, Inc.Real Estate+0.1%Group member
ADCAgree Realty CorporationReal Estate-0.6%Group member
VICIVICI Properties Inc.Real Estate+0.1%Group member
ELSEquity Lifestyle Properties, InReal Estate-0.5%Group member
WPCW. P. Carey Inc. REITReal Estate+0.1%Group member
SUISun Communities, Inc.Real Estate-1.2%Group member
FCPTFour Corners Property Trust, InReal Estate+0.2%Group member
GLPIGaming and Leisure Properties,Real Estate+0.4%Group member
EPRTEssential Properties Realty TruReal Estate+0.5%Group member
BNLBroadstone Net Lease, Inc.Real Estate-0.2%Group member
EPREPR PropertiesReal Estate+1.0%Most structurally connected

Why we believe this

Cohort

12 names

Participation

100% this session

Observed history

1 daily builds

Filing coverage

12/12 members

credit / rates affecting interest expense

The gain on sale of real estate for the six months ended June 30, 2024 related to the sale of two cultural properties, four vacant theatre properties and a leased theatre property. (6) The increase in interest expense, net, for the three and six months ended June 30, 2025 compared to the three and six months ended June 30, 2024 related primarily to an increase in our weighted average interest rate on outstanding debt due to additional borrowings on our unsecured revolving credit facility to pay-off lower rate senior unsecured notes at their maturity.

EPR 10-Q

credit / rates

We have two options to extend the maturity date of this credit facility by an additional six months each (for a total of 12 months), subject to paying additional fees and the absence of any default.

EPR 10-Q

restructuring

If impairment exists due to the inability to recover the carrying value of the property, an impairment loss is recorded to the extent that the carrying value of the property exceeds its estimated fair value.

EPR 10-K

Cross-asset confirmation is still fragile, so spillover can stall before it becomes durable.

Connected, outside the group

No high-confidence filing-linked non-members are available for this group yet.

History

Historical cohort observations are not available yet.