-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下： NNN第一季營收為2.4億美元（年增4.1%），超出市場預期200萬美元，主要得益於年度基本租金（ABR）較去年同期的2.31億美元強勁成長6.9%。入住率提升至98.6%，較去年同期成長90個基點，較上季成長30個基點，反映出公司在整個投資組合中實現了強勁的營運執行和租戶留存率。管理階層持續秉持著注重長期租戶品質而非短期入住率提升的策略，這持續支撐著投資組合的穩定性，截至第一季末，加權平均剩餘租期已延長至10.1年。鑑於租賃到期日較為有利，我們預計2026財年營收成長將放緩至3.5%-5.5%，2026年僅有3.0%的租賃合約到期，而2027年則有6.7%到期。在NNN多元化的投資組合中，汽車服務和汽車經銷商的年均租金（ABR）同比增長最為強勁，而全方位服務餐廳和影院的年均租金則出現最大幅度的下滑，這凸顯了不同行業租戶業績趨勢的差異。
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