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Gladstone Commercial Provides Summary of Mid-Year Business Developments

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Gladstone Commercial (Nasdaq: GOOD) reported mid‑year 2026 business developments for the six months ended June 30, 2026. The company acquired a 153,890 square foot industrial property in Newport News, Virginia for $22.75 million, 100% leased on a long-term net lease to a subsidiary of Huntington Ingalls Industries. It also acquired adjacent land in Clintonville, Wisconsin for $0.7 million to support an approximately 86,000 square foot facility expansion.

According to Gladstone Commercial, industrial assets represented 69% of annualized straight-line rent as of June 30, 2026, up from 63% at December 31, 2024. During the first half of 2026, the company renewed, extended, or newly leased over 966,000 square feet across eight properties, driving a $0.3 million net increase in GAAP rent, and sold one industrial property, recycling proceeds into the Newport News asset. Portfolio occupancy stood at 98.7% and available liquidity via its revolving credit facility and cash on hand totaled $80.8 million. The company noted it issued no equity in the first half of 2026.

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Positive

  • $22.75 million acquisition of fully leased industrial asset in Newport News, VA
  • Industrial properties at 69% of annualized straight-line rent vs. 63% at 12/31/2024
  • Over 966,000 square feet of leases executed at eight properties in H1 2026
  • Leasing activity generated $0.3 million net GAAP rent increase in H1 2026
  • Portfolio occupancy maintained at 98.7% as of June 30, 2026
  • Available liquidity of $80.8 million via revolver and cash as of June 30, 2026
  • No equity issuance during first half of 2026, avoiding shareholder dilution

Negative

  • None.

News Market Reaction – GOOD

+1.41%
+1.41% Session close to close

In the Jul 24 session, GOOD gained 1.41%, reflecting a mild positive market reaction.

Data tracked by StockTitan Argus on the day of publication.

Market Context

GOOD's recent Form 4 record showed Net Buying across 3 transactions, adding a platform-based ownersh...
Analysis

GOOD's recent Form 4 record showed Net Buying across 3 transactions, adding a platform-based ownership signal to this operating update. The release does not quantify earnings impact or address debt maturities, leaving those items for subsequent filings.

Key Figures

Acquisition price: $22.75 million Property size: 153,890 square feet Lease status: 100% leased +5 more
8 metrics
Acquisition price $22.75 million Newport News industrial property
Property size 153,890 square feet Newport News industrial property
Lease status 100% leased Newport News facility leased to an HII subsidiary
Industrial concentration 69% vs. 63% Annualized straight line rent as of June 30, 2026 vs. December 31, 2024
Land acquisition $0.7 million Parcel adjacent to the Clintonville, Wisconsin property
Planned expansion 86,000 square feet Expansion of the Clintonville facility
Leasing activity Over 966,000 square feet Leases renewed, extended, or newly leased during the first half of 2026
Available liquidity $80.8 million Revolving credit facility and cash on hand as of June 30, 2026

Historical Context

5 past events · Latest: Jul 14 (Positive)
Pattern 5 events
Date Event Sentiment 24h Move Catalyst
Jul 14 distribution schedule Positive +1.1% Declared monthly distributions and scheduled second-quarter earnings release and conference call dates.
Jul 01 lease execution Positive +1.5% Executed a 10-year, five-month lease that brought the property to full occupancy.
Jun 02 director election Neutral +0.8% Elected George Stelljes to the 2028 director class and expanded the board to eight members.
May 21 industrial acquisition Positive +0.8% Acquired a 153,890-square-foot Newport News industrial property for $22.75 million.
May 05 Q1 earnings Negative -3.8% Reported Core FFO of $17.0 million, down 4.7% from the prior quarter.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

Four recent events had positive 24-hour reactions, while the Q1 2026 earnings event had a -3.81% reaction.

Key Terms

net lease, annualized straight line rent, gaap rent, revolving credit facility
4 terms
net lease financial
"investing, leasing, and disposition activity in the net lease space"
A net lease is a real estate lease in which the tenant pays some or all property expenses—such as taxes, insurance and maintenance—in addition to base rent, so the landlord receives a steadier stream of income with fewer variable costs. For investors, net leases can behave like a bond: they offer predictable, long-term cash flow and lower property-management risk, but the investor still faces vacancy, credit and market-value risks.
annualized straight line rent financial
"as a percentage of annualized straight line rent at 69% as of June 30, 2026"
Annualized straight line rent is the average yearly rent amount a landlord records for accounting purposes after spreading any rent-free periods, step-ups, or irregular payments evenly over the lease term. It matters to investors because it shows the stable, smoothed rental income a property reports on its financial statements—like averaging a changing paycheck into a steady monthly salary—so accounting income can differ from actual cash received and affect metrics such as net operating income and valuation.
gaap rent financial
"These leasing efforts resulted in a $0.3 million net increase in GAAP rent."
GAAP rent is the amount of lease expense a company reports on its financial statements under U.S. Generally Accepted Accounting Principles, which often spreads lease payments evenly over the lease term instead of matching the cash paid each period. Like averaging a stepped rent schedule into a steady monthly charge, this accounting treatment can make reported operating expenses, EBITDA and net income differ from actual cash outflows and helps standardize comparisons across companies.
revolving credit facility financial
"available liquidity via our revolving credit facility and cash on hand"
A revolving credit facility is a type of loan that a business can borrow from whenever it needs money, up to a set limit. It’s like having a credit card for companies—allowing them to borrow, pay back, and borrow again as needed, providing flexibility for managing cash flow or funding short-term expenses.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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MCLEAN, VA / ACCESS Newswire / July 23, 2026 / Gladstone Commercial Corporation (Nasdaq:GOOD) ("Gladstone Commercial") is pleased to report another successful six months (for the period ended June 30, 2026) of investing, leasing, and disposition activity in the net lease space. We continue to create shareholder value by increasing our industrial exposure and disposing of non-core office assets.

Acquisition Activity:

  • We acquired a mission-critical 153,890 square foot industrial property in Newport News, Virginia for $22.75 million. The facility is 100% leased to a subsidiary of Huntington Ingalls Industries ("HII"), America's largest shipbuilder, on a long-term net lease.

  • We have maintained our portfolio industrial concentration as a percentage of annualized straight line rent at 69% as of June 30, 2026, as compared to 63% as of December 31, 2024.

  • We acquired a parcel of land adjacent to our Clintonville, Wisconsin property for $0.7 million. The land will be used to construct an approximately 86,000 square foot expansion of the current facility.

Leasing and Disposition Activity:

  • During the first half of 2026, we renewed, extended, or newly leased over 966,000 square feet of leases at eight of our properties. These leasing efforts resulted in a $0.3 million net increase in GAAP rent.

  • We sold one industrial property and recycled those proceeds into the Newport News, Virginia facility.

  • We maintained occupancy at 98.7% as of June 30, 2026.

Additional Highlights:

  • As of June 30, 2026, we had $80.8 million in available liquidity via our revolving credit facility and cash on hand.

  • We believe our stock price is not reflective of the quality of our portfolio and we did not issue any equity during the first half of 2026.

About Gladstone Commercial (Nasdaq: GOOD)

Gladstone Commercial is a real estate investment trust focused on acquiring, owning and operating net leased industrial and office properties across the United States. As of March 31, 2026, Gladstone Commercial's real estate portfolio consisted of 151 properties located in 27 states, totaling approximately 17.7 million square feet. For additional information, please visit www.gladstonecommercial.com.

For Broker Submittals:

Midwest/West

South Central

Ryan Carter

Todd Alan McDonald

Executive Vice President and

Managing Director

Senior Vice President and Managing Director

(571) 451-0019

(703) 287-5895

Ryan.Carter@gladstone.com

Todd.McDonald@gladstone.com

Southeast/Northeast

Nick Lindsay

Vice President and Director

(703) 966-3864

Nick.Lindsay@gladstone.com

Asset Management:

Midwest/West

South Central

Judy Carter

Perry Finney

Senior Vice President and Director

Senior Vice President and Director

(703) 4462-1024

(703) 462-1028

Judy.Carter@gladstone.com

Todd.McDonald@gladstone.com

Southeast/Northeast

Greg Yayac

Senior Vice President and Director

(703) 287-5912

Nick.Lindsay@gladstone.com

Investor or Media Inquiries:

Buzz Cooper

Catherine Gerkis

CEO and President

Director of Investor Relations/ESG

(703) 287-5815

(703) 287-5846

Buzz.Cooper@gladstone.com

Catherine.Gerkis@gladstone.com

All statements contained in this press release, other than historical facts, may constitute "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended (the "Securities Act"), and Section 21E of the Securities Exchange Act of 1934, as amended (the "Exchange Act"). Forward-looking statements involve inherent risks and uncertainties as they relate to expectations, beliefs, projections, future plans and strategies, anticipated events, or trends concerning matters that are not historical facts and may ultimately prove to be incorrect or false. Forward-looking statements include information about possible or assumed future events, including, without limitation, those relating to the discussion and analysis of Gladstone Commercial's business, financial condition, results of operations, and our strategic plans and objectives. Words such as "may," "might," "believe," "will," "anticipate," "future," "could," "growth," "plan," "intend," "expect," "should," "would," "if," "seek," "possible," "potential," "likely" and variations of these words and similar expressions are intended to identify forward-looking statements, though not all forward-looking statements contain these words. Forward-looking statements are not guarantees of future performance and are subject to known and unknown risks, uncertainties, and other factors that could cause actual results to differ materially from those included within or contemplated by such statements, including, but not limited to, the description of risks and uncertainties in "Risk Factors" and "Management's Discussion and Analysis of Financial Condition and Results of Operations" of the company's Annual Report on Form 10-K for the fiscal year ended December 31, 2025, as filed with the SEC on February 18, 2026, and certain other filings made with the SEC. Gladstone Commercial cautions readers not to place undue reliance on any such forward-looking statements which speak only as of the date made. The company undertakes no obligation to publicly update or revise any forward-looking statements, whether as a result of new information, future events or otherwise, except as required by law.

For further information: Gladstone Commercial Corporation, (703) 287-5893

For Investor Relations inquiries related to any of the monthly dividend paying Gladstone funds, please visit www.gladstonecompanies.com.

SOURCE: Gladstone Commercial Corporation



View the original press release on ACCESS Newswire

FAQ

What were the key mid-year 2026 business developments for Gladstone Commercial (GOOD)?

Gladstone Commercial highlighted acquisitions, leasing gains, and strong occupancy for mid-year 2026. According to Gladstone Commercial, it bought a $22.75 million industrial property, executed over 966,000 square feet of leases, maintained 98.7% occupancy, and held $80.8 million in available liquidity.

What industrial property did Gladstone Commercial (GOOD) acquire in Newport News in 2026?

Gladstone Commercial acquired a 153,890 square foot industrial facility in Newport News, Virginia for $22.75 million. According to Gladstone Commercial, the property is 100% leased on a long-term net lease to a subsidiary of Huntington Ingalls Industries, supporting its industrial-focused strategy.

How much of Gladstone Commercial’s rent came from industrial assets as of June 30, 2026?

Industrial properties accounted for 69% of Gladstone Commercial’s annualized straight-line rent as of June 30, 2026. According to Gladstone Commercial, this compares with 63% at December 31, 2024, reflecting increased emphasis on industrial assets within its net lease portfolio.

What leasing activity did Gladstone Commercial (GOOD) report for the first half of 2026?

In the first half of 2026, Gladstone Commercial renewed, extended, or newly leased over 966,000 square feet across eight properties. According to Gladstone Commercial, these leasing actions produced a $0.3 million net increase in GAAP rent while maintaining high portfolio occupancy levels.

What was Gladstone Commercial’s occupancy rate and liquidity as of June 30, 2026?

As of June 30, 2026, Gladstone Commercial reported a 98.7% portfolio occupancy rate and $80.8 million of available liquidity. According to Gladstone Commercial, this liquidity came from its revolving credit facility and cash on hand, supporting ongoing acquisitions and capital needs.

Did Gladstone Commercial (GOOD) issue any new equity in the first half of 2026?

Gladstone Commercial did not issue any equity during the first half of 2026. According to Gladstone Commercial, management believes the company’s stock price does not reflect the quality of its portfolio, and it chose not to raise capital through equity issuance in that period.

What expansion plans did Gladstone Commercial announce for its Clintonville, Wisconsin property in 2026?

Gladstone Commercial purchased adjacent land in Clintonville, Wisconsin for $0.7 million to expand an existing facility. According to Gladstone Commercial, the land will support construction of an approximately 86,000 square foot expansion, enhancing the utility and income potential of that industrial asset.