Every 8-K that Broadstone Net Lease Inc (BNL) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow BNL and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full BNL filings page.
Broadstone Net Lease, Inc. (BNL) reported that it has added two directly sourced, off-market build-to-suit retail developments in Manor, Texas for Hobby Lobby and Academy Sports, increasing its committed pipeline by approximately $23 million. BNL has secured the land and begun construction, with both projects expected to be delivered in the second quarter of 2027.
The Hobby Lobby project has an estimated total project investment of $10.339 million, with cumulative investment of $1.633 million, estimated remaining investment of $8.706 million, a 15-year lease term, annual rent escalations of 0.5%, an estimated cash capitalization rate of 7.1%, and an estimated straight-line yield of 7.4%. The Academy Sports project has an estimated total project investment of $12.437 million, cumulative investment of $2.181 million, estimated remaining investment of $10.256 million, a 15-year lease term, annual rent escalations of 0.4%, an estimated cash capitalization rate of 7.1%, and an estimated straight-line yield of 7.3%.
BNL describes itself as an industrial-focused, diversified net lease REIT. As of June 30, 2026, its portfolio consisted of 766 single-tenant commercial properties, including 759 in 44 U.S. states and 7 in four Canadian provinces, across industrial, retail, and other property types.
Broadstone Net Lease, Inc. entered into an Underwriting Agreement on August 6, 2026 to offer 11,000,000 shares of common stock at a public offering price of $20.50 per share. The underwriters’ option to purchase up to an additional 1,650,000 shares was exercised in full on August 9, 2026, bringing the total shares sold in the offering to 12,650,000. The offering closed on August 10, 2026.
In connection with this offering, the company entered into Forward Sale Agreements with Morgan Stanley & Co. LLC and JPMorgan Chase Bank, National Association, under which the Forward Purchasers or their affiliates borrowed and sold the 12,650,000 shares to the underwriters. The company will not initially receive proceeds from these sales. The Forward Sale Agreements provide an initial forward sale price of $19.7825 per share and are expected to be physically settled in cash for shares delivered by September 30, 2027, though the company may elect cash or net share settlement, which could result in the company receiving or owing cash or shares.
Broadstone Net Lease, Inc. entered into Amendment No. 2 to its Amended and Restated Credit Agreement, adding a new $300,000,000 Term Loan II Facility maturing on January 30, 2030 and reducing interest margins on both existing term loans and the revolving credit facility based on credit ratings.
The operating company may extend the new facility twice for 12 months per extension, subject to conditions and a 0.125% extension fee on outstanding principal, and may draw during an availability period of up to 12 months. Based on a Baa2 / BBB rating, current margins are 0.800% on revolving benchmark or RFR loans and 0.900% on term benchmark or RFR loans. A related third amendment to the separate Regions term loan agreement revises definitions and aligns its provisions with the amended credit agreement.
Broadstone Net Lease, Inc. reported stronger Q2 2026 results. Lease revenues, net were $122.3 million, above $113.0 million a year earlier. Net income rose to $40.3 million, or $0.21 per diluted share, a 110.0% increase. AFFO was $78.2 million, or $0.39 per diluted share, 2.6% above the prior year. Same-store rental revenue grew 2.2%, and the company collected 99.9% of base rents.
As of June 30, 2026, the portfolio comprised 766 net-leased properties totaling 41.7 million rentable square feet, effectively fully leased and diversified across 206 tenants, with a 9.3-year weighted-average lease term and 2.1% average annual rent escalators. The committed build-to-suit pipeline totaled $645 million, including a recently announced $303 million Colorado joint venture for a 100-megawatt powered shell leased to a Fortune 20 investment-grade company under a 15-year triple-net lease, expected to be meaningfully accretive to 2027–2028 earnings.
Net Debt was $2.7 billion, equating to 6.4x Net Debt to Annualized Adjusted EBITDAre, with $542.1 million of revolver availability and a new $300 million delayed-draw term loan maturing in 2030. Management now expects 2026 AFFO of $1.55–$1.57 per diluted share and declared a quarterly dividend of $0.2925 per share.
Broadstone Net Lease, Inc. is entering a major build-to-suit development through a joint venture to construct an approximately 112,000 square foot advanced technology facility in Colorado for a Fortune 20 investment-grade tenant. BNL’s estimated total project investment is $303 million.
The triple-net lease has an initial 15-year term with two 5-year extension options and includes annual rent increases of 3%. BNL expects a year-one cash yield of about 8.5%, a year-two cash yield of about 9.7%, and an estimated straight-line yield of about 11.6% on its investment.
Upon rent commencement, anticipated around March 2027, this Fortune 20 tenant is expected to become BNL’s largest tenant, and the company states the transaction is expected to be meaningfully accretive to its 2027 and 2028 earnings.
Broadstone Net Lease, Inc. plans to release its financial and operating results for the quarter ended June 30, 2026 after the market closes on July 29, 2026. The company will hold an earnings conference call and audio webcast on July 30, 2026 at 11:00 a.m. Eastern Time.
BNL is an industrial-focused, diversified net lease REIT investing primarily in single-tenant commercial properties on long-term net leases. As of March 31, 2026, its portfolio comprised 773 properties, including 766 in 44 U.S. states and seven in four Canadian provinces across industrial, retail, and other property types.
Broadstone Net Lease, Inc. reported a new build-to-suit development for Tesla, Inc. with an estimated total project investment of $39.8 million for a sales, service, and delivery facility in Las Vegas, Nevada.
The project totals 60 rentable square feet as presented, is expected to start in June 2026, with rent commencement targeted for the fourth quarter of 2027 and stabilization in November 2027. The Tesla lease runs about 15 years with 3.0% annual rent escalations, a projected 6.7% cash capitalization rate, and an 8.3% straight-line yield on an industrial property sourced through an existing developer relationship.
Broadstone Net Lease, Inc. held its 2026 annual meeting of stockholders on April 30, 2026. As of the March 2, 2026 record date, 191,588,366 common shares were entitled to vote. Stockholders elected nine directors to serve until the 2027 annual meeting.
They also approved, on a non-binding advisory basis, the compensation of the company’s named executive officers and ratified the appointment of Deloitte & Touche LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026. The company will continue holding an annual advisory “say on pay” vote.
Broadstone Net Lease, Inc. reported solid growth for the quarter ended March 31, 2026. Lease revenues reached $121.4 million, up from $108.7 million a year earlier. Net income was $46.4 million, or $0.24 per diluted share, while AFFO was $76.9 million, or $0.38 per diluted share, reflecting 5.6% year-over-year AFFO growth.
The company invested $171.9 million in the quarter, including $61.2 million of property acquisitions and $99.4 million in build-to-suit developments, and sold one property for $12.1 million. It collected 100% of base rents and owned 773 properties across 41.9 million square feet with 99.8% occupancy.
BNL ended the quarter with $2.7 billion of total debt and Net Debt to Annualized Adjusted EBITDAre of 6.1x, plus $591.9 million of revolver availability. Management maintained 2026 AFFO guidance of $1.53–$1.57 per diluted share and declared a quarterly dividend of $0.2925 per share.
Broadstone Net Lease, Inc. announced timing for its first quarter 2026 results and investor outreach. The company plans to release financial and operating results for the quarter ended March 31, 2026 after the market closes on April 29, 2026, followed by an earnings conference call and audio webcast on April 30, 2026 at 11:00 a.m. Eastern Time.
Broadstone describes itself as an industrial-focused, diversified net lease REIT investing mainly in single-tenant commercial properties on long-term net leases. As of December 31, 2025, its portfolio included 771 properties across U.S. states and Canadian provinces in industrial, retail, and other sectors.
Broadstone Net Lease, Inc. announced two additional build-to-suit development projects with an aggregate estimated total project investment of approximately $62.1 million, expanding its development pipeline in industrial and retail properties.
The projects include a new sub-same-day industrial warehouse and distribution center for Amazon.com Services, LLC in Sarasota, FL, and a retail development for Academy Sports in Magnolia, TX, both supported by existing and new tenant/developer relationships. A detailed table shows in-process and stabilized developments with total estimated project investment of $667,756, weighted average lease terms of 13.9 years, and estimated straight-line yields of 8.7%, underscoring BNL’s long-term, net lease strategy.
Broadstone Net Lease, Inc. reported 2025 results showing net income of $99.4 million, or $0.50 per diluted share, a 41.9% decrease mainly from lower gains on property sales and higher interest expense. Adjusted funds from operations (AFFO) rose to $296.3 million, or $1.49 per diluted share, up 4.2%.
The REIT invested $748.4 million during 2025, including $429.9 million of acquisitions and $209.3 million of build-to-suit developments, while selling 28 properties for $96.1 million. Its 771-property portfolio was 99.8% leased, with 99.8% of base rent collected.
Broadstone ended the year with Net Debt of $2.5 billion and a Net Debt to Annualized Adjusted EBITDAre ratio of 6.0x, or 5.8x on a pro forma basis. The quarterly dividend was increased to $0.2925 per share, and 2026 AFFO guidance was reaffirmed at $1.53 to $1.57 per diluted share.
Broadstone Net Lease, Inc. reported that it plans to release its financial and operating results for the quarter and year ended December 31, 2025 after the market closes on February 18, 2026. The company also announced it will host an earnings conference call and audio webcast on February 19, 2026 at 11:00 a.m. Eastern Time to discuss these results. The related press release is provided as an exhibit, but the detailed financial figures will only become available when the results are released.
Broadstone Net Lease, Inc. announced that it has posted its December 2025 investor presentation on its website. Company management may use this updated deck in upcoming meetings with investors to explain Broadstone’s business, portfolio and strategy. The presentation is included as Exhibit 99.1 to this report and is furnished under Regulation FD, meaning it is provided for information purposes and is not treated as formally filed under securities laws.
Broadstone Net Lease, Inc. furnished an update on recent business activity through a press release dated December 1, 2025. The company submitted this current report on Form 8-K to make investors aware of that update and to attach the press release as an exhibit.
The company specified that the press release and related information are being furnished under Regulation FD rather than filed, which limits their exposure to certain securities law liabilities. No additional financial results or transaction details are described in the text of this report itself.
Broadstone Net Lease, Inc. filed a Form 8-K to share a Regulation FD disclosure about its development activity. On November 4, 2025, the company issued a press release providing updates on its build-to-suit pipeline and related development projects, and furnished that release as Exhibit 99.1. The disclosure is designated as “furnished,” meaning it is not treated as filed for liability purposes under Section 18 of the Exchange Act or automatically incorporated into other securities filings unless specifically referenced.
Broadstone Net Lease, Inc. (BNL) furnished its quarterly results materials. The company announced that it furnished a press release and an updated quarterly supplemental presentation covering the quarter ended September 30, 2025, as Exhibits 99.1 and 99.2.
The materials are available on the company’s website. The information under Item 2.02, including Exhibits 99.1 and 99.2, is being furnished, not filed, and therefore is not subject to Section 18 liability nor incorporated by reference except as expressly stated.
Broadstone Net Lease, Inc. filed a current report to let investors know when it will share its next quarterly results. The company plans to release its financial and operating results for the quarter ended September 30, 2025 after the market closes on Wednesday, October 29, 2025. It will then host an earnings conference call and audio webcast on Thursday, October 30, 2025 at 11:00 a.m. Eastern Time to discuss these results. Details are provided in a press release attached as an exhibit and furnished under Regulation FD, meaning it is intended as broad, fair disclosure rather than part of the company’s formal filed financial statements.
Broadstone Net Lease, Inc. disclosed transaction documents supporting a proposed note offering, including a base prospectus dated May 3, 2024 and a prospectus supplement dated September 23, 2025. Underwriting and indenture documents are in place: an Underwriting Agreement naming lead bookrunners, an Indenture and a Second Supplemental Indenture that includes the form of the Notes. The filing also lists legal opinions and consents from national law firms and confirms embedded Inline XBRL cover page tags. The documents include a trustee notice/default provision that allows holders or the trustee to accelerate remedies if non-recourse debt becomes a primary obligation and is not cured within 60 days.