Welcome to our dedicated page for Global Net Lease SEC filings (Ticker: GNL), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Global Net Lease, Inc. filings document the disclosure record of a Maryland real estate investment trust with NYSE-listed common stock and multiple listed preferred stock series. Its SEC reports include 8-K material-event filings, Regulation FD disclosures, earnings-call materials, investor presentations, dividend announcements, material agreements and capital-structure disclosures.
GNL proxy and governance filings describe annual meeting matters, director elections, board composition, executive compensation and stockholder voting items. The filings also provide formal disclosure about the company’s internally managed REIT structure, net lease property portfolio, reportable real estate segments, risk factors, liquidity, leverage and securities registered under the Exchange Act.
Global Net Lease used its first-quarter 2026 call to highlight a planned all-stock acquisition of Modiv Industrial, expected to be immediately accretive by about 4% to AFFO per share and leverage neutral. Modiv would add roughly $535 million of industrial net lease assets, extend the combined weighted average lease term from 5.9 to 6.7 years, raise industrial exposure to 50% and trim office to 24%.
For Q1 2026, GNL reported revenue of $109.3 million, AFFO of $43.9 million or $0.21 per share, and a net loss attributable to common stockholders of $16.0 million. The portfolio was 97% occupied across 809 properties and 40 million square feet, with 64% of tenants investment-grade or implied investment-grade.
Management emphasized capital recycling and balance sheet discipline. Net debt was $2.4 billion with a gross debt balance of $2.6 billion, 99% fixed or swapped, at a 4.1% weighted average interest rate and 3.0x interest coverage. Net Debt to Adjusted EBITDA was 7.2x, with guidance for 2026 reaffirmed at 6.5x–6.9x and AFFO per share guidance reaffirmed at $0.80–$0.84. Since launching its repurchase program, GNL has bought back 19.7 million shares for $158.2 million, including 4.2 million shares in Q1 2026 for $38.4 million.
Global Net Lease, Inc. reported a sharply smaller loss for the quarter ended March 31, 2026. Revenue from tenants decreased to $109.3 million from $132.4 million, but total expenses fell significantly as impairment charges and depreciation declined.
Net loss improved to $5.1 million from $189.4 million, helped by income of $3.3 million from discontinued operations tied to the prior $1.780 billion Multi-Tenant Retail Disposition and a $7.9 million gain on real estate sales. Operating cash flow was $39.7 million, and the company ended the period with $137.5 million in cash, cash equivalents and restricted cash and $290.0 million drawn on its multi-currency revolving credit facility.
Global Net Lease, Inc. reported first‑quarter 2026 results and announced a major industrial acquisition. Revenue from tenants was $109.3 million versus $132.4 million a year earlier, mainly due to prior asset sales. Net loss attributable to common stockholders narrowed to $16.0 million from $200.3 million.
AFFO was $43.9 million, or $0.21 per share, compared with $66.2 million, or $0.29 per share, in first quarter 2025. The company entered a definitive agreement to acquire Modiv Industrial in an all‑stock deal with an enterprise value of about $535 million, expected to be immediately 4% accretive to AFFO per share and leverage‑neutral. GNL highlighted balance sheet progress, including $1.3 billion net debt reduction since first quarter 2025, liquidity of $911.1 million, and a portfolio 97% leased. Full‑year 2026 AFFO per share guidance of $0.80–$0.84 and Net Debt to Adjusted EBITDA guidance of 6.5x–6.9x were reaffirmed.
Global Net Lease, Inc. furnished an investor presentation under Regulation FD. On May 5, 2026, the company prepared a slide deck that its officers and representatives intend to use at conferences and meetings, and made it available as Exhibit 99.1.
The filing emphasizes that the presentation and related remarks may include forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including references to potential future acquisitions such as the Modiv transaction. It notes that these statements are subject to numerous risks and uncertainties described in the company’s Annual and Quarterly Reports and other SEC filings, and clarifies that the materials are deemed furnished, not filed, and are not incorporated by reference into other Securities Act or Exchange Act filings.
Global Net Lease, Inc. (GNL) entered into a definitive Agreement and Plan of Merger with Modiv Industrial, Inc. to combine the companies through two related mergers, subject to customary closing conditions and stockholder approval. At the Modiv Merger Effective Time, each Modiv common share (excluding certain excluded shares) will convert into 1.975 shares of GNL common stock, and each Modiv preferred share will convert into $25.00 in cash plus any accrued and unpaid dividends. At the OpCo Merger Effective Time, Modiv operating partnership units will convert into OP Units at the same 1.975 ratio; GNL expects to issue 4,914,532 OpCo Merger Consideration OP Units. The mergers require a Modiv stockholder vote, effectiveness of a Form S-4 registration statement, NYSE listing approval for the merger consideration, delivery of tax opinions, and absence of material adverse effects. The agreement includes customary termination rights, an Outside Date of February 3, 2027, and potential termination fees of $10,000,000 or $15,000,000 in specified circumstances. Transition services with two executives and an amendment to GNL’s OpCo partnership agreement are contemplated.
Global Net Lease, Inc. is entering into a definitive all-stock merger to acquire Modiv Industrial, Inc. in a transaction valued at approximately $535 million. Modiv common stockholders and operating partnership unitholders will receive 1.975 shares of GNL common stock or OP units for each Modiv share or unit, while Modiv preferred stockholders will receive $25.00 per share in cash plus accrued and unpaid dividends.
The transaction is described as leverage-neutral and expected to be immediately 4% accretive to GNL’s AFFO per share, with Modiv investors anticipating a 25% increase in annual dividend income. Upon closing, existing GNL stockholders are expected to own about 89% of the combined company and Modiv stockholders about 11%. GNL also expects to issue 4,914,532 OpCo Merger Consideration OP Units in a private placement and to fully repay Modiv’s debt and preferred stock using its revolving credit facility and cash.
Vanguard Capital Management reported beneficial ownership of 10,901,756 shares of Global Net Lease Inc Common Stock, representing 5.08% of the class as of 03/31/2026. The filing (Schedule 13G) shows sole dispositive power of 10,901,756 shares and sole voting power of 1,657,515 shares. The filing notes these holdings reflect positions held or managed across Vanguard affiliates and funds and was signed on 04/29/2026.
Global Net Lease Inc ownership filing shows Vanguard Portfolio Management beneficially owned 20,479,929 shares of Common Stock, representing 9.56% of the class as of 03/31/2026. The filing states dispositive power rests with Vanguard Portfolio Management LLC and specified affiliates, and notes voting and ownership detail including 76,224 shares of sole voting power. The Schedule 13G was signed on 04/29/2026 by Ashley Grim, Head of Global Fund Administration.
Global Net Lease, Inc. Chief Operating Officer Ori Kravel reported a routine tax-related share disposition. On the vesting of previously granted Restricted Stock Awards, 3,055 shares of common stock were withheld at $9.51 per share to cover tax obligations under the company’s incentive restricted share plan.
These withheld shares were not sold in the open market but used to pay taxes tied to equity compensation. Following this administrative transaction, Kravel directly holds 250,892 shares of Global Net Lease common stock, indicating the disposition represents a small portion of his overall position.
Global Net Lease, Inc. reported a Form 4 for CFO, Secretary and Treasurer Christopher J. Masterson showing a routine tax-related share disposition. On Restricted Stock Awards vesting, 3,944 shares of Common Stock were withheld by the company at $9.51 per share to cover tax obligations.
After this tax-withholding disposition, Masterson directly holds 310,852 shares of Global Net Lease common stock. The filing characterizes the event as payment of tax liability by delivering securities, rather than an open-market sale.