Every 8-K that Net Lease Office Properties (NLOP) 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 NLOP 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 NLOP filings page.
Net Lease Office Properties, a net-lease office REIT, released unaudited supplemental data for the quarter ended June 30, 2026. Revenue was $6.36 million, with a net loss attributable to NLOP of $6.19 million, or $0.42 per share, driven largely by $7.09 million of real-estate impairment. Normalized pro rata cash NOI was $5.73 million, while AFFO totaled $3.25 million, or $0.22 per share.
The portfolio now comprises 18 properties and 10 tenants, generating annualized base rent of $24.76 million, with occupancy at 68.4% and a weighted-average lease term of 2.7 years; 593,227 square feet are vacant. About 50.3% of ABR comes from tenants or guarantors with investment-grade credit.
Leverage is low, with total consolidated debt of $21.9 million versus gross assets of $265.96 million and cash and cash equivalents of $23.66 million. Since formation, asset sales have produced $812.51 million of gross proceeds, supporting cumulative shareholder distributions of $336.07 million, or $22.69 per share. A $21.9 million non-recourse mortgage on the Intuit property matured on July 6, 2026 and has not been repaid; it now accrues 5.0% default interest in addition to the 7.0% base rate, and the lender may commence foreclosure. Effective July 1, 2026, the annual administrative reimbursement to the external advisor was reduced from approximately $4.0 million to $2.0 million.
Net Lease Office Properties held its reconvened annual shareholder meeting on June 25, 2026, where investors voted on board elections and key proposals. Two Class II trustees, John J. Park and Richard J. Pinola, were elected for one-year terms ending at the 2027 annual meeting.
On the April 13, 2026 record date, 14,814,075 common shares were outstanding and entitled to vote. Shareholders also approved the Termination Authority Proposal and ratified PricewaterhouseCoopers LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026.
Net Lease Office Properties reported that its 2026 Annual Meeting of Shareholders, convened on June 12, 2026, was immediately adjourned without any business being conducted to allow more time to solicit shareholder proxies. The meeting will reconvene virtually on June 25, 2026 at 9:30 a.m. Eastern Time.
The record date remains April 13, 2026, meaning shareholders of record on that date are entitled to vote at the reconvened meeting. Proxies already submitted will be voted unless revoked. The Board of Trustees unanimously recommends that shareholders vote “FOR” all proposals described in the proxy statement filed on April 16, 2026.
Net Lease Office Properties furnished supplemental information for the quarter ended March 31, 2026, highlighting continued execution of its disposition-focused strategy. The company generated revenues of $9.0 million and net income attributable to NLOP of $25.0 million, or $1.69 per diluted share, largely driven by a $32.6 million gain on sale of real estate.
FFO as defined by NAREIT was $(5.4) million, while AFFO was $6.1 million, or $0.41 per diluted share, after adjusting for non‑cash and non-core items including an $11.0 million non‑cash credit loss allowance. During the quarter, NLOP closed $153.4 million of property dispositions and declared special cash distributions totaling $148.9 million, or $10.05 per share. The portfolio now comprises 18 properties with ABR of $25.8 million, occupancy of 73.1%, and a weighted-average lease term of 2.9 years. Leverage remains low with $21.9 million of non‑recourse mortgage debt against gross assets of $321.5 million and cash and cash equivalents of $70.6 million.
Net Lease Office Properties furnished supplemental data for the quarter ended December 31, 2025, highlighting continued execution of its asset-disposition strategy and large shareholder payouts. Quarterly revenues were $30.7 million, with a small net loss attributable to NLOP of $53 thousand, effectively breakeven on a per‑share basis.
Funds from operations attributable to NLOP were $15.6 million, while AFFO reached $22.0 million, or $1.49 per diluted share, supported by normalized pro rata cash NOI of $12.4 million. During the quarter, the company declared special cash distributions totaling $136.3 million, or $9.20 per share, and subsequently declared an additional special cash distribution of $6.75 per share, or about $100 million, paid in February 2026.
NLOP continued to shrink and reposition its portfolio, completing 2025 property dispositions with gross proceeds of $252.6 million and total dispositions of $659.1 million since inception, while paying down debt. As of December 31, 2025, total consolidated debt was $21.9 million versus gross assets of $516.0 million and an equity market capitalization of about $382.1 million.
Net Lease Office Properties completed the sale of a large office asset in Houston, Texas. On January 15, 2026, the company disposed of a 1,064,788 square foot office building leased to KBR, Inc. to an unaffiliated third party for a contractual sales price of $66.0 million, generating net proceeds of approximately $65.4 million. This transaction reduces the company’s exposure to that single property and tenant while adding cash to its balance sheet.
The company also provided unaudited pro forma consolidated financial information as Exhibit 99.1, covering the year ended December 31, 2024 and the nine months ended September 30, 2025, to help investors see how its financials would look after this disposition.
Net Lease Office Properties furnished a Regulation FD update, making available unaudited supplemental financial information as of September 30, 2025. The materials were provided via an 8-K and include Exhibit 99.1 (supplemental financial information) and Exhibit 99.2 (investor presentation).
The company noted that the information furnished under Item 7.01, including Exhibit 99.1, is not deemed “filed” and is not subject to Section 18 of the Exchange Act, nor incorporated by reference into Securities Act or Exchange Act filings.