Every 8-K that One Liberty (OLP) 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 OLP 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 OLP filings page.
One Liberty Properties, an industrial-focused REIT, reported strong second quarter 2026 results. Rental income, net rose 10.3% year over year to $27,000 thousand. Net income attributable to OLP increased to $15,658 thousand, or $0.71 per diluted share, compared with $8,431 thousand and $0.39 a year earlier. FFO was $10,821 thousand, or $0.49 per diluted share, and AFFO was $11,228 thousand, or $0.51 per diluted share.
Industrial properties now account for approximately 85% of base rent, reflecting the shift away from non-core retail assets. At June 30, 2026, the company had total assets of $872,114 thousand, mortgages payable of $528,318 thousand, total OLP stockholders’ equity of $304,412 thousand, and cash and cash equivalents of $13,085 thousand.
Subsequent to quarter end, One Liberty entered into a new up to $100 million credit facility maturing in December 2029, with an extension option to December 2030. Borrowings bear interest at 30-day SOFR plus a leverage-based margin of between 175 and 250 basis points and include an accordion feature permitting up to an additional $50 million. Available liquidity at August 3, 2026 was $110.6 million, including cash and undrawn capacity.
One Liberty Properties, Inc. reported the results of its annual stockholder meeting, where three directors were re-elected for terms expiring at the 2029 annual meeting. Stockholders approved, by non-binding advisory vote, the company’s executive compensation for the year ended December 31, 2025 and ratified the selection of Ernst & Young LLP as independent registered public accounting firm for 2026. The director nominees received strong support, with Patrick J. Callan, Jr. receiving 15,128,654 votes for and 127,792 against. The advisory say-on-pay proposal received 14,800,318 votes for and 386,500 against, while the auditor ratification received 17,416,722 votes for and 103,829 against.
One Liberty Properties, Inc. furnished an investor presentation highlighting its transformation into a primarily industrial-focused net lease REIT and recent operating metrics. The portfolio totals 111 properties generating base rent of $83,228,000, with industrial assets contributing 84% of base rent and occupancy above 98.6%.
The company emphasizes geographic and tenant diversification, with its top five tenants representing 18% of base rent and FedEx accounting for 4.4%. Since January 2025, it has acquired $246M of industrial properties and completed multiple financings to support growth. As of March 31, 2026, fixed-rate mortgage debt has a weighted average interest rate of 4.91% and balloon maturities are staggered through 2032 and beyond.
Dividend data show 133 consecutive quarterly dividends and an AFFO payout ratio between 90% and 94% from 2022 through 2025. For 2025, NAREIT FFO per diluted share was $1.80 and AFFO per diluted share was $1.91, while for the three months ended March 31, 2026, GAAP net income per share was $0.28, FFO $0.50, and AFFO $0.48.
One Liberty Properties reported stronger first quarter 2026 results driven by its industrial-focused portfolio. Net income attributable to the company rose to $6.2 million from $4.2 million, with diluted EPS increasing to $0.28 from $0.18. Rental income, net, grew to $27.0 million, up 11.6% year over year, supported by 98.8% occupancy and recent industrial acquisitions.
FFO increased to $10.9 million, or $0.50 per diluted share, from $9.6 million, or $0.44, while AFFO was essentially flat at $10.5 million, or $0.48 per diluted share. The company continued its portfolio repositioning, acquiring a 637,633 square foot industrial portfolio and selling several retail and non-core properties, generating gains on sale and recycling capital into its industrial platform.
One Liberty Properties, Inc. reported mixed fourth quarter and full year 2025 results while accelerating its shift toward industrial real estate. For the fourth quarter, net income attributable to the company declined to $2.4 million, or $0.10 per diluted share, from $10.5 million, or $0.49 per diluted share, mainly due to higher operating expenses including a $3.3 million non-cash impairment charge and increased interest expense. Yet quarterly FFO rose to $10.8 million and FFO per diluted share increased to $0.50, while AFFO per diluted share edged down to $0.48.
For full year 2025, net income attributable to the company decreased to $25.5 million, or $1.15 per diluted share, from $30.4 million, or $1.40, even as FFO and AFFO grew modestly, with AFFO per diluted share steady at $1.91. Management highlighted that approximately 82% of annual base rent now comes from industrial properties. In 2025 and shortly thereafter, the company acquired 23 industrial properties for about $245.5 million and sold 12 non-core assets for $61.3 million of net proceeds, reflecting an ongoing capital recycling strategy.
One Liberty Properties, Inc. reported acquiring a 637,633 square foot portfolio of ten industrial properties for $56.7 million. The properties are fully leased to six tenants, including Mondelez Global, Husqvarna U.S. Holdings, L&W Supply Corporation, Owens & Minor Distribution, Bimbo Bakeries USA, and HABE USA, with a weighted average remaining lease term of 3.1 years.
Contracted base rent for the 12 months ending January 31, 2027 is about $3.0 million, and the company estimates base rent of about $4.1 million for that period after anticipated lease renewals. Leases generally include annual rent increases of 2.4% to 3.0%. The purchase was financed with a 7.5-year $17 million mortgage at a fixed 5.53% rate and about $30 million drawn on a $100 million credit facility at 5.45%. The properties are located across Greensboro, NC, Columbia, SC, Birmingham, AL, Omaha, NE, Oklahoma City, OK, Salt Lake City, UT and Jackson, MS.
One Liberty Properties, Inc. (OLP) furnished an Item 2.02 report announcing its results of operations for the third quarter ended September 30, 2025. The company provided these results via a press release attached as Exhibit 99.1.
The information was furnished, not filed, under the Exchange Act and is not incorporated by reference unless specifically stated in a future filing.
One Liberty Properties reported two significant property transactions. On or about September 10, 2025, the company and its ground lease tenant entered into a contract to sell their entire collective interest in The Vue, a multi-family project in Beachwood, Ohio. The buyer deposited $2.5 million into escrow, and the company estimates net proceeds of approximately $18.5 million–$19 million, including estimated proceeds from the settlement of related litigation, and a gain on the sale (excluding the settlement) of about $100,000, subject to closing conditions.
On September 8, 2025, One Liberty sold a non-industrial property in Newark, Delaware for approximately $6.8 million, estimating net proceeds of about $5.4 million after repaying a $966,000 mortgage, and expects to recognize a gain of roughly $3.2 million in the third quarter of 2025. After these transactions, approximately 80% of base rent payable in the twelve months ending September 30, 2026 is expected to come from industrial tenants, highlighting a shift toward industrial assets. The company cautions that completion of the Vue transaction and related outcomes is not assured.