Postal Realty Trust SEC Filings

Postal Realty Trust, Inc. reported that it closed a previously announced related-party acquisition of a portfolio of 25 properties from certain family members of its CEO, Andrew Spodek. The deal was completed on December 9, 2025 under a Right of First Offer Agreement originally put in place at the time of the company’s initial public offering.

The Property Portfolio was acquired for approximately $13.87 million in cash, excluding closing costs. It consists of about 59,000 net leasable interior square feet with a weighted average rental rate of $17.58 per leasable square foot based on rents in place as of December 9, 2025. The transaction was reviewed and approved by a Special Committee of the board made up of four independent directors.

Postal Realty Trust, Inc. raised its full-year 2025 acquisition volume guidance from “meets or exceeds $110” to “meets or exceeds $120 million,” while reaffirming all other guidance. The company also entered a definitive agreement to purchase a portfolio of 25 properties currently leased to the United States Postal Service for approximately $13.87 million in cash, excluding closing costs.

The portfolio totals about 59,000 net leasable interior square feet at a weighted average rental rate of $17.58 per square foot based on rents in place as of December 9, 2025. The transaction arises under a right of first offer agreement with a related party of the CEO and was approved by a special committee of four independent directors, with closing expected in the fourth quarter of 2025.

Postal Realty Trust, Inc. reported an insider equity transaction by a director involving long-term incentive and partnership units. On 12/01/2025, the reporting person converted 12,000 LTIP Units in Postal Realty LP into an equal number of OP Units, and those OP Units were then redeemed for 12,000 shares of the company’s Class A common stock on a one-for-one basis, as provided in the partnership agreement.

After this transaction, the reporting person beneficially owned 55,666 shares of Class A common stock directly and 73,263 LTIP Units, which are convertible into OP Units and ultimately redeemable for Class A shares or cash on a one-for-one basis. The OP Units themselves have no expiration date, and LTIP Units do not have expiration dates.

Postal Realty Trust (PSTL) filed a Form 4 for its EVP & CFO reporting equity awards dated 11/05/2025. The filing lists two grants totaling 67,138 LTIP Units. One grant of 33,569 LTIP Units was issued in lieu of cash compensation, with the price based on the 10‑day VWAP of Class A common stock at $14.8945, and vests on December 31, 2026, subject to conditions. A separate grant of 33,569 LTIP Units has a stated price of $0 and vests on October 27, 2033, subject to conditions. LTIP Units are convertible into OP Units, which are redeemable for cash or, at the issuer’s election, Class A common stock on a one‑for‑one basis; LTIP Units have no expiration date.

Postal Realty Trust (PSTL) reported Q3 2025 results showing higher rental-driven revenue and stronger profitability as the portfolio expanded. Total revenues were $24.3 million versus $19.7 million a year ago, and net income attributable to common stockholders was $3.8 million versus $1.1 million. Basic and diluted EPS were $0.13 versus $0.03.

The company added scale, owning 1,853 properties leased primarily to the USPS, and acquired 151 properties year-to-date for $96.6 million. Operating cash flow for the first nine months was $33.2 million, supporting growth and dividends, while investing cash outflows of $93.8 million reflected acquisitions. Financing inflows of $60.4 million included $34.8 million of equity and expanded borrowings.

On September 19, 2025, PSTL amended and restated its credit facilities, establishing a $150.0 million revolver (maturing November 2029) and a $290.0 million term loan structure, including a $115.0 million 2030 term loan (with $40.0 million new advances). Interest rate swaps totaling $290.0 million hedge term debt. As of November 4, 2025, Class A shares outstanding were 26,062,636.

Postal Realty Trust, Inc. furnished an 8‑KSeptember 30, 2025. The release is attached as Exhibit 99.1 and provided under Item 2.02 – Results of Operations and Financial Condition.

The company states this information is furnished and not deemed “filed” under Section 18 of the Exchange Act, except as specifically incorporated by reference.

Postal Realty Trust (PSTL)

The event date is 10/27/2025, and the form was filed by one reporting person. Both the non-derivative and derivative tables list no holdings, indicating the officer reported zero beneficial ownership at the time of this initial statement.