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FAQ: Stonegate Capital Partners' 3Q25 Update on Gladstone Commercial Corp. (GOOD)
TL;DR
Gladstone Commercial Corp's strategic shift to industrial properties and high 99.1% occupancy rate provides investors with a competitive advantage in resilient real estate assets.
Gladstone Commercial executed capital recycling by selling one property for $3.0M and acquiring a six-facility portfolio for $54.8M while maintaining $24.6M liquidity and 99.1% occupancy.
Gladstone Commercial's stable portfolio management and 100% rent collection demonstrate corporate responsibility that supports long-term economic stability for communities across 27 states.
Gladstone Commercial acquired a fully occupied six-facility industrial portfolio totaling 693,236 square feet at a remarkable 9.53% cap rate during third quarter 2025.
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The update covers Gladstone Commercial Corp.'s third quarter 2025 performance, including portfolio management, financial results, liquidity position, and strategic initiatives such as the shift toward industrial properties.
GOOD maintained strong operational fundamentals with a 99.1% occupancy rate, 100% cash rent collection, and executed leasing activity on 14 properties totaling 734,464 square feet with a weighted average lease term of 7.5 years.
The company sold one non-core property for $3.0M and acquired a fully occupied six-facility industrial portfolio totaling 693,236 square feet for $54.8M at a 9.53% cap rate, ending the quarter with 151 properties across 27 states.
GOOD reported revenue of $40.8M, FFO per share of $0.35, Core FFO per share of $0.35, and AFFO per share of $0.09, with total liquidity of approximately $24.6M consisting of cash and borrowing capacity.
The company is strategically shifting toward industrial properties, with the portfolio composition at 69% industrial and 28% office based on annualized straight-line rent, up from 63% industrial at FY24 year-end.
The company pays a 10.5% dividend yield with an annualized $1.20 per share payout, down from $1.50 per share in FY22, with payout ratios of 86.6% for FFO, 86.4% for Core FFO, and 345.9% for AFFO.
Using comp analysis, Revalued NAV per share analysis, and a Perpetual Growth Model, Stonegate assigns a valuation range of $13.57 to $15.43 with a mid-point of $14.50 per share.
The shift toward industrial properties reflects the company's focus on acquiring resilient, long-duration, single-tenant net lease industrial assets, which are generally considered more stable and less volatile than office properties in the current market environment.
Curated from Reportable
