Verified call record已核验电话会记录 ·

PINE · PINE Q2 FY2026 earnings call record财报电话会记录

Verbatim, receipt-bound excerpts from the earnings-call transcript. This is a source record, not a synthesized analysis or recommendation.来自财报电话会文字记录的原文、可追溯摘录。这是来源记录，不是综合分析或推荐。

Continue in Terminal在终端继续研究PINE
12 exact excerpts 条原文摘录 28 numeric receipts 个数值回执 B governed source tier 治理来源层级 Transcript present电话会文本已具备
The record记录内容

Call language, kept intact.电话会表述，保持原貌。

The excerpts below are selected from the source record under the bounded evidence policy. Wording is not paraphrased; numbers remain the exact spans captured from the call.以下摘录按受限证据策略从来源记录中选出。文字未被改写；数字保持电话会中捕获的精确片段。

guidanceperformanceq_and_a
3
“With this activity, our property portfolio's annualized base rent grew to $50 million at quarter end, with 55% attributable to investment-grade rated tenants, our commercial loan portfolio remained at our targeted level of 20% of total undepreciated asset value.”
John Albright · CEOclaim_77a79fc1de9585b8cdb36fca56599a8f
Exact numeric spans精确数值片段50 million55%20%
capital_allocationq_and_a
3
“Starting with property acquisitions, during the quarter, we acquired three properties for $36.6 million at a weighted average initial cap rate of 7.4% a weighted average remaining lease term of 9.2 years.”
John Albright · CEOclaim_5aa7ddcaf306df3c97ab62bfaccba4bd
Exact numeric spans精确数值片段36.6 million7.4%9.2
performancecapital_allocationq_and_a
4
“The percentage of ABR derived from investment-grade rated tenants increased from 50% to 55%, driven by acquisition activity that was 84% investment grade.”
John Albright · CEOclaim_85b0dc320d671da8942a7547f21bc314
Exact numeric spans精确数值片段50%55%84%
guidanceperformancecapital_allocationq_and_a
6
“Lastly, reflecting our earnings growth and taxable income outlook for the company, our board has authorized a 6.7% increase in our quarterly common dividend to $0.32 per share beginning in the third quarter of 2026.”
John Albright · CEOclaim_07721e8cf6ab3a368911d5ac42448bce
Exact numeric spans精确数值片段6.7%0.32
performanceq_and_a
10
“Earnings growth for the quarter and year to date was primarily driven by our investment activity, in particular, the growth of our commercial loan portfolio as we grew it to approximately 20% of undepreciated asset value over the last year.”
Philip Mays · CFOclaim_de343eae46b0366d6d2195322ca4f7e9
Exact numeric spans精确数值片段20%
capital_allocationq_and_a
11
“Reflecting our investment activity and equity issuance, we ended the quarter with net debt to pro forma adjusted EBITDA of 6.4x, down from 6.6x last quarter and 6.7x at the beginning of the year.”
Philip Mays · CFOclaim_1ec09aeb1b637cdf5b330a9dfddf777f
Exact numeric spans精确数值片段6.4x6.6x6.7x
capital_allocationrisksq_and_a
12
“As of quarter end, we had $369.5 million of debt outstanding at a weighted average interest rate of 4.38%, including the impact of our in-place swaps.”
Philip Mays · CFOclaim_388b9f0e554a0e26cf0ad8e31306206d
Exact numeric spans精确数值片段369.5 million4.38%
guidanceq_and_a
14
“For the full year of 2026, we are increasing the low end of our outlook, resulting in a new FFO range of $2.10-$2.13 per diluted share, and a new AFFO range of $2.12-$2.15 per diluted share.”
Philip Mays · CFOclaim_fb342d401a884e1c937808e1f2f27b99
Exact numeric spans精确数值片段20262.102.132.122.15
demandq_and_a
14
“Our investment volume assumption remains unchanged at $170 million-$200 million.”
Philip Mays · CFOclaim_28c6919962e8bcae5edd6d9a034cb4f2
Exact numeric spans精确数值片段170 million200
demandq_and_a
15
“However, we are lowering our disposition volume expectations to a new range of $20 million-$40 million from the previous range of $30 million-$60 million.”
Philip Mays · CFOclaim_ecf9b8b54bb6f2776641267479a9c741
Exact numeric spans精确数值片段20 million40 million30 million60
demandcapital_allocationq_and_a
38
“Yeah, I think our pipeline is in really good shape as far as quality of what we're seeing, and we're far enough along on some acquisitions.”
John Albright · CEOclaim_585495db87e6ab1c9ea2b62231353877
performancerisksq_and_a
93
“We're not seeing any sort of weakness with their revenues and sales.”
John Albright · CEOclaim_14de29bb65f948a54c5e402c359d77ab
Inspect the source receipts检查来源回执40 bound spans个已绑定片段
Each row identifies the source body, transcript segment and byte span used to verify the visible text.每行标识用于核验可见文本的来源正文、电话会片段和字节范围。
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