One Liberty Properties Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
3analysts covering
FY Revenue (est.)
$108.8Mnext fiscal year
FY EPS (est.)
$1.05next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 5 Nov 2026 |
Monitoring Framework
Key Performance Indicators
Portfolio Occupancy Rate Quarterly9,880.0%Target: Maintain high occupancy
Industrial Base Rent Contribution Quarterly84.0Target: Increase toward 100% pure-play industrial
Adjusted Funds From Operations (AFFO) per Share Quarterly48.0%Target: Maintain or grow to support dividend coverage
Watch Items
- FFO Volatility from Non-Recurring ItemsTrigger: FFO dropping significantly below Q1 2026 levels ($0.50 per share) due to the non-recurrence of the $1.3 million litigation settlement gain.Action: Verify that the market does not overreact to GAAP FFO declines, and confirm that core AFFO remains stable around $0.48 per share.
- Cap Rate Trade-Down DragTrigger: Negative NOI spread from selling higher-yielding retail assets to buy lower-yielding industrial assets.Action: Monitor the pace of capital recycling and evaluate if organic same-store NOI growth offsets the transition drag in 2026.
- Dividend Payout Ratio CoverageTrigger: AFFO payout ratio exceeding 95% consistently.Action: Assess management's capital allocation and check for any signs of dividend unsustainability or potential cuts if AFFO softens.
Research as of 19 Jun 2026