全球净租赁削减债务和出售资产,重点关注工业和零售业,尽管有所改善,但价值仍然被低估。 Global Net Lease cut debt and sold assets to focus on industrial and retail properties, but remains undervalued despite improvements.

全球网络租赁公司(GNL)正在从一个受到批评的外部管理的REIT公司转变为一个精简的净租赁公司,自该公司与RTL合并以来,资产销售近30亿美元,其中包括17亿美元的脱衣外包中心剥离。 Global Net Lease, Inc. (GNL) is transforming from a criticized externally managed REIT into a streamlined net lease company through nearly $3 billion in asset sales since its merger with RTL, including a $1.7 billion strip center divestiture. 该公司将杠杆从8.3x降至6.5x,预计还会进一步减少,同时将其投资组合转向工业和单一租赁零售业。 The company has reduced leverage from 8.3x to a pro forma 6.5x, with further reductions expected, while shifting its portfolio toward industrial and single-tenant retail properties. 2025年9月17日GNL股价为8.08美元, 紧随其后的P/E为116.60美元, Despite these structural and financial improvements, GNL’s share price stood at $8.08 on September 17, 2025, with a high trailing P/E of 116.60, indicating market skepticism. 投资者会在 ValueInvestorsClub.com 上看好前景, 表明该公司正在进行的减负, 投资组合简化和运营重点可能会推动长期价值. A bullish outlook on ValueInvestorsClub.com suggests the company’s ongoing deleveraging, portfolio simplification, and operational focus could drive long-term value.