NETSTREIT (NYSE:NTST) & Acadia Realty Trust (NYSE:AKR) Critical Analysis

NETSTREIT (NYSE:NTST) and Acadia Realty Trust (NYSE:AKR) are both real estate companies, but which is the superior stock? We will contrast the two companies based on the strength of their profitability, dividends, valuation, institutional ownership, analyst recommendations, earnings and risk.

Insider and Institutional Ownership

97.7% of Acadia Realty Trust shares are held by institutional investors. 0.7% of NETSTREIT shares are held by insiders. Comparatively, 3.1% of Acadia Realty Trust shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Profitability

This table compares NETSTREIT and Acadia Realty Trust’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
NETSTREIT	N/A	N/A	N/A
Acadia Realty Trust	N/A	N/A	N/A

Analyst Ratings

This is a summary of recent ratings for NETSTREIT and Acadia Realty Trust, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
NETSTREIT	0	1	13	0	2.93
Acadia Realty Trust	0	3	4	1	2.75

NETSTREIT currently has a consensus price target of $21.67, indicating a potential upside of 24.86%. Acadia Realty Trust has a consensus price target of $23.80, indicating a potential upside of 26.28%. Given Acadia Realty Trust’s higher possible upside, analysts clearly believe Acadia Realty Trust is more favorable than NETSTREIT.

Earnings & Valuation

This table compares NETSTREIT and Acadia Realty Trust”s top-line revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
NETSTREIT	N/A	N/A	N/A	$0.22	78.90
Acadia Realty Trust	$404.19 million	6.40	$46.69 million	$0.34	55.43

Acadia Realty Trust has higher revenue and earnings than NETSTREIT. Acadia Realty Trust is trading at a lower price-to-earnings ratio than NETSTREIT, indicating that it is currently the more affordable of the two stocks.

Summary

Acadia Realty Trust beats NETSTREIT on 6 of the 9 factors compared between the two stocks.

About NETSTREIT

NETSTREIT Corp. is an internally managed real estate investment trust (REIT) based in Dallas, Texas that specializes in acquiring single-tenant net lease retail properties nationwide. The growing portfolio consists of high-quality properties leased to e-commerce resistant tenants with healthy balance sheets. Led by a management team of seasoned commercial real estate executives, NETSTREIT’s strategy is to create the highest quality net lease retail portfolio in the country with the goal of generating consistent cash flows and dividends for its investors.

About Acadia Realty Trust

Acadia Realty Trust is an equity real estate investment trust focused on delivering long-term, profitable growth via its dual Core Portfolio and Fund operating platforms and its disciplined, location-driven investment strategy. Acadia Realty Trust is accomplishing this goal by building a best-in-class core real estate portfolio with meaningful concentrations of assets in the nation's most dynamic corridors; making profitable opportunistic and value-add investments through its series of discretionary, institutional funds; and maintaining a strong balance sheet.