Conversant Capital fully exited its $35.8 million position in Global Net Lease (GNL) in Q1 2026, selling 3.8 million shares despite the stock rising 16% over the past year. The fund simultaneously massively expanded its position in senior living REIT SNDA (now 63.3% of AUM), suggesting a rotation away from office-heavy commercial real estate toward demographic-driven housing. While GNL has made progress reducing debt and repositioning toward industrial and retail assets, Q1 revenue and AFFO per share both declined due to asset dispositions.

Monteverde & Associates PC, a class action securities firm, has launched legal investigations into four major merger and acquisition transactions. The firm is investigating potential shareholder concerns related to the sales/mergers of Whitestone REIT (to Ares Management), Green Dot Corporation (to Smith Ventures and CommerceOne Financial), UniFirst Corporation (to Cintas Corporation), and Global Net Lease (merger with Modiv Industrial). The firm invites shareholders to contact them with concerns regarding fair deal terms.

Global Net Lease (GNL) announced a $535 million all-stock merger with Modiv Industrial (MDV), offering Modiv shareholders 1.975 GNL shares per share at an implied value of $18.82 (17% premium). The deal is expected to be immediately 4% accretive to AFFO per share, generate $6 million in annual cost synergies, and accelerate GNL's transition to industrial real estate while reducing office exposure. GNL shares fell 4.30% while MDV surged 7.58% in premarket trading.

Global Net Lease, Inc. announced that Sue Perrotty and Governor Edward Rendell are retiring from the Board of Directors effective after the 2026 Annual Meeting of Stockholders. Both directors will not seek re-election. The Board will be reduced from nine to eight members following the retirements. The two retiring directors had served 11 and 14 years respectively, including leadership during the company's 2023 merger and internalization.

Global Net Lease, Inc. announced quarterly dividend declarations on four series of preferred stock, with payments scheduled for April 15, 2026. The company continues its dividend distribution program across Series A, B, D, and E preferred shares with varying dividend rates ranging from 6.875% to 7.50%.

Global Net Lease, Inc. (NYSE: GNL) announced it will release its fourth quarter and full year 2025 financial results on February 25, 2026, followed by a conference call on February 26, 2026 at 11:00 a.m. ET. The call will be conducted by management to discuss results and business performance, with a Q&A session to follow.

Global Net Lease, Inc. (NYSE: GNL) announced the income tax classification of its 2025 dividends for common and preferred stock. All dividends paid in 2025 are classified as nondividend distributions (return of capital), with common stock receiving $0.845 per share and preferred stock series receiving between $1.71 and $1.88 per share annually.

Global Net Lease (GNL) completed $3.3 billion in strategic asset dispositions in 2025, reducing debt by over $2.7 billion and achieving investment-grade credit ratings. The company repurchased 15.4 million shares at $7.77 per share and completed 2.4 million square feet of leasing with 11% renewal spreads, positioning itself as a pure-play single-tenant net lease REIT focused on earnings growth in 2026.

Global Net Lease, Inc. (NYSE: GNL) announced a quarterly dividend of $0.190 per share of common stock payable on January 16, 2026, to stockholders of record as of January 12, 2026. The dividend is part of the company's regular quarterly distribution policy paid in arrears during the first month following each fiscal quarter.

Global Net Lease announced quarterly dividend declarations for multiple series of preferred stock, with payments ranging from $0.4297 to $0.4688 per share, to be paid on January 15, 2026.

Global Net Lease announced the sale of the McLaren Campus in England for £250 million, representing a 210 basis-point compression in cash cap rate since its 2021 acquisition. The company plans to use proceeds to reduce debt and potentially pursue strategic initiatives.

Global Net Lease (GNL) was upgraded to investment-grade BBB- by Fitch Ratings, reflecting strategic achievements including $3 billion in asset dispositions and successful credit facility refinancing.