One Liberty Properties Posts 2025 FFO of $1.80, Acquires $245.5M in Industrial Assets

OLPOLP

One Liberty Properties posted 2025 net income of $1.15 per diluted share, FFO of $1.80 per share and portfolio occupancy of 98.5%. The REIT acquired 23 industrial properties for $245.5 million, sold non-core assets for $61.3 million and declared its 133rd consecutive quarterly dividend of $0.45 per share.

1. Fourth Quarter and Full Year 2025 Results

One Liberty reported net income of $0.10 per diluted share in Q4 and $1.15 per share for full year 2025. FFO reached $0.50 per share in Q4 and $1.80 for the year, while AFFO totaled $0.48 in Q4 and $1.91 annually.

2. Industrial Focus and Portfolio Occupancy

The company has shifted to industrial assets, generating 82% of annual base rent from that sector. Portfolio occupancy stood at 98.5% as of December 31, reflecting strong leasing activity across its holdings.

3. Strategic Acquisitions and Asset Dispositions

In 2025, One Liberty acquired 13 industrial properties for $188.8 million and added 10 more for $56.7 million post-year end, totaling 23 assets at $245.5 million. It also sold 12 non-core properties for $61.3 million of net proceeds, realizing gains on each transaction.

4. Dividend Declaration and Track Record

The board declared a quarterly dividend of $0.45 per share payable April 6, marking the 133rd consecutive quarterly payout. The REIT has increased or maintained its dividend for over 33 years, underscoring its commitment to income stability.

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