Alpine Income Property Trust, Inc. (NYSE:PINE) Q1 2025 Earnings Conference Call April 25, 2025 9:00 AM ET Company Participants John Albright – President and Chief Executive Officer Philip Mays – Senior Vice President, Chief Financial Officer and Treasurer Steven Greathouse – Senior Vice President-Investments Conference Call Participants Michael Goldsmith – UBS Matthew Erdner – JonesTrading Rob Stevenson – Janney Montgomery Scott Wesley Golladay – Baird Gaurav Mehta – Alliance Global Partners RJ Milligan – R ...

First Quarter 2025 Investor Presentation Company Snapshot 134 Properties $610M Enterprise Value $150 TEV / SF 4.1M Total Portfolio Square Feet 8.2% Implied Cap Rate 96% Retail Net Lease Portfolio 50% of ABR From Investment Grade-Rated Tenants 6.8% Annualized Dividend Yield $262M Equity Market Capitalization Portfolio1 Value + Income 9.0 Years W.A. Lease Term2 As of March 31, 2025, unless otherwise noted. PINE stock price on March 31, 2025 was $16.72. © Alpine Income Property Trust, Inc. | alpinereit.com 2 1 ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-39143 ALPINE INCOME PROPERTY TRUST, INC. (Exact name of registrant as specified in its charter) Maryland 84-2769895 (Stat ...

Exhibit 99.1 Press Release FOR IMMEDIATE RELEASE ALPINE INCOME PROPERTY TRUST REPORTS FIRST QUARTER 2025 OPERATING AND FINANCIAL RESULTS - Closed Investments of $79.2 million at a weighted average initial cash yield of 9.0% - - Increased Dividend Q1 2025 - - First Quarter Net Loss of $(0.08) per diluted share and FFO and AFFO of $0.44 per diluted share - WINTER PARK, FL – April 24, 2025 – Alpine Income Property Trust, Inc. (NYSE: PINE) (the "Company" or "PINE"), an owner and operator of single tenant net le ...

- Closed Investments of $79.2 million at a weighted average initial cash yield of 9.0% -- Increased Dividend Q1 2025 -- First Quarter Net Loss of $(0.08) per diluted share and FFO and AFFO of $0.44 per diluted share - WINTER PARK, Fla., April 24, 2025 (GLOBE NEWSWIRE) -- Alpine Income Property Trust, Inc. (NYSE: PINE) (the “Company” or “PINE”), an owner and operator of single tenant net leased commercial income properties, today announced its operating results and earnings for the quarter ended March 31, 20 ...

文章核心观点 公司一季度投资与处置活动活跃 专注单租户净租赁物业有望获稳定收入 但面临宏观经济不确定性 同时推荐了其他排名较好的REIT股 [1][5][7] 一季度投资活动 - 总投资活动达7920万美元 加权平均初始投资收益率为9.0% [1] - 收购三处净租赁物业 花费3970万美元 加权平均现金资本化率8.6% 剩余租赁期限14.3年 租户为Academy Sports、GermFree和Alamo Drafthouse [2] - 发起一项卖方融资结构化投资 处置一处物业 发起一笔新建筑贷款 本金总计2170万美元 当前余额1260万美元 加权平均初始收益率9.6% 还修订四项现有结构化投资 [3] 一季度处置活动 - 总处置额达1170万美元 加权平均退出现金资本化率9.1% 出售三处净租赁物业 租户包括O'Reilly和At Home 还有一块曾租给便利店的空置地块 [4] 公司展望 - 专注单租户净租赁物业组合 有望获稳定租金收入 2026年前无债务到期 有增长灵活性 但宏观经济不确定性是担忧因素 [5] 股价表现 - 过去一年公司股价上涨9.0% 跑赢房地产市场4%的涨幅 [6] 其他推荐股票 - 推荐Welltower Inc.和Cousins Properties Incorporated 均为Zacks Rank 2（买入） [7] - Welltower 2025年FFO每股共识预期为4.93美元 同比增长14.1% [7] - Cousins 2025年FFO每股共识预期为2.79美元 同比增长3.7% [8][10]

WINTER PARK, Fla., April 02, 2025 (GLOBE NEWSWIRE) -- Alpine Income Property Trust, Inc. (NYSE: PINE) (the “Company”) today announced its investment and disposition activities for the first quarter of 2025 and provided a balance sheet update. Investment and Disposition Activity The Company’s total investment activity during the first quarter of 2025 includes $79.2 million of acquisition and structured investment transactions representing a weighted average initial investment yield of 9.0%. The Company’s di ...

Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Kindly note that our content on Seeking Alpha and other platforms doesn't constitute financial advice ...

文章核心观点 公司宣布将在2025年4月24日收盘后公布2025年第一季度财务和运营结果，并于4月25日上午9点举行财报电话会议 [1] 财务和运营结果公布安排 - 公司将于2025年4月24日收盘后公布2025年第一季度财务和运营结果 [1] - 财报电话会议定于2025年4月25日上午9点举行 [1] 电话会议参与方式 - 可通过公司网站投资者关系页面或指定链接观看直播 [2] - 可通过指定链接获取电话拨号详情 [2] - 建议参与者至少提前15分钟注册并拨入会议 [2] - 财报电话会议回放将在公司网站投资者关系板块存档并可在线查看 [2] 公司简介 - 公司是一家公开交易的房地产投资信托公司，通过投资、持有和运营单租户净租赁商业收入物业组合，为高质量上市公司和有信用评级的租户提供服务，以实现有吸引力的风险调整回报和可靠的现金股息 [3] 其他信息 - 可在公司网站查看最新投资者报告 [4] - 联系人为高级副总裁、首席财务官兼财务主管Philip R. Mays，电话(407) 904 - 3324，邮箱pmays@alpinereit.com [4]

文章核心观点 - 介绍iREIT+HOYA Capital投资服务及Alpine Income Property Trust公司情况 [1][2] 分组1：iREIT+HOYA Capital投资服务 - 是Seeking Alpha上专注收益的投资服务 [1] - 聚焦能产生收益的资产类别，可实现可持续投资组合收益、多元化和通胀对冲 [1] - 提供两周免费试用，可查看独家收益组合的顶级投资想法 [1] 分组2：Alpine Income Property Trust公司 - 2024年2月被提及有投资级租户组合和有吸引力的估值 [2] - 股价从15.92美元涨至19.42美元，后回落至16.21美元 [2]