{"schema_version":"secwatch.filing_event.v1","accession":"0001645873-25-000144","form_type":"8-K","ticker":"MDV","cik":"0001645873","company_name":"MODIV INDUSTRIAL, INC.","filed_at":"2025-08-07T23:59:59+00:00","discovered_at":"2026-05-14T18:02:44.552505+00:00","generated_at":"2026-05-17T17:41:31.608950+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"Modiv Industrial Q2 2025 AFFO $0.38 beats consensus; revenue $11.8M, net loss $2.8M","bullets":["Q2 2025 revenue of $11.8M and net loss attributable to common stockholders of $(2.8)M.","AFFO of $4.8M ($0.38/diluted share), up 22% YoY, beating consensus estimates.","5-year lease renewal with 2% annual escalations on Northrop Grumman property in Melbourne, FL.","CEO notes potential asset recycling of ~$150M in assets targeting 100+ bps AFFO growth within 12+ months.","Observations of lending market thaw and increased small-cap REIT M&A activity."],"urls":{"canonical":"https://secwatch.observer/filing/0001645873-25-000144","json":"https://secwatch.observer/filing/0001645873-25-000144.json","markdown":"https://secwatch.observer/filing/0001645873-25-000144.md","text":"https://secwatch.observer/filing/0001645873-25-000144.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1645873/000164587325000144/0001645873-25-000144-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1645873/000164587325000144/cik0001645873-20250807.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-17T17:41:31.608950+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}