secwatch.observer — SEC 8-K summary ====================================== Issuer: MODIV INDUSTRIAL, INC. (MDV) CIK: 0001645873 Form: 8-K Filed at: 2025-11-14T23:59:59+00:00 Accession: 0001645873-25-000197 Event type: earnings Sentiment: positive Materiality: 0.70 Item codes: 2.02, 7.01, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Modiv Industrial Q3 AFFO $0.36 beats consensus $0.34, up 22% YoY ---------------------------------------------------------------- - Revenue $11.7M, net income to common $0.3M; AFFO $4.5M ($0.36/share) vs $3.7M year ago. - AFFO per share exceeded all five analyst estimates; consensus was $0.34. - Portfolio: 43 properties, 14.2-yr WALT, 28% investment-grade tenants, $38.9M annualized base rent. - Balance sheet: $8.3M cash, $30M revolver available; 100% fixed debt at 4.27%, no maturities until Jan 2027. - No acquisitions or sales in quarter; CEO cites patience and discipline for value creation. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1645873/000164587325000197/0001645873-25-000197-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1645873/000164587325000197/cik0001645873-20251114.htm HTML page: https://secwatch.observer/filing/0001645873-25-000197 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer