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1. Company Snapshot

1.a. Company Description

One Liberty is a self-administered and self-managed real estate investment trust incorporated in Maryland in 1982.The Company acquires, owns and manages a geographically diversified portfolio consisting primarily of industrial, retail, restaurant, health and fitness and theater properties.Many of these properties are subject to long term net leases under which the tenant is typically responsible for the property's real estate taxes, insurance and ordinary maintenance and repairs.

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1.b. Last Insights on OLP

One Liberty Properties' recent performance was negatively impacted by revenue missing consensus projections by 2.08% in Q2, despite a 12% year-over-year increase to $24.479 million. The company's industrial property acquisitions, totaling over $112 million in 2025, may face challenges due to a 24% discount in diversified REITs. Additionally, its high payout ratio of 7.7% dividend yield, although supported by high insider ownership, may warrant monitoring if portfolio rebalancing accelerates. The company's well-laddered debt structure provides resilience, but may not entirely offset potential risks.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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One Liberty Properties: High Yield, High Insider Ownership, And High Upside Potential

Nov -18

Source: seekingalpha.com

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One Liberty Properties Reports Third Quarter 2025 Results

Nov -06

Source: globenewswire.com

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One Liberty Properties (OLP) Projected to Post Earnings on Tuesday

Nov -02

Source: defenseworld.net

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The Next REITs That Could Potentially Cut Dividends (My Predictions)

Oct -16

Source: seekingalpha.com

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One Liberty Properties Announces 131st Consecutive Quarterly Dividend

Sep -10

Source: globenewswire.com

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Price Dislocation In Diversified REITs

Sep -09

Source: seekingalpha.com

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One Liberty Properties: Huge Insider Ownership, Great Dividend Plus Turnaround Potential

Aug -31

Source: seekingalpha.com

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One Liberty (OLP) Q2 Revenue Rises 12%

Aug -06

Source: fool.com

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (1.82%)

6. Segments

Rental - Same Store

Expected Growth: 1.8%

One Liberty Properties' 1.8% same-store rental growth is driven by a combination of factors, including a strong US economy, rising e-commerce demand, and increasing need for logistics and distribution space. Additionally, the company's strategic focus on industrial and retail properties in high-growth markets, such as California and Florida, has contributed to the growth.

Rental - Acquisitions

Expected Growth: 2.2%

Rental acquisitions from One Liberty Properties, Inc. driven by increasing demand for industrial properties, strategic locations, and diversification of tenant base, resulting in 2.2% growth. Key drivers include expanding e-commerce, urbanization, and infrastructure development, leading to higher occupancy rates and rental income.

Rental - Dispositions

Expected Growth: 1.5%

One Liberty Properties' 1.5% rental dispositions growth is driven by increasing demand for industrial and retail spaces, strategic property acquisitions, and effective asset management. Additionally, the company's focus on long-term leases and diversified tenant base contributes to stable cash flows, supporting growth in dispositions.

7. Detailed Products

Industrial Properties

One Liberty Properties, Inc. owns and operates industrial properties, including warehouses, distribution centers, and manufacturing facilities, providing space for companies to store and distribute goods.

Commercial Properties

The company owns and operates commercial properties, including office buildings, retail centers, and restaurants, providing space for businesses to operate and serve customers.

Retail Properties

One Liberty Properties, Inc. owns and operates retail properties, including shopping centers, strip centers, and single-tenant retail properties, providing space for retailers to sell goods and services.

Development Properties

The company acquires and develops properties, including land and existing buildings, to create new commercial and industrial spaces.

8. One Liberty Properties, Inc.'s Porter Forces

Forces Ranking

Threat Of Substitutes

One Liberty Properties, Inc. operates in a niche market, providing real estate investment trust (REIT) services, which reduces the threat of substitutes. However, the company still faces some competition from other REITs and real estate investment companies.

Bargaining Power Of Customers

One Liberty Properties, Inc. has a diversified tenant base, which reduces the bargaining power of individual customers. Additionally, the company's properties are primarily leased to high-credit tenants, further reducing the bargaining power of customers.

Bargaining Power Of Suppliers

One Liberty Properties, Inc. has a strong financial position, which gives it bargaining power over its suppliers. The company's ability to negotiate favorable terms with its suppliers reduces the bargaining power of suppliers.

Threat Of New Entrants

The real estate investment trust (REIT) industry has high barriers to entry, including significant capital requirements and regulatory hurdles. This reduces the threat of new entrants and gives One Liberty Properties, Inc. a competitive advantage.

Intensity Of Rivalry

The REIT industry is highly competitive, with many established players competing for tenants and investment opportunities. However, One Liberty Properties, Inc.'s niche focus on industrial and commercial properties helps to differentiate it from competitors and reduces the intensity of rivalry.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 57.70%
Debt Cost 5.12%
Equity Weight 42.30%
Equity Cost 10.58%
WACC 7.43%
Leverage 136.40%

11. Quality Control: One Liberty Properties, Inc. passed 5 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Stock-Card
Gladstone Commercial

A-Score: 6.4/10

Value: 5.3

Growth: 4.7

Quality: 6.9

Yield: 10.0

Momentum: 2.0

Volatility: 9.7

1-Year Total Return ->

View Full Report
Stock-Card
One Liberty Properties

A-Score: 6.3/10

Value: 5.2

Growth: 4.2

Quality: 6.5

Yield: 10.0

Momentum: 2.5

Volatility: 9.3

1-Year Total Return ->

View Full Report
Stock-Card
Urban Edge

A-Score: 6.1/10

Value: 4.9

Growth: 3.1

Quality: 7.8

Yield: 8.0

Momentum: 4.0

Volatility: 9.0

1-Year Total Return ->

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Stock-Card
CTO Realty Growth

A-Score: 6.0/10

Value: 5.7

Growth: 5.2

Quality: 3.4

Yield: 10.0

Momentum: 2.0

Volatility: 9.3

1-Year Total Return ->

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Stock-Card
American Assets Trust

A-Score: 5.7/10

Value: 5.2

Growth: 4.3

Quality: 4.7

Yield: 10.0

Momentum: 2.0

Volatility: 8.0

1-Year Total Return ->

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Stock-Card
Presidio Property Trust

A-Score: 2.8/10

Value: 5.6

Growth: 0.8

Quality: 2.6

Yield: 5.0

Momentum: 3.0

Volatility: 0.0

1-Year Total Return ->

View Full Report

Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

20.49$

Current Price

20.49$

Potential

-0.00%

Expected Cash-Flows