{"filing":{"accession_number":"0001104659-26-095323","cik":"0001526113","ticker":"GNL-PD","company_name":"Global Net Lease, Inc.","form":"8-K","filing_date":"2026-08-13","report_date":"2026-08-12","primary_document":"tm2622741d1_8k.htm","primary_document_url":"https://www.sec.gov/Archives/edgar/data/1526113/000110465926095323/tm2622741d1_8k.htm"},"events":[{"id":27424,"run_id":24996,"accession_number":"0001104659-26-095323","anchor_item_number":"2.01","event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.98,"summary":"Global Net Lease completed its acquisition of Modiv Industrial on August 12, 2026, adding a $535 million primarily industrial portfolio through issuance of approximately 20.4 million GNL shares (1.975 shares per Modiv share) plus $42.3 million in cash for preferred stock. The transaction is immediately accretive to AFFO per share by 4% and increases industrial exposure to approximately 50% of the portfolio with an extended weighted average lease term from 5.7 to 6.6 years on a pro forma basis.","company_name":"Global Net Lease, Inc.","ticker":"GNL-PD","filing_date":"2026-08-13","form":"8-K","submitted_at":null,"items":[{"id":28957,"accession_number":"0001104659-26-095323","item_number":"2.01","item_title":"Completion of Acquisition or Disposition of Assets.","event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.98,"reasoning":"Global Net Lease completed its acquisition of Modiv Industrial on August 12, 2026, adding a $535 million primarily industrial portfolio. The filing explicitly states this is a completion of a previously announced acquisition under Item 2.01, with material strategic and financial impacts including immediate 4% AFFO per share accretion, increased industrial exposure to ~50% of rent, and extended weighted average lease term from 5.7 to 6.6 years on a pro forma basis.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-08-13T10:16:46.416975+00:00","company_name":"","ticker":null,"filing_date":""},{"id":28959,"accession_number":"0001104659-26-095323","item_number":"3.02","item_title":"Unregistered Sales of Equity Securities.","event_type":"dilutive_issuance","event_domain":"financial","is_material":true,"confidence":0.85,"reasoning":"Item 3.02 discloses the issuance of approximately 4,914,528 GNL OP Units to former Modiv Class C Unit holders in reliance on Section 4(a)(2) exemption from Securities Act registration. While the primary transaction is the Modiv acquisition (ma_activity), the Item 3.02 section specifically focuses on the unregistered equity issuance component. The OP Units are redeemable for GNL Common Stock on a one-for-one basis, making this a dilutive equity issuance in connection with the merger consideration.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-08-13T10:16:46.416975+00:00","company_name":"","ticker":null,"filing_date":""},{"id":28960,"accession_number":"0001104659-26-095323","item_number":"7.01","item_title":"Regulation FD Disclosure.","event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.98,"reasoning":"The filing discloses completion of Global Net Lease's acquisition of Modiv Industrial, Inc., a material acquisition involving a $535 million industrial portfolio. The press release explicitly states \"On August 12, 2026, Global Net Lease, Inc. completed its previously announced acquisition of Modiv Industrial, Inc.\" and describes significant strategic benefits including increased industrial exposure to 50% of portfolio, extended lease terms, and immediate 4% accretion to AFFO per share. This is a completed material acquisition transaction requiring disclosure under Item 1.01 or 2.01 of Form 8-K.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-08-13T10:16:46.416975+00:00","company_name":"","ticker":null,"filing_date":""}]}],"classifications":[{"id":28957,"accession_number":"0001104659-26-095323","item_number":"2.01","item_title":"Completion of Acquisition or Disposition of Assets.","event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.98,"reasoning":"Global Net Lease completed its acquisition of Modiv Industrial on August 12, 2026, adding a $535 million primarily industrial portfolio. The filing explicitly states this is a completion of a previously announced acquisition under Item 2.01, with material strategic and financial impacts including immediate 4% AFFO per share accretion, increased industrial exposure to ~50% of rent, and extended weighted average lease term from 5.7 to 6.6 years on a pro forma basis.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-08-13T10:16:46.416975+00:00","company_name":"Global Net Lease, Inc.","ticker":"GNL-PD","filing_date":"2026-08-13"},{"id":28959,"accession_number":"0001104659-26-095323","item_number":"3.02","item_title":"Unregistered Sales of Equity Securities.","event_type":"dilutive_issuance","event_domain":"financial","is_material":true,"confidence":0.85,"reasoning":"Item 3.02 discloses the issuance of approximately 4,914,528 GNL OP Units to former Modiv Class C Unit holders in reliance on Section 4(a)(2) exemption from Securities Act registration. While the primary transaction is the Modiv acquisition (ma_activity), the Item 3.02 section specifically focuses on the unregistered equity issuance component. The OP Units are redeemable for GNL Common Stock on a one-for-one basis, making this a dilutive equity issuance in connection with the merger consideration.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-08-13T10:16:46.416975+00:00","company_name":"Global Net Lease, Inc.","ticker":"GNL-PD","filing_date":"2026-08-13"},{"id":28960,"accession_number":"0001104659-26-095323","item_number":"7.01","item_title":"Regulation FD Disclosure.","event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.98,"reasoning":"The filing discloses completion of Global Net Lease's acquisition of Modiv Industrial, Inc., a material acquisition involving a $535 million industrial portfolio. The press release explicitly states \"On August 12, 2026, Global Net Lease, Inc. completed its previously announced acquisition of Modiv Industrial, Inc.\" and describes significant strategic benefits including increased industrial exposure to 50% of portfolio, extended lease terms, and immediate 4% accretion to AFFO per share. This is a completed material acquisition transaction requiring disclosure under Item 1.01 or 2.01 of Form 8-K.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-08-13T10:16:46.416975+00:00","company_name":"Global Net Lease, Inc.","ticker":"GNL-PD","filing_date":"2026-08-13"}]}