Fair Value of Assets and Liabilities
The table below presents certain of our assets carried at fair value at December 31, 2025, categorized by the level of inputs, as defined in the fair value hierarchy under GAAP, used in the valuation of each asset.
Fair Value at Reporting Date Using
DescriptionTotalQuoted Prices in Active Markets for Identical Assets (Level 1)Significant Other Observable Inputs (Level 2)Significant Unobservable Inputs (Level 3)
Non-recurring Fair Value Measurement Assets:
Assets of properties held for sale (1)
$610 $— $610 $— 
(1)We recorded impairment charges totaling $101 during the year ended December 31, 2025, to reduce the carrying value of one net lease property in our consolidated balance sheet to its estimated fair value, less estimated costs to sell of $37, based on a negotiated sales price with a third party buyer (Level 2 inputs as defined in the fair value hierarchy under GAAP).
In addition to the assets included in the table above, our financial instruments include our cash and cash equivalents, restricted cash, rents receivable, revolving credit facility, VFN, net lease mortgage notes, senior notes and security deposits. At December 31, 2025 and 2024, the fair values of these financial instruments approximated their carrying values in our consolidated balance sheets due to their short-term nature or floating interest rates, except as follows:
December 31, 2025December 31, 2024
CarryingFairCarryingFair
Value (1)
Value
Value (1)
Value
Senior Unsecured Notes, due 2026 at 5.25%
$— $— $348,730 $339,889 
Senior Unsecured Notes, due 2026 at 4.75%
— — 448,957 425,237 
Senior Unsecured Notes, due 2027 at 4.95%
399,164 401,716 398,428 373,796 
Senior Guaranteed Unsecured Notes, due 2027 at 5.50%
447,858 442,985 446,758 420,809 
Senior Secured Notes, due 2027 at zero coupon
501,256 524,263 — — 
Net Lease Mortgage Notes, due 2028 at 5.60%
578,368 598,113 568,283 585,236 
Senior Unsecured Notes, due 2028 at 3.95%
397,645 377,596 396,505 335,056 
Senior Guaranteed Unsecured Notes, due 2029 at 8.375%
686,738 703,780 682,934 676,725 
Senior Unsecured Notes, due 2029 at 4.95%
422,056 368,382 421,269 338,071 
Senior Unsecured Notes, due 2030 at 4.375%
395,318 338,932 394,189 301,752 
Senior Secured Notes, due 2031 at 8.625%
976,121 1,050,370 972,073 1,040,590 
Senior Guaranteed Unsecured Notes, due 2032 at 8.875%
484,904 493,225 482,577 462,755 
Total financial liabilities$5,289,428 $5,299,362 $5,560,703 $5,299,916 
(1)Carrying value includes unamortized discounts, premiums and certain debt issuance costs.
At December 31, 2025 and 2024, we estimated the fair values of our senior notes using an average of the bid and ask price of our then outstanding issuances of senior notes (Level 2 inputs). At December 31, 2025 and 2024, we estimated the fair value of our net lease mortgage notes using discounted cash flow analyses and current prevailing market rates as of the measurement date (Level 3 inputs). As Level 3 inputs are unobservable, our estimated value may differ materially from the actual fair value.

Historical Timeline

Fiscal YearFiled
2025Feb 25, 2026Showing above
2024Feb 26, 2025
2023Feb 28, 2024
2022Feb 28, 2023
2021Feb 24, 2022
2020Mar 1, 2021
2019Mar 2, 2020
2018Feb 27, 2019
2017Mar 1, 2018
2016Mar 1, 2017
2015Feb 24, 2016

About Fair Value Disclosures

Fair value disclosures classify all assets and liabilities measured at fair value into a three-level hierarchy: Level 1 (quoted market prices), Level 2 (observable inputs like yield curves), and Level 3 (unobservable inputs requiring management estimates). The proportion of Level 3 assets directly reflects how much of the balance sheet depends on internal models rather than market evidence.

Key signals: a growing Level 3 balance relative to total fair-value assets increases valuation uncertainty and earnings volatility risk. Watch for transfers between levels — assets moving from Level 2 to Level 3 often signal deteriorating market liquidity. Unrealized gains and losses on Level 3 positions flow through earnings or other comprehensive income, so large swings deserve scrutiny. For financial institutions, examine the sensitivity disclosures that show how Level 3 valuations change under alternative assumptions. Compare the fair value of debt against its carrying amount to gauge hidden leverage.