Superior Stability and Dividend Growth
European Portfolio Snapshot (cont'd)
CLIENT DIVERSIFICATION - TOP EUROPEAN CLIENTS(1)
Sainsbury's
B&Q
18.4%
TESCO
Carrefour
5.6%
ASDA
5.0%
Other
17.3%
24.9%
28.8%
(1) Based on percentages of total European portfolio annualized contractual rent as of March 31, 2022.
(2) Based on market share. Source: Kantar World Panel.
(3) Source: Mintel, 2020.
EUROPEAN PORTFOLIO BY INDUSTRY(1)
Other, 17%
Health Care, 1%
Warehousing and Storage, 2%
Home Improvement, 21%
KEY HIGHLIGHTS
REALTY
INCOME
Grocery, 59%
Diversified portfolio leased to clients operating in non-discretionary
industries
Sainsbury's and Tesco are the top grocers in the U.K. (2), and
Carrefour is the 2nd largest grocer in Spain
B&Q (Kingfisher) is the largest home improvement retailer in the
U.K. and is number two in France (3)
48View entire presentation