Realty Income Pitch Deck
European Portfolio Snapshot (cont'd)
CLIENT DIVERSIFICATION - TOP EUROPEAN CLIENTS (1)
% of European Annualized Contractual Rent
Sainsbury's
18.5%
B&Q
17.2%
TESCO
12.6%
Carrefour
7.4%
ASDA
3.6%
Other
(1) Based on percentages of total European portfolio annualized contractual rent as of September 30, 2022.
(2) Based on market share. Source: Kantar World Panel.
(3) Source: Kantar World Panel Spain.
(4) Source: Mintel, 2020.
40.7%
EUROPEAN PORTFOLIO BY INDUSTRY(1)
% of European Annualized Contractual Rent
Other, 19%
Sporting Goods, 4%
General Merchandise, 5%
Home Improvement, 21%
KEY HIGHLIGHTS
REALTY
INCOME
Grocery, 51%
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 (3)
B&Q (Kingfisher) is the largest home improvement retailer in the
U.K. and is number two in France (4)
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