Crystallizing Value Creation & Market Overview
European Portfolio Snapshot (cont'd)
CLIENT DIVERSIFICATION - TOP EUROPEAN CLIENTS(1)
Sainsbury's
B&Q
20.6%
TESCO
19.7%
33.6%
EUROPEAN PORTFOLIO BY INDUSTRY(1)
Other, 7.1%
Warehousing and Storage,
3.0%
Home Improvement,
24.2%
KEY HIGHLIGHTS
REALTY INCOME
Grocery, 65.7%
Other
26.1%
(1) Based on percentages of total European portfolio annualized contractual rent as of September 30, 2021.
(2) Based on market share. Source: Kantar World Panel.
(3) Source: Mintel, 2019.
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)
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