Superior Stability and Dividend Growth
Curating Best-in-Class Portfolio Through Thoughtful Investment
Process Supported by Proprietary Data From Over 11,200 Properties
REALTY INCOME
RESEARCH AND
STRATEGY
REVIEW OF REAL
ESTATE FUNDAMENTALS
ANALYSIS OF CLIENT
FINANCIAL STRENGTH
INVESTMENT COMMITTEE
DISCUSSION AND DECISION
SELECTIVITY: < 5%
$34
BILLION
YTD 2022 SOURCED
OPPORTUNITIES
$1.6
BILLION
YTD 2022
ACQUISITIONS
VOLUME
Considerations Include:
•
Market & Location
•
Surrounding Demographics
Key Insights:
•
Strategic Objectives:
Identify "Mega Trends"
•
Research Geographies,
Industries and
Prospective Clients
•
•
Traffic Counts, Access &
Signage
•
.
"Big Data" Analysis of
•
Rent Relative to Market
New and Existing
Industries
•
Construct Optimal
Portfolio
Price vs Replacement Cost
Lease Term & Rent Escalators
Alternative Use and Fungibility
IRR Scenario Analysis
Long-Term Industry
Trends
Competitive Landscape
Corporate Financial
Profile
⚫ Client's Long-Term
Growth Strategy
•
Store-Level
Performance
• ESG Metrics
Discussion Points:
•
Fit in Portfolio and
Company Strategy
Consideration of Overall
Opportunity
Pricing and Other Deal
Terms
Investment Spreads and
Long-Term IRR vs Long-
Term WACC
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