Curating Best-in-Class Portfolio slide image

Curating Best-in-Class Portfolio

European Portfolio Snapshot (cont'd) CLIENT DIVERSIFICATION - TOP EUROPEAN CLIENTS (1) % of European Annualized Contractual Rent Sainsbury's 18.0% B&Q 16.7% TESCO 12.2% 7.2% Carrefour METRO 3.6% Other (1) Based on percentages of total European portfolio annualized contractual rent as of December 31, 2022. (2) Based on market share. Source: Kantar World Panel. (3) Source: Kantar World Panel Spain. (4) Source: Mintel, 2020. 42.2% EUROPEAN PORTFOLIO BY INDUSTRY(1) % of European Annualized Contractual Rent Other, 20% Sporting Goods, 4% Wholesale Clubs, 4% General Merchandise, 5% KEY HIGHLIGHTS REALTY INCOME Grocery, 49% Home Improvement, 19% āœ“ 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) 53 83
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