Growing International Portfolio
European Portfolio Snapshot (cont'd)
CLIENT DIVERSIFICATION - TOP EUROPEAN CLIENTS(1)
% of European Annualized Contractual Rent
B&Q
15.8%
Sainsbury's
15.5%
TESCO
10.7%
Ꮳ
5.8%
Carrefour
ÁSDA
4.3%
Other
(1) Based on percentages of total European portfolio annualized contractual rent as of 6/30/2023.
(2) Based on market share. Source: Kantar World Panel Great Britain as of 7/9/2023.
(3) Source: Kantar World Panel Spain as of 6/18/2023.
(4) Source: Retail Economics UK and IBIS World 2021.
EUROPEAN PORTFOLIO BY INDUSTRY (1)
% of European Annualized Contractual Rent
Other, 28.6%
General Merchandise, 5.0%
KEY HIGHLIGHTS
REALTY
INCOME
Grocery, 45.4%
Home Improvement, 21.0%
47.9%
Diversified portfolio leased to clients operating in non-discretionary
industries
Tesco and Sainsbury's 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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