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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) 51
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