Superior Stability and Dividend Growth slide image

Superior Stability and Dividend Growth

Diversified High-Quality Portfolio CLIENT DIVERSIFICATION - TOP 20 CLIENTS Grocery Stores Convenience Stores Dollar Stores Walgreens 4.0% amc 1.6% THEATRES 7-ELEVEN. 3.9% B&Q 1.6% Restaurants - Quick Service Drug Stores Restaurants - Casual Dining Home Improvement DOLLAR GENERAL 3.9% REGAL 1.5% Health and Fitness General Merchandise Theaters DOLLAR TREE 3.5% FAMILYDOLLAR 1.5% INDUSTRY DIVERSIFICATION(1) % of Revenue REALTY INCOME 10.4% 9.1% 7.4% 6.6% 6.5% 5.8% 5.0% 4.6% 3.7% 3.3% (1) Represents total portfolio annualized contractual rent contribution from U.S. and European properties. PROPERTY TYPE DIVERSIFICATION Sainsbury's FedEx. 2.9% TESCO 1.5% 2.4% TSC TRACTOR 1.4% LA FITNESS. SUPPLY CO 2.2% LIFETIME FITNESS BJ's 1.9% THE CVS pharmacy HOME DEPOT 1.4% 2.0% Other 1.2% 1.8% Fas mart Walmart 1.0% Sam's Club 1.7% 14.4% Industrial CIRCLE K 1.0% Note: Orange indicates investment grade clients that are companies or their subsidiaries with a credit rating, as of the balance sheet date, of Baa3/BBB- or higher from one of the three major rating agencies (Moody's/S&P/Fitch). 83.6% Retail GEOGRAPHIC DIVERSIFICATION TEXAS 10.7% U.K. 8.7% CALIFORNIA 6.4% FLORIDA 5.3% ILLINOIS 5.0% OHIO 4.6% GEORGIA 3.6% 38 888
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