Crystallizing Value Creation & Market Overview
Realty Income is the Global Leader in a Highly Fragmented Net Lease Sector
REALTY INCOME
$35B
enterprise
value
52+
years of
SIZE, SCALE AND QUALITY
$1.9B
annualized
base rent
7,018
operating history
commercial real
estate properties
A3/A-
credit ratings by
Moody's & S&P
~50%
of rent from investment
grade clients (1)
DIVERSIFIED REAL ESTATE PORTFOLIO
~650
4%
GROWING INTERNATIONAL PRESENCE
10th largest global REIT(2)
$3.3B European Portfolio
114 assets
100% occupancy
11 years remaining lease term (3)
10+ industries
(2) As measured by equity market capitalization of FTSE EPRA Nareit Global REITS TR Index Constituents.
(3) As of September 30, 2021.
STRONG DIVIDEND TRACK RECORD(4)
26 Consecutive Years of Rising Dividends
clients
Other
-16%
60
Non-retail
industries
50
~96%
616 monthly dividends declared
96 consecutive quarterly increases
80%
Non-discretionary, Low Price Point
and/or Service-oriented Retail
of total rent is
resilient to
economic
downturns and/or
isolated from
e-commerce
pressures
S&P 500 Dividend Aristocrats® index member
$0.90
U.S. states, Puerto Rico,
Spain and the U.K.
(1) Clients and clients that are subsidiaries or affiliates of companies with a credit rating of Baa3/BBB- or higher from one of the three major rating
agencies (Moody's/S&P/Fitch).
+4.3% CAGR
$2.832
1995 1997 1999 2001 2003 2005 2007
2009 2011 2013 2015 2017 2019 2021 9
(4) As of October 2021 dividend declaration.View entire presentation