Netstreit Investor Presentation Deck slide image

Netstreit Investor Presentation Deck

1 Investment Grade % ¹ 69% 69% III N NETSTREIT REALTY CORFORA ON Portfolio Highlights Relative to Peers NTST's Stable & Predictable Cash Flow Profile Drives Superior Risk-Adjusted Returns 13.9 3.6% ESSENTIAL PROPERTIES Lease Rollover Through 2026 Weighted-Average Lease Term 9.3 4.6% 61% NETSTREIT #FCPT 8.3 8.1% 33% #FCPT REALTY INCOME 8.6 13.1% AGRIE REALTY ASTICCEFORA ON 20% SPIRIT 9.7 15.0% SPIRIT SERITE 18% 1 NATIONAL RETAR NN PROPERIRS 10.4 15.2% NATIONAL RETAR PROPERTIES 0% ESSENTIAL PROPERTIES 9.5 18.8% REALTY INCOME Portfolio Composition² 100% 100% #FCPT 87% $2.4 54% 19% 14% N NETSTREIT 4% $2.7 83% ESSENTIAL MIMPERTIES #FCPT 79% ESSENTIAL HMOPERTIES $2.9 NN RETAR 80% PROPERTY 40% 16% 24% AGREE REAITY CORPORA ON $3.3 ■Service Discount Necessity Average Investment Size per Property N NETSTREIT 62% 17% 7% 38% REALTY INCOME 5% $3.9 AGE REALTY AT SCORPORATION 60% 2% 55% 3% NATIONAL RETAR PROPERTES $4.1 REALTY INCOME 31% 25% SPIRIT MEATY $4.8 SPIRIT Source: Public filings as of September 30, 2023. FCPT, EPRT, NNN, O, and SRC as of June 30, 2023 1. EPRT investment grade concentration assumed to be 0%, although it is not disclosed by the company. 2. Examples of service includes convenience stores, quick service restaurants, automotive service, and health and fitness. Examples of discount include dollar store and discount retail. Examples of necessity include, drug stores & pharmacy, home improvement, auto parts, and banking. NETSTREIT 17
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