Netstreit Investor Presentation Deck
Consistent Investment Approach
Disciplined and Deliberate Portfolio Construction
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Investment Philosophy
NETSTREIT
Defensive Tenancy in Necessity-Based and
E-commerce-Resistant Retail Industries ¹
Resilient, Cycle-Tested Investment Grade Credit
Tenants with Durable Cash Flows¹
Granular Assets in Highly Fragmented,
Undercapitalized Market Segment
Net Lease Retail Assets with Long Lease Term
Benefiting From Contractual Rent Growth
Diversification by Industry, Tenant, State¹
Significant Focus on Fundamental Real Estate
Underwriting
Source: Company data as of September 30, 2023.
1. Portfolio statistics as a percentage of ABR.
2. Weighted by ABR; excludes lease extension options and 62 investments that secure mortgage loans receivable.
Portfolio Strategy
Primarily
>60%
$1 to $10 million Avg.
Asset Size
~10 Year WALT
<15% Industry
<50% Top 10 Tenants
<15% State
Current Metrics
87.0%
83.3%
(68.6% Investment Grade
Credit and 14.6% Investment
Grade Profile)
$3.3 million Avg. Asset
Size
9.3 Year2 WALT
15.7% Industry
51.5% Top 10 Tenants
8.1% State
Attractive cost basis with durable valuation supported
by market rents and demos, physical structure and
location, and alternative use analysesView entire presentation