Netstreit Investor Presentation Deck
Portfolio Highlights Relative to Peers
NTST's Stable & Predictable Cash Flow Profile Drives Superior Risk-Adjusted Returns
Investment Grade % (¹)
68%
||
N
NETSTREIT
13.9
68%
3.5%
ESSENTIAL PROPERTIES
#FCPT
A CORPORA ON
AGRIE REAITY
Lease Rollover Through 2026
Weighted-Average Lease Term
9.4
61%
5.0%
N
NETSTREIT
8.0
7.7%
41%
#FCPT
REALTY INCOME
8.8
12.1%
will
ROTAGE REALTY
CORPORA ON
20%
SPIRIT
ALTY
10.3
14.2%
NN NATIONAL RETAR
PROPERERS
18% 2
NÁTIONAL RETAR
FORSIPURIALS
10.4
14.4%
SPIRIT
ABATT
ΝΑ
ESSENTIAL PROPERTIES
9.4
17.4%
REALTY INCOME
Source: Public filings as of June 30, 2023. ADC, FCPT, EPRT, NNN, O, and SRC as of March 31, 2023.
1. EPRT investment grade concentration assumed to be 0%; although, it is not disclosed by the company.
2. NNN investment grade concentration as of 4Q22.
NETSTREIT
Portfolio Composition
100%
100%
#FCPT
$4.6
87%
SPIRIT
nà
53%
19%
15%
N
NETSTREIT
3%
$4.1
82%
REALTY INCOME
79%
ESSENTIAL HMOPERTIES
$4.0
62%
AGREE REALTY
CORPORA ON
25%
16%
21%
AGREE REALTY
$3.2
■Service Discount Necessity
Average Investment Size per Property
N
NETSTREIT
60%
17%
7%
36%
5%
REALTY INCOME
$2.9
60%
2%
55% 3%
NATIONAL RETAR
PROPRIAS
NATIONAL RETAR
PROPERSEY
$2.7
1
31%
26%
SPIRIT
MEATY
$2.4
#FCPT ESSENTIAL PROPERTIES
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