Netstreit Investor Presentation Deck
History of Sourcing Investments at Attractive Yields
Consistently Invested at Above-Market Yields Despite Focus on High-Quality Tenants
Volume $(000)s
Investment Grade %
Investment Grade Profile ¹ %
IG IG Profile %
WALT²
Weighted Average Cash Yield
N
NETSTREIT
$1,499
67.2%
13.7%
81.0%
9.8
6.7%
NETSTREIT
AR AGREE REALTY
RETHINK RETAIL
$4,799
67.8%
ΝΑ
ΝΑ
9.6
3
6.1% ³
3Q'20-3Q'23
NNN
REIT
NYSE:NNN
$2,059
ΝΑ
ΝΑ
ΝΑ
10.4
6.6%
#FCPT
$1,014
54.2%
ΝΑ
ΝΑ
10.2
6.5%
ESSENTIAL PROPERTIES
Source: Company filings from August 2020 through September 30, 2023.
1. Investments with investment grade credit metrics (more than $1.0 billion in annual sales and a debt to adjusted EBITDA ratio of less than 2.0x), but do not carry a published rating from S&P, Fitch, Moody's, or NAIC.
2. Excludes lease extension options and investments that secure mortgage loans receivable.
3. Assumes cash cap rate is 30bps lower than reported GAAP cap rate.
$3,002
ΝΑ
ΝΑ
ΝΑ
13.0
7.2%
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