Netstreit IPO Presentation Deck
2 Active Asset Management (Cont'd)
NETSTREIT continues to curate a high-quality and diversified portfolio
Properties
States
Portfolio Size
ABR
Investment Grade
Tenants
NETSTREIT
Top Five Tenants
Key Transition
Highlights
Inherited Portfolio¹
114
30
1.6M SF
$22.4M
56%
CVS-9.9%
Shopko -8.6%
Dollar General - 7.7%
Walgreens - 7.0%
Lowe's-6.3%
Pre-144A Portfolio
Inherited to Pre-144A Portfolio Highlights:
✓ Disposed of 33 properties for $89.6 million
✓ Acquired 12 properties for $46.0 million
✓ Executed 6 blend and extend leases
Retired $85.6 million of debt
93
28
1.4M SF
Source Company data. Particia data represents portlas of 20/2020 unless otherwise noted. 1. Inherited Porfolio metrics shown of Juna 2018.
$17.8M
CVS - 11.9%
Dollar General - 8.9%
Lowe's - 7.9%
Walgreens - 7.5%
Kohl's - 6.4%
Current Portfolio
163
3.0M SF
$34.5M
↑
7-Eleven - 12.7%
Walmart-7.9%
CVS - 6.1%
Ollie's - 5.2%
Lowe's - 4.9 %
Pre-144A to Current Portfolio Highlights:
Disposed of 2 properties for $10.4 million
Acquired 72 properties for $264.0 million
✓ Executed 3 blend and extend leases
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