Netstreit IPO Presentation Deck slide image

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 13
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