Curating Best-in-Class Portfolio

Clear Fit with Realty Income's Capital Allocation Philosophy Real estate and industry characteristics are well-aligned with Realty Income's investment criteria Investment Alignment Typical unit size and demographics align with our footprint Fungible real estate located in major population centers High degree of overlap on location characteristics Non-discretionary consumer demand supports consistency of cash flow through economic cycles Sheer market size to provide significant opportunity set No clear scale player focusing on the space ~90% REALTY INCOME We estimated a 90% similarity between our portfolio and a data set of selected consumer- centric medical assets in a study including >30k variables

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