Realty Income Pitch Deck
Proven Track Record of Value-Add Asset and Portfolio Management
REALTY
Lease Expiration Schedule Provides Visibility into Future Cash Flows
Weighted average lease
term of 8.8 years
49.7%
3.6%
5.0%
6.3%
8.4%
8.3%
5.8%
7.2%
5.4%
0.3%
2022
2023
2024
2025
2026
2027
2028
2029
2030
2031-2059
Rents at or below market at acquisition result in
above 100% recapture ratios at expiration.
Re-leased over 3,900 properties at 101.8%
recapture rate since 1996.
• One of the few net lease companies that report
re-leasing results.
INCOME
MAXIMIZING REAL ESTATE VALUE:
Strategic management of rollovers
Proactively addressing portfolio "watch list"
Resolved over 4,700 lease expirations since 1996
Accretive Re-Leasing Activity is
a Result of Prudent Underwriting
104.5%
105.5%
106.7%
103.3%
100.9%
102.6%
103.4%
100.0%
2015
2016
2017
2018
2019
2020
2021
YTD 2022
41
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