Crystallizing Value Creation & Market Overview

Diversified High-Quality Portfolio CLIENT DIVERSIFICATION - TOP 20 CLIENTS 7-ELEVEN. 5.7% LIFETIME 2.1% FITNESS Walgreens 5.0% B&Q 2.0% DOLLAR GENERAL 4.2% TESCO 1.9% FedEx. 3.4% BJ's 1.8% DOLLAR TREE 3.3% FAMILY DOLLAR Sainsbury's THE DEPOT HOME 1.5% 3.2% 1.4% TREASURY WINE ESTATES Convenience Stores Grocery Stores Dollar Stores Drug Stores Health and Fitness Home Improvement Restaurants - Quick Service Theaters Transportation Services General Merchandise INDUSTRY DIVERSIFICATION(1) % of Revenue REALTY INCOME 11.6% 10.9% 7.5% 7.2% 5.9% 5.6% 5.2% 5.2% 3.8% 3.7% (1) Represents total portfolio annualized contractual rent contribution from U.S. and European properties. PROPERTY TYPE DIVERSIFICATION 2.8% LA FITNESS. CIRCLE K 1.4% 1.5% Agriculture amc 2.5% ♥CVS pharmacy 1.4% THEATRES 2.6% Office REGAL 2.4% Kroger 1.3% 12.2% Industrial Walmart 2.3% 1.2% Fas mart Sam's Club. Note: Orange indicates investment grade clients that are companies or their subsidiaries with a credit rating, as of the balance sheet date, of Baa3/BBB- or higher from one of the three major rating agencies (Moody's/S&P/Fitch). GEOGRAPHIC DIVERSIFICATION TEXAS 10.9% U.K. 9.5% CALIFORNIA 8.2% 83.7% ILLINOIS 5.3% Retail FLORIDA 4.9% 39

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