Netstreit IPO Presentation Deck

4 Portfolio Strategy / Investment Philosophy S Investment Philosophy NETSTREIT Defensive Tenancy in Necessity-Based and E-commerce-Resistant Industries¹ Resilient, Cycle-Tested Investment Grade Credit Tenants with Durable Cash Flows¹ Granular Assets in Highly Fragmented, Undercapitalized Market Segment Net Lease Retail Assets with Long Lease Term Benefiting From Contractual Rent Growth Diversification by Industry, Tenant, State¹ Significant Focus on Fundamental Real Estate Underwriting Sour Company data. Particia data represents portal of 12020, 1. Participatics by percorings of AR Portfolio Strategy Primarily >60% $1 to $10M Avg. Asset Size >10 Year WALT <15% Industry <50% Top 10 Tenants <15% State Current Metrics 88% $3.2M Avg. Asset Size 11.2 Year WALT 14% Industry 57% Top 10 Tenants 20% State Attractive cost basis with durable valuation supported by market rents and demos, physical structure and location, and alternative use analyses

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