Stag Industrial — NAREIT REITweek/REITworld 2024

5 slides from Stag Industrial's conference presentation, November 2024

Slide 1: NAREIT Update – Fall 2024
NAREIT Update – Fall 2024
Slide 2: Forward-Looking Statements & Definitions
FORWARD-LOOKING STATEMENTS & DEFINITIONS Forward-Looking Statements This presentation contains certain forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. STAG Industrial, Inc. (“S
Slide 3: Leasing & Portfolio Update
LEASING & PORTFOLIO UPDATE Q4 2024 FIRST LOOK 2024 YTD FIRST LOOK Market Q3 2024 REPORTED LEASING ACTIVITY Research (COMMENCED) (COMMENCED) (COMMENCED) As of November 11, 2024 As of November 11, 2024 Acquisitions Square feet Accounting 3.3 million 2.1 million 13.2 million & Finance Cash Rent Change
Slide 4: Balance Sheet & Liquidity Update
BALANCE SHEET & LIQUIDITY UPDATE LIQUIDITY PROFILE ESTIMATED LIQUIDITY AS OF NOVEMBER 11, 2024 Cash on balance sheet $79.2 million Undrawn Revolver Balance $603.9 million Unfunded Forward Equity $164.7 million TOTAL ESTIMATED LIQUIDITY AS OF NOVEMBER 11, 2024 $847.8 million BALANCED DEBT MATURITY LA
Slide 5: Building Blocks of Growth
BUILDING BLOCKS OF GROWTH HISTORICAL TREND 2024 GUIDANCE NOTES Average Same Store Cash NOI growth of ~2.5% over past Same Store Cash NOI growth of 5.25% - 5.50% Expect recent Same Store Cash NOI growth to be nine years • Retention at 75% sustainable, driven by increase in rental escalators, higher •