Stag Industrial — NAREIT Update – Winter 2025

5 slides from Stag Industrial's conference presentation, Dec 4, 2025

Slide 1: NAREIT Update – Winter 2025
NAREIT Update – Winter 2025
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: Operating Portfolio Leasing Update
OPERATING PORTFOLIO LEASING UPDATE Q4 2025 FIRST LOOK 2025 YTD FIRST LOOK Market Q3 2025 REPORTED OPERATING PORTFOLIO Research LEASING ACTIVITY (COMMENCED) (COMMENCED) (COMMENCED) As of December 2, 2025 As of December 2, 2025 Acquisitions Square feet Accounting 2.2 million 3.0 million 14.4 million &
Slide 4: Balance Sheet & Liquidity Update
BALANCE SHEET & LIQUIDITY UPDATE LIQUIDITY PROFILE ESTIMATED LIQUIDITY AS OF DECEMBER 2, 2025 Cash on balance sheet $33.4 million Undrawn Revolver Balance $813.8 million TOTAL ESTIMATED LIQUIDITY AS OF DECEMBER 2, 2025 $847.2 million BALANCED DEBT MATURITY LADDER 2 $1.5B Revolving Credit Fitch Credi
Slide 5: Acquisition Update
ACQUISITION UPDATE 2025 acquisition volume guidance range of $350 million to $500 million 2025 acquisition cash capitalization rate guidance range of 6.25% - 6.75% As of December 2nd, closed on $255 million of acquisition volume year to date Have ~$193 million of acquisition volume under contract or