Stag Industrial — Citi Conference 2025

5 slides from Stag Industrial's conference presentation, February 2025

Slide 1: Business Update – Citi Conference 2025
Business Update – Citi Conference 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: Leasing & Portfolio Update
LEASING & PORTFOLIO UPDATE Market Q1 2025 FIRST LOOK (COMMENCED) LEASING ACTIVITY Research FY 2024 REPORTED (COMMENCED) As of February 21, 2025 Acquisitions Square feet Accounting 13.5 million 4.9 million & Finance Cash Rent Change + 28.3% + 26.3% Straight-Line Rent Change + 41.8% + 41.0% Weighted L
Slide 4: Balance Sheet & Liquidity Update
BALANCE SHEET & LIQUIDITY UPDATE LIQUIDITY PROFILE ESTIMATED LIQUIDITY AS OF FEBRUARY 21, 2025 Cash on balance sheet $16.7 million UNDRAWN REVOLVER BALANCE $466.8 million TOTAL ESTIMATED LIQUIDITY AS OF FEBRUARY 21, 2025 $483.5 million BALANCED DEBT MATURITY LADDER 2 $1B $784M Fitch Credit Rating BB
Slide 5: Building Blocks of Growth
BUILDING BLOCKS OF GROWTH HISTORICAL TREND 2025 GUIDANCE NOTES Average Same Store Cash NOI growth of ~2.8% over past Same Store Cash NOI growth of 3.50% - 4.00% Expect recent Same Store Cash NOI growth to be ten years • Retention range of 70% – 75% sustainable, driven by increase in rental escalator