STAG Industrial, Inc. · NYSE:STAG
STAG Industrial — Wells Fargo Conference 2025
5 slides from STAG Industrial's conference presentation, May 2025
Slide 1: Business Update – Wells Fargo Conference 2025
B u s i n e s s U p d a t e – We l l s F a r g o C o n f e r e n c e 2 0 2 5
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 Q2 2025 FIRST LOOK Q2 2025 YTD FIRST LOOK Market Q1 2025 REPORTED LEASING ACTIVITY Research (COMMENCED) (COMMENCED) (COMMENCED) As of April 28, 2025 As of April 28, 2025 Acquisitions Square feet Accounting 5.0 million 3.6 million 8.6 million & Finance Cash Rent Change + 27
Slide 4: Balance Sheet & Liquidity Update
BALANCE SHEET & LIQUIDITY UPDATE LIQUIDITY PROFILE ESTIMATED LIQUIDITY AS OF APRIL 28, 2025 Cash on balance sheet $24.8 million Undrawn Revolver Balance $460.8 million Committed Private Placement Debt Proceeds $550.0 million TOTAL ESTIMATED LIQUIDITY AS OF APRIL 28, 2025 ~$1.0 billion BALANCED DEBT
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