DIVERSIFIED INDUSTRIES
Our business model and conservative capital strategy are supported by the acquisition of properties leased to industry-leading clients with reliable and sustainable cash flow. Our top five industries include *#number-1-top-industry#*, *#number-2-top-industry#*, *#number-3-top-industry#*, *#number-4-top-industry#* and *#number-5-top-industry#*.
(1) Numerator Research, 2023.
Grocery Stores
We provide investors with exposure to top grocery operators as our top two U.K. grocery clients control approximately 43% of U.K. grocery market share and our top two U.S. grocery clients control 35% of U.S. grocery market share.
Convenience Stores
Convenience stores bolster our portfolio by adding quality real estate locations with inelastic demand. Convenience stores attract customers interested in fuel and automotive relates offerings, as well as food items.
(1) Explorer Research. (2) Realty Income estimates based on industry component data. (3) National Association of Convenience Stores. Gross margins are averages over the past five years.
(1) National Retail Federation
Dollar Stores
Market size for discount stores in the U.S. continues to rise each year as 89% of all shoppers across geographies, income levels, and demographics shop at discount retailers.
(1) CVS Filings. (2) CVS and Walgreens Corporate Filings. (3) CVS and Walgreens Corporate Filings as reported by IQVIA
Drug Stores
Drug store incumbents insulate the industry against outside threats by bundling service partnerships and integrating the business vertically. As leaders in the Drug Store industry continue to evolve, the scope of consumer offerings continues to expand.
OUR ASSETS
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