Crystallizing Value Creation & Market Overview
Curating Best-in-Class Portfolio Through Thoughtful Investment
Process Supported by Proprietary Data From Over 7,000 Properties
$64
BILLION
YTD 2021 SOURCED
OPPORTUNITIES
REALTY INCOME
RESEARCH AND
STRATEGY
REVIEW OF REAL
ESTATE FUNDAMENTALS
ANALYSIS OF CLIENT
FINANCIAL STRENGTH
INVESTMENT COMMITTEE
DISCUSSION AND DECISION
SELECTIVITY: < 6%
Considerations Include:
•
Market & Location
•
Surrounding Demographics
Key Insights:
•
Strategic Objectives:
Identify "Mega Trends"
•
Research Geographies,
Industries and
Prospective Clients
•
•
Traffic Counts, Access &
Signage
•
.
"Big Data" Analysis of
•
Rent Relative to Market
New and Existing
Industries
•
Construct Optimal
Portfolio
Price vs Replacement Cost
Lease Term & Rent Escalators
Alternative Use and Fungibility
IRR Scenario Analysis
Long-Term Industry
Trends
Competitive Landscape
Corporate Financial
Profile
⚫ Client's Long-Term
Growth Strategy
•
Store-Level
Performance
• ESG Metrics
Discussion Points:
•
Fit in Portfolio and
Company Strategy
Consideration of Overall
Opportunity
Pricing and Other Deal
Terms
Investment Spreads and
Long-Term IRR vs Long-
Term WACC
$3.8
BILLION
YTD 2021
ACQUISITIONS
VOLUME
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