Large, diversified portfolio of high-quality real estate
Our asset management teams in the U.S. and Europe are dedicated to proactively managing our portfolio and working with our tenants to ensure they have the real estate they need to meet their evolving business objectives.
Portfolio information reflects pro rata ownership of real estate assets (excluding operating properties) as of June 30, 2026.
- Net Lease Properties
- 1,748
- Total Square Feet
- 188M
- Annualized Base Rent
- $1.6B
- Occupancy Rate
- 98.5%
- Tenants
- 384
- Rent Escalations
- 99.5%
Global knowledge, local market insights, multi-sector expertise
Our ability to invest in different property types, geographies and tenant industries provides a wider opportunity set for new acquisitions, thereby expanding our expertise and insulating us from local market disruptions.
Diversification Charts
Geographic
| Region | ABR % |
|---|---|
| North America | 66.9% |
| Europe | 32.7% |
| Other | 0.4% |
Property Type
| Property Type | ABR % |
|---|---|
| Industrial | 38.7% |
| Warehouse | 25.1% |
| Retail | 22.3% |
| Other | 13.9% |
Tenant Industry
| Industry Type | ABR % |
|---|---|
| Packaged Foods & Meats | 9.0% |
| Food Retail | 8.5% |
| Home Improvement Retail | 6.2% |
| Automotive Retail | 5.8% |
| Auto Parts & Equipment | 4.9% |
| Air Freight & Logistics | 4.1% |
| Education Services | 3.8% |
| Pharmaceuticals | 3.0% |
| Industrial Machinery | 3.0% |
| Leisure Facilities | 2.7% |
| Self-Storage REITs | 2.6% |
| Metal, Glass & Plastic Containers | 2.4% |
| Trading Companies & Distributors | 2.3% |
| Building Products | 2.0% |
| Environmental & Facilities Services | 2.0% |
| Paper Products | 1.9% |
| Other Specialty Retail | 1.7% |
| Specialty Chemicals | 1.7% |
| Construction Materials | 1.5% |
| Diversified Support Services | 1.4% |
| Construction Machinery | 1.3% |
| Food Distributors | 1.3% |
| Consumer Staples Merchandise Retail | 1.2% |
| Commodity Chemicals | 1.0% |
| Diversified Metals | 1.0% |
| Other (62 industries, each <1%) | 23.7% |
Top Ten Tenants
Our top ten tenants represent 18.1% of ABR and have a weighted average lease term of 13.4 years.
For more information on our top 25 tenants, see our IR presentation.
1. Extra Space Storage
43 net lease self-storage properties in the U.S.
Total Base Rent (%): 2.6%
Lease Term (Years Remaining): 23.2
2. Apotex
11 pharmaceutical R&D and advanced manufacturing properties in Canada
Total Base Rent (%): 2.1%
Lease Term (Years Remaining): 16.8
3. Life Time Fitness
12 health and fitness facilities in the U.S.
Total Base Rent (%): 2.0%
Lease Term (Years Remaining): 7.4
4. GardenCore
43 industrial facilities in the U.S.
Total Base Rent (%): 1.8%
Lease Term (Years Remaining): 19.9
5. Metro Italia
18 business-to-business retail stores in Italy
Total Base Rent (%): 1.7%
Lease Term (Years Remaining): 4.8
6. Fortenova
19 properties, including grocery stores and one warehouse, in Croatia
Total Base Rent (%): 1.7%
Lease Term (Years Remaining): 7.8
7. OBI
26 DIY retail properties in Poland
Total Base Rent (%): 1.6%
Lease Term (Years Remaining): 7.7
8. Kesko Senukai
20 distribution and retail facilities in Lithuania, Estonia and Latvia
Total Base Rent (%): 1.6%
Lease Terms (Years Remaining): 5.7
9. Fedrigoni
16 industrial and warehouse facilities in Germany, Italy and Spain
Total Base Rent (%): 1.5%
Lease Term (Years Remaining): 17.4
10. TI Automotive
19 automotive parts manufacturing properties in North America
Total Base Rent (%): 1.5%
Lease Term (Years Remaining): 18.6
Portfolio Map
