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STAG Industrial (STAG) investor relations material
STAG Industrial Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Company overview and market position
Listed on NYSE and member of S&P MidCap 400, focused exclusively on industrial real estate in all CBRE Tier 1 markets.
Owns 601 buildings totaling 120 million SF, with an enterprise value of $10.3 billion as of Q4 2025.
Achieved a total shareholder return of 54.7% since December 31, 2020.
Portfolio metrics and growth
Portfolio spans 41 states with a weighted average lease term of 4.3 years and 26.9% multi-tenant NRA.
Equity market capitalization is $7.1 billion; annual free cash flow after dividends exceeds $120 million.
2026 guidance: same store cash NOI growth of 2.75%-3.25%, cash rent change of 18%-20%, and retention of 70%-80%.
Supply and demand dynamics
56% of US construction pipeline is for buildings over 300k SF, while average lease size is under 150k SF.
Only 22% of new construction is in the company’s top 10 markets, limiting direct competition.
E-commerce and supply chain reconfiguration drive demand; 31% of portfolio handles e-commerce activity.
One-third of portfolio is within 60 miles of major megasite projects, benefiting from nearshoring trends.
- Strong 2025 results and high occupancy support a positive 2026 outlook with continued growth.STAG
Q4 202512 Feb 2026 - Q2 2024 net income rose 15.9%, Core FFO per share up 8.9%, with high occupancy and strong liquidity.STAG
Q2 20242 Feb 2026 - Core FFO per share rose 1.7% to $0.60, with 97.1% occupancy and $810M liquidity.STAG
Q3 202417 Jan 2026 - Net income rose 149.7% to $91.3M, driven by leasing strength and a major property sale.STAG
Q1 202524 Dec 2025 - Strong 2024 results, high occupancy, and robust 2025 leasing signal continued growth.STAG
Q4 202423 Dec 2025 - Strong financial results, board independence, and leading ESG initiatives define 2024.STAG
Proxy Filing1 Dec 2025 - Virtual meeting to vote on directors, auditor, and executive pay set for April 28, 2025.STAG
Proxy Filing1 Dec 2025 - Q3 net income per share up 13%, Core FFO per share up 8.3%, with strong leasing and outlook.STAG
Q3 20251 Nov 2025 - Leasing and liquidity remain strong, with 96% of 2025 leasing addressed and $1.1B liquidity.STAG
Investor Presentation14 Oct 2025
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