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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
Operates as a pure-play industrial REIT active in all CBRE Tier 1 industrial real estate markets, with a platform designed for growth and a member of the S&P MidCap 400 index.
Owns 606 buildings totaling 122.6 million square feet, with an enterprise value of $10.9 billion as of Q2 2026.
Achieved a total shareholder return of 50.6% since December 31, 2020.
Portfolio metrics and growth
Portfolio spans 41 states with a weighted average lease term of 4.5 years and 27.6% multi-tenant NRA.
Equity market capitalization stands at $7.5 billion, with internal growth driven by 2.9% average portfolio escalators.
Same Store Cash NOI growth guidance for 2026 is 3.00%–3.50%, with cash rent change of 18%–20%.
Supply and demand dynamics
58% of US construction pipeline is for buildings over 300k SF, while average lease size is under 150k SF.
Only 15% of the US construction pipeline is in the company’s top 10 markets, limiting direct competition.
E-commerce and supply chain reconfiguration drive demand, with 31% of the portfolio handling e-commerce activity.
Nearshoring and onshoring trends support domestic warehouse demand; about one-third of the portfolio is near major megasite projects.
- Q2 2026 delivered higher earnings, strong leasing, and raised guidance amid stable fundamentals.STAG
Q2 2026 - Leasing and liquidity remain strong, with stable credit ratings and robust rent growth.STAG
Investor presentation - Strong rent growth, disciplined balance sheet, and ESG focus drive sustained value creation.STAG
Investor presentation - Record leasing and FFO growth offset lower net income as demand and liquidity stay strong.STAG
Q1 2026 - All directors re-elected, auditor ratified, and executive compensation approved without dissent.STAG
AGM 2026 - Votes will be cast on directors, auditor ratification, and executive pay at the annual meeting.STAG
Proxy Filing - Strong financials, independent governance, and leading ESG drive value and shareholder alignment.STAG
Proxy Filing - Core FFO per share rose 6.3% in 2025, with 96.4% occupancy and a positive 2026 outlook.STAG
Q4 2025 - Core FFO rose 1.7% to $0.60, net income fell, and occupancy stayed strong at 97.1%.STAG
Q3 2024
Next STAG Industrial earnings date
Next STAG Industrial earnings date
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