STAG Industrial
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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.
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Investor presentation summary24 Feb, 2026

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.

Mitigate large construction pipeline risk
Typical unlevered IRR on value-add projects
Solar capacity expansion targets
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Next STAG Industrial earnings date

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Q1 202629 Apr, 2026
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Q1 202629 Apr, 2026

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Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
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Eferix Drawings Google Play
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Frequently asked questions

STAG Industrial, Inc. is a real estate investment trust focused on the acquisition and operation of single-tenant, industrial properties throughout the United States.

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