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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.
Next STAG Industrial earnings date
Next STAG Industrial earnings date
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