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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.Leasing activity
Q3 2026 reported leasing: 3.6 million sq. ft. total, including 1.0 million new and 2.6 million renewal; cash rent change +23.8%.
Q4 2026 first look: 3.1 million sq. ft. total, including 0.9 million new and 2.2 million renewal; cash rent change +20.0%.
2026 YTD first look through Nov. 6: 18.3 million sq. ft. total, including 4.4 million new and 13.9 million renewal; cash rent change +21.0%.
YTD straight-line rent change +36.5%, weighted average lease term 5.8 years, retention 75% and adjusted retention 78%.
42.8% of expected 2027 leasing addressed across 7.3 million sq. ft.; cash rent change 12.2%, or 17.3% excluding fixed renewals. FY 2027 cash rent change expected at ~15%.
Development leasing
YTD, nine leases totaling 1.0 million sq. ft. of warehouse and distribution space were executed and/or commenced across development projects.
Balance sheet and liquidity
Estimated liquidity at Nov. 5, 2026 was $490.4 million, comprising $13.6 million cash and $476.8 million undrawn revolver capacity.
Credit ratings: Fitch BBB/Stable, Moody’s Baa2/Stable and S&P BBB/Stable.
Total weighted average interest rate was 4.42% and weighted average debt maturity was 4.2 years, based on Q3 2026 information.
Debt maturity schedule assumes exercise of extension options at management’s discretion, subject to conditions; debt notional includes the outstanding revolver balance as of Sept. 30, 2026.
- Stronger leasing lifted 2026 guidance as industrial fundamentals improved.STAG
Q3 2026 - Strong rent growth, disciplined expansion, and ESG leadership drive robust industrial REIT performance.STAG
Investor presentation - 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 - 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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