1 NETSTREIT Investor Presentation July 2022 Disclaimer This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Such forward-looking statements include, without limitation, statements concerning our business and growth strategies, investment, financing and leasing activities and trends in our business, including trends in the market for single-tenant, retail commercia ...

NETSTREIT Corp. (NYSE:NTST) Q2 2022 Earnings Conference Call July 29, 2022 10:00 AM ET Company Participants Mark Manheimer - President and Chief Executive Officer Andrew Blocher - Chief Financial Officer, Secretary and Treasurer Conference Call Participants Todd Thomas - KeyBanc Capital Markets Chris Wetherbee - Citi Connor Siversky - Berenberg Operator Greetings and welcome to the NETSTREIT Corp. Second Quarter 2022 Earnings Conference Call. At this time, all participants are in a listen-only mode. A brief ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____ to _____ (State or other jurisdiction of (I.R.S. Employer incorporation or organization) Identification No.) 2021 McKinney Avenue Suite 1150 Dallas, Texas 75201 (Ad ...

NETSTREIT Corp. (NYSE:NTST) Q1 2022 Earnings Conference Call April 29, 2022 10:00 AM ET Company Participants Amy An - IR Mark Manheimer - CEO Andy Blocher - CFO Conference Call Participants Nate Crossett - Berenberg Todd Thomas - KeyBanc Capital Markets Jason Wayne - Scotiabank Nicholas Joseph - Citi Linda Tsai - Jefferies Operator Greetings and welcome to the NETSTREIT Corp First Quarter 2022 Earnings Call. At this time, all participants are in a listen-only mode. [Operator Instructions] It is now my pleas ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____ to _____ Commission File Number 001-39443 NETSTREIT Corp. (Exact name of registrant as specified in its charter) (State or other jurisdiction of (I.R.S. Employer i ...

Financial Data and Key Metrics Changes - For Q4 2021, the company reported net income of $0.05, core FFO of $0.25, and AFFO of $0.27 per diluted share. For the full year 2021, net income was $0.08, core FFO was $0.87, and AFFO was $0.94 per diluted share [19][24] - The balance sheet at year-end showed total debt of $239 million, with a net debt to annualized adjusted EBITDA ratio of 4.2x, below the targeted leverage range of 4.5x to 5.5x [20][21] Business Line Data and Key Metrics Changes - The portfolio's annual base rent (ABR) grew to over $71 million, up from $42 million at the end of 2020, with 327 properties across 41 states and 67 tenants in 23 different industries [9][10] - The weighted average lease term remaining at year-end was 9.9 years, with a combined investment grade and investment grade profile tenancy of 81.6% [11] Market Data and Key Metrics Changes - The company completed a record high quarterly net investment activity of $160 million in Q4 2021, including $151 million of acquisitions and over $9 million in ongoing development funding [11][13] - The largest state concentration is in Texas at approximately 11%, with the largest industry being home improvement at 15% [9] Company Strategy and Development Direction - The company aims to grow its portfolio with high-quality assets and diversify holdings, targeting no state or industry to exceed 15% of total ABR and no tenant to exceed 5% [9][16] - Future asset sales will occur to improve credit quality and diversification, with a focus on maintaining a strong tenant base [14][15] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the pipeline for acquisitions and development, with expectations to achieve at least $480 million in net acquisition activity for 2022 [24][46] - The company is committed to enhancing its ESG disclosures and maintaining a strong operational environment as employees return to the office [17][26] Other Important Information - The Board declared a $0.20 regular quarterly cash dividend, payable on March 30, 2022 [24] - The company has established 2022 AFFO per share guidance in the range of $1.13 to $1.17 [25] Q&A Session Summary Question: Update on investment activity and acquisition pipeline - Management indicated a strong pipeline with expectations to add new tenants and maintain a comfortable acquisition pace in Q1 [29] Question: Plans for issuing debt this year - Management is considering turning out some of the credit facility balance towards the end of the year, depending on market conditions [30][32] Question: 2022 goals for portfolio diversification - Management aims to reduce tenant concentration below 5% by the end of 2023, with current exposure to Walgreens at 7.3% [36][38] Question: Expected cap rates for 2022 investments - Management expects cap rates to range between 6.2% to 7%, with a blended expectation around 6.5% [41][42] Question: Development projects and partnership opportunities - Management is optimistic about development projects, expecting to bring two or three online per quarter, enhancing the growth strategy [53] Question: Dividend outlook - Management indicated that while the decision on dividends lies with the board, there is potential for increases in the future based on portfolio performance [72]

1 Investor Presentation February 2022 Disclaimer This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Such forward-looking statements include, without limitation, statements concerning our business and growth strategies, investment, financing and leasing activities and trends in our business, including trends in the market for single-tenant, retail commercial real ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____ to _____ Commission File Number 001-39443 NETSTREIT Corp. (Exact name of registrant as specified in its charter) Maryland 84-3356606 (State or other jurisdiction of (I. ...

Financial Data and Key Metrics Changes - For Q3 2021, the company reported net income of $0.07, core FFO of $0.22, and AFFO of $0.24 per diluted share, affected by acquisition timing and equity offering impacts [15][19] - Total ABR increased to $59.8 million, with a weighted average lease term of 10 years, and the portfolio was 100% occupied [12][19] Business Line Data and Key Metrics Changes - The company completed gross acquisition volume of $90 million at an initial cash capitalization rate of 6.2%, with nearly 90% of acquisitions involving investment-grade tenants [9][11] - Four assets were sold for $19 million at a weighted average cash capitalization rate of 6.3%, reducing exposure to casual dining to less than 1% [10][11] Market Data and Key Metrics Changes - The portfolio consisted of 290 properties across 40 states, with a diversified tenant roster of 60 tenants in 22 industries [12] - The company’s exposure to Walgreens increased to 7.5% of total portfolio ABR, while exposure to 711 decreased to 8.2% [11] Company Strategy and Development Direction - The company aims to grow its portfolio with high-quality tenants while diversifying its tenant base and geographical mix to generate optimal risk-adjusted returns [7][14] - The company is focusing on blend and extend strategies and development projects, expecting to handle $60 million to $75 million in development deals per year [35][36] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the impact of acquisition timing on quarterly results but emphasized a focus on building a solid foundation for future growth [41][42] - The company is adjusting its full-year 2021 AFFO guidance to a range of $0.93 to $0.95 per share, reflecting strong access to deals [19] Other Important Information - The company is launching an ESG webpage to showcase its commitment to environmental stewardship and governance [5] - A $0.20 regular quarterly cash dividend was declared, payable on December 15 [18] Q&A Session Summary Question: Can you expand on the pipeline in terms of total deals and deal size? - The company completed one larger Walgreens transaction and other acquisitions were more granular, similar to past purchases [22] Question: What is the size of the current acquisition pipeline and outlook for 2022? - The company increased acquisition guidance to at least $400 million, indicating confidence in closing deals by year-end [24] Question: Are there changes in competition and pricing? - There has been increased capital across asset classes, but no significant new competitors have emerged; cap rates have slightly decreased due to asset quality [25] Question: How will G&A look for the end of 2021 and into 2022? - G&A is expected to increase by $600,000 to $700,000 due to seasonal expenses and SOX compliance preparations [26][30] Question: What is the debt funding strategy going forward? - The company aims for a long-term target of 4.5x to 5.5x net debt to adjusted EBITDA, with a preference for two-thirds equity and one-third debt [31] Question: Can you discuss the development strategy and potential size? - The company expects to handle $60 million to $75 million in development deals per year, with a focus on building relationships with developers [36] Question: How are labor challenges affecting tenants? - Labor challenges are being monitored, particularly in the restaurant sector, but margin expansion has been observed [53]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____ to _____ Commission File Number 001-39443 NETSTREIT Corp. (Exact name of registrant as specified in its charter) (State or other jurisdiction of (I.R.S. Employ ...