| --- | --- | --- | --- | |--------------------------------------------------|-------|-------|-------| | | | | | | STAG INDUSTRIAL NAREIT UPDATE – NOVEMBER 2022 | | | | | | | | | | | | | | FORWARD-LOOKING STATEMENTS & DEFINITIONS Forward-Looking Statements This presentation contains certain 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. STAG Industrial, Inc. (STAG) intends such forwar ...

STAG Industrial, Inc. (NYSE:STAG) Q3 2022 Earnings Conference Call October 28, 2022 10:00 AM ET Company Participants Steve Xiarhos - Associate Capital Markets & IR William Crooker - CEO, President & Director Matts Pinard - EVP, CFO, Treasurer & SVP, Capital Markets and IR Conference Call Participants Craig Mailman - Citigroup Blaine Heck - Wells Fargo Securities David Rodgers - Robert W. Baird & Co. Michael Mueller - JPMorgan Chase & Co. Michael Carroll - RBC Capital Markets Wendy Ma - Evercore ISI Vince Ti ...

Table of Contents 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, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition perio ...

STAG Industrial, Inc. (NYSE:STAG) Q2 2022 Earnings Conference Call July 28, 2022 10:00 AM ET Company Participants Steve Xiarhos - Associate Capital Markets & IR William Crooker - CEO, President & Director Matts Pinard - EVP, CFO, Treasurer & SVP, Capital Markets and IR Conference Call Participants Sheila McGrath - Evercore ISI Craig Mailman - Citigroup Blaine Heck - Wells Fargo Securities Jonathan Petersen - Jefferies William Crow - Raymond James & Associates John Massocca - Ladenburg Thalmann & Co. Vince T ...

Table of Contents 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 fro ...

IST INDUSTRIAL SUPPLEMENTAL INFORMATION UNAUDITED FIRST QUARTER 2022 Golden, CO Londonderry, NH Preparer Sync/Link Approver NA Jeff M. 10/20/2017 Peter F. 10/23/2017 1 1 1 1 Forward-Looking Statements This supplemental information package contains certain 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. STAG Industrial, Inc. (STAG) intends such forward-looking statements to be covered b ...

STAG Industrial, Inc. (NYSE:STAG) Q1 2022 Earnings Conference Call May 4, 2022 10:00 AM ET Company Participants Steve Xiarhos - Capital Markets and Investor Relations Ben Butcher - Chief Executive Officer Bill Crooker - President Matts Pinard - Chief Financial Officer Steve Mecke - Chief Operating Officer Mike Chase - Chief Investment Officer Conference Call Participants Sheila McGrath - Evercore Emmanuel Korchman - Citi Blaine Heck - Wells Fargo Michael Carroll - RBC Jamie Feldman - Bank of America Dave Ro ...

Washington, D.C. 20549 ____________________________________________________________________________ FORM 10-Q ____________________________________________________________________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION 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 incorporation or organizatio ...

Financial Data and Key Metrics Changes - Core FFO for Q4 2021 was $0.51 and $2.06 for the year, representing a 9% increase compared to 2020 [25] - Cash available for distribution totaled $293.8 million in 2021, a year-over-year increase of 20.5% [25] - The dividend payout ratio decreased from 90% in 2020 to 82.4% at year-end 2021 [25][41] - Leverage at year-end remained near the lower end of the range with net debt to run rate adjusted EBITDA equal to 5x [25] Business Line Data and Key Metrics Changes - Acquisition volume for Q4 2021 totaled $689.5 million across 35 buildings with stabilized cash and straight-line cap rates of 5% and 5.2%, respectively [16] - For the year, acquisition volume totaled $1.3 billion with stabilized cash and straight-line cap rates of 5.2% and 5.6%, respectively [16] - Cash same-store NOI grew 3.4% for the quarter and 3.8% for the year, the highest level on record [25][26] Market Data and Key Metrics Changes - Demand exceeded supply in almost all U.S. markets throughout 2021, driving the strongest market rent growth in the company's operating history [13] - The company expects continued strong market rent growth throughout 2022 [13] Company Strategy and Development Direction - The company plans to continue growing its portfolio with expected acquisition volume between $1 billion and $1.2 billion for 2022 [22] - The company is focusing on granular acquisitions across 60-plus markets nationwide, leveraging its ability to evaluate over 1,000 transactions per year [16] - The inaugural environmental, social, and governance (ESG) report was published, indicating a commitment to sustainability [14] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the industrial fundamentals remaining strong as they enter 2022, with projections for continued healthy demand [13] - The transition of leadership was discussed, with the outgoing CEO expressing confidence in the team's capabilities and the company's future [10][12] Other Important Information - The company completed an equity offering at $42.50 per share, resulting in net proceeds of approximately $386.3 million [28] - The company refinanced its $750 million unsecured revolving credit facility, maturing in October 2025 [29] Q&A Session Summary Question: What kind of premium yield are you thinking about when buying a development? - The specific project will stabilize around a 5 cap with a 33% pro forma development yield, and there are other development projects in the pipeline [37] Question: What is driving the higher disposition guidance for 2022? - A small 2-property portfolio is on the market, and the guidance for dispositions is elevated due to the competitive environment [38] Question: Do you expect the dividend payout ratio to improve further in 2022? - The company aims to continue reducing the payout ratio, which was 82.4% at the end of 2021 [40][41] Question: What is the outlook for lease expirations and occupancy loss in 2022? - There are no large lease expirations expected, and the average lease size is around 200,000 to 250,000 square feet [45] Question: How is the company planning to run the balance sheet and leverage profile? - The company is comfortable with a leverage ratio of 5x and has $500 million of forward equity available [62] Question: What is the breakdown of the acquisition pipeline? - The pipeline consists of approximately 20% multi-tenant and 80% single-tenant properties, with some development transactions included [82]

Table of Contents 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 . Securities registered pursuant to Section 12(b) of the Act: Commission file number 1-34907 STAG INDUSTRIAL, INC. (Exact name of registrant as specified ...