{ "docId": "019de518-1e18-71bb-ab96-1ce8f3441093", "docSlug": "a4c7e6672427de2e10ec34113cb8bf0a", "documentTitle": "Netstreit | Investor Presentation Deck | 40 slides", "authorId": "netstreit", "authorName": "NETSTREIT", "documentKindSlug": "pitchdeck", "documentKindLabel": "Pitch deck", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2024-02-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 5, "pageCount": 40, "prevPage": 4, "nextPage": 6, "slideType": "segmentation", "function": "decompose_segments", "density": "overcrowded", "nDataPoints": 10, "notes": null, "elementsJson": null, "metadataConfidence": 0.9, "imagePath": null, "slideHref": "/slides/019de518-1e18-71bb-ab96-1ce8f3441093/5", "deckHref": "/decks/019de518-1e18-71bb-ab96-1ce8f3441093", "deckJsonHref": "/decks/019de518-1e18-71bb-ab96-1ce8f3441093.json", "deckAnchorHref": "/decks/019de518-1e18-71bb-ab96-1ce8f3441093#slide-5", "components": [ { "bbox": { "h": 0.13, "w": 0.2, "x": 0.26, "y": 0.438 }, "kind": "callout", "text": "87.6% of ABR Necessity Discount Service", "attrs": null, "subkind": "primary", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "a52f26b9-59d2-4756-90da-e1ab6ce9c15a", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.24, "w": 0.26, "x": 0.388, "y": 0.199 }, "kind": "image", "text": "Family Dollar, Dollar Tree, Ollie's Bargain Outlet, TJX, Burlington, Dollar General, Five Below", "attrs": null, "subkind": "logo-grid", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "2afe37c0-d2b5-470b-8b4a-9460c9e81efa", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.25, "w": 0.26, "x": 0.388, "y": 0.542 }, "kind": "image", "text": "REI, Best Buy, Ulta Beauty, Dick's Sporting Goods, Sportsman's Warehouse, Hobby Lobby", "attrs": null, "subkind": "logo-grid", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "b81fee10-c054-42ba-9189-bec6c8be6829", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.27, "w": 0.29, "x": 0.096, "y": 0.199 }, "kind": "image", "text": "Walgreens, Walmart, The Home Depot, Whole Foods, Target, Floor & Decor, Lowe's, Kroger, Publix, CVS, Fresenius, Tractor Supply Co", "attrs": null, "subkind": "logo-grid", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "ccdf820f-d177-47a8-bfb6-db38451b73a1", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.25, "w": 0.29, "x": 0.096, "y": 0.542 }, "kind": "image", "text": "Taco Bell, 7-Eleven, KFC, Wawa, Chick-fil-A, Starbucks, Caliber Collision, Gerber Collision & Glass, Firestone", "attrs": null, "subkind": "logo-grid", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "cef5f1da-16d0-49ae-a608-e73ee0ff8636", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.03, "w": 0.11, "x": 0.188, "y": 0.506 }, "kind": "list", "text": "13.3% Service", "attrs": null, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "33788c6a-e38d-4494-b0b5-10ef98100b35", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.03, "w": 0.11, "x": 0.47, "y": 0.163 }, "kind": "list", "text": "22.0% Discount", "attrs": null, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "8434248b-f838-4fed-ae32-c0b8d09752dd", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.03, "w": 0.09, "x": 0.47, "y": 0.506 }, "kind": "list", "text": "12.3% Other", "attrs": null, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "89007617-8825-4b94-ab97-b13f9b8dcb95", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.03, "w": 0.13, "x": 0.188, "y": 0.163 }, "kind": "list", "text": "52.3% Necessity", "attrs": null, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "a75033c8-13fd-4256-9a26-c889a1b81195", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.56, "w": 0.3, "x": 0.66, "y": 0.21 }, "kind": "list", "text": "1 Dollar Stores: 15.8% 2 Grocery: 15.4% 3 Drug Stores & Pharmacies: 14.6% 4 Home Improvement: 11.6% 5 Convenience Stores: 7.3%", "attrs": null, "subkind": "numbered", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "9106c5de-7123-4899-8669-b05b2b2b4452", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.03, "w": 0.89, "x": 0.04, "y": 0.915 }, "kind": "source-note", "text": "Source: Company data as of December 31, 2023. All figures represent percentage of ABR. Due to rounding, respective defensive retail sector exposure may not precisely reflect the absolute figures.", "attrs": null, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "70155c85-281e-49e6-a002-f4f629fb7d5e", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.02, "w": 0.74, "x": 0.084, "y": 0.07 }, "kind": "title", "text": "Nationally Diversified Portfolio Primarily Comprised of Recession Resilient Retail Tenants", "attrs": null, "subkind": "action-title", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "754ba966-7242-47e0-9eb3-dba55e15abf4", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.66, "y": 0.17 }, "kind": "title", "text": "Top Industries", "attrs": null, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "28b25900-f85f-485c-9f79-8db33bfa81d6", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.04, "w": 0.74, "x": 0.084, "y": 0.03 }, "kind": "title", "text": "Portfolio Diversification In Defensive Retail Sectors", "attrs": null, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "529e7589-c5d2-4117-85c0-19a9d2df9a12", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 5, "from": 3, "beatId": "22cbe022-84d9-4b07-9dbb-a4a54d8f2ceb", "arcName": "The Sequoia Pitch", "arcSlug": "sequoia-pitch", "beatName": "Problem", "beatSlug": "sequoia-pitch-problem", "evidence": "The deck presents an overview of the portfolio and market", "position": 0, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "loops": [ { "to": 40, "from": 3, "name": "Golden Circle", "slug": "11-golden-circle", "bestFor": "Visionary leadership, brand positioning, mission statements", "matchId": "c78417bf-3c00-41f9-ab53-94aa3fe93883", "evidence": "The deck presents NETSTREIT's vision and approach to ESG", "position": 1, "objective": "Why does NETSTREIT's strategy matter?", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "confidence": 0.6, "description": "Invert the typical pitch by starting with why you exist, rather than what you do" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }