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Properties by Type
Shows the distribution of properties across different categories, highlighting diversification and potential risk exposure in specific real estate sectors.Retail still overwhelmingly anchors the portfolio after a big balance-sheet expansion in late‑2021 and has been largely stable since early‑2024, while industrial exposure has meaningfully grown — consistent with management’s shift into logistics, credit and structured investments. Office and agriculture were effectively exited, signaling deliberate pruning. The private‑capital ramp (Core+) and ~$1B of credit deployments explain the industrial/other uptick and help drive AFFO, but cap‑rate compression and episodic lease‑termination income mean some of the recent gains may be one‑off; monitor credit conversion execution and leverage as investment activity accelerates.
Date | Retail | Industrial | Office | Agriculture | Gaming | Other |
|---|---|---|---|---|---|---|
Jun 30, 2026 | 14.91K | 604.00 | 0.00 | 0.00 | 2.00 | 69.00 |
Mar 31, 2026 | 14.91K | 586.00 | 0.00 | 0.00 | 2.00 | 69.00 |
Dec 31, 2025 | 14.86K | 577.00 | 0.00 | 0.00 | 2.00 | 68.00 |
Sep 30, 2025 | 14.90K | 573.00 | 0.00 | 0.00 | 2.00 | 68.00 |
Jun 30, 2025 | 14.97K | 569.00 | 0.00 | 0.00 | 2.00 | 68.00 |
Mar 31, 2025 | 14.99K | 568.00 | 0.00 | 0.00 | 2.00 | 68.00 |
Dec 31, 2024 | 14.98K | 566.00 | 0.00 | 0.00 | 2.00 | 70.00 |
Sep 30, 2024 | 14.82K | 564.00 | 0.00 | 0.00 | 2.00 | 69.00 |
Jun 30, 2024 | 14.82K | 560.00 | 0.00 | 0.00 | 2.00 | 69.00 |
Mar 31, 2024 | 14.86K | 558.00 | 0.00 | 0.00 | 2.00 | 66.00 |