Investor Presentation September 2023 slide image

Investor Presentation September 2023

Nexus Industrial REIT's Growth Strategy Dispose of Office, Retail and Non-Core Industrial • • The REIT plans to dispose of its remaining office, retail and non-core industrial. During Q2-2023, 89% of the REITS NOI was generated from its industrial properties. The REIT intends to sell its remaining office and retail properties to create a 100% industrial portfolio. High-Grading of the Industrial Portfolio • Growing NAV per Unit . • Acquisitions since 2021 have been Class A industrial buildings in major markets. • The acquisitions and development projects that the REIT has in the pipeline will contribute to the high- grading of its portfolio to institutional grade. Given the impact of changes in interest rates on capital markets, the REIT is focused on completing acquisitions and development projects which it has committed to and will be very selective on acquiring any new properties until the debt market conditions become more favourable. The REIT is capitalizing on several development opportunities that will provide significant NAV growth. These development opportunities offer very attractive returns and provide significant value add upon completion. • Capitalize on contractual rental rate growth and rental rate growth upon lease expiries. SHubert NEXUS INVESTOR PRESENTATION SEPTEMBER 2023 10
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