Portfolio Re-Investment and Growth Opportunities Presentation slide image

Portfolio Re-Investment and Growth Opportunities Presentation

COMPANY OVERVIEW RECENT HIGHLIGHTS PORTFOLIO UPDATE GROWTH OPPORTUNITIES CORPORATE RESPONSIBILITY RECONCILIATIONS & SUPPLEMENTAL INFO Reconciliation of GAAP Leverage Ratio to Credit Facility Leverage Ratio (UNAUDITED, IN MILLIONS, EXCEPT RATIOS) The following tables present the calculation of Host's leverage ratio using GAAP measures and as used in the financial covenants of the credit facility. In addition, for this quarter, we are also presenting our leverage ratio as adjusted for certain post quarter transactions that are not part of the typical adjustments required under our credit facility definition ("Leverage Ratio per Credit Facility, as Adjusted"): • Net repayment on revolver portion of the credit facility of $85 million; $530 million cash consideration for the acquisition of 1 Hotel Nashville and Embassy Suites by Hilton Nashville Downtown; and the first quarter dividend paid on common stock of $141 million. Debt Net income GAAP Leverage Ratio Net debt (1) Adjusted Credit Facility EBITDA (2) Leverage Ratio $ $ GAAP Leverage Ratio - As Reported at Trailing twelve months March 31, 2024 Year ended December 31, 2019 4,510 733 $ 6.2 x 3,794 932 4.1 x Leverage Ratio per Credit Facility - As Reported at Trailing twelve months March 31, 2024 As Adjusted March 31, 2024 Year ended December 31, 2019 3,263 $ 1,672 3,934 1,710 $ 2,321 1,490 2.0 x 2.3 x 1.6 x 1. The following presents the reconciliation of debt to net debt per our credit facility definition, and as adjusted for certain post quarter transactions (in millions): March 31, 2024 Debt $ 4,510 $ Less: Series G Senior Notes Less: Unrestricted cash over $100 million Net debt per credit facility definition Less: Net repayment of credit facility revolver - debt Plus: Cash used to repay the credit facility revolver Plus: Cash dividend payment in April Plus: Cash consideration for Nashville acquisition (400) (847) 3,263 (85) 85 141 530 Net debt per credit facility definition, as adjusted $ 2024 Host Hotels & Resorts, Inc. 3,934 December 31, 2019 3,794 (1,473) 2,321 A-12
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