HomeCo Daily Needs REIT Pitch

Robust operational performance Resilient portfolio performance despite more subdued consumer confidence and expenditure 1 STRONG RENT Occupancy Cash collection >99% >99% for FY23 COLLECTION AND GROWTH for FY231 2 ROBUST TENANT DEMAND Leasing spreads³ +6.0% 174 new leases & renewals Incentives4 5.3% Low incentives 3 RESILIENT TENANT PERFORMANCE 4 FORTIFYING RENTAL BASE Comp Property NOI +3.8% vs 30-Jun-222 Home Co. Daily Needs REIT Leasing 104,000m² 31,960m² development leasing Foot Traffic Growth YoY Foot Traffic v Pre-Covid Tenant MAT growth >9% >20% +4.9% Comp growth vs FY22 Comp growth vs FY20 vs 30-Jun-225 Continued focus on remixing tenant base to increase exposure to more defensive daily needs focused retailers and maintaining high exposure to national operators ~3% of tenants were recycled into non-discretionary and stronger covenant retailers in FY23 Accelerated FY24 leasing to address upcoming expiries ahead of expected slowdown in consumer spending Approximately 50% of FY24 expiring income has been leased - Notes: All FY23 metrics (except for fair value) as at 30-Jun-23, include McGraths Hill and Menai Marketplace on an 100% basis ($57.0m and $175.0m with 25.3% and 50.1% owned by HDN respectively) and excluding ROU assets at Parafield and Caringbah ($11.0m), pro forma adjusted for the disposal of Midland. 1. By GLA and includes rental guarantees. Excludes land parcels. 2. Relates to like for like centres. 3. For new leases and renewals, includes Epping. 4. As a percentage of gross rent over lease term. 5. Relates to tenants trading for more than +24 months. Moving Annual Turnover for the year ended 30-Jun-23 versus Moving Annual Turnover for the year ended 30-Jun-22. 6. By income. 8

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