HomeCo Daily Needs REIT Pitch
Track record
Portfolio delivering resilient and growing income streams which are noncyclical
OCCUPANCY1
Underpinned by exposure to predominantly national
tenant base, metropolitan locations and focus on
essential retail and services
CASH RENT COLLECTION
Consistently collecting 99% of rental income
99% 99% 99%
99% 99% 99%
99% 99% 99% 99% 99% 99%
Home
Co.
Daily Needs
REIT
RE-LEASING SPREADS
Strong rental reversion as tenants recognise the
value of HDN's strategic last mile real estate
4.4%
4.9%
6.0%
5.9%
5.7%
1H212 FY21
1H22
FY22
1H23
FY23
1H21 FY21 1H22 FY22 1H23 FY23
Jun-21
Dec-21
Jun-22 Dec-22
Jun-23
Resilient property valuations supported by sustainable and growing rental income
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. 2. For the period from IPO to Dec-20.
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