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Investor Presentaiton

Home Co. Well located and geographically diverse portfolio 1 . Geographic diversification • 85%+ metro-located assets Portfolio allocation based on GDP contribution of major capital cities across Australia Perth 3 assets WA: 16%¹ WA NT SA 1 QLD 2 Sub-sector diversification • Portfolio allocated between the following essential subsector categories: Neighbourhood Large Format Retail Health & Services Low correlation to traditional retail and property sectors Brisbane 2 assets QLD: 10%1 3 Diversified & high quality tenant exposure to convenience based daily Needs . 94%² cash collection in Jul- 20 and Aug-20 . ~78% national retailers • Top 20 tenants represent ~60% of exposure No exposure to department stores, discount department stores and minimal exposure to discretionary retail and fashion Source: Company filings as at 23-Sep-2020 VIC Adelaide 1 asset SA: 5%¹ NSW TAS Melbourne 5 assets VIC: 32%¹ . Sydney 4 assets + 1 potential acquisition³ NSW: 37%¹ 4 Targeting consistent & growing distributions 5% distribution yield (majority tax deferred) 8.5 year lease WALE4 Contracted escalations with fixed escalation on the majority of the portfolio (fixed rent review weighted average: 3.5%¹) Note: 1. By gross income for signed leases and signed MOUS across all DNR assets including the recent acquisitions: Glenmore Park and a Sydney metro asset (potential acquisition under exclusive DD) as at 23-Sep-20. 2. Rent collection of contracted rent to 23-Sep-20 at all DNR assets, excludes Glenmore Park and a Sydney metro asset (potential acquisition under exclusive DD). 3. Under exclusive due diligence. 4. By gross income for signed leases and signed MOUs across all DNR assets including the recent acquisitions: Glenmore Park and a Sydney metro asset (potential acquisition under exclusive DD) as at 30-Sep-20. 11
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