Investor Presentaiton

Home Co. Daily Needs REIT - Investment highlights Portfolio of stabilised, convenience based assets targeting consistent growing distributions 1 High quality and defensive exposure 2 3 " Sustainable distributions Growth opportunities 4 Scalable strategy 5 Independent Board ☐ 8.5 year WALE¹ provides long term income visibility • ▪ ~78%² exposure to national tenants and low exposure to specialty retail (<15%)² Affordable average gross rents of $340/sqm² Sector leading cash collection of 94%³ in Jul-20 and Aug-20 and similar cash collection expected for Sep-20 " ~5% distribution yield, majority tax-deferred Highly predictable and sustainable income Conservative capital structure with target gearing range of 30 - 40% Contracted rental growth through fixed escalations across majority of portfolio (3.5%² weighted average across fixed leases) Consolidation opportunities across target sectors Development upside in existing properties to further enhance earnings and portfolio quality Deliberate focus on hyper-convenience and daily needs tenants ■ Strong diversification across tenants, sectors and geographies Strategy and model portfolio construction informed by long term historical returns across sub-sectors and evolving trends Highly experienced majority independent board and management team Secure management and development arrangements with HomeCo Source: Company filings as at 23-Sep-20 Notes: 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 30-Sep-20. 2. 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. 3. 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). 9

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