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CREATING VALUE

1) Current Parkmerced Site (3,221 Existing Rent Stabilized Units¹) Parkmerced at Full Buildout PARKMERCED INVESTMENT Community Details • . Investment in One of the Most Dynamic Multifamily Development Opportunities in the U.S. Parkmerced is located on a 152-acre site in southwest San Francisco and represents one of the largest and most dynamic development opportunities in the country with a significant multifamily component In place development agreement with City of San Francisco to develop 5,679 new market rate apartment homes and 300,000 sf of neighborhood commercial uses AIMCO INVESTMENT • $275M Mezzanine Loan ($346M balance at 1Q22) • AIMCO OPTION 10-year option (expires Nov 2031) • ~71-85% LTV Tranche (at Origination) 5-year term (Matures Dec 2024) 10% Interest (Accruing) ASYMMETRIC OUTCOMES: BASE CASE: Mezzanine Loan Aimco is repaid its loan to the partnership and accrued interest providing an attractive return on investment. Aimco's mezzanine loan is to the partnership that controls phases 2-9 of development and is collateralized by 3,165 of the existing apartment homes and a post redevelopment total of 7,092 homes. Aimco CREATING VALUE 30% Equity Position in Partnership Cost: $1 million + 30% of incremental capital improvements UPSIDE: Execute Option Aimco participates as a 30% equity partner in the future development opportunity at cost. 36
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