IRM Investor Presentation slide image

IRM Investor Presentation

Q3 2023 RECONCILIATION OF NET INCOME TO FFO & AFFO Q3 2023 $91,391 Q3 2022 $192,931 Net Income Add / (Deduct): Real Estate Depreciation (1) Loss (Gain) on Sale of Real Estate, Net of Tax Data Center Lease-Based Intangible Assets Amortization (2) 80,430 750 7,482 74,652 (15,666) 3,687 Our Share of FFO (Nareit) Reconciling Items from our Unconsolidated Joint Ventures 679 FFO (Nareit) $180,732 $255,604 Add / (Deduct): Acquisition and Integration Costs 9,909 5,554 Restructuring and Other Transformation 38,861 3,382 (Gain) Loss on Disposal/Write-Down of PP&E, Net (Excluding Real Estate) (5,116) 2,616 Other (income) expense, Net, Excluding our Share of Losses (Gains) from our Unconsolidated Joint Ventures (17,626) (56,226) Stock-Based Compensation Expense 18,313 14,326 Non-Cash amortization related to derivative instruments 5,270 Real Estate Financing Lease Depreciation 3,001 3,020 Tax Impact of Reconciling Items and Discrete Tax Items (3) (10,220) (5,184) Our Share of FFO (Normalized) Reconciling Items from our Unconsolidated Joint Ventures (44) FFO (Normalized) $223,080 223 $223,315 Add / (Deduct): Non-Real Estate Depreciation 49,500 36,458 Amortization Expense (4) 47,280 46,764 Amortization of Deferred Financing Costs 5,485 4,472 Revenue Reduction Associated with Amortization of Customer Inducements and Above- and Below-Market Leases 1,715 1,851 Non-Cash Rent Expense (Income) 6.119 5,522 Reconciliation to Normalized Cash Taxes (8,364) 7,366 Our Share of AFFO Reconciling Items from our Unconsolidated Joint Ventures Less: 182 1,193 Recurring Capital Expenditures AFFO Per Share Amounts (Fully Diluted Shares): FFO (Nareit) FFO (Normalized) AFFO Per Share IRON Weighted Average Common Shares Outstanding - Basic MOUNTAIN Weighted Average Common Shares Outstanding - Diluted 34,861 $290,136 38,972 $287,971 50.61 $0.87 $0.76 $0.76 $0.99 292,148 $0.98 290,937 294,269 292,552 (1) Includes depreciation expense related to owned real estate assets (land improvements, buildings, building improvements, leasehold improvements and racking), excluding depreciation related to real estate financing leases. (2) Includes amortization expense for Data Center In-Place Lease Intangible Assets and Data Center Tenant Relationship Intangible Assets. (3) Represents the tax impact of (i) the reconciling items above, which impact our reported net income (loss) before provision (benefit) for income taxes but have an insignificant impact on our reported provision (benefit) from income taxes and (ii) other discrete tax items. (4)) Includes customer and supplier relationship value, intake costs, acquisition of customer relationships and other intangibles. Excludes amortization of capitalized commissions. IRM INVESTOR PRESENTATION 29
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