Strong Financial Foundations and Future Growth Prospects slide image

Strong Financial Foundations and Future Growth Prospects

COMPANY COMPETITIVE POSITION Creating value through selective development. ACC has consistently delivered high-quality, value-enhancing developments throughout the economic cycle. ACC has set a high standard on what projects are selected to be on-balance sheet. . Over the last decade, ACC closed on only 15% of all underwritten development deals. - $8.1 billion in owned and third-party development for - - our university partners since inception. $4.8 billion in owned developments. . $2.7 billion through the on-campus ACE program. • $2.1 billion in off-campus development. Current yields of 6%+ represent an attractive 150-200 basis point spread to private market values. 0.10 $155 60.8% Average miles to campus for ACC's developed assets. Per bed 2019 annual recurring capex for development assets compared to $292 for acquired properties. Development NOI margin compared to 51.2% for acquired properties¹. Source: Internal company data and public filings. 1) Pre-COVID as of 2019. 11
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