HomeCo Daily Needs REIT Pitch

Investment in HMC Capital's Last Mile Logistics (LML) Fund Strategic investment in complementary strategy that provides future growth optionality Home Co. Daily Needs REIT Woolworths Overview STRATEGIC INVESTMENT $50m HDN equity investment ACQUISITION PIPELINEtenai Marketplace Potential to create a significant future acquisition pipeline once assets have been repositioned in the LML Fund COMPLEMENTARY INVESTMENT MANDATE The LML Fund will not acquire assets that fall under HDN's investment mandate without HDN being offered the opportunity first Complementary mandates Two distinct investment mandates & risk profiles HDN predominately targets stabilised, not transition, assets HDN has no sub-regional, DDS or DS exposure HomeCo Daily Needs REIT Last Mile Logistics Fund Subsectors Subregional * Neighbourhood Stabilised Transition Large Format Retail Stabilised Transition Mixed Use * Vacant Land Exposure Supermarkets Health & wellness Services ✓ ✓ Bulky Goods ✓ Homewares ✓ ✓ HMCapital Last Mile Logistics Fund I Core plus unlisted fund Targeting core plus transition assets with upside via repositioning into essential last mile real estate infrastructure ROFO Food Retail Food Catering Leisure ✓ ✓ ✓ Department Stores x $400m Total equity raised 10% + Targeted levered returns HDN will have a ROFO1 to acquire assets in the future from the LML Fund Discount Department Stores Cinemas * ✓ ✓ Apparel Jewellery ✓ Notes: 1. Right of First Offer. 30

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