HomeCo Daily Needs REIT Pitch

Highly defensive and diversified income streams High quality and diversified portfolio delivering secure and growing cash flow $357 Avg. rent/sqm >83% National retailers1 Top 10 tenants - by gross income¹ 4.4% Woolworths >> 4.1% coles 3.8% BUNNINGS warehouse 2.2% THE GOOD GUYS Home Co. Daily Needs REIT 3.9% 70% 21% WARR² Fixed CPI 9% Supermarket³ Portfolio subsectors - gross income split and key tenants¹ Woolworths CHEMIST WAREHOUSE UNNINGS warehouse Officeworks Neigh- bourhood coles LIQUORLAND oporto KFC III 36% WOOD BWS PETBARN ALDI Dan Murphy's GUZMAN Y GOMEZ 2.0% JB HI-FI 1.9% Harvey Norman 25% 1.9% FREEDOM of gross income from top 10 tenants Large Format Retail 48% DOMAYNE JB HI-FI Harvey Norman SUPERCHEAP AUTO Beacon rebel nickscali ANACONDA adairs THE GOOD GUYS 1.7% ANACONDA 1.7% nickscali Goodlife. FURNITURE Health & Services 16% Amart Furniture FREEDOM Snooze HEALTH CLUBS RSPCA** Fantastic Furniture Forty Winks Guardian Childcare & Education SPOTLIGHT COCO REPUBLIC* BCF BOATING CAMPING FISHING centrelink 1.4% BCF BOATING CAMPING FISHING myhealth Service NSW Doctors&Co. Notes: All FY23 metrics (except for fair value) as at 30-Jun-23, include McGraths Hill and Menai Marketplace on an 100% basis ($57.0m and $175.0m with 25.3% and 50.1% owned by HDN respectively) and excluding ROU assets at Parafield and Caringbah ($11.0m), pro forma adjusted for the disposal of Midland. 1. By gross income for signed leases and MOUS. 2. Weighted Average Rent Reviews for tenants contracted under fixed escalation rental agreements is 3.6%. Weighted Average Rent Reviews based on CPI-linked escalations set over FY23 is 4.9% 3. Excludes Supermarkets that have fixed or CPI reviews. 9

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