HomeCo Daily Needs REIT Pitch

Development track record Significant value unlocked since IPO >$160m Capex committed since IPO in Nov-20 Home Co. Daily Needs REIT >9% Average ROIC1 16 projects Completed since IPO in Nov-20 Daily Needs Large Format Retail Tmax rebel ANACONDA RSEA JBHHFI SYDNEY TOOLS Health & services Gregory Hills (NSW) 3 projects completed 27,895sqm of GLA repurposed / added South Nowra (NSW) 10 projects completed 28,118sqm of GLA repurposed / added Aurrum Kids Penrith (NSW) 3 projects completed 4,747sqm of GLA repurposed / added Woolworths coles DUNNINGS warehouse ANACONDA SYDNEY TOOLS JB HI-FI BCF Service NSW ALDI BOATING CAMPING FISHING centrelink aurrum kids Childcare & Preschool HMC Capital has successfully delivered over 50 projects spanning >500k sqm of GLA since acquiring the ex-Masters portfolio in 2017 Notes: 1. Return on invested capital (ROIC) represents cash yield on cost once development is fully stabilised. Estimated ROIC is based on assumptions relating to future income, valuation, capex and calculated on a fully stabilised basis 13

View entire presentation