Investor Presentaiton
Portfolio performance highlights | 1Q20
Water Utility
Private late stage
Housing Development
-6.1%
+78.4%
P&C Insurance
Pipeline
GEORGIA
CAPITAL
Auto Service
+18.1%
33.2 31.2
-10.9%
29.1
23.5
19.9
16.3
17.3 15.4
+0.4%
NMF
+6.5%
NMF
NMF
17.4 17.5
-23.2%
NMF
NMF
10.7
9.0
8.2
2.4
8.5
4.3 3.3
1.8
0.05
(1.6)
(14.8)
(0.4)
(0.2) (1.9)
Revenue
EBITDA
Operating cash
flow
Revenue
EBITDA
Operating cash
flow
Earned
premiums, net
Net income
Operating cash
flow
Revenue
EBITDA
Operating cash
flow
1Q19 ■1Q20
1Q19 1Q20
1Q19 ■1Q20
1019 1Q20
Private early stage
Renewable Energy
Hospitality & Commercial
Wine
-12.6%
Beer
Education
+31.5%
+26.7%
NME
+91.5%
7.7
+26.0%
NMF
7.9
6.6
6.9
-82.2%
-97.8%
+73.3%
7.3
6.9
-71.3%
5.9
5.8
+75.8%
+44.7%
5.3
4.5
2.8
2.4 3.0
2.6
1.0
1.1
1.2
1.5
(0.2)
(0.1)
0.2
0.3
(3.1) (1.7)
(6.2) (1.5)
0.02
Revenue
EBITDA
Operating
cash flow
Revenue
NOI
Operating
Revenue
EBITDA
cash flow
Operating
cash flow
Revenue
EBITDA
Revenue
EBITDA
Operating
cash flow
1Q19 1Q20
1Q19 1Q20
1Q19 1Q20
1Q19 1Q20
NMF
0.3 (0.2)
Operating
cash flow
1Q19 1Q20
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