HomeCo Daily Needs REIT Pitch

FY24 development opportunities ~$120m of development projects planned for commencement in FY24 at ~7% target ROIC1 Project Development Opportunities Description Home Co. Daily Needs REIT GLA (sqm) Cranbourne (VIC) Leisure & lifestyle repurpose opportunity Marsden Park (NSW) Centre expansion opportunity DA APPROVED Toowoomba (QLD) Childcare Centre development opportunity ~35,000sqm Tuggerah (NSW) Leisure & lifestyle precinct expansion on excess land Vincentia (NSW) Multi-stage expansion opportunity Project Description Armstrong Creek (VIC) Town Centre development Belrose (NSW) Centre expansion opportunity IN PLANNING Caringbah (NSW) Castle Hill (NSW) Remix to include medical & childcare Centre expansion opportunity Marsden Park (QLD) Centre expansion opportunity Victoria Point (QLD) Daily Needs expansion opportunity HDN has multiple projects which could commence in FY24 to achieve ~$120m of planned commencements GLA (sqm) ~34,000sqm Notes: 1. Return on Invested Capital (ROIC) represents cash yield on cost. Estimated ROIC is based on assumptions relating to future income, valuation, capex and is calculated on a fully stabilised basis. 18

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