Investor Presentaiton
Home Strategic rationale
Co.
The in-specie distribution of HomeCo Daily Needs REIT provides the foundation for the next
phase of HomeCo's 'Own, Develop and Manage' strategy
Home
Co.
HomeCo (HMC.ASX)
■ Internally managed owner, manager and developer of
diversified property investments including DN REIT and
HealthCo
Progresses HomeCo towards a capital light model with
diversified income streams across rental income, co-
investments and management & development fees
■ Establishes the platform for HomeCo to unlock
additional value and growth through capital recycling
including the introduction of external capital into
HealthCo
■ Demonstrated track record of performance since IPO
- HMC (+0.6%)
- ASX 200 (-9.6%)
Home
Co.
Daily Needs
REIT
Daily Needs REIT ("DN REIT")
High quality and defensive exposure with strong
diversification across sub-sectors (neighbourhood, large
format retail and health & services), tenants and
geographies
~$800m of assets at the time of the IPO in
November
Managed by HomeCo, which has a demonstrated track
record of value-add portfolio management and
consistent returns
Capital structure and balance sheet capacity to take
advantage of consolidation opportunities
-
ASX 200 A-REIT (-18.2%)
Source: IRESS total shareholder returns (23-Sep-20)
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