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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) 5
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