HomeCo Daily Needs REIT Pitch

FY23 development commencements >$80m of accretive developments on track to open in FY24 and deliver ~7% ROIC1 Major Projects 1. South Nowra (NSW) ☐ >11,000sqm repurposing of ex-Masters site and introduction of leading national leisure & lifestyle retailers Opened in May-23 on time and on budget Home Co. Daily Needs REIT Leasing pre- commitments² Under Construction Completion Indicative capex Cost to complete 100% Complete May-23 2. Glenmore Park (NSW) " Centre expansion through addition of new health and services precinct 100% 2H FY24 3. Mackay (QLD) First stage of multi-stage lifestyle expansion 100% 2H FY24 opportunity on excess land 4. Cranbourne (VIC) Centre expansion through construction of additional daily needs GLA 100% 1H FY24 5. Gregory Hills Home (VIC) 100% 2H FY24 ☐ Construction of new pad site Total 100% >$80m ~$59m 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. 2. Leasing pre-commitments (% GLA) is the sum of signed Leases, signed MoUs and issued MoUs. 15

View entire presentation