Sk Reit Co. Ltd. · KRX:395400
Sk Reit — Samsung Securities K-REITs Corporate Day 2025
27 slides from Sk Reit's conference presentation, October 2025
Slide 1: Samsung Securities K-REITs Corporate Day IR Presentation
Samsung Securities K-REITs Corporate Day IR Presentation
Slide 2: Contents
CONTENTS The Value of SK REIT: A Thriving Future for Everyone SK REIT was listed on the KOSPI in September of 2021. As Korea's largest REIT with KRW 4.9T AUM, SK REIT pioneered the market with the highest Credit Rating of AA- and first to introduce quarterly dividends. SPO esnas, Pr rrrerreriy anos
Slide 3: SK REIT Snapshot
Quarterly Dividends KRW 4.9T KRW 1.5T AA- MAR/JUN/SEP/DEC 30.1% 0.0% 39.8% 4.7년 115 7.5% 10.4년 5.35 %
Slide 4: Shareholder Return: Quarterly Dividends
SK리츠 KRX리츠TOP10 25.1Q 25.2Q 25.3Q 25.4Q 사업계획 실제배당
Slide 5: Appraisal value gains by asset
+31% +24% +24% +5.9% +7.5% +9.9%
Slide 6: Investment Structure
K-REITs Corporate Day , Oct. 2025 03 Investment Structure Dp SK reit SK REIT holds its properties under a sub-REIT structure, tailored to asset characteristics. Each asset is fully and long-term leased by SK Group and its affiliates, ensuring stability. me SK hynix e—=' 100% Leased De SK Inc. 100% L
Slide 7: Financial Structure Improvements
재평가 前 재평가 後 제3자 유증 재평가 前 재평가 後 제3자 유증 차입 차입 상환 상환
Slide 8: Re-Financing
KRW 366 Bn (13.1%) KRW 876 Bn 3.205% (31.2%) KRW 1,180 Bn (42.0%) KRW 384 Bn (13.7%)
Slide 9: Gas Station Divestment
K-REITs Corporate Day , Oct. 2025 03 Gas Station Divestment e Dp SK reit Distributed KRW 1.4B special dividend from sale of 3 gas stations in 1H25. Expanding divestment pipeline in 2H25 to sustain growth through capital recycling. History 2024 Sep 30 2025 Gangwon Inchei 10 9 nggi 28 Chungcheong @ —
Slide 10: Planned Acquisition Asset: Financing Plan
• • • • • • • • (Note 1) Details of the financing plan are subject to change.
Slide 11: Location Highlights
K-REITs Corporate Day, Oct. 2025 sf SK reit 02 Location Highlights e SK-P Tower is located at the heart of Pangyo Techno Valley, one of Korea’s leading R&D and IT clusters, surrounded by major IT and large corporate R&D centers. s AEE TE t | Excellent Accessibility @ 20 min to Gangnam (GBD) via subw
Slide 12: Expected Effects
K-REITs Corporate Day , Oct. 2025 03 Expected Effects e Growth into a KRW 5.3T large-scale REIT Enhanced sponsor-linked stability through stronger SK Group tenancy Dp SK reit Category Expected Outcomes Details AUM Growth AUM to reach KRW 5.3T (+8.2%) [AUM] 8.2% RW 5.3T KRW 4.9T Current After Acquisi
Slide 13: Appendix
she SK Seorin Ay Appendix 01 SK REIT History 02 Debt Overview 03 Asset Summary 04 Leasing Summary 05 Asset Details 06 Balance Sheet 07 Income Statement 08 REIT Glossary \ \\ aN ANWANY \\ \\ NN NUNN NEE NERNEY \ \\ \\ \
Slide 14: SK REIT History
Dp K-REITs Corporate Day, Oct. 2025 SK reit 01 SK REIT History e SK REIT has grown into Korea's leading diversified REIT, holding the highest and only AA- rated credit among domestic K-REITs, and a leader in both AUM and Market Cap G July 2021 ) G May 2022 D) < Oct 2022 ) G Sep 2023 +) Dec 2024 SK S
Slide 15: Debt Overview
K-REITs Corporate Day, Oct. 2025 SK 02 Debt Overview e reit ‘As of the end of SEP. 2025 REIT Name Classification Execution Maturity Rate Type Rate Amount (KRW M) SK REIT SK Seorin - 2024-07-05 2027-07-05 Floating 3.26% 441,800 SK REIT SK-U Tower - 2025-06-30 2028-06-30 Floating 3.37% 154,000 Clean E
Slide 16: Asset Summary
K-REITs Corporate Day, Oct. 2025 03 Asset Summary e SK reit SK Seorin Water Treatment A 7 ” Total Gas Station (106) SK-U Tower Jongno Tower Canter SK-C Tower (or weighted avg.) Notes SK Group HQ SK Energy SK Hynix HQ SK Green Campus SK Hynix Fab-Facility SKC HQ , _ Seongnam-si, _ : _ _ Location Jung
Slide 17: Leasing Overview
Gross floor area (py) occupancy rate 50,000 100% 40,000 80% 30,000 60% 20,000 40% 10,000 20% 50,000 32% - 0% 25% 40,000 서린빌딩 주유소 U타워 종로타워 수처리 C타워 20% 30,000 17% 연면적 임대율 20,000 10,000 1% 2% 4% - 2025 2026 2027 2028 2029 2030 2031 2032 2033 60,000 32% 40,000 23% 18% 17% 20,000 6% 1% 1% 2% - 25 26 27 2
Slide 18: Asset Summary: Seorin Building
K-REITs Corporate Day , Oct. 2025 05 Asset Summary e Located in the prime CBD office area, Seorin Building serves as SK Group's integrated office space. Seorin Building Station ity Hall Station Gwanghwamun B [seorn uicing} Jongno 3-ga Station Jonggak Station )~ Euljiro 3-ga Station reit SK group's i
Slide 19: Asset Summary: SK U-Tower
K-REITs Corporate Day , Oct. 2025 05 Asset Summary e SK reit Located in the Bundang business district, U Tower serves as the head office of SK Hynix and is an asset expected to increase in value along with the Pangyo area. SK U- Tower Bundang office building of SK Hynix, a global semiconductor compa
Slide 20: Asset Summary: Jongno Tower
K-REITs Corporate Day, Oct. 2025 05 Asset Summary e A landmark office in the CBD, serves as the SK Green Campus office building, housing six of SK Group's eco-friendly companies. Jongno Tower Gwanghwamun Station ga Sta Jongno Tower jongno 3-ga Station Euljiro 3- Euljiro 1- 2 ; -\ ga Station 's SKei
Slide 21: Asset Summary: SK-C Tower
K-REITs Corporate Day, Oct. 2025 SK reit 05 Asset Summary e SK-C Tower: Newly renovated 6,546py office space for SKC, SK C&C, and TMAP SK-C Tower rs) Strategic Location & Facilities »(Euljiro 5-) @ An on-site cafeteria and ga Station) fitness center are planned for tenant convenience eset -agannuccu
Slide 22: Asset Summary: Gas Stations
K-REITs Corporate Day , Oct. 2025 05 Asset Summary e reit SK Energy gas stations are strategically located in high-traffic, well-connected areas nationwide. Gas station @ SK Energy's key gas stations, operated by Korea's No.1 oil refining company, with 67% of locations concentrated in the Seoul/metr
Slide 23: Asset Breakdown
JC IC IC IC JC IC IC JC JC IC +5.9%
Slide 24: Balance Sheet
FY17 FY16 FY15 FY17 FY16 FY15 2025-06-30 2025-03-31 2024-12-31 2025-06-30 2025-03-31 2024-12-31 50,985 50,388 44,335 33,158 32,633 28,611 1,750 999 1,005 757 285 243 1,280 999 1,005 707 239 137 270 - - 51 46 106 49,234 49,388 43,330 32,401 32,348 28,368 49,145 49,335 43,282 10,807 10,807 10,807 89 5
Slide 25: Income Statement
FY17 FY16 FY15 FY17 FY16 FY15 2025-04-01 2025-01-01 2024-10-01 2025-04-01 2025-01-01 2024-10-01 ~2025-06-30 ~2025-03-31 ~2024-12-31 ~2025-06-30 ~2025-03-31 ~2024-12-31 Operating Revenues 710 729 524 Operating Revenues 384 422 289 Rental Income 204 79 167 Rental Income 565 534 524 Gain on fair value
Slide 26: REIT Glossary
• • • • • • • − • • • • • • • • • • • • • • • − • • • • •
Slide 27: o|ArO|SIEtPHa|MEALETESLAH)
o|ArO|SIEtPHa|MEALETESLAH) MBS'SA SF MSHS 136, 15S(EHAS 17h, Drolawel) TEL. 02-6353-7070 FAX. 02-6353-7099
SK REIT — Samsung Securities K-REITs Corporate Day 2025 on 6ix