Generation Income Properties Inc. · NASDAQ:GIPR
Generation Income Properties — Q1 2025 Earnings Presentation
22 slides from Generation Income Properties's earnings presentation, 2025
Slide 1: Investor Presentation Q1 2025
INVESTOR PRESENTATION Q 1 2 0 2 5
Slide 2: Disclaimer
DISCLAIMER Forward-Looking Statements This presentation may contain forward-looking statements and information relating to, among other things, Generation Income Properties, Inc. (“the company”), its business plan and strategy, its properties and assets, and its industry. These forward-looking stat
Slide 3: Contents
CONTENTS 01 GIPR Overview 16 Tenant Market Caps 02 Key Highlights 17 Values & Culture 04 Investment Thesis 18 Meet the Team 12 Portfolio & Growth
Slide 4: GIPR Overview
01 GIPR OVERVIEW as of latest filing date NASDAQ listed ~15.24 Average 1 since 2021: GIPR 4 30 Properties 7 effective annual rental per square foot ~65% Investment Grade 2 $115M GAV 5 16 States 8 (IG) & Investment Grade Profile (IGP)* ~5.4M Common Stock 3 93% Occupancy 6 4.41 yrs WALT 9 Outstanding
Slide 5: Key Highlights
02 KEY HIGHLIGHTS Last Twelve (12) Months Click on Underlined Titles for SEC Filings $11.2M UPREIT Transaction 01 Completion of an UPREIT contribution transaction consisting of three Preferred Investment high-quality retail properties 06 $2.5M cash contribution into GIPLP in exchange for preferred p
Slide 6: Investor Relations
03 INVESTOR RELATIONS Podcast Conversations with GIPR Our podcast highlights entrepreneurial efforts and tells stories of interesting people in our community. Click here to listen to all epsisodes. Case Studies Click Boxes Above to Read Full Case Studies
Slide 7: Investment Thesis: GIPR Unlocks Value & Growth
04 INVESTMENT THESIS GIPR Unlocks Value & Growth in Stabilized Short-Term Net Leased Assets 04
Slide 8: Investment Thesis
INVESTMENT THESIS Targeted Acquisitions Strong Tenant Relationships We purchase shorter-term net leased Creating relationships at the corporate & assets at higher cap rates, unlocking property level to improve the profitability embedded value - our focus is on high of long-term, consistent occupancy
Slide 9: Contrarian Short-Term Lease Thesis
06 CONTRARIAN SHORT-TERM LEASE THESIS The Net Lease market remains fragmented with approximately 95% of buyers in the 01 market being private individuals leading to market opportunity for institutional buyers and REITs. The majority of both private and institutional buyers focus on assets with over
Slide 10: Current Buying Opportunities
07 CURRENT BUYING OPPORTUNITIES GIPR anticipates that market dynamics this year and through 2026 may create more 01 favorable buying opportunities. The following data highlights three critical factors influencing the transaction market: transaction volume, trends in cap rates, and trends in interest
Slide 11: Current Buying Opportunities
08 CURRENT BUYING OPPORTUNITIES 2021 2022-2024 2025 High transaction volume Decreasing transaction volume Low transaction volume Low cap rates Slowly increasing cap rates Sustained high cap rates Low cost of capital Rapidly increasing cost of capital Decreasing cost of capital Buying opportunity for
Slide 12: UPREIT Portfolio Acquisition Overview
09 UPREIT PORTFOLIO ACQUISITION OVERVIEW TRACTOR SUPPLY DOLLAR GENERAL ZAXBYS Kernersville, NC Cleveland, TN Sanford, FL Acquisition Details: Acquisition Details: Acquisition Details: Purchase Price: $5,050,000 Purchase Price: $1,372,278 Purchase Price: $1,372,278 Credit Rating: BBB Credit Rating: B
Slide 13: GIPR Thesis Proven - Recent Examples
10 GIPR THESIS PROVEN - RECENT EXAMPLES Fresenius Medical Care Dollar Tree Armed Services YMCA Chicago, IL Morrow, GA Norfolk, VA Acquisition Details: Acquisition Details: Acquisition Details: Purchase Price: $3,100,000 Purchase Price: $1,372,278 Purchase Price: $11,800,000 7.24% cap rate 7.55% cap
Slide 14: In Simple Terms...
11 IN SIMPLE TERMS... ...our relationship based, short-term lease thesis successfully drives value through early lease extensions and effective re-tenanting of vacant assets, contributing to sustained cash flow and enhanced property performance.
Slide 15: GIPR Portfolio
12 GIPR PORTFOLIO as of latest filing date S&P Credit Renewal Tenant City / State Bldg. Area (sf) Asset Class Current Annual Rent Lease Expiration Date WALT Rating Options Irby Construction Plant City, FL 7,826 O BBB- $ 2 x 5 years 7-Eleven Corporation Washington, D.C. 3,000 R A $ 129,804.00 3/31/26
Slide 16: Assets Held for Sale & Important Milestones
13 ASSETS HELD FOR SALE & IMPORTANT MILESTONES Starbucks Industrial Asset Armed Services YMCA Tampa, FL Huntsville, AL Norfolk, VA Disposition Price: Disposition Price: Property Details: Sale Price: $3,450,000 Sale Price: $7,200,000 SF: 72,149 5.8% cap rate Price Per SF: $121.64 Tenants: Dept. of Na
Slide 17: GIPR Portfolio Summarization
14 GIPR PORTFOLI0 SUMMARIZATION as of latest filing date Collective Portfolio Property Types % of ABR ABR 66% Credit Rated $7,336,390 (82%) Investment Grade Credit $5,314,670 (59%) IGC Profile $640,980 (7%) 34% Sub-Investment Grade 07 $2,021,721 (22%) Credit Not Rated $1,105,017 (12%) Retail Office
Slide 18: GIPR Growth
GIPR GROWTH Current Core Attributes STAB LIZ ITY Stabilized long term debt with ability to ID ED U LIQ advantageously refinance DE BT Capital raise Continuously looking at ways to raise additional accretive capital for growth CAP ONS Acquisitions I I T IT A L Continue to grow the company GAV with IS
Slide 19: Tenant Market Caps
16 ~$30T TENANT MARKET CAPS Market Capitalization (In Billions) $140 $120 $100 $80 GIPR is landlord to some of the United States’ largest institutions, $60 including The United States Government’s Department of Defense $40 $20 $0 al n e ) e s l's s ns p ly oy uy SA m ck ar re ve u er pp h ee -B tB r
Slide 20: Values & Culture of Care
17 VALUES & CULTURE OF CARE Relational We have a fiduciary responsibility to our shareholders, We prioritize and value our relationships, and we make that a high-ranking priority for ourselves. understanding that both professional and But our culture of “care” literally begins with the people person
Slide 21: Management & Acquisition Team
18 MANAGEMENT & ACQUISITION TEAM Founder & CEO VP Accounting & Finance Corporate Controller Acquisitions Manager David Sobelman Ron Cook Angel Gonzalez Robert Rohrlack With extensive experience in finance and As Corporate Controller, Angel is Mr. Rohrlack sources new acquisition Mr. Sobelman serves
Slide 22: Contact
C O N T A C T : I R @ G I P R E I T . C O M W W W . G I P R E I T . C O M
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