National Healthcare Properties, Inc. · NASDAQ:NHP
National Healthcare Properties — Healthcare Trust — Q4 2020 Earnings Presentation
21 slides from National Healthcare Properties's earnings presentation, Apr 8, 2021
Slide 1: Fourth Quarter 2020 Investor Webcast Presentation
Fourth Quarter 2020 Investor Webcast Presentation
Slide 2: Strategic Overview
Strategic Overview HTL is a $2.6 billion‘ healthcare real estate portfolio focused on Medical Office Buildings (“MOB”) and Senior Housing Operating Properties (“SHOP”) 7 igh-qualiypontlioconaning 193 healthcare properties comprised of 53% MOB, 37% SHOP and 10% Triple Na Leased CNNN'P| ¥ The MOB and
Slide 3: Rent Collection Highlights
Rent Collection Highlights ¥ HI collected nearly 100% of fourth quarter and full year 2020 Cash Rent due from the Company's MOB and NNN portfolios + January and February 2021 Cash Rent collection rates are material y consistent with fourth quarter 2020 collection rate of nearly 100% + HTI establishe
Slide 4: Portfolio Snapshot
Portfolio Snapshot Gti Medical Office Buildings 47 Senior Housing — Operating (SHOP) 2 Post-Acute Care/Skilled Nursing — NNN 8 eae Hospitals—NN 6 Land 2 1 “Tupiter Property — Recently Developed Post Acute Nop connie stated Pe NNN 16% 15.1% 1004" 90.7% 4.9 Years NA 68 Years 6.2 Years (afore. i SHY at
Slide 5: Dynamic Portfolio Fundamentals
Dynamic Portfolio Fundamentals Portfolio Highlights Y Dynamic portfolio featuring a balance of high-quality MOB & NNN assets with embedded contractual rental increases and an actively managed SHOP portfolio Y Balance of resilient MOB and NNN assets with fourth quarter and 2020 Cash Rent collection o
Slide 6: Strategic Partners
Strategic Partners HTI partners with top healthcare brands in well-established markets Waryareo UPMC ata. Ss SENTARA cedarhurst WD rresenws Y MEDICAL care ¥ DaVita (NYSE: DVA) and Fresenius (NYSE: FMS) are industry leading publicly traded companies with a combined ‘market cap of $33 billion ¥ UPMC i
Slide 7: Diligent Acquisition Program
Diligent Acquisition Program &i, In 2020, HTI closed on $110 million of acqui at a7. ghted average Cap Rate and has afirst quarter 2021 pipeline of $36 million as we seck to opportunistically acquire accretive acquisitions P Wet Avg, Wat Ave a ie Gta R (Closed Transactions Property Type Site | ae oe
Slide 8: Conservative Leverage Profile
Conservative Leverage Profile Balanced Capital Structure Mortgage Notes Payable ssso | | Mortgnge Dene S119 million, 21 property, CMBS Loan with KeyBank at a 4.6% fixed Fannie Mae Master Revolving Credit Facilites S355 interest rate with maturity in 2028 ‘+ $879 million mortgage loan with Capital On
Slide 9: Enhanced Performance
Enhanced Performance Operating Highlights Real Estate Investments : $2.6 Billion Y Year over year, revenues from tenants inereased to eu $381.6 million from $374.9 million Y Year over year, HTI grew its portfolio of essential healthcare real estate investments from $2.5 billion to $26 billion ¥ Year
Slide 10: Company Highlights
Company Highlights Y HTI Received neatly 100% of original fourth quarter and full year 2020 Cash Rent due from the Company's MOB and NNN portfolios Y High-Quality Portfolio of 193 healthcare properties comprised of 53% MOB, 37% SHOP and 10% NNN properties? Y Diligent Acquisition Program® of over $11
Slide 11: Experienced Leadership Team
Experienced Leadership Team ‘Trent Taslor President, de Mana
Slide 12: Dedicated SHOP Team
Dedicated SHOP Team th joined the management team of HTI’s advisor alonj nced group plays an essential role in n President of Hs Former President, CEO & Founder of WESTLiving 30yexr career inthe financing, developmen, ‘acquisition, ownership and operation of senior housing potfolios ( XY Khcare Faci
Slide 13: Strong Corporate Governance
Strong Corporate Governance Majority Independent Board of Directors, including an audit committee and nominating and corporate governance committee comprised solely of independent directors Lele Micheton Nace Chan dt Commitee Chair 1° Chninnan of Private ath Margene rom Api 207 il February 2020, nd
Slide 14: Legal Notice
Legal Notice
Slide 15: Disclaimer
Disclaimer 1 and “our” eferto Healthcare Trust, Ine. “HTT and its consolidated subsii [References in this presentation to the “Company.” “we, ‘The statements inthis presentation that are not historical facts may be forward-looking statements. These forward-looking statements involve risks and ‘uncer
Slide 16: Forward Looking Statements
Forward Looking Statements Certain statements made inthis presentation are “forward-looking statements” (as defined in Sestion 21F of the Exchange Act), which reflest the expectations of the Company’regarding future events. The forward-looking statements involve a numberof risks, uncertainties and o
Slide 17: Forward Looking Statements (Continued)
Forward Looking Statements (Continued) \We focus on aeuiring and owning a diversified portfolio of healtheareclted assets located in the Jnwestments in the heltheare industry. ited Stats and ar subst o risks inherent in concentrating The healthcare industry is heavily repulated, and new las or regul
Slide 18: Appendix
Appendix
Slide 19: Definitions
Definitions (Cap Rate: Capitalization rat i arte of tet on a el extateinventnent propery bse onthe expected, annualized staightlined ret income tht the property wil generate under ‘tzexnting lem dings fit year of owen. Capitalization rt x alltel by diving the anmalizedstightlined real income the pro
Slide 20: Reconciliation of Non-GAAP Metrics: NOI
Reconciliation of Non-GAAP Metrics: NOI Year Ended December 31,2020 TripeNet rd Cathouse) Balding Reve fom sen F ET Property pert and aitenace oss 1360 210355 Phe Eee see Impure hare Operating fs elated pres ‘Aguiston and wansactien related Depreciation al aortton Interest nd ter income Netlos ateiu
Slide 21: Shareholder account information
= For account information, including balances and the status of submitted paperwork, please call us at (866) 902-0063 = Financial Advisors may view client accounts at www.computershare.com/advisorportal = Shareholders may access their accounts at www.computershare.com/hti HTI HEALTHCARE TRUST INC He