Plaza Retail Reit · TSX:PLZ.UN
Plaza Retail Reit — Q3 2022 Earnings Presentation
25 slides from Plaza Retail Reit's earnings presentation, November 2022
Slide 1: Q3 2022 Financial Results Presentation
Q3 –2022 Financial Results Presentation
Slide 2: Who is Plaza
WHO IS PLAZA • Plaza is an owner, developer and redeveloper of retail properties, focused on long term sustainable growth. • Plaza has, over a 20 year history, consistently grown through development, redevelopment and value add acquisitions , without dilution of unitholders, and has successfully re
Slide 3: Who is Plaza
WHO IS PLAZA • Plaza focuses on per unit growth of NAV and FFO through accretive developments, redevelopments and proactive management of its existing portfolio. Ticker (TSX) PLZ.UN 2019 - 49% • Plaza is an owner, developer and redeveloper of retail Tax deferred 2020 - 68% properties, focused on lon
Slide 4: Who is Plaza
WHO IS PLAZA Entertainment & Apparel Portfolio Composition Fitness by Retail Category Other Restaurants 4% 3% Home (% of Q3 2022 Base Rent) 3% 4% Improvement & 8.9 million Automotive Gross Leasable Area (SF) 4% 253 Other Essential Retail 9% Properties Pharmacy/Grocery/Liquor 39% QSR's 97.2% 11% Comm
Slide 5: Portfolio Composition
PORTFOLIO COMPOSITION as at September 30, 2022 Local Non-Retail 4.0% 1.9% Regional 3.5% National 90.6%
Slide 6: Portfolio Composition
PORTFOLIO COMPOSITION as at September 30, 2022 % of base Geography rents(1) West 1% Ontario 17% Québec 20% Atlantic 62% TOTAL 100% (1) Includes properties under development; excludes non-consolidated investments
Slide 7: Top 30 Tenants
TOP 30 TENANTS Q3-2022 - % of Base Rent Revenue #1 25.2% #11 1.6% #21 0.8% #2 6.2% #12 1.5% #22 0.8% #3 4.0% #13 1.5% #23 0.8% #4 3.5% #14 1.4% #24 0.8% #5 3.4% #15 1.2% #25 0.7% #6 3.4% #16 1.1% #26 0.7% #7 3.0% #17 1.0% #27 0.6% #8 1.8% #18 1.0% #28 0.6% #9 1.6% #19 0.9% #29 0.6% #10 1.6% #20 0.8%
Slide 8: Construction Projects
CONSTRUCTION PROJECTS
Slide 9: Northern Avenue Plaza
NORTHERN AVENUE PLAZA Sault Ste. Marie, ON • Re-Development of former Lowe’s • Opening of new Dollarama • Construction of new Princess Auto • Construction of new Winners/Homesense
Slide 10: Northern Avenue Plaza
NORTHERN AVENUE PLAZA Sault Ste. Marie, ON • Leasing Plan Construction beginning soon on multi- tenant PAD
Slide 11: Niagara Street Plaza
NIAGARA STREET PLAZA Welland, ON • New development • Proposed leasing plan
Slide 12: Taunton Road Plaza
TAUNTON ROAD PLAZA Oshawa, ON • New development
Slide 13: Tri-City Centre
TRI-CITY CENTRE Cambridge, ON • Construction of new multi-tenant strip
Slide 14: 1000 Islands Plaza
1000 ISLANDS PLAZA Brockville, ON • Construction of new Rossy
Slide 15: Les Promenades du Cuivre
LES PROMENADES DU CUIVRE Rouyn-Noranda, QC • Construction of new Winners
Slide 16: Plaza des Laurentides
PLAZA DES LAURENTIDES Saint-Jérôme, QC • Construction of new BRICK
Slide 17: Plaza des Laurentides
PLAZA DES LAURENTIDES Saint-Jérôme, QC • Construction of new Village des Valeurs
Slide 18: Plaza de l'Ouest
PLAZA DE L’OUEST Sherbrooke, QC • Construction of new Animalerie Anima'tout
Slide 19: 1465 Rue King Ouest
1465 RUE KING OUEST Sherbrooke, QC • Redevelopment BEFORE AFTER
Slide 20: L'Axe
L’AXE Chicoutimi, QC • Construction of new multi-tenant strip anchored by SAQ, Princess Auto and Dollarama
Slide 21: L'Axe
L’AXE Chicoutimi, QC • Leasing plan
Slide 22: Dieppe Boulevard Plaza
DIEPPE BOULEVARD PLAZA Dieppe, NB • New development • Proposed leasing plan
Slide 23: Gibson Boulevard Plaza
GIBSON BOULEVARD PLAZA Stewiacke, NS • New development • Proposed leasing plan
Slide 24: Bedford Commons
BEDFORD COMMONS Halifax, NS • Opening of Mary Brown’s Chicken AFTER BEFORE
Slide 25: Belvedere Plaza
BELVEDERE PLAZA Charlottetown, PEI • Redevelopment