Generation Income Properties Inc. · NASDAQ:GIPR
Generation Income Properties — Investor Presentation (April 2025)
22 slides from Generation Income Properties's investor presentation, Apr 1, 2025
Slide 1: March 2025 Investor Presentation
MARCH 2025 INVESTOR PRESENTATION
Slide 2: Forward-Looking Statements
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 statements ar
Slide 3: Contents
GIPR Overview Key Highlights 15 Tenant Market Caps 16 Investment Thesis CONTENTS Portfolio & Growth 17 Meet the Team 01 02 04 12 Values & Culture
Slide 4: GIPR Overview
1 NASDAQ listed since 2021: GIPR 2 $115M GAV 3 4 5 6 7 8 9 93% Occupancy 30 Properties 16 States 4.7yrs WALT ~608K Square Feet ~63% Investment Grade (IG) & Investment Grade Profile (IGP)* ~5.5M Common Stock Outstanding GIPR OVERVIEW GIPR OVERVIEW 01 as of latest filing date *Represents tenants with
Slide 5: Key Highlights
Redemption Extensions Preferred Investment $2.5M cash contribution into GIPLP in exchange for preferred partnership units - June 2024 Debt Extension Extended debt maturities on two Norfolk, VA loans from 2024 to 2029 - August 2024 $5.5M Acquisition Acquired a Best Buy in Ames, IA for $5.5M (8.1% cap
Slide 6: Conversations with GIPR Podcast and Case Studies
Conversations with GIPR Our podcast highlights entrepreneurial efforts and tells stories of interesting people in our community. Click here to listen to all epsisodes. Podcast Case Studies INVESTOR RELATIONS Click Boxes Above to Read Full Case Studies 03
Slide 7: Investment Thesis
INVESTMENT THESIS GIPR Unlocks Value & Growth in Stabilized Short-Term Net Leased Assets 04 04
Slide 8: Investment Thesis: Targeted Acquisitions and Asset Management
Targeted Acquisitions We purchase shorter-term net leased assets at higher cap rates, unlocking embedded value - our focus is on high quality RE, tenant credit, site-specific performance and geographic attributes. INVESTMENT THESIS Proactive Asset Management We enhance property performance through
Slide 9: Contrarian Short-Term Lease Thesis
CONTRARIAN SHORT-TERM LEASE THESIS The Net Lease market remains fragmented with approximately 95% of buyers in the market being private individuals leading to market opportunity for institutional buyers and REITs. 01 02 03 04 The majority of both private and institutional buyers focus on assets with
Slide 10: Current Buying Opportunities
CURRENT BUYING OPPORTUNITIES GIPR anticipates that market dynamics this year and through 2026 may create more favorable buying opportunities. The following data highlights three critical factors influencing the transaction market: transaction volume, trends in cap rates, and trends in interest rates
Slide 11: Current Buying Opportunities: 2021 to 2025
CURRENT BUYING OPPORTUNITIES 2021 High transaction volume Low cap rates Low cost of capital 2022-2024 Decreasing transaction volume Slowly increasing cap rates Rapidly increasing cost of capital 2025 Low transaction volume Sustained high cap rates Decreasing cost of capital Patient and disciplined G
Slide 12: Acquisition Overview
Acquisition Details: Purchase Price: $5,050,000 Credit Rating: BBB $303,000 NOI Acquisition Details: Purchase Price: $1,372,278 Credit Rating: BBB $119,727 NOI DOLLAR GENERAL Cleveland, TN UPREIT PORTFOLIO ACQUISITION OVERVIEW Acquisition Details: Purchase Price: $1,372,278 Orlando MSA $240,434 NOI
Slide 13: GIPR Thesis Proven: Lease Extensions
Fresenius Medical Care Chicago, IL Acquisition Details: Purchase Price: $3,100,000 7.24% cap rate Extension Details: Seven-Year Extension New Value: The lease extension brought the total remaining lease term for this Fresenius property to nine (9) years. At the time of lease extension, a conservativ
Slide 14: In Simple Terms: Short-Term Lease Thesis
...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. IN SIMPLE TERMS... 11
Slide 15: Portfolio Tenant Schedule
Tenant City / State Bldg. Area (sf) Asset Class S&P Credit Rating Current Annual Rent Lease Expiration Date WALT Renewal 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 1.11 2 x 5 years General Services Administ
Slide 16: GIPR Portfolio Summarization
ABR Credit Rated $7,336,390 (82%) Investment Grade Credit 5,314,670 (59%) IGC Profile $640,980 (7%) Sub-Investment Grade Credit $2,021,721 (22%) Not Rated $1,105,017 (12%) 07 GIPR PORTFOLI0 SUMMARIZATION Property Types Collective Portfolio as of latest filing date Retail Office Industrial 65% 32% 3%
Slide 17: GIPR Growth: Liquidity, Debt, Capital Raise, Acquisitions
LIQUIDITY STABLIZED DEBT CAPITAL RAISE ACQUISITIONS GIPR GROWTH Stabilized long term debt with ability to advantageously refinance Capital raise Continuously looking at ways to raise additional accretive capital for growth Acquisitions Continue to grow the company GAV with assets with a 100-150bps s
Slide 18: Tenant Market Caps
TENANT MARKET CAPS Market Capitalization (In Billions) GIPR is landlord to some of the United States’ largest institutions, including The United States Government’s Department of Defense ~$30T 15
Slide 19: Values & Culture
Relational We prioritize and value our relationships, understanding that both professional and personal connections are our greatest assets Generational Ethical Intelligent We make decisions with a long-term perspective, ensuring that our actions positively impact future generations. We uphold a cul
Slide 20: Meet the Team
MEET THE TEAM Founder & CEO David Sobelman Mr. Sobelman serves as Chairman of GIPR’s Board of Directors, CEO, & President. He used the insight achieved through decades of focusing on net leased assets to imbed the philosophy of long-term, generational investing and founded Generation Income Properti
Slide 21: Meet the Team
MEET THE TEAM Corporate Controller Angel Gonzalez As Corporate Controller, Angel is responsible for the direct oversight of the accounting function, including financial reporting, treasury, tax and compliance. Prior to joining GIPR in 2024, Angel served in various accounting leadership roles with se
Slide 22: Contact
CONTACT: IR@GIPREIT.COM WWW.GIPREIT.COM
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