Peach Property Group Ag · SIX:PEAN
Peach Property — Investor Presentation (July 2025)
23 slides from Peach Property's investor presentation, Jul 1, 2025
Slide 1: Equity Offering July 2025
Equity Offering 01 July 2025 ©peach PROPERTY GROUP
Slide 2: Sales Restrictions Notice
Sales Restrictions Notice This communication is being provided for information purposes only and does not constitute or form part of, and should not be construed as, an offer or invitation to sell or issue, or the solicitation of an offer to buy, subscribe for or otherwise acquire, any securities of
Slide 3: Today's Presenter
Today's Presenter Gerald Klinck Chief Executive Officer * CEO of the Peach Property Group since April 2024 * In addition to his role as CEO at Peach Property Group, he also takes over the responsibilities of the CFO + He has more than 25 years of experience in the real estate industry ®peach
Slide 4: Our Management
Our Management Stefanie Koch, COO, is welcomed since March, 15 2025 Executive Management Gerald Klinck Chief Executive Officer, Stefanie Koch Chief Operating Officer CFO responsibilities CURE DeutscHe Wonnen’ AIG. VONOVIA RITTERWALD Board of Directors Michael Zahn Urs Meister Beat Cyrill Schneuwly A
Slide 5: Agenda
Agenda 1. Peach at a Glance 2. Update on Financing 3. Update on Operational and Sales of Non-Strategics 4. Equity Raise 5. Guidance
Slide 6: Peach Property at a glance
Peach Property at a glance Affordable German residential properties in selected B-cities Strategic NOM Portfollo, Total Peach Property Group Portfolio trategic —_ soldas of Dec 31, Dec 31, Dec 31, Dec 31, owns 328 poo it 2024 2024 2024 2023 residential units AGGESO ISG GERES Actual Rent €79m € 25m €
Slide 7: Peach Portfolio after Portfolio Transaction 2024
Peach Portfolio after Portfolio Transaction 2024 Execution of portfolio strategy, reduction of vacancy rate as well as deleveraging Strategic Non-Strategic Portfolio Share (%) 76% 75% Portfolio Share (%) 24% 25% Units 20 630 16 428 Units 6662 5519 Locations 44 38 Locations 74 68 In-place rent 640€/s
Slide 8: Timeline 2025
Timeline 2025 Focus on refinancing remaining maturing debt and operational performance January 2025 VW March 2025 23 May 2025 June 2025 UW |15 November 2025 € 127m nominal amount €55m AGM ; Extension of €18m Maturity of outstanding Bond repayment (partial) SSD Promissory Positive voting on secured l
Slide 9: Agenda
Agenda 1. Peach at a Glance 2. Update on Financing 3. Update on Operational and Sales of Non-Strategics 4. Equity Raise 5. Guidance
Slide 10: Debt structure as of December 31, 2024
Debt structure as of December 31, 2024 Refinancing of Bond in good progress towards a smooth maturity profile Maturity profile! 5 29 € 182m repaid in 600/376 Qt 2025 ™ Y Yj g 500 3 127? €18 2 = 400 Gu 5 fod extended 3 Z 300 os 218 3 71% 798 2.33% 90% otal 120 2.9: 9. 100 203 60 7 F = | | a 2025 2026
Slide 11: Maturities in 2025 and 2026
Maturities in 2025 and 2026 35% of maturities refinanced in first half year; signed term sheets for the 65% outstanding Maturities in 2025 and 2026 Current Status 700 576 / 376 600 500 400 300 EURm 200 100 = RCF secured extended = Corporate Bonds “Promissory Notes repaid 55 127 173 18 60 50 a 1905 2
Slide 12: Agenda
Agenda 1. Peach at a Glance 2. Update on Financing 3. Update on Operational and Sales of Non-Strategics 4. Equity Raise 5. Guidance 12
Slide 13: Operational Initiatives focusing on vacancy reduction and rent increases
Operational Initiatives focusing on vacancy reduction and rent increases Optimization of processes will show results in second half year Progress in 1HY 2025 + Repositioning of letting team at COO level * Reduction in vacancy duration through optimized processes and interfaces + Award for the develo
Slide 14: Map of locations
• • • • • Unterstützt von Bing © GeoNames, Microsoft, TomTom
Slide 15: Agenda
Agenda 1. Peach at a Glance 2. Update on Financing 3. Update on Operational and Sales of Non-Strategics 4. Equity Raise 5. Guidance
Slide 16: Timeline of Equity Offering
Timeline of Equity Offering Subscription Period will start on 3 July 2025 23 May 2025 Positive voting on equity raise at AGM 3 July 2025 11 July 2025 Start of subscription End of subscription and trading period period tay ney 30 June 2025 Ad hoc release ®peach 9 July 2025 16 / 17 July 2025 End of tr
Slide 17: Equity Offering
Equity Offering Equity raise could result in ~EUR 52m cash Description Dates and Facts = On 23 May 2025, the shareholders of the Peach Property Group Item Value / Date AG ("Peach") approved the ordinary capital increase proposed by the executive board, by way of a rights issue against cash Number of
Slide 18: KPIs on Transaction Offering
KPIs on Transaction Offering Successful implementation of equity raise strengthens equity base of Peach NTA per share (€) Loan-to-value (net) Net Debt (€m) Number of shares BY 9 = te ] N 9 s Ee] 23 yoN 50.9% it 984 Bp 45 470 539 5 NTA per share (€) Loan-to-value (net) Net Debt (€m) Number of shares”
Slide 19: Agenda
Agenda 1. Peach at a Glance 2. Update on Financing 3. Update on Operational and Sales of Non-Strategics 4. Equity Raise 5. Guidance
Slide 20: Guidance 2025 & mid-term financial targets
Guidance 2025 & mid-term financial targets Guidance can be confirmed Guidance FY 2025 Midterm targets -f-l rental growth FFO €18-20m Vacancy on rent 3-4% Clear focus on refinaning remaining maturing bond Considering solutions for maturing convertible bond in 2026 Key milestones Focus on operational
Slide 21: FFO Bridge actual YE 2024 to guidance YE 2025
FFO Bridge actual YE 2024 to guidance YE 2025 Derivation of FFO guidance published in March 2025 FFO Bridge* In€m L | a 11 41 9,0 18,1 -6,5 19,2 FFO | FFO-share of Less intereston Increase of Operational — Others FFO | 2024 portfolio repaid unsecured —_intereston —_ improvements Budget transaction f
Slide 22: Disclaimer
Disclaimer If and to the extend that these materials contain forward-looking statements, they are based on the currently held beliefs and assumptions of the management of Peach Property Group AG (hereinafter also referred to as «PPG» or «Peach Property»), which are expressed in good faith and, in th
Slide 23: Investors, Analysts and Media
Investors, Analysts and Media Gerald Klinck, Chief Executive Officer +41 44 485 50 31 investors@peachproperty.com
Peach Property Group — Investor Presentation (July 2025) on 6ix