Modiv Industrial, Inc. · NYSE:MDV
Modiv Industrial — Investor Presentation (August 2023)
13 slides from Modiv Industrial's investor presentation, Aug 17, 2023
Slide 1: Investor Presentation August 2023
INVESTOR to PRESENTATION AUGUST 2023
Slide 2: Disclosure – Important Information
DISCLOSURE – IMPORTANT INFORMATION Information set forth herein contains forward-looking statements, which reflect our current views regarding our business, financial performance, growth prospects and strategies, market opportunities, and market trends. Forward-looking statements include all stateme
Slide 3: Why Own Modiv Industrial?
WHY OWN MODIV INDUSTRIAL? 3 Focused Net Lease Manufacturing Strategy Experienced Leadership with Proven Execution Attractive Industrial Real Estate Portfolio Significant Upside Potential
Slide 4: Focused Net Lease Manufacturing Strategy
FOCUSED NET LEASE MANUFACTURING STRATEGY 4 American Made, American Employed Modiv Industrial buys U.S. manufacturing properties leased to long-term tenants that produce critical components and pay countless employees Necessity Based - Where Things Are Made Unlike most net lease REITs that are depend
Slide 5: Significant Upside Potential
SIGNIFICANT UPSIDE POTENTIAL 5 Compelling Small Cap Growth Profile As a small cap REIT, each acquisition materially increases Modiv’s revenue compared to large cap REITs that are forced to buy billions of real estate each year for the same effect Modiv can quadruple in size and still benefit from th
Slide 6: Experienced Leadership - Management
6 EXPERIENCED LEADERSHIP - MANAGEMENT EXTENSIVE EXPERIENCE IN REITs Transformations M & A Capital Markets Audit Capital Markets Balance Sheets Public Company Net Lease Real Estate Property Transactions Sale Leasebacks Underwriting Securities Law M &A Structuring Best Practices Financial Reporting Ac
Slide 7: Experienced Leadership - Directors
7 EXPERIENCED LEADERSHIP - DIRECTORS EXPERTISE REITs Transformations NTR Portfolios Best Practices REIT Law Corp Gov SEC Matters Board Practices Turnarounds Net Lease M&A Public Boards Corp Gov Public Boards REITs Net Lease Real Estate Accounting Valuations Finance Acquisitions REITs Transformations
Slide 8: Proven Execution
8 PROVEN EXECUTION Volume of Investment Opportunities Presented to Modiv Volume of Investment Opportunities That Modiv Reviewed Modiv Submitted an LOI following Investment Committee Approval Properties Acquired By Modiv Industrial since Feb. 2022 NYSE Listing Location Local market trends and demogra
Slide 9: Attractive Industrial Real Estate Portfolio
9 ATTRACTIVE INDUSTRIAL REAL ESTATE PORTFOLIO $614M Gross Real Estate Value $41.1M Annual Base Rent 45 Properties 4.7M Square Feet 31 Tenants 16 States 14.3 Yrs Weighted Average Lease Term ~2.5% Average Annual Rental Increase
Slide 10: Attractive Industrial Real Estate Portfolio
10 ATTRACTIVE INDUSTRIAL REAL ESTATE PORTFOLIO Footnote: All percentages based on Annual Base Rent for next twelve months on a pro forma basis as of June 30, 2023
Slide 11: Attractive Industrial Real Estate Portfolio
11 ATTRACTIVE INDUSTRIAL REAL ESTATE PORTFOLIO Footnote: All percentages based on Annual Base Rent for next twelve months on a pro forma basis as of June 30, 2023
Slide 12: Why Own Modiv Industrial?
WHY OWN MODIV INDUSTRIAL? 12 Focused Net Lease Manufacturing Strategy Experienced Leadership with Proven Execution Attractive Industrial Real Estate Portfolio Significant Upside Potential
Slide 13: Executive Summary: Build America. Invest in Modiv Industrial.
EXECUTIVE SUMMARY BUILD AMERICA. INVEST IN MODIV INDUSTRIAL. To learn more: go to www.modiv.com or email info@modiv.com
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