Phillips Edison & Company, Inc. · NASDAQ:PECO
Phillips Edison & — Investor Presentation (September 2025)
18 slides from Phillips Edison &'s investor presentation, Sep 24, 2025
Slide 1: GROW with PECO
GROCERY CENTERED. NEIGHBORHOOD FOCUSED. | 1 September 2025 GROW with PECO
Slide 2: Safe Harbor and Non-GAAP Disclosures
GROCERY CENTERED. NEIGHBORHOOD FOCUSED. | 2 Safe Harbor and Non-GAAP Disclosures PECO’s Safe Harbor Statement This presentation contains certain forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1
Slide 3: PECO at a Glance
GROCERY CENTERED. NEIGHBORHOOD FOCUSED. | 3 PECO at a Glance ABR from Founded/IPO Grocery- Wholly- Leased Total GLA Nasdaq Owned Portfolio 1991/ Anchored 34.0M PECO Centers Properties Occupancy 2021 95% 303 Square Feet 97% We create great omni-channel We are an experienced owner and grocery-anchored
Slide 4: PECO’s Focused and Differentiated Strategy
GROCERY CENTERED. NEIGHBORHOOD FOCUSED. | 4 PECO’s Focused and Differentiated Strategy Focused on High-Quality, Grocery-Anchored Neighborhood Shopping Centers Key Elements of Our Strategy Cycle-Tested and Resilient Advantage #1 or #2 grocery anchor by sales 97% leased portfolio occupancy with (85%
Slide 5: Year to Date GROWTH Results
GROCERY CENTERED. NEIGHBORHOOD FOCUSED. | 5 Year to Date GROWTH Results PECO Continues to Operate from a Position of Strength Operational Strength Liquidity Strength Financial Results • 97% leased portfolio occupancy with • As of June 30, 2025, trailing 12 month • Net income attributable to continue
Slide 6: Potential Tariff Impact on Neighbors
GROCERY CENTERED. NEIGHBORHOOD FOCUSED. | 6 Potential Tariff Impact on Neighbors PECO Neighbor Tariff Risk % of ABR as of 6/30/25 PECO is among the REITs with the lowest tenant exposure to changes in tariff rates: Percentage of COGS Imported by Merchandise Category 9% High Source - Wells Fargo Secur
Slide 7: GROW with PECO
GROCERY CENTERED. NEIGHBORHOOD FOCUSED. | 7 GROW with PECO
Slide 8: Grocery-Anchored Wholly-owned Shopping Centers
GROCERY CENTERED. NEIGHBORHOOD FOCUSED. | 8 Grocery-Anchored 303 Wholly-owned Shopping Centers PECO is one of the nation’s largest owners and operators focused on high- quality, right-sized, grocery-anchored neighborhood shopping centers Total Enterprise $7.3B Value(1) ABR from 95% Grocery-Anchored
Slide 9: Retailers Growing with PECO
GROCERY CENTERED. NEIGHBORHOOD FOCUSED. | 9 Retailers Growing with PECO Dedicated Team Focused on Building Strong Connections with Leading and Expanding Neighbors LOCAL RESTAURANTS HEALTH AND BEAUTY MEDICAL (“MEDTAIL”)
Slide 10: Regular Income; Strong Returns
GROCERY CENTERED. NEIGHBORHOOD FOCUSED. | 10 Regular Income; Strong Returns PECO’s differentiated strategy and strong operating results allow us to provide regular income and strong total shareholder returns 6.3% 5.7% 4.1% 2025 Nareit FFO per September 2025 Year to Date as of Share Growth at Increas
Slide 11: Omni-Channel Landlord
GROCERY CENTERED. NEIGHBORHOOD FOCUSED. | 11 Omni-Channel Landlord BOPIS PECO Centers Facilitate Buy Online and Pick-up in Store or “BOPIS” PECO’s neighborhood shopping centers are complementary to e-commerce and are positioned to thrive in today’s omni-channel environment Situated Near Customers, P
Slide 12: Well-Aligned & Experienced
GROCERY CENTERED. NEIGHBORHOOD FOCUSED. | 12 Well-Aligned & Experienced 30 Years Average Years Experience for PECO Management The PECO Team is focused on growing value, driving external growth, Team enhancing pricing power, expanding our (re)development pipeline and supporting our long-term growth i
Slide 13: Driving Innovation with Artificial Intelligence
GROCERY CENTERED. NEIGHBORHOOD FOCUSED. | 13 Driving Innovation with Artificial Intelligence: PECO’s Leadership in Commercial Real Estate Technology Award Recognition: • Won the 2025 Digie Award for Best Use of Artificial Intelligence (AI) at the Realcomm Conference • This marked PECO's fourth Digie
Slide 14: How We GROW: Our Value Proposition
GROCERY CENTERED. NEIGHBORHOOD FOCUSED. | 14 How We GROW: Our Value Proposition Strategy Portfolio Results and Opportunities • Neighborhood centers anchored by • Focused on high-quality, grocery- • Cycle-tested history delivering more the #1 or #2 grocer by sales in a anchored neighborhood centers a
Slide 15: GROW with PECO
GROCERY CENTERED. NEIGHBORHOOD FOCUSED. | 15 GROW with PECO
Slide 16: GROCERY CENTERED. NEIGHBORHOOD FOCUSED. | 16
GROCERY CENTERED. NEIGHBORHOOD FOCUSED. | 16 16
Slide 17: Corporate Responsibility and Sustainability
GROCERY CENTERED. NEIGHBORHOOD FOCUSED. | 17 Corporate Responsibility and Sustainability Our Corporate Responsibility and Sustainability Program is based on the four pillars set forth below and is overseen by our Board of Directors through the Nominating and Governance Committee, reflecting PECO’s c
Slide 18: Thank you for your continued support!
GROCERY CENTERED. NEIGHBORHOOD FOCUSED. | 18 Thank you for your continued support! Email: InvestorRelations@phillipsedison.com Website: Investors.PhillipsEdison.com Investors and Transactions: (888) 518-8073 Advisors: (833) 347-5717
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