Equity Lifestyle Properties, Inc. · NYSE:ELS
Equity Lifestyle Properties — Investor Presentation (May 2017)
14 slides from Equity Lifestyle Properties's investor presentation, May 31, 2017
Slide 1: Equity LifeStyle Properties
Exhibit 99.1 Equity LifeStyle Properties
Slide 2: Our Story
Our Storycosts turnover locations business for are • One more strongly Lease ofthan the developed correlated nation’s 40 yearslargest sites 1with•population High-quality real estatemigration networks real estate with Property locations 392 locations properties More in than containing retirement 80 p
Slide 3: Property Locations
6Property 26 OK AR Locations 6 SC MS4 3 TX 2 WA ALME GAND LA MN FL 846MT 18 11 3 OR 37 16 VT4WI 14 NY 9 10WY 2 4 MI NH ID 4 CA SD 2 2 3 MA NV 3 RI 7 NE IA 5 PA 6 6 6 IN OH UT CO IL 6 NJ 9 2 2 16 WV DE 4 7 KS AZ MO KY VA 11 NM NC 4 TN
Slide 4: Steady, Predictable Revenue Streams
Steady, to buckets Results”). Use •Predictable reflect 188AllRV Annual estimated resorts Revenue Revenue 6.7% 2017 Streams property =74,000 90.1% Property sites operating 3 Operating Annuals revenues, 27,300 Revenue derivable Annual Buckets(1) from RV Seasonal Property/Site our11,600 guidance compos
Slide 5: Our Lifestyle customers' needs
Our Lifestyle customers’ needs Options • We •seek Customers to create own long-term the unitsrelationships they place on with ourour sites customers Manufactured RV Site Manufactured homes Resort cottages Home RV (park Resort models) Cottage Recreational 4 vehicles • We offer a lifestyle and a varie
Slide 6: Favorable Customer Demographics
Favorable Over 2010.Age 5 55Customer (in millions) Demographics 120 100 80 • The Newpopulation Residentsof 60people MH Average age 55 age: and older 59 years is expected RV Average to grow age:24% 55 years from40 2017 20 0to2017 20322022 • Roughly 2027 2032 10,000 Note: BabySources: Boomers USwill C
Slide 7: Track Record for Stock Performance
Track Stock for our enterprise Financial 200 Return 2/25/07 (2) the SNL guidance 150 Price Record reconciliation Performance 2/25/09 100 US from value (2)$6.44$80.91 REIT 50 included IPO Item 0is 2/25/11 -Equity; as --50 through Since of and in IPO April -2/25/13 Exhibit definition --100 Includes IP
Slide 8: Consistent Same Store NOI Growth and Outperformance
Consistent 03 for classes, 3Q Same 03 Store 1Q Same 04NOI 3Q Store including 04 data: NOI 1QCiti 05 regional Growth 3Q Investment 05malls, and 1Q Outperformance 06Research, shopping 3Q 06 1QMay centers, 07 3Q ELS 2017. multifamily, 07positive Earliest 1Q 08 3Qhas quarter student 08 same 1Qcollected
Slide 9: Dividend Return and Growth
Dividend Return annual that declared dividend of •Capital 2017—$1.95/share(1) regular rateDividend for dividends 2017 per atduring $1.95 Share 15% the perincrease period $2.50 common January 7% $0.88 share. FFO$1.95 1,(2) growth 2011 Compound $2.00 through • Historical g average December $1.50growth
Slide 10: Capital Structure and Debt Maturity
Capital Preferred (in Unsecured Debt Structure $136.1, $200,000 9 As 1.4% $150,000 of April Common(1) 30, $100,000 2017 Mortgage (inOutstanding millions) Debt•$72.3% Total $50,000 enterprise 7,026.4 $0 $19.3% value‘21 is 1,874.0 $9.7 ‘22billion Note: ‘23 • Debt (1) ‘25Stock to‘28 enterprise price ‘3
Slide 11: Core Portfolio Performance Update
Performance consecutive 4.7%(3) Portfoliofrom mayUpdate annuals growth change•for from for 199the the Manufactured time-to-time month month endeddepending Home quarters ended Communities(1) on 04/30/2017 through acquisitions, 03/31/2017 is• 5.2%(3) 187 dispositions RV Resorts(1) 04/30/2017 Note:and
Slide 12: Safe Harbor and Financial Measures
Safecommon 10-K 18, forward- for Depreciation leases45.11.94.02.43.42.0 asset(0.5)1.4(0.1)--- holders$210.2$232.3$253.3$279.0$306.5$331.0 11 2017 Harbor subject forma untrue Statement stockholders$54.8$106.9$118.7$130.1$164.0$190.7 and onexpectations for real ourthe Transaction estate toUnder becaus
Slide 13: Non-GAAP Financial Measures
Non-GAAP distributions GAAP, distributions. accordance unconsolidated comparable contracts. deferred address from necessarily all and which operating performance transaction management the items. impact are actual these early equity nor Normalized of payments, real methodologies and definition as FF
Slide 14: Equity LifeStyle Properties contact details
Equity LifeStyle Properties Two North Riverside Plaza, Chicago, Illinois 60606 800.247.5279 | EquityLifeStyleProperties.com 6/17
Equity LifeStyle Properties — Investor Presentation (May 2017) on 6ix