Inpoint Coml Real Estate Income Inc · OTC:ICRP
Inpoint Coml Real Estate Income — IPC Alternative Real Estate Income Trust — Investor Presentation (2024)
24 slides from Inpoint Coml Real Estate Income's investor presentation, Aug 29, 2024
Slide 1: A Demographic-Driven Real Estate Strategy
A Demographic-Driven Real Estate Strategy Self-Storage | Healthcare | Student Housing This sales and advertising literature is neither an offer to sell nor a solicitation of an offer to buy securities. An offering is made only by the prospectus. This literature must be read in conjunction with the p
Slide 2: Disclosure
Disclosure The words “we,” “us,” “our” and “ALT REIT” refer to IPC Alternative Real Estate Income Trust, Inc., a Maryland corporation, and the term “Operating Partnership” refers to IPC Alternative Real Estate Operating Partnership, LP, a Delaware limited partnership of which we are the general part
Slide 3: Risk Factors
Risk Factors Investing in the common stock of ALT REIT involves a high degree of risk. Investors should purchase these securities only if they can afford the complete loss of your investment. Investors should carefully review the “Risk Factors” section of the prospectus for a more detailed discussio
Slide 4: Investing with Integrity Since 1968
Investing with Integrity Since 1968 The Inland Real Estate Group of Companies, Inc. (Inland) is one of the nation’s largest commercial real estate and financial groups, delivering value to investors for more than 55 years $80 Billion $55+ Billion $30 Billion $17 Billion in Transactions in Purchases
Slide 5: Real Estate as a Strategic Portfolio Allocation
Real Estate as a Strategic Portfolio Allocation U.S. real estate has historically been less volatile than stocks and bonds and may act as inflation hedge 5
Slide 6: Real Estate for Lower Portfolio Correlation
Real Estate for Lower Portfolio Correlation Real estate has minimal or negative correlation to stocks, bonds, other asset classes, aiding portfolio diversification and minimizing volatility Commercial 10-Year Leveraged Bonds High Yield Stocks Real Estate Treasury Loans Commercial Real Estate 1.00 Bo
Slide 7: A well-timed investment strategy is what distinguishes the good from the great
“A well-timed investment strategy is what distinguishes the good from the great. Our thoughtful and research-driven approach toward market opportunity has led us to strategies that anchor on demographic demand-drivers. We believe that market-resilient real estate sectors will persevere in the long-t
Slide 8: Cycle-Tested Alternative Real Estate Sectors
Cycle-Tested Alternative Real Estate Sectors Self-Storage | Healthcare | Student Housing • Demand driven by life events • Strong demographic tailwinds • Notable market-resilient performance • Lower correlations to macroenvironments Student Housing • Limited and underrepresented access • High barrier
Slide 9: Demographic Demand Drivers
Demographic Demand Drivers Interplay between demographics and property types highlights sustained alternative real estate sector demand Gen Z Millennial Gen X Baby Boomer Silent Generation 70 million 72 million 65 million 69 million 18 million (born 1997-2012) (born 1981-1996) (born 1965-1980) (born
Slide 10: Market-Resilient Performance
Market-Resilient Performance Global Financial Crisis Returns (2007-2011) Post-Global Financial Crisis Returns (2012 – Q3 2023) 14% 16% 12% 14% 12% 10% 10% 8% 8% 6% 6% 4% 4% 2% 2% 0% 0% The hypothetical comparisons shown above are for illustrative purposes only and do not represent specific investmen
Slide 11: Alternative Real Estate Sectors May Help Mitigate Downside Risk
Alternative Real Estate Sectors May Help Mitigate Downside Risk Sectors with lower sensitivity to GDP change typically have minimal response to macroeconomic events Historical change to 1% GDP Green Street Advisors. Green Street University, Fall 2023. Private Market Valuation and Sector Allocation.
Slide 12: Depth of Alternative Real Estate Experience
Depth of Alternative Real Estate Experience Medical Manufactured Self-Storage Outpatient Senior Housing Student Housing Build-to-Rent Housing Buildings $1.7B $584.3M $396.5M $1.2B $1.1B $196M AUM* AUM* AUM* AUM* AUM* AUM* 180 44 9 14 17 27 Properties Properties Communities Properties Properties Comm
Slide 13: IPC Alternative Real Estate Income Trust, Inc.
IPC Alternative Real Estate Income Trust, Inc. • • • • • 13
Slide 14: Self-Storage
Self-Storage In-Person Customer Rental Duration2 27% 24% 20% 17% 13% • Demand driven by “Four Ds”: Death, Divorce, Downsizing, Dislocation < 3 months 3 to 6 months 7 to 12 months Up to 2 years > 2 years • Low tenant sensitivity to repricing may offer outsized rent growth Fragmented Market Ripe for C
Slide 15: Self-Storage
Self-Storage Storage Household Usage Self-Storage Rent per Square Foot* Source: U.S. Census Bureau, Public Storage (PSA) company reports *Public Storage same-store revenue growth and rent used as the sector proxy **CAGR is Compound Annual Growth Rate Source: BEA, Company filings, Self-Storage Almana
Slide 16: Healthcare
Healthcare Baby Boomers will be 65+ by 20301 which is expected to lead to healthcare expenditures increasing from 20% to 30% of GDP by 20302 16
Slide 17: Healthcare
Steady and Resilient Occupancy2 Average MOB Occupancy Healthcare • • Increasing Outpatient Care Visits3 Hospital Total Patient Revenue, Inpatient vs. Outpatient • 17
Slide 18: Healthcare
Healthcare • Healthy Baby Boomer demographic growing and living longer • Increasing separation from additional family support • Below average future construction pipeline1 • Increasing occupancies over past 11 consecutive quarters2 • Undersupply of high-quality, private- pay continuum of care commun
Slide 19: Student Housing
1 Student Housing • Favorable supply-demand dynamics • Strong current operating fundamentals • College education continues to provide a meaningful return on investment with graduates boasting the highest labor force participation, lowest unemployment rate, and higher earnings • Strong average occupa
Slide 20: Student Housing
Student Housing Projected Undergraduate Enrollment1 Axiometrics 175 Occupancy & Rent Growth2 20
Slide 21: ALT REIT Portfolio Overview
ALT REIT Portfolio Overview* Diverse Geographic Footprint Property Type by Investment Value Self Storage 10% Student Housing 11% Healthcare 79% Medical Outpatient 88% | $323,230,000 Student Housing Self-Storage Healthcare *Data as of June 30, 2024. Portfolio shown is that of the Operating Partnershi
Slide 22: Potential Portfolio Allocation
Potential Portfolio Allocation Other Self-Storage Anticipated allocation: 25-30% Healthcare Self-Storage Anticipated allocation: 30-35% Student Housing Student Housing Anticipated allocation: 25-30% Healthcare Other Alternative Real Estate Sectors Anticipated allocation: 5-10% There is no guarantee
Slide 23: ALT REIT Executive Leadership
ALT REIT Executive Leadership Leadership team consisting of commercial real estate experts Keith Lampi Nati Kiferbaum Rahul Sehgal Denise Kramer, CFA Chairman & CEO Chief Strategy Officer Chief Investment Officer Chief Operating Officer Lead Portfolio Manager Jerry Kyriazis Joseph Binder Daniel Zatl
Slide 24: ALT REIT Terms
| ALT REIT Terms Offering Details Investment Strategy Distribution Frequency Redemptions Management Fee Performance Allocation Share Classes Asset Selection and Affiliated Transactions Tax Reporting Dealer Manager Suitability Standards Account Eligibility ALT REIT is offering on a continuous basis u
IPC Alternative Real Estate Income Trust — Investor Presentation (2024) on 6ix