Nexliving Communities Inc · TSXV:NXLV
Nexliving Communities — Investor Presentation (November 2025)
17 slides from Nexliving Communities's investor presentation, November 2025
Slide 1: November 2025 Investor Presentation
November 2025 Investor Presentation
Slide 2: Housing Crisis in Canada
Housing Crisis in Canada Average Price of a Single-Family Home in Canada Government of Canada Bond Yield Canada 5 Y Bond Yield Canada 10 Y Bond Yield $875k $780k 3.09% 2.71% $490k 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Source: Ca
Slide 3: Housing Crisis in Canada: Rent vs. Buy Affordability
Housing Crisis in Canada Rent vs. Buy Affordability in Canada 65% Ownership Cost as % of Median Household Income Rental Cost as % of Median Household Income 55% 45% 25.8% 35% 15.2% 8.1% 25% 15% 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 Q3 2025 Sou
Slide 4: The Case for Secondary Markets
The Case for Secondary Markets Vancouver / NexLiving Toronto Markets Home Prices $1.1 million $395k Rents $2,200-3,500 $1,200-1,800 Apartment Size 550-750 sqft 850-1,200 sqft Unemployment Rate 8.7% 5.9% Population 10-yr CAGR ~1.5% ~2.0% Rent 10-yr CAGR ~5% ~5% Cap Rate 3.75-4.75% 4.50-5.50% Borrowin
Slide 5: NexLiving Communities At a Glance
NexLiving Communities At a Glance 2,181 97.2% +30% 83% FFO per share of suites Suites Occupancy growth < 15 years old * Includes 108 contracted suites * As of November 13, 2025 * For the three months ended September 30 * Built or fully renovated in past 15 years scheduled for completion in 2026 $2.3
Slide 6: High Growth Multi-Family Owner and Operator
High Growth Multi-Family Owner and Operator Portfolio Growth 2,181 Under Construction 1,998 1,166 1,016 705 502 243 31 2018 2019 2020 2021 2022 2023 2024 Current Note: Total of 2,181 suites includes 108 townhomes under construction, expected to be completed in 2026. LTM EBITDA & LTM NOI 20.3 LTM EBI
Slide 7: Focus in High Growth Secondary Markets
Focus in High Growth Secondary Markets NexLiving Portfolio Geography Moncton Winnipeg Val D’Or Saint John Lindsay National Capital Region Cornwall Oshawa Strathroy Population Growth (2017-2024) 16.9% Region Province Units 13.0% National Capital Region ON/QC 777 Greater Moncton NB 569 Saint John NB 3
Slide 8: Newer Midcap Buildings With Amenities
Newer Midcap Buildings With Amenities 8
Slide 9: Skin in the Game Drives Strong Growth
Skin in the Game Drives Strong Growth (1) Shareholder Summary Same Property NOI Growth 14.2% Basic Shares Outstanding 32.7 (MM) 9.7% 9.7% Deferred Share Units 0.8 8.7% 4.8% Fully Diluted 33.5 Insider Ownership 54% 2022A 2023A 2024A 2025E NXLV Average Peer Average Note: 2025 Company forecast. Peers i
Slide 10: Company Strategy
Company Strategy
Slide 11: Management Team and Board of Directors
Management Team and Board of Directors Management Team Board of Directors STAVRO STATHONIKOS, President, CEO and Director JEFFREY YORK, Chairman ▪ 20-year capital markets career with broad experience in the ▪ CEO of Altea Active. Formerly Co-CEO of Farm Boy Inc. areas of institutional equities, capi
Slide 12: Focus on Per Share Value Creation
Focus on Per Share Value Creation LTM FFO(1) Per Share (fully diluted) Period YoY Growth 2022 +63% 2023 +40% 2024 +3% 2025 YTD +19% $0.21 $0.19 $0.18 $0.19 $0.19 $0.18 $0.18 $0.17 $0.15 $0.14 $0.14 $0.12 Retained Growth $0.10 $0.10 Capital $0.08 $0.06 $0.06 $0.04 Dividend 1.7% yield Q1 Q2 Q3 Q4 Q1 Q
Slide 13: Structure Enhances Returns
Structure Enhances Returns Deliberate Focus and Structure Capex Per Unit ▪ Young portfolio has overall capex per unit lower $6,155 than those of public peers $5,330 Young Portfolio ▪ High organic NOI growth by containing costs and $4,591 Requires Lower growth without capex intensive tenant turnover
Slide 14: Capital Recycling Case Study
Capital Recycling Case Study Pleasant - Cash Flow Summary McLaughlin - Cash Flow Summary Year Cash Flow Notes Year Cash Flow Notes 2020 ($1.0MM) $1.0MM equity issued to vendor + fees 2020 ($3.7MM) $2.5MM cash + $1.2MM equity to vendor 2021 +0.1MM Free Cash Flow (FCF) (1) 2021 +0.2MM FCF 2022 +0.1MM
Slide 15: Capital Structure Summary
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Slide 16: Balanced Capital Structure
Balanced Capital Structure Adjustments for Subsequent Events Debt Maturity Profile $160M 8.00% Capitalization 30-Sep-25 Adjustments Pro-Forma $135.8M $140M 7.00% Share price $2.35 $2.35 $120M 6.00% Shares outstanding 32.7 32.7 $100M 5.00% $68.1M Vested DSUs 0.3 0.3 $80M 3.75% 4.00% Market Cap (f.d.)
Slide 17: Non-IFRS Financial Measures
Non-IFRS Financial Measures Non-IFRS Financial Measures This presentation contains several non-IFRS financial measures and ratios that management believes provide relevant supplementary information to both management and investors in measuring the operating and financial performance of the Company.
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