Invesque Inc · TSX:IVQ
Invesque — Shareholder Meeting (May 2019)
13 slides from Invesque's shareholder meeting presentation, May 15, 2019
Slide 1: Annual General Meeting
Annual General Meeting May 15, 2019 11:00 AM EST 333 Bay Street, Suite 2400 Toronto, ON
Slide 2: Agenda
Agenda • Chairman’s Opening Remarks o Appointment of Secretary and Scrutineer o Constitution of Meeting o Financial Statements and Auditors’ Report • Election of Directors • Appointment of Auditors • Management Presentation • Termination of the Meeting • Management Question Period Annual General Mee
Slide 3: Chairman's Remarks
Chairman’s Remarks Scott White, Chairman & CEO • Appointment of Security and Scrutineer • Constitution of Meeting • Financial Statements and Auditor’s Report Annual General Meeting 3
Slide 4: Election of Directors
Election of Directors Scott White Chuck Herman Randy Maultsby Chairman & CEO Lead Independent Director Director Brad Benbow Shaun Hawkins Adlai Chester Director Director Director & CIO Annual General Meeting 4
Slide 5: Appointment of Auditors
Appointment of Auditors Annual General Meeting 5
Slide 6: Invesque at a Glance
Invesque at a Glance Macro Opportunity Investment Thesis Massive wave of aging baby boomers will Health care real estate generates long- utilize greater health care service and spend term, out-paced risk adjusted returns. more dollars on health care. We are just While any particular asset class may
Slide 7: Invesque Portfolio Snapshot
Invesque Portfolio Snapshot 102 ~10 years ~2.2% 20 Properties Approximate effective avg. annual Partnerships with age of portfolio rental escalators(1) high-quality operators 8,500+ Triple-net lease ~12.5 years Geographically and joint venture diversified across Beds/Suites Weighted average structur
Slide 8: Building a Strong Platform
102 Properties Building a 100 Properties $1.4 billion $1.5 billion Strong Platform 89 Properties $1.3 billion 40 Properties $747 million 38 Properties $680 million 35 Properties $636 million 32 Properties $598 million 28 Properties $575 million 23 Properties $443 million 11 Properties $303 million O
Slide 9: Robust Growth
Robust Growth At IPO April 2019 Total Total Asset Value $428 million $1.5 billion 3.5x # of Operators 5 20 4.0x Property Count 23 102 4.4x Geography 5 States 20 States, 2 Provinces 4.4x Annual General Meeting 9
Slide 10: Geographically Diverse Footprint
Geographically Diverse Footprint 3 AB 12 ON ONTARIO 102 Properties 9 NY 1 WI 8,500+ suites & beds 2 CA PA 15 2 NJ 577,000 MOB ft2 2 NE IL 14 2 IN 3 MD ~US$1.5 billion of Investment Properties KS 2 6 VA 1 MO 2 TN AR 1 4 SC AZ 1 GA 3 TX 13 1 LA All information provided includes closed transactions. 3
Slide 11: 2018 YE – Financial Snapshot
2018 YE – Financial Snapshot $0.86 86% 57% $114M AFFO / SHARE PAYOUT RATIO DEBT TO GBV ANNUAL REVENUE Annual General Meeting 11
Slide 12: 2019 Q1 – Financial Snapshot
2019 Q1 – Financial Snapshot $0.21 88% ~59% $29M AFFO / SHARE PAYOUT RATIO DEBT TO GBV QUARTERLY REVENUE Annual General Meeting 12
Slide 13: 211 W. Main Street, Suite 400, Carmel, IN 46032 (317) 582.6200 ∙ Invesque.com
211 W. Main Street, Suite 400, Carmel, IN 46032 (317) 582.6200 ∙ Invesque.com 13