Nexliving Communities Inc · TSXV:NXLV

Nexliving Communities — Investor Presentation (September 2025)

17 slides from Nexliving Communities's investor presentation, September 2025

  1. Slide 1: September 2025 Investor Presentation

    September 2025 Investor Presentation

  2. Slide 2: Housing Crisis in Canada

    Housing Crisis in Canada Average Price of a Single-Family Home in Canada Government of Canada Bond Yield $875k Canada 5 Y Bond Yield Canada 10 Y Bond Yield $780k 3.22% 2.77% $490k 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Source:Can

  3. Slide 3: Housing Crisis in Canada

    Housing Crisis in Canada Affordability of Owning vs. Renting a Home in Canada 65% Ownership Cost as % of Median Household Income Rental Cost as % of Median Household Income 55% 45% 33.6% 35% 17.1% 8.7% 25% 15% 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023

  4. 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

  5. Slide 5: NexLiving Communities At a Glance

    NexLiving Communities At a Glance 2,191 95.9% +3.4% 68% Organic of buildings Suites Occupancy NOI growth < 10 years old * As of September 26, 2025 * As of June 30, 2025 * As of June 30, 2025 * Built or fully renovated in past 10 years $1.76 60% 5.96% Share Price Discount to NAV Implied Cap Rate * As

  6. Slide 6: High Growth Multi-Family Owner and Operator

    High Growth Multi-Family Owner and Operator Portfolio Growth Under Construction 2,191 1,998 1,166 1,016 705 502 243 31 2018 2019 2020 2021 2022 2023 2024 Current LTM NOI and Margin 18.5 16.3 14.3 12.3 11.6 11.7 11.0 9.9 8.8 7.7 6.7 6.0 5.4 4.6 3.8 4.3 2.7 3.1 1.6 2.0 0.9 1.2 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

  7. Slide 7: Focus in High Growth Secondary Markets

    Focus in High Growth Secondary Markets NexLiving Portfolio Geography Moncton Val D’Or Saint John Winnipeg National Capital Region Cornwall Lindsay Oshawa Strathroy Population Growth (2017-2024) 16.9% Region Province Units 13.0% National Capital Region ON/QC 742 Greater Moncton NB 569 Saint John NB 3

  8. Slide 8: Newer Midcap Buildings With Amenities

    Newer Midcap Buildings With Amenities 8

  9. 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 53.7% 2022A 2023A 2024A 2025E NXLV NXLV Average Peer Average Note: 2025 Company forecast.

  10. Slide 10: Company Strategy

    communities ins NexLiving

  11. 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

  12. 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 +2% 2025E +35% $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 2.3% yield Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q

  13. 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

  14. 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

  15. Slide 15: Capital Structure Summary

    Capital Structure Summary

  16. Slide 16: Balanced Capital Structure

    Balanced Capital Structure Adjustments for Subsequent Events Debt Maturity Profile Capitalization 30-Jun-25 Adjustments Pro-Forma $160M 8.00% $136.3M $140M 7.00% Share price $1.76 $1.76 $120M 6.00% Shares outstanding 32.7 32.7 Vested DSUs 0.3 0.3 $100M 5.00% $68.2M Market Cap (f.d.) $ 58.1 $ 58.1 $8

  17. 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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