Medalist Diversified, Inc. · NASDAQ:MDRR
Medalist Diversified — Medalist Diversified REIT — IPO Roadshow (April 2019)
18 slides from Medalist Diversified's IPO roadshow presentation, Apr 2, 2019
Slide 1: Equity Investment Opportunity – Medalist Diversified REIT Follow-On Offering
EQUITY INVESTMENT OPPORTUNITY MEDALIST DIVERSIFIED REIT, INC.Investor Presentation – Follow-On Offering April 2019 Filed Pursuant to Rule 433Issuer Free Writing ProspectusDated April 2, 2019(To Preliminary Prospectus dated March 11, 2019)Registration Statement No. 333-229436 This free writing prospe
Slide 2: Contents
Contents Important Notices Offering Summary 4 Investment Highlights 5 Experienced Management and Board of Directors 6 Company Overview 7 Core Philosophies & Investment Strategies 8 Medalist’s Investment Criteria 9 Medalist’s Acquisition Sourcing and Due Diligence 10 Management Track Record 11 Public
Slide 3: Important Notices
3 Important Notices No Offer or Solicitation of Offer. This presentation is for informational purposes only. This presentation does not constitute an offer to sell or a solicitation ofanoffer to buy any securities of Medalist Diversified REIT, Inc. (“MDR” or the “Company”), which offer or solicitati
Slide 4: Use of Non-GAAP Financial Measures
Use of Non-GAAP Financial Measures. This presentation contains certain financial measures that are not calculated in accordance with U.S. generally accepted accounting principles (“GAAP”).Such measures include funds from operations ("FFO"), Adjusted FFO, and net operating income ("NOI"). These non-G
Slide 5: Investment Highlights
Investment Highlights Historical Annual Dividend Yield Experienced Management Team Strong Investment Track Record Strategy of Opportunistic Investing Market Opportunity Five 7.0% quarterly annualized cash distributions paid to MDR’s investors to date ▪US law requires real estate investment trusts (“
Slide 6: Experienced Management and Board of Directors
▪Mr. Pearson is a member of the American Institute of Certified Public Accountants (AICPA) and the Virginia Society of Certified Public Accountants Company Overview Over 50 years of combined real estate investment and management experience About Medalist Medalist Fund Manager Inc. (“Medalist”) manag
Slide 7: Company Overview
Company Overview XMedalist Fund Manager Inc. (Medalist) manages private equity funds that invest in value-add commercial real estate primarily located in Virginia, North Carolina, South Carolina, Georgia, Florida and Alabama. XMedalist was founded in 2002 by Bill Elliott. The company was formed in 2
Slide 8: Core Philosophies & Investment Strategies
Core Philosophies Investment Strategies Medalist Diversified REIT Objectives: Cash Flow and Appreciation Proprietary Investment Sourcing Rigorous Due Diligence Appropriate Exit Strategy Hands-On Portfolio Management Disciplined Pricing and Leverage Focus on Value-Add Properties XMedalist believes th
Slide 9: MDR's Investment Criteria
MDR's Investment Criteria HEADQUARTERS MDR TARGET MARKETS Target Investment Criteria Equity investments typically range from $1MM -$6MM oEquity investments can be as high as $10MM without board approval Market leverage ratio for portfolio (80% maximum, without board approval) Average target property
Slide 10: Medalist's Acquisition Sourcing and Due Diligence
Medalist's Acquisition Sourcing and Due Diligence Acquisition Stage 1) DEAL NOTIFICATION 2) INITIAL ANALYSIS 3) DESKTOP UNDERWRITING 4) PROPERTY SITE VISIT 5) INVESTMENT COMMITTEE 6) FINAL DUE DILIGENCE 7) CLOSE Acquisition Procedures 1) Identify deal through proprietary relationships, brokers, and
Slide 11: Management Track Record
Management Track Record Medalist Fund I Approximately $15.0 million of equity raised from high net worth, institutional and retail investors ?8.0% annualized cash distributions paid quarterly to investors of record from Q3 2013 through Q1 2018 ?340,000 square feet of retail and industrial 290 multif
Slide 12: Publicly-Traded REIT Benefits
PPublicly-Traded REIT Benefits Provides Market Access to Ownership of Portfolio Asset Transparency ?Public SEC filer ?Corporate governance, required to comply with Sarbanes-Oxley Act and Nasdaq Capital Market requirements Liquidity Ability to buy/sell MDR stock on the Nasdaq Capital Market Dividends
Slide 13: Asset Overview: MDR's Current Properties
Asset Overview: MDR's Current Properties
Slide 14: Medalist Diversified REIT – Franklin Square
Medalist Diversified REIT, Inc. -Franklin Square ?MDR's first acquisition, Franklin Square is a 134,299 square foot shopping center located in Gastonia, North Carolina, which is in the Charlotte, North Carolina MSA ?Current tenants include, Altitude Trampoline Park, Ashley Furniture, Monkey Joes, Sp
Slide 15: Medalist Diversified REIT – Franklin Square
Medalist Diversified REIT, Inc. -Franklin Square MDR's first acquisition, Franklin Square is a 134,299 square foot shopping center located in Gastonia, North Carolina, which is in the Charlotte, North Carolina MSA ?Current tenants include, Altitude Trampoline Park, Ashley Furniture, Monkey Joes, Spr
Slide 16: Medalist Diversified REIT – Hampton Inn
Medalist Diversified REIT, Inc. -Hampton Inn The Greensboro Hampton Inn is a 125-key hotel strategically located 10 minutes from the Piedmont Triad International Airport that serves The Triangle, encompassing Greensboro, Winston Salem, and High Point, North Carolina ?It is also adjacent to several i
Slide 17: Investment Highlights
Investment Highlights Historical Annual Dividend Yield Experienced Management Team Strong Investment Track Record Strategy of Opportunistic Investing Market Opportunity
Slide 18: Thank You
MDR | Thank You
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