NewLake Capital Partners, Inc. · OTC:NLCP
NewLake Capital Partners — Investor Presentation (August 2022)
11 slides from NewLake Capital Partners's investor presentation, Aug 10, 2022
Slide 1: Leading Provider of Real Estate Capital to U.S. Cannabis Operators
=a — NewLake CAPITAL PARTNERS Leading Provider of Real Estate Capital to U.S. Cannabis Operators August 10, 2022 OTCQX: NLCP
Slide 2: Disclaimer and forward-looking statements
c Conyma McKeesport, PA ‘This presentation has been prepared bythe NewLake Capital Paes, lnc. (we;”“us“orthe ‘Company’ soley for informational purposes. This presentation and related discussion shall not constute an offer to ‘sel othe soletation ofan offer to buy. or shall there be any sale of secur
Slide 3: Executive Summary
Executive Summary Leading provider of real estate capital to statelicensed cannabis operators As a Experience Scale Quality Portfolio + Founded in 2019 + 81 properties! + 100% leased + Real estate, Cannabis, + 12 states + No defaults or deferrals Financial services + 1L.7M square feet + 92% cultivat
Slide 4: Experienced Executive Management Team
Experienced Executive Management Team > \ > ‘Anthony Coniglio Lisa Meyer Jarrett Annenberg CHIEF EXECUTIVE OFFICER& CHIEF FINANCIAL OFFICER, DIRECTOR OF ACQUISITIONS PRESIDENT, DIRECTOR TREASURER & SECRETARY + Former CEO of Primary Coptal + FormerPresdent & CFO of + CorFounderofacannabie REIT Mortga
Slide 5: Board of Directors
Board of Directors o% eee pone ssocbacais Peter Moray Davis Weinstein CHAIRMAN OF THE BOARD, INDEPENDENT DIRECTOR INDEPENDENT DIRECTOR INDEPENDENT DIRECTOR ee Seer DIRECTOR INDEPENDENT DIRECTOR + cofounder and Chsiman of «ator on several boards —_* Cheiman of Pcie Gate + cofounder andfomer CEO.ot __
Slide 6: Portfolio Overview
Wig CRESCO MINT CANNABIS xO =. cucleof ait. Ac Portfolio Overview A geographically diverse national platform + Primarily Limited icense jurisdictions + states + 17M squarefeet! + 100% leased « ie Tenant Diversification on a Pramacon 0. 0 w Cae es w w ae Aoreege 4, _ cont a\ 5 i Cane fumes = we oo *
Slide 7: NewLake's Underwriting Approach
NewLake’s Underwriting Approach Since inception, collected 100% of rent due with no rent abatements or deferrals Licensing Tenant Quality Real Estate + Emphasis on limited-license jurisdictions + Strong financial profiles + Strong property level cashflows + Better operating environment for tenant +
Slide 8: Financial Overview
Financial Overview Dividend Growth per Share Key Data ‘Shareholder Equity $427 milion Invested & Committed Capital $422 milion RIE $0.35 Cash! $50 Million $0.31 Debt! $3 Million $0.24 Market Capitalization? $372.4 Million Stock Price? $1747 | i. Dividend Yield? 8.0% Common Shares Outstanding 21,818,
Slide 9: NewLake is Focused on a High-Growth Industry
NewLake is Focused on a High-Growth Industry Meaningful demand for real estate capital positions NewLake to continue growing AFFO and dividends + 82% of the U.S. population (268 million people) reside in Medical Markets + 44% of the U.S. population (144 million people) reside in Adult-Use Markets +
Slide 10: Investment Highlights
Investment Highlights Experienced Team Experienced team with a track record of strong corporate governance and delivering retums for investors ‘Scale and Early Mover NewLake’s scale and early mover advantage positions the Company for long- term success Exceptional Portfolio High-quality portfolio wi
Slide 11: Company and Investor Relations Contacts
= ——— NewLake CAPITAL PARTNERS OTCQX: NLCP Company Contact: Lisa Meyer CFO, Treasurer and Secretary Lmeyer@newlake.com Investor Relations Contact: Valter Pinto or Jack Perkins KCSA STRATEGIC COMMUNICATIONS NewLake@KCSA.com (212) 896-1254 "
NewLake Capital Partners — Investor Presentation (August 2022) on 6ix