Inpoint Coml Real Estate Income Inc · OTC:ICRP
Inpoint Coml Real Estate Income — IPC Alternative Real Estate Income Trust — Investor Presentation (August 2024)
26 slides from Inpoint Coml Real Estate Income's investor presentation, August 2024
Slide 1: A Demographic-Driven Real Estate Strategy
A Demographic-Driven Real Estate Strategy Self-Storage | Healthcare | Student Housing For Institutional Use Only. Not for distribution to the public. This sales and advertising literature is neither an offer to sell nor a solicitation of an offer to buy securities. An offering is made only by the pr
Slide 2: Disclosure
| Disclosure The words “we,” “us,” “our” and “ALT REIT” refer to IPC Alternative Real Estate Income Trust, Inc., a Maryland corporation, and the term “Operating Partnership” refers to IPC Alternative Real Estate Operating Partnership, LP, a Delaware limited partnership of which we are the general pa
Slide 3: Risk Factors
Risk Factors Investing in the common stock of ALT REIT involves a high degree of risk. Investors should purchase these securities only if they can afford the complete loss of your investment. Investors should carefully review the “Risk Factors” section of the prospectus for a more detailed discussio
Slide 4: Investing with Integrity Since 1968
Investing with Integrity Since 1968 $80 Billion $55+ Billion $30 Billion $17 Billion in Transactions in Purchases Capital Raised Managed Assets 490,000 834 651 43 States Investors Sponsored Programs Completed Programs Owned Properties 4
Slide 5: Real Estate as a Strategic Portfolio Allocation
Real Estate as a Strategic Portfolio Allocation 5
Slide 6: Real Estate for Lower Portfolio Correlation
Real Estate for Lower Portfolio Correlation Commercial 10-Year Leveraged Bonds High Yield Stocks Real Estate Treasury Loans Commercial Real Estate 1.00 Bonds 0.36 1.00 High Yield -0.10 0.16 1.00 10-Year Treasury 0.12 0.86 0.11 1.00 Stocks 0.75 0.21 -0.16 -0.09 1.00 Leveraged Loans 0.54 0.07 -0.07 -0
Slide 7: A well-timed investment strategy distinguishes the good from the great
“A well-timed investment strategy is what distinguishes the good from the great. Our thoughtful and research-driven approach toward market opportunity has led us to strategies that anchor on demographic demand-drivers. We believe that market-resilient real estate sectors will persevere in the long-t
Slide 8: Real Estate Allocations Have Begun to Shift
Real Estate Allocations Have Begun to Shift 8
Slide 9: Cycle-Tested Alternative Real Estate Sectors
Cycle-Tested Alternative Real Estate Sectors Self-Storage | Healthcare | Student Housing • Demand driven by life events • Strong demographic tailwinds • Notable market-resilient performance • Lower correlations to macroenvironments Student Housing • Limited and underrepresented access • High barrier
Slide 10: Demographic Demand Drivers
Demographic Demand Drivers Gen Z Millennial Gen X Baby Boomer Silent Generation 70 million 72 million 65 million 69 million 18 million (born 1997-2012) (born 1981-1996) (born 1965-1980) (born 1946-1964) (born 1928-1945) 10
Slide 11: Market-Resilient Performance
Market-Resilient Performance Global Financial Crisis Returns (2007-2011) Post-Global Financial Crisis Returns (2012 – Q3 2023) 14.0% 16.0% 12.0% 14.0% 12.0% 10.0% 10.0% 8.0% 8.0% 6.0% 6.0% 4.0% 4.0% 2.0% 2.0% 0.0% 0.0% 11
Slide 12: Alternative Real Estate Sectors May Help Mitigate Downside Risk
Alternative Real Estate Sectors May Help Mitigate Downside Risk Sectors with lower sensitivity to GDP change typically have minimal response to macroeconomic events Historical change to 1% GDP Green Street Advisors. Green Street University, Fall 2023. Private Market Valuation and Sector Allocation.
Slide 13: Alternative Real Estate Sectors Historically Offer Strong Risk-Adjusted Performance
Alternative Real Estate Sectors Historically Offer Strong Risk-Adjusted Performance 13
Slide 14: Depth of Alternative Real Estate Experience
Depth of Alternative Real Estate Experience Medical Manufactured Self-Storage Outpatient Senior Housing Student Housing Build-to-Rent Housing Buildings $1.7B $584.3M $396.5M $1.2B $1.1B $196M AUM* AUM* AUM* AUM* AUM* AUM* 180 44 9 14 17 27 Properties Properties Communities Properties Properties Comm
Slide 15: IPC Alternative Real Estate Income Trust, Inc.
IPC Alternative Real Estate Income Trust, Inc. • • • • • 15
Slide 16: Self-Storage
Self-Storage 27% 24% 20% 17% 13% • < 3 months 3 to 6 months 7 to 12 months Up to 2 years > 2 years • • • 16
Slide 17: Self-Storage
10.0% 8.0% 6.0% 4.0% 2.0% 0.0% | Self-Storage 1987 1988 1991 Source: U.S. Storage Household Usage 1993 1995 1997 1999 2000 2003 2005 2007 2009 2011 2013 2015 2017 2019 2021 ensus Bureau, Public Storage (PSA) comy yy reports $25 $20 $15 $10 a $ $ Self-Storage Rent per Square Foot* ~4,3% CAGR™ Ns. a P
Slide 18: Healthcare
Healthcare Baby Boomers will be 65+ by 20301 which is expected to lead to healthcare expenditures increasing from 20% to 30% of GDP by 20302 18
Slide 19: Healthcare: Steady and Resilient Occupancy
Steady and Resilient Occupancy? | Healthcare ne Average MOB Occupancy TAA Medical Outpatient Buildings Percent Occupancy Demand supported by: * Expanding number of insured Americans needing access to care * Shift to outpatient care, resulting in - ; _ Increasing Outpatient Care Visits? health system
Slide 20: Healthcare: Senior Housing
| Healthcare Senior Housing Senior Housing Annual Inventory Growth Rate? Primary Markets | 4Q06 - 1Q23 ° Healthy Baby Boomer demographic = = - Majority Independent Living +—— Majority Assisted Living growing and living longer 6% * Increasing separation from additional 5x family support * Below avera
Slide 21: Student Housing
| Student Housing * Favorable supply-demand dynamics * Strong current operating fundamentals * College education continues to provide a meaningful return on investment with graduates boasting the highest labor force participation, lowest unemployment rate, and higher earnings * Strong average occupa
Slide 22: Student Housing
| Student Housing New Off-Campus Student Housing Supply by Year! 90,000 2012 - 2020 2021 - 2026 10% 80000 ‘Average = 49K Beds Average = 25K Beds 70900 63,990 ws 57,723 . 60000 59195 40 sao 50,000 80% 40000 30000 0% 20,000 10,000 0% ° 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023F 2024F
Slide 23: ALT REIT Portfolio Overview
ALT REIT Portfolio Overview* Diverse Geographic Footprint Property Type by Investment Value Self Storage 10% Student Housing 11% Healthcare 79% Medical Outpatient 88% | $323,230,000 Student Housing Self-Storage Healthcare *Data as of June 30, 2024. Portfolio shown is that of the Operating Partnershi
Slide 24: Potential Portfolio Allocation
Potential Portfolio Allocation Other Self-Storage Student Housing Healthcare 24
Slide 25: ALT REIT Executive Leadership
ALT REIT Executive Leadership 25
Slide 26: ALT REIT Terms
| ALT REIT Terms Offering Details Investment Strategy Distribution Frequency Redemptions Management Fee Performance Allocation Share Classes Asset Selection and Affiliated Transactions Tax Reporting Dealer Manager Suitability Standards Account Eligibility ALT REIT is offering on a continuous basis u
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