Two Harbors Investment Corp · NYSE:TWO
Two Harbors Investment — Merger or Acquisition (September 2012)
7 slides from Two Harbors Investment's merger presentation, Sep 11, 2012
Slide 1: Two Harbors Investment Corp. Investor Conference Call
Two Harbors Investment Corp. September 11, 2012 Investor Conference Call
Slide 2: Safe Harbor Statement
1 Safe Harbor Statement Forward-Looking Statements This presentation includes “forward-looking statements” within the meaning of the safe harbor provisions of the United States Private Securities Litigation Reform Act of 1995. Actual results may differ from expectations, estimates and projections an
Slide 3: Transaction Summary
Transaction Summary On September 11, 2012, Two Harbors announced the proposed contribution of its portfolio of single-family rental properties to Silver Bay Realty Trust Corp. (“Silver Bay”). The contribution is intended to be part of a larger transaction in which Silver Bay expects to acquire t
Slide 4: Transaction Rationale
Transaction Rationale 3 Two Harbors continuously strives to deliver stockholder value. We believe our stockholders will benefit from the creation of a stand-alone, pure-play single-family residential property REIT. We believe that the proposed transaction will enable the single-family rental s
Slide 5: Single-Family Rental Strategy
Single-Family Rental Strategy 4 Business Rationale Recent dislocations in the U.S. housing market have created an attractive investment opportunity to buy and lease single-family properties With home prices in some of our target markets down at least 50% from recent peak levels, we have been abl
Slide 6: Considerations to Two Harbors' Current Business
Considerations to Two Harbors’ Current Business 5 Two Harbors will continue to focus on investing in RMBS securities in addition to exploring business diversification initiatives. Residential real properties currently represent a relatively small percentage of Two Harbors’ assets. Therefore, we
Slide 7: Contact Information
6 For further information, please contact: Contact Information Anh Huynh Investor Relations Two Harbors Investment Corp. 212.364.3221 Anh.Huynh@twoharborsinvestment.com July Hugen Investor Relations Two Harbors Investment Corp. 612.629.2514 July.Hugen@twoharborsinvestment.com
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