Community Healthcare Trust Incorporated · NYSE:CHCT
Community Healthcare Trust — Q2 2025 Earnings Presentation
18 slides from Community Healthcare Trust's earnings presentation, Jul 30, 2025
Slide 1: Investor Presentation
CHCT LISTED NYSE Investor Presentation July 2025
Slide 2: At a Glance
At a Glance Community Healthcare Trust, Inc. NYSE: CHCT Market Data (as of June 30, 2025) Closing Price: $16.63 52 Week Range: $27.62 / $14.76 Market Cap: $471.8 million Enterprise Value: $967.0 million less % of Annualized Rent more 200 314 36 Properties Tenants States 46% 40th Total Consecutive Sh
Slide 3: CHCT Offers a Unique Value Proposition
CHCT Offers a Unique Value Proposition Attractive Market ▪ Long-term industry growth tailwinds continue to drive demand and increase healthcare expenditures ▪ Government and commercial payors are seeking a lower cost site of care to deliver healthcare more efficiently ▪ Significant opportunities exi
Slide 4: Track Record of Consistent Growth
Track Record of Consistent Growth Annotated Timeline of Key Milestones May 2015 – Community Healthcare Trust Inc. announced the June 2019 – Surpassed $500mm in total gross pricing of its initial public offering of 6,250,000 shares of real estate properties common stock at a price of $19.00 August 20
Slide 5: Track Record of Consistent Growth (cont.)
Track Record of Consistent Growth (cont.) Community Healthcare Trust has delivered value to its shareholders since its IPO in 2015 Total Shareholder Return Since Inception 250% 74% 46% Total Asset Growth Consistent Dividend Growth ($ in millions) 576% Growth Dividend Increases Each Quarter Since Inc
Slide 6: Strategic Investment Model
Strategic Investment Model CHCT’s proprietary investment model identifies off-market properties and quality operators at attractive cap rates 1. Undervalued Asset Niche 2. Active Asset Management 3. Portfolio Diversification ▪ Acquisition focus on smaller off ▪ Staggered lease maturities provide ▪ P
Slide 7: Strategic Investment Model (cont.)
Strategic Investment Model (cont.) Recent Acquisition and Investment Pipeline Annual Investments ($ in millions) $147.8 $152.0 $140.7 $129.1 $127.2 $102.7 $106.8 $99.8 $69.4 $75.2 $36.0 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Investment Pipeline • One property acquired subsequent to J
Slide 8: Diversified and Stable Portfolio
Diversified and Stable Portfolio Portfolio is spread across 36 states through a wide range of operators and facility types Diversification by Tenant As of June 30, 2025, the portfolio was leased to approximately 314 separate tenants. The Top 2 tenants account for 16.3% of annualized rent. (1) Annual
Slide 9: Experienced Management Team
Experienced Management Team Alignment of Interest Program Designed to incent management retention and David H. Dupuy focus on long-term growth and profitability Board Member, Chief Executive Officer & President ▪ Each Named Executive Officer has elected to take Joined May 2019 50% of their salary, b
Slide 10: Strong Corporate Governance
Strong Corporate Governance Independent Members of Board of Directors Alan Gardner - Chairman Key Governance Provisions • Retired Senior Relationship Manager healthcare group - pharmaceutical, medical device and services sectors for companies with market caps greater than $5 billion – Wells Fargo ▪
Slide 11: Healthcare Industry Tailwinds
Healthcare Industry Tailwinds Aging U.S. Population Drives Healthcare Expenditures Healthcare’s Growing Importance Commentary ▪ Healthcare spending accounted for 18.3% of US Gross Domestic Product (GDP) in 2021 – Projected to grow from $4.3Tn in 2021 to reach $7.2Tn by 2031 – Represents a 5.5% avera
Slide 12: Healthcare Industry Tailwinds (cont.)
Healthcare Industry Tailwinds (cont.) Technology, Cost, and Consumer Preference Shift Delivery of Care Commentary ▪ Procedures traditionally performed in acute care hospitals are increasingly moving to specialty and outpatient facilities ▪ Studies show that outpatient visits per 1,000 have grown 30.
Slide 13: Conservative Balance Sheet
Conservative Balance Sheet Community Healthcare Trust maintains a stable and conservative balance sheet Debt Composition Debt Maturity Schedule ($ in millions) Credit Product Amount Rate Hedge Hedge ($mm) Rate $150.0 Revolving $400 (i) SOFR plus 1.15% to 1.75% Partial - 3.8% Credit Facility or (ii)
Slide 14: Lease Maturity Schedule
Lease Maturity Schedule Weighted Average Lease Term of 6.6 Years Lease Maturity Schedule Annualized Lease Revenue Number of Leases Amount ($) Lease Maturity Year % of Total Expiring (in thousands) 2025 26 $4,870 4.5 % 2026 82 13,182 12.2 % 2027 63 7,591 7.0 % 2028 62 8,468 7.8 % 2029 42 8,961 8.3 %
Slide 15: CHCT's Unique Value Proposition
CHCT’s Unique Value Proposition Attractive Healthcare Market Smaller, Off-market Acquisitions Shareholder Alignment Disciplined Growth Conservative Balance Sheet Diversified Portfolio Investor Presentation – July 2025 15
Slide 16: Indicative Portfolio
Indicative Portfolio Parkway Professional Plaza | Lakeland, FL (Tampa) Skin MD | Orland Park, IL (Chicago) Northeast Orthopaedics | San Antonio, TX Prairie Star I | Shawnee, KS (Kansas City) Investor Presentation – July 2025 16
Slide 17: Indicative Portfolio (cont.)
Indicative Portfolio (cont.) DaVita Dialysis | Pahrump, NV (Las Vegas) Londonderry Centre | Waco, TX Monroe Surgical Hospital | Monroe, LA Smokey Point Behavioral Hospital | Marysville, WA (Seattle) Investor Presentation – July 2025 17
Slide 18: Disclaimer
Disclaimer This presentation has been prepared by Community Healthcare Trust Incorporated (the “Company”) solely for informational purposes based on its own information, as well as information from public sources. This presentation does not constitute an offer to sell, nor a solicitation of an offer
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