Digitalbridge Group, Inc. · NYSE:DBRG
Digitalbridge — Colony Capital — Q1 2019 Earnings Presentation
10 slides from Digitalbridge's earnings presentation, May 10, 2019
Slide 1: Cautionary Statement Regarding Forward-Looking Statements
Cautionary Statement Regarding Forward-Looking Statements This presentation may contain forward-looking statements within the meaning of the federal securities laws. Forward-looking statements relate to expectations, beliefs, projections, future plans and strategies, anticipated events or trends and
Slide 2: Introducing Colony Capital
|. Corporate Overview — Introducing Colony Capital * Colony Capital, Inc. (NYSE: CLNY) is a leading global real estate and investment management firm that primarily invests in real estate and real estate-related assets through a diversified set of products, strategies, and property types * Global br
Slide 3: Business Overview
|. Corporate Overview — Business Overview * Colony Capital is one of the world’s largest real estate investors, owners and operators REAL ESTATE VERTICALS: ~$15Bn Colony Balance Sheet Interest GLOBAL HEALTHCARE HOSPITALITY INDUSTRIAL CLNC and GLOBAL EQUITY & DEBT ‘| : be ENS a =, e 7 P $3.9Bn PORTFO
Slide 4: Healthcare Real Estate Vertical
|. Corporate Overview — Healthcare Real Estate Vertical Diversified and scaled portfolio; balance sheet portfolio synergistic with ~$4Bn AUM Healthcare non- traded REIT managed by CLNY Property Count 413 Beds / Units ~23,300 MOB Total SF 3.8MM 1Q19 Consolidated NOI $76MM Sr. Housing - Operating 86.7
Slide 5: Industrial Real Estate Vertical
|. Corporate Overview — Industrial Real Estate Vertical | ° Vertically integrated industrial portfolio comprising 58MM square feet Consolidated Key Stats as of 3/31 Geographic Overview (% of 1Q19 NOI) sg Light * Bulk * Buildings 413 6 Rentable SF 53.9MM 4.2MM = a 1Q19 Consolidated NOI ” $55MM $1MM ‘
Slide 6: Hospitality Real Estate Vertical
|. Corporate Overview — Hospitality Real Estate Vertical Attractive select service portfolio with strong cash flow profile and leading operator relationships Hotels 167 Keys ~22,100 ee eens NOI before $61MM 1Q19 Occupancy 69.7% 1Q19 ADR $129 1019 RevPAR $90 1Q19 NOI Margin 31% CLNY Ownership 94% Ful
Slide 7: Colony Credit Real Estate (CLNC)
|. Corporate Overview — Colony Credit Real Estate (CLNC) ° Scaled, diversified real estate credit REIT externally managed by CLNY Key Stats as of 3/31/19 p CRE Mortgage REITs by reholde| Monthly Dividend / Share $0.145 sishateholder equ. @en)* 5.0 Annualized Dividend / Share [RMRZ! — Total At-Share
Slide 8: Other Equity and Debt
|. Corporate Overview — Other Equity and Debt Total $3.2Bn Assets and $2.0Bn Net Equity; Non-Strategic OED totals $1.9Bn of assets and $1.1Bn of net equity, which will be monetized in near term to simplify the balance sheet and generate capital for strategic initiatives i Tolka Loan Portfolio — Stra
Slide 9: Investment Management
|. Corporate Overview — Investment Management ° Diversified sources of third party capital across multiple product offerings and asset classes within real estate $28.8Bn AUM | Public Vehicles * External manager of Colony Credit Real Estate and NorthStar Realty Europe ' Institutional Funds ° Includes
Slide 10: Financial Overview - Summary Metrics
IIa. Financial Overview - Summary Metrics ($ and shares in thousands, except per share data and as noted; as of or for the three months ended March 31, 2019, unless otherwise noted) (Unaudited) Financial Data Net income (loss) attributable to common stockholders $ (102,113 ) Net income (loss) attrib