Plaza Retail Reit · TSX:PLZ.UN
Plaza Retail Reit — FY2021 Earnings Presentation
56 slides from Plaza Retail Reit's earnings presentation, February 2022
Slide 1: Year-end 2021 Financial Results Conference Call
Year-end 2021 Financial Results Conference Call
Slide 2: Top 30 tenants – 2021
Top 30 tenants – 2021 % of Base Rent Revenue #1 24.5% #11 1.6% #21 0.8% #2 6.3% #12 1.5% #22 0.8% #3 4.3% #13 1.5% #23 0.8% #4 3.6% #14 1.4% #24 0.7% #5 3.6% #15 1.2% #25 0.7% #6 3.5% #16 1.1% #26 0.6% #7 3.1% #17 0.9% #27 0.6% #8 1.9% #18 0.9% #28 0.6% #9 1.6% #19 0.9% #29 0.6% #10 1.6% #20 0.8% #3
Slide 3: Rent Collection Statistics
Rent Collection Statistics Q4- 2021 Q3 - 2021 Q2 - 2021 Q1 - 2021 Q4 - 2020 Q3 - 2020 Q2 - 2020 Gross rent collected from 99.5% 99.6% 99.2% 99.1% 99.5% 95.4% 90.9% tenants CECRA –Federal and Québec - - - - - 2.9% 4.0% Government contribution Total collections including government 99.5% 99.6% 99.2% 9
Slide 4: Construction Projects
2021 CONSTRUCTION PROJECTS 3
Slide 5: Project Geography
Project Geography 2021 CONSTRUCTION PROJECTS 4
Slide 6: Redevelopment Northern Avenue Plaza, Sault Ste. Marie
Redevelopment Northern Avenue Plaza Sault Ste. Marie, ON 5
Slide 7: Redevelopment Huron Church Plaza, Windsor
Redevelopment Huron Church Plaza Windsor, ON 6
Slide 8: Redevelopment Huron Church Plaza, Windsor
Redevelopment Huron Church Plaza Windsor, ON 7
Slide 9: Redevelopment Tri-City Plaza Leasing Plan
Redevelopment Tri-City Plaza Leasing Plan Cambridge, ON 8
Slide 10: Redevelopment Tri-City Plaza, Cambridge
Redevelopment Tri-City Plaza Cambridge, ON Former Building 9
Slide 11: Redevelopment Tri-City Plaza, Cambridge
Redevelopment Tri-City Plaza Cambridge, ON Treasure Hunt - Relocation construction July 2021 September 2021 10
Slide 12: Redevelopment Tri-City Plaza, Cambridge
Redevelopment Tri-City Plaza Cambridge, ON Treasure Hunt - Relocation construction September 2021 January 2022 11
Slide 13: New Development Taunton Road Plaza, Oshawa
New Development Taunton Road Plaza Oshawa, ON 12
Slide 14: New Development Taunton Road Plaza, Oshawa
New Development Taunton Road Plaza Oshawa, ON 13
Slide 15: New Development Taunton Road Plaza, Oshawa
New Development Taunton Road Plaza Oshawa, ON 14
Slide 16: Redevelopment Rideau Plaza, Smiths Falls
Redevelopment Rideau Plaza Smiths Falls, ON Prior to redevelopment 15
Slide 17: Redevelopment Rideau Plaza, Smiths Falls
Redevelopment Rideau Plaza Smiths Falls, ON 16
Slide 18: Redevelopment SBT Drummondville
Redevelopment SBT Drummondville Drummonville, QC 17
Slide 19: Redevelopment SBT Drummondville
Redevelopment SBT Drummondville Drummonville, QC Prior to redevelopment 18
Slide 20: Redevelopment SBT Drummondville
Redevelopment SBT Drummondville Drummonville, QC Redevelopment rendering COMMERCE 19
Slide 21: Redevelopment Les Galeries Montmagny
Redevelopment Les Galeries Montmagny Montmagny, QC During development 20
Slide 22: Redevelopment Les Galeries Montmagny
Redevelopment Les Galeries Montmagny Montmagny, QC During development 21
Slide 23: Redevelopment Les Galeries Montmagny
Redevelopment Les Galeries Montmagny Montmagny, QC 22
Slide 24: New Development L'AXE, Chicoutimi
New Development L’AXE Chicoutimi, QC 23
Slide 25: New Development L'AXE, Chicoutimi
New Development L’AXE Chicoutimi, QC 24
Slide 26: New Development L'AXE, Chicoutimi
New Development L’AXE Chicoutimi, QC 25
Slide 27: New Development L'AXE, Chicoutimi
New Development L’AXE Chicoutimi, QC 26
Slide 28: Redevelopment Plaza boul. Hébert, Edmundston
Redevelopment Plaza boul. Hébert Edmundston, NB Prior to redevelopment 27
Slide 29: Redevelopment Plaza boul. Hébert, Edmundston
Redevelopment Plaza boul. Hébert Edmundston, NB 28
Slide 30: Redevelopment Buchanan Phase II, Charlottetown
Redevelopment Buchanan Phase II Charlottetown, PE 29
Slide 31: Redevelopment Buchanan Phase II, Charlottetown
Redevelopment Buchanan Phase II Charlottetown, PE 30
Slide 32: New Redevelopment Hogan Court Plaza, Bedford
New Redevelopment Hogan Court Plaza Bedford, NS 31
Slide 33: New Redevelopment Hogan Court Plaza, Bedford
New Redevelopment Hogan Court Plaza Bedford, NS 32
Slide 34: New Redevelopment Hogan Court Plaza, Bedford
New Redevelopment Hogan Court Plaza Bedford, NS 33
Slide 35: Openings
2021 OPENINGS
Slide 36: Opening Pizza Pizza, Sault Ste. Marie
Northern Avenue Plaza Sault Ste. Marie, ON Opening Pizza Pizza 35
Slide 37: Opening Popeyes Louisiana Kitchen, Midland
Mountainview Plaza Midland, ON Opening Popeyes Louisiana Kitchen 36
Slide 38: Opening Guac Mexi Grill, Midland
Mountainview Plaza Midland, ON Opening Guac Mexi Grill 37
Slide 39: Opening Tokyo Smoke, Thunder Bay
Arthur Street West Plaza Thunder Bay, ON Opening Tokyo Smoke 38
Slide 40: Opening Nova Cannabis, Hamilton
631 King Street West Hamilton, ON Opening Nova Cannabis 39
Slide 41: Opening Fit 4 Less, Brampton
Brampton East Plaza Brampton, ON Opening Fit 4 Less 40
Slide 42: Opening Groove Cannabis, Cornwall
Eastcourt Plaza Cornwall, ON Opening Groove Cannabis 41
Slide 43: Opening Opto-Reseau, Sherbrooke
Plaza de l’Ouest Sherbrooke, QC Opening Opto-Reseau 42
Slide 44: Opening SAQ, Sherbrooke
Plaza de l’Ouest Sherbrooke, QC Opening SAQ 43
Slide 45: Opening KFC, Magog
Plaza SP Magog, QC Opening KFC 44
Slide 46: Opening Dollarama, Rivière-du-loup
Plaza Hôtel-de-Ville Rivière-du-loup, QC Opening Dollarama 45
Slide 47: Opening Dollarama, Moncton
Northwest Centre Moncton, NB Opening Dollarama 46
Slide 48: Opening Bulk Barn, Edmundston
Plaza boul. Hébert Edmunston NB Opening Bulk Barn 47
Slide 49: Opening Dominos, Quispamsis
Quispamsis Town Centre Quispamsis, NB Opening Dominos 48
Slide 50: Opening Atlantic Superstore, Bedford
Hogan Court Plaza Bedford, NS Opening Atlantic Superstore 49
Slide 51: Opening Esso, Bedford
Hogan Court Plaza Bedford, NS Opening Esso 50
Slide 52: Opening PZZA.CO, Bedford
Hogan Court Plaza Bedford, NS Opening PZZA.CO 51
Slide 53: Opening Pet Valu, Liverpool
Queens Place Drive Plaza Liverpool, NS Opening Pet Valu 52
Slide 54: Opening The Local, Charlottetown
Buchanan Plaza Charlottetownl, PE Opening The Local 53
Slide 55: Opening Spiritleaf, St. John's
The Shoppes at Galway St. John’s, NF Opening Spiritleaf 54
Slide 56: Opening Supplement King, St. John's
Supplement King St. John’s, NF Opening Supplement King 55