Hines Global Income Trust, Inc. · NASDAQ:ZHGIDX
Hines Global Income Trust — Shareholder Meeting (September 2022)
16 slides from Hines Global Income Trust's shareholder meeting presentation, Sep 8, 2022
Slide 1: 2022 Annual Meeting of Stockholders
2022 Annual Meeting of Stockholders SEPTEMBER 2022 Hines Global Income Trust Omar Thowfeek, Managing Director - Investments
Slide 2: Portfolio Snapshot
Portfolio Snapshot 1 1 Property values were determined based on the estimated value of each real estate investment as of July 31, 2022 as well as the estimated value of Gables Station, which was acquired in August 2022. With the exception of Gables Station, these are the values that were used to det
Slide 3: Hines Global has Grown at a Fast Pace
Hines Global has Grown at a Fast Pace1 2 $1.7BN $1.9BN $2.7BN $3.85BN $0.0BN $0.5BN $1.0BN $1.5BN $2.0BN $2.5BN $3.0BN $3.5BN $4.0BN $4.5BN FY 2019 FY 2020 FY 2021 2022 YTD HINES GLOBAL GAV TRACK RECORD $406M $228M $586M $718M $16M $32M $42M $26M $0M $100M $200M $300M $400M $500M $600M $700M $800M 2
Slide 4: Investments Closed ~$1.05 Billion in GAV
9 Investments Closed ~$1.05 Billion in GAV Acquisition Update –As of August 31, 2022 Central City Coventry, UK Industrial $40.6M Closed Mar ‘22 Liberty Station San Diego, CA Office $120.0M Closed Jan ‘22 200 Park Place Houston, TX Office $145.0M Closed July ‘22 Waverly Place Cary, NC Retail $88.5M C
Slide 5: Hines Global's GAV Breakdown
Hines Global’s GAV Breakdown1 Industrial 35% Living 26% Office 19% Retail 10% Other 10% GAV by Sector Industrial Living Office Retail Other 1 Data as of July 31, 2022, but also reflects the subsequent acquisition of Gables Station USD, 74% EUR, 17% GBP, 9% Equity by Currency USD EUR GBP 4
Slide 6: Primary Focus
Primary Focus 5 • Sector Agnostic - focus on market adjustment to basis Deployment Opportunity Driven Higher Yield • Selectively Investing • Accretive Deals – seeking buffer against rising interest rates1 Property Operations • Active Asset Management – providing alpha through vertical integration 1
Slide 7: Unlocking Value through Targeted Asset Selection
Unlocking Value through Targeted Asset Selection 6 Institutional product in Tier 1 office markets, positioned for flight to quality Next-generation differentiated office product in dynamic locations Well-located, medium-term WALT office with potential to rezone and redevelop OfficeLivingIndust
Slide 8: Data as of July 31, 2022. Past performance does not guarantee future results. Please
1 Data as of July 31, 2022. Past performance does not guarantee future results. Please see our Current Report on Form 8-K filed with the SEC on August 17, 2022 for additional information concerning the methodology used to determine, and the limitations of, the NAV per share as of July 31, 2022. Plea
Slide 9: Hines Global Income Trust
Hines Global Income Trust1 8 Diversification across strategic product types and geographies Investing worldwide for diversification, income and growth Income-driven vehicle with total return upside potential through alpha generation at the property level Class I Share ITD Total Return Months with Po
Slide 10: Industrial Portfolio
Industrial Portfolio 1 Data as of July 31, 2022, but also reflects the subsequent acquisition of Gables Station 9 Portfolio aggregation continues with off-market/market approaches; location remains key Eastgate Park Prague, Czech Republic DSG Bristol Bristol, United Kingdom 6000 Schertz Parkway Sche
Slide 11: Residential / Living Portfolio
Residential / Living Portfolio 1 Data as of July 31, 2022, but also reflects the subsequent acquisition of Gables Station 2 There can be no assurance that income from these assets will outpace inflation 10 Focused on high quality assets with compelling supply/demand dynamics in high barrier markets
Slide 12: Next-Gen Office Portfolio
Liberty Station San Diego, CA Next–Gen Office Portfolio 1 Data as of July 31, 2022, but also reflects the subsequent acquisition of Gables Station Unlocking Value and Generating Alpha in a Post-Covid Office Environment 1315 N North Branch Chicago, IL 1015 Half Street Washington, D.C. Asset selection
Slide 13: Retail Portfolio
Retail Portfolio 1 Data as of July 31, 2022, but also reflects the subsequent acquisition of Gables Station Outperformance rooted in locational attributes and optimal tenancy mix Briargate Crossing Colorado Springs, CO Rookwood Commons and Pavilion Cincinnati, OH Waverly Place Cary, NC Optimized ret
Slide 14: Alternatives "Other" Portfolio
Alternatives “Other” Portfolio 1 Data as of July 31, 2022, but also reflects the subsequent acquisition of Gables Station 2 There can be no assurance that income from these assets will outpace inflation 13 Expanding into alternative asset classes providing diversification and future scale through po
Slide 15: Current Portfolio: Total Domestic Portfolio
Current Portfolio1 TOTAL DOMESTIC PORTFOLIO GAV: $2.75 BILLION1 1 Data as of July 31, 2022, but also reflects the subsequent acquisition of Gables Station D o m e s t i c O F F I C E 6 Assets I N D U S T R I A L 4 Assets R E T A I L 3 Assets R E S I D E N T I A L / L I V I N G 4 Assets 6 Assets INDU
Slide 16: Current Portfolio: Total International Portfolio
Current Portfolio1 TOTAL INTERNATIONAL PORTFOLIO GAV: $1.09 BILLION1 1 Data as of July 31, 2022, but also reflects the subsequent acquisition of Gables Station I N D U S T R I A L 12 Assets S T U D E N T H O U S I N G 3 Assets INDUSTRIAL STUDENT HOUSING Glasgow West End Glasgow, Scotland Queen’s Cou
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