SK REIT Co. Ltd. · KRX:395400
SK REIT — 삼성증권 K-REITs Corporate Day (April 2026)
26 slides from SK REIT's conference presentation, Apr 1, 2026
Slide 1: 삼성증권 K-REITs Corporate Day IR Presentation
2026.04.01 삼성증권 K-REITs Corporate Day IR Presentation
Slide 2: CONTENTS
CONTENTS SKe2|AQ| JI, EI} awSst Olay, ont SKBIAE 202114 98 SAHA S7SHAIOl] ASM, 5.3882 SUH ACH ASHES SLY Ala AIS SSO! AA-S SLRS LAL SU SS al SIA S| bis BMS Sesto] SAlotA Ake BU1¢] AIARILICH. 01 Snapshot 02 SARL 03 ‘2544 FQ AA 04 ‘264 S44 Zhi Appendix 01 02 03 04 05 06 07 08 Dp SK reit SKa|z S484 ERA
Slide 3: Snapshot
SK REIT IR Presentation, April. 2026 5 3 조 천 억원 1 8 조 천 억원 AA- 3 6 9 12 월, 월, 월, 월 29.1% 0.0% 43.2% 4.3년 114 개 8.0% 9.5년 4.24 % 3
Slide 4: SK REIT IR Presentation, April. 2026
SK REIT IR Presentation, April. 2026 4
Slide 5: SK REIT IR Presentation, April. 2026
SK REIT IR Presentation, April. 2026 Ⅰ Ⅱ Ⅲ Ⅳ 5
Slide 6: Debt maturity
SK REIT IR Presentation, April. 2026 2026 11,053 (35%) 11,660 2027 (37%) 2028 8,452 (27%) '24.12 '25.06 '25.12 6
Slide 7: SK REIT IR Presentation, April. 2026
SK REIT IR Presentation, April. 2026 6500 6000 5500 5000 4500 4000 3500 3000 7
Slide 8: Refinancing and gas station sales
SK REIT IR Presentation, April. 2026 리파이낸싱을 통한 이자비용 절감 주유소 매각 확대 → 추가 배당 재원 확보 8
Slide 9: Appendix
SK ‘eit skMzag ies, Appendix 1 SKBIA C64 2 merit 3. AI AISeHRt 4 ech eet 5 BOX QOHE 6 XML AISeHe 7 -MPAEHE 8 ob 9 AIA gojad \ \\ aN ANWANY \\ \\ NN NUNN NEE NERNEY \ \\ \\ \
Slide 10: SK REIT IR Presentation, April. 2026
SK REIT IR Presentation, April. 2026 10
Slide 11: SK REIT IR Presentation, April. 2026
SK REIT IR Presentation, April. 2026 +31.5% +26.0% +24.7% +10.1% +6.0% +7.9% +5.5% 11
Slide 12: SK REIT IR Presentation, April. 2026
SK REIT IR Presentation, April. 2026 12
Slide 13: Asset area and lease rates
SK REIT IR Presentation, April. 2026 (면적, 평) (임대율, %) 60,000 100% 50,000 80% 40,000 60% 30,000 40% 60,000 20,000 27% 10,000 20% 50,000 25% - 0% 40,000 19% 서린빌딩 주유소 U타워 종로타워 수처리 C타워 P타워 30,000 14% 연면적 임대율 11% 20,000 10,000 3% 0.4% - 2026 2027 2028 2029 2030 2031 2032 2033 60,000 50,000 27% 25% 40,000
Slide 14: Appraisal value and cap rate
SK REIT IR Presentation, April. 2026 주1) 25년 12월말 감정평가컨설팅 기준 주2) Cap.rate = 연환산 NOI ÷ 매입가격 주3) 25년 가중평균 Cap.rate 4.83% 14
Slide 15: SK REIT IR Presentation, April. 2026
SK REIT IR Presentation, April. 2026 +31.5% 15
Slide 16: SK REIT IR Presentation, April. 2026
SK REIT IR Presentation, April. 2026 +24.7% 16
Slide 17: SK REIT IR Presentation, April. 2026
SK REIT IR Presentation, April. 2026 +10.1% 17
Slide 18: SK REIT IR Presentation, April. 2026
SK REIT IR Presentation, April. 2026 +7.9% 18
Slide 19: SK REIT IR Presentation, April. 2026
SK REIT IR Presentation, April. 2026 +5.5% 19
Slide 20: Regional breakdown
SK REIT IR Presentation, April. 2026 서울 경기/인천 지방광역시 기타 +26.0% 20
Slide 21: SK REIT IR Presentation, April. 2026
SK REIT IR Presentation, April. 2026 JC IC IC IC JC IC IC JC JC IC +6.0% 21
Slide 22: SK REIT IR Presentation, April. 2026
SK REIT IR Presentation, April. 2026 22
Slide 23: SK REIT IR Presentation, April. 2026
SK REIT IR Presentation, April. 2026 23
Slide 24: AFFO definition
SK REIT IR Presentation, April. 2026 • 조정운영현금흐름으로 영업이익에서 투자부동산평가손익 제외, 자산매각손익을 반영하여 배당 가능 현금흐름을 나타내는 지표 • AFFO = 영업이익 − 투자부동산평가이익(또는 + 평가손실) ± 자산매각손익 24
Slide 25: DISCLAIMER
DISCLAIMER + BARS SKEIALS FARSI AMHEISIA) OAAIO PERE FSAEASAL SASL OlOp “A 2|A")'S A 7HOf| 1StO} ApgSt ZIQILIC. + EA OS A] FOMBOR Chat PEAS SAS, = Ato] OS 3! Ooi 47} BOA? | wHSILICH. + A X}BO| SAO 74 [AOI] CHSt O/SHS O|TIAT SHS OBA, = Apes O|SALS| EAP LALA Boll Cot 2 Ate OBS SAOe Ary 1 242 OF EILICE
Slide 26: Contact
o|ArO|SIEtPHa|MEALETESLAH) MBS'SA SF MSHS 136, 15S(EHAS 17h, Drolawel) TEL. 02-6353-7070 FAX. 02-6353-7099