KENNEDY WILSON Q1-19 Investor Update (As of March 31, 2019) Disclaimer/Forward-Looking Statements Statements made by us in this presentation and in other reports and statements released by us that are not historical facts constitute "forwardlooking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These for-ward-looking statements are necessarily estimates reflecting the judgment of our senior manageme ...

Kennedy-Wilson Holdings, Inc. (NYSE:KW) Q2 2019 Earnings Conference Call August 1, 2019 10:46 AM ET Corporate Participants Daven Bhavsar - Vice President, Investor Relations Bill McMorrow - Chairman and Chief Executive Officer Mary Ricks - President Matt Windisch - Executive Vice President Conference Call Participants Mitch Germain - JMP Securities Tony Paolone - JPMorgan Sheila McGrath - Evercore Operator Good day and welcome to the Kennedy-Wilson Second Quarter 2019 Earnings Call and Webcast. Today's pre ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2019 Or TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission file number 001-33824 Kennedy-Wilson Holdings, Inc. (Exact name of Registrant as specified in its charter) (State or other jurisd ...

Financial Data and Key Metrics Changes - GAAP EPS was a loss of $0.04 per share compared to a loss of $0.02 in Q1 2018 [9] - Adjusted EBITDA was $120 million in the quarter, down from $123 million in Q1 2018 [9] - Adjusted net income totaled $54 million, compared to $63 million in Q1 2018 [9] - Estimated annual NOI of the real estate portfolio was $405 million, with 49% from the western U.S. and 51% from Europe [9][10] Business Line Data and Key Metrics Changes - Same property revenue and NOI grew by 3% across the global same property portfolio [11] - Excluding hotels, same property portfolio had a 5% NOI growth [11] - Multifamily portfolio saw same property revenue up 6% and NOI up 7% [12] - Southern California multifamily portfolio had an NOI growth of 10% [12] Market Data and Key Metrics Changes - The Irish multifamily portfolio had same property NOI growth of over 6% [14] - The Pacific Northwest same-store property portfolio had occupancies up 2% and NOI up almost 8% [14] - Office takeup in Dublin was the highest ever recorded in Q1 at over 1 million square feet [27] Company Strategy and Development Direction - Focus on growing NOI, investment management, and capital recycling [16] - Expecting to add $100 million of annualized NOI by the end of 2023 from current development projects [18] - Aiming to grow the multifamily portfolio in Dublin to 5,000 units [24] - Strategic asset sales to focus on high-quality investment opportunities [41] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strong fundamentals supporting rental growth in the multifamily portfolio [12] - The Irish economy is growing at a strong pace with GDP growth among the highest in the EU [27] - Anticipated strong performance in the hotel sector following renovations [61] Other Important Information - The company sold $323 million of assets during the quarter, generating $93 million in cash [41] - The company completed a EUR 261 million refinance on Capital Dock, achieving a low effective interest rate of 1.56% [44] Q&A Session Summary Question: Retail sector exposure and strategy - Management is both selling and adding value to retail assets, studying specific geographic markets for opportunities [47][49] Question: Impact of construction costs on development pipeline - Construction costs are manageable, but land prices have escalated, prompting caution in new acquisitions [51][52] Question: Revenue expectations for the Shelbourne hotel post-renovation - Management expects a return to strong performance with high occupancy rates and increased ADR [54][56] Question: Apartment pricing power in mountain states - Strong pricing power due to affordability and employment growth in markets like Boise and Reno [70][72] Question: Update on Dublin's apartment supply - There is a significant need for new housing, with estimates of 25,000 to 30,000 units needed annually [75] Question: Capital raising pipeline - The company has a robust pipeline for separate accounts and discretionary funds, with expectations for continued growth [80][82] Question: Future acquisition and disposition strategy - The company plans to prioritize high-quality assets and reduce the number of properties while increasing cash from sales [106]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2019 Or TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission file number 001-33824 Kennedy-Wilson Holdings, Inc. (Exact name of Registrant as specified in its charter) Delaware 26-0508760 ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K (Mark One) x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2018 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-33824 Kennedy-Wilson Holdings, Inc. (Exact Name of Registrant as Specified in Its Charter) (State or Other Jurisdi ...

Kennedy-Wilson Holdings, Inc. (NYSE:KW) Q4 2018 Results Earnings Conference Call February 28, 2019 10:00 AM ET Company Participants Daven Bhavsar - Vice-President of Investor Relations William McMorrow - Chairman and CEO of Kennedy-Wilson Mary Ricks - President of Kennedy-Wilson Matt Windisch - Executive Vice President of Kennedy-Wilson Justin Enbody - Chief Financial Officer of Kennedy-Wilson. Conference Call Participants Mitch Germain - JMP Group Anthony Paolone - JPMorgan Tom Hennessy - Deutsche Bank Mik ...