Plymouth Industrial REIT, Inc. (NYSE:PLYM) Q3 2019 Earnings Conference Call November 7, 2019 1:00 PM ET Company Participants Tripp Sullivan - IR, SCR Partners, LLC Jeffrey Witherell - Chairman & CEO Pendleton White - President, CIO, Corporate Secretary & Director James Connolly - SVP, Asset Management Daniel Wright - EVP & CFO Conference Call Participants Gaurav Mehta - National Securities Corporation Barry Oxford - D.A. Davidson & Co. Alexander Goldfarb - Sandler O'Neill Operator Hello, and welcome to the ...

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 Quarter Ended September 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: 001-38106 PLYMOUTH INDUSTRIAL REIT, INC. (Exact name of registrant as specified in its charter) (State or other jurisdic ...

Plymouth Industrial REIT, Inc. (NYSE:PLYM) Q2 2019 Earnings Conference Call August 8, 2019 1:00 PM ET Company Participants Tripp Sullivan - Investor Relations Jeff Witherell - Chairman & Chief Executive Officer Jim Connolly - Senior Vice President, Asset Management Dan Wright - Executive Vice President & Chief Financial Officer Conference Call Participants Barry Oxford - D.A. Davidson Gaurav Mehta - National Securities Alexander Goldfarb - Sandler O'Neill Henry Coffey - Wedbush Operator Good day, and welcom ...

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 Quarter 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: 001-38106 PLYMOUTH INDUSTRIAL REIT, INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction ...

Financial Data and Key Metrics Changes - The first quarter operating results were consistent with the full year guidance, showing strong sequential and year-over-year growth in all financial results [27] - The company experienced significant year-over-year acquisition activity that drove revenues, NOI, EBITDA, FFO, and AFFO, with an increase in depreciation and amortization impacting net loss [28] - The adjusted guidance for FFO is now $2.48 to $2.51 per share, and for AFFO, it is $1.95 to $2 per share [32] Business Line Data and Key Metrics Changes - A total of 823,000 square feet of leases were signed in Q1, with a 14% increase in rental rates on a cash basis [12][19] - Occupancy at March 31 was 94.5%, slightly down from year-end, but expected to rise to between 95% and 96% for the year [20] - Tenant retention run rate for the year is 81.3%, with 1.3 million square feet of leases renewed out of 1.6 million square feet due to expire [21] Market Data and Key Metrics Changes - The acquisition pipeline stands at approximately $420 million, with cap rates between 7% and 9% in targeted markets [22] - The company is actively pursuing acquisitions in markets like Jacksonville, Chicago, Indianapolis, and Atlanta, focusing on Class B warehouse and light manufacturing properties [22] Company Strategy and Development Direction - The company aims to maintain momentum in leasing and acquisitions while being disciplined in capital allocation [17] - The focus remains on acquiring properties in tight submarkets with strong tenants and favorable real estate fundamentals [12] - The company is exploring UPREIT opportunities, indicating a strategy to merge with owners of assets needing operational improvements [52] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the leasing momentum and the ability to push rental rates, driving NOI growth [21] - The competitive landscape is described as crowded, but the company believes it has a unique position in the market focusing on Class B facilities [46][48] - Management is optimistic about the future, citing strong demand for shares and a robust acquisition pipeline [67] Other Important Information - The company initiated an ATM program, raising approximately $7 million in proceeds, which will be used for acquisitions [15][16] - The balance sheet shows 90% of debt in place with fixed interest rates, and the company plans to work on reducing leverage over time [36] Q&A Session Summary Question: Can you go through the CapEx again? - The recurring CapEx budget was adjusted to $3.5 million to $3.7 million, increasing the bottom end but not affecting AFFO guidance [39][40] Question: Does the stock price increase change the timeline for reducing leverage? - Management plans to continue a methodical approach to deleveraging while maintaining a strong capital structure [42] Question: Is the industrial REIT sector expanding buying opportunities? - The market is crowded, but the company sees a robust pipeline and remains focused on its niche in Class B facilities [46][48] Question: Are there more UPREIT opportunities now? - There is an increase in UPREIT opportunities, with ongoing discussions with interested parties [52] Question: What markets are appealing right now? - The company is happy with all current markets and aims to expand in Chicago, Jacksonville, and Atlanta [72]

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 Quarter 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: 001-38106 PLYMOUTH INDUSTRIAL REIT, INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction ...

Plymouth Industrial REIT (NYSE:PLYM) Q4 2018 Earnings Conference Call March 8, 2019 1:00 PM ET Company Participants Tripp Sullivan - Investor Relations Jeff Witherell - Chairman and Chief Executive Officer Pen White - President and Chief Investment Officer Dan Wright - Executive Vice President and Chief Financial Officer Conference Call Participants Barry Oxford - D.A. Davidson Henry Coffey - Wedbush Alexander Goldfarb - Sandler O'Neill Operator Good afternoon, and welcome to the Plymouth Industrial REIT Fo ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 Form 10-K (Mark One) ☑ 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 (Exact name of registrant in its charter) (State or other jurisdiction of incorporation of organization) Maryland 27-5466152 (I.R.S. Employer Identification Number) 260 Franklin Street, 7 Floor Boston, MA 02110 (Address of principal executive of ices) ☐ TRANSITION REPORT PURSUANT TO SEC ...