This information is as of the date indicated and, to our knowledge, was timely and accurate when presented. We are under no obligation to update or remove outdated information other than as required by applicable law or regulation. FIVE STAR PROPERTIES 1 AND YEAR-E KNINGTS FEBRUARY 23, 2012 AGENDA Introductory Comments ■ ■ Investment Update ■ Financial Review · Capital Markets and Liquidity Update ■ Closing Comments HEADLINES 1. Primary investment categories display mixed but positive trending results 2 HEA ...

Q4 2012 AND YEAR-END EARNINGS CALL FEBRUARY 26, 2013 This information is as of the date indicated and, to our knowledge, was timely and ccurate when presented. We are under no obligation to update or remove outdated information other than as required by applicable law or regulation. rties AGENDA Properties® 2 · Introductory Comments · Portfolio Update · Financial Review · Capital Markets and Liquidity Update · Closing Comments INTRODUCTORY COMMENTS EPR Properties 3 HEADLINES HEADLINES Properties® ნ 1. Compa ...

Q4 2013 AND YEAR-END EARNINGS CALL This information is as of the date indicated and, to our knowledge, was timely and accurate when presented. We are under no obligation to update or remove outdated information other than as required by applicable law or regulation. AGENDA 2 • Introductory Comments • Portfolio Update • Financial Review • Capital Markets and Liquidity Update • Closing Comments INTRODUCTORY COMMENTS FEBRUARY 27, 2014 3 HEADLINES 4 1. Year finishes with earnings per share right in line with in ...

FEBRUARY 24, 2015 Q4 AND YEAR END 2014 EARNINGS CALL This information is as of the date indicated and, to our knowledge, was timely and accurate when presented. We are under no obligation to update or remove outdated information other than as required by applicable law or regulation. ! Properties INTRODUCTORY COMMENTS EPR Properties t Ball HEADLINES il d 1. 2014 finished with record revenues and strong earnings, outpacing guidance 2. Achieved record level of investment spending Empire Resorts selected by th ...

Q4 AND YEAR END 2015 EARNINGS CALL FEBRUARY 24, 2016 This information is as of the date indicated and, to our knowledge, was timely and accurate when presented. We are under no obligation to update or remove outdated information other than as required by applicable law or regulation. 1. Strong Year – Strong Finish 3 HEADLINES 4 1. Strong Year – Strong Finish 2. Record Investment Levels and Opportunities Remain Robust INTRODUCTORY COMMENTS HEADLINES HEADLINES 5 1. Strong Year – Strong Finish 2. Record Invest ...

Q4 AND YEAR END 2016 EARNINGS CALL FEBRUARY 28, 2017 This information is as of the date indicated and, to our knowledge, was timely and accurate when presented. We are under no obligation to update or remove outdated information other than as required by applicable law or regulation. EPR Properties INTRODUCTORY COMMENTS EPR Properties HEADLINES 1. Record Year Supports our Differentiated Investing Model EPR Properties HEADLINES 1. Record Year Supports our Differentiated Investing Model 2. CNL Lifestyle Trans ...

Q4 2017 EARNINGS CALL Solid Year Supports our Differentiated Investing Model 1. perties 3 HEADLINES berties FEBRUARY 28, 2018 This information is as of the date indicated and, to our knowledge, was timely and accurate when presented. We are under no obligation to update or remove outdated information other than as required by applicable law or regulation. rties" INTRODUCTORY COMMENTS HEADLINES 4 Solid Year Supports our Differentiated Investing Model 1. Monthly Dividend Increase 2. HEADLINES erties · 5 Solid ...

INVESTING IN LIFE'S ENDURING EXPERIENCES Q4 & YEAR END 2018 EARNINGS CALL FEBRUARY 26, 2019 PR Properties® Return on Insight INTRODUCTORY COMMENTS This information is as of the date indicated and, to our knowledge, was timely and accurate when presented. We are under no obligation to update or remove outdated information other than as required by applicable law or regulation. HEADLINES Strong Fourth Quarter Caps a Successful Year 1. R Properties® 3 HEADLINES Properties" 4 Strong Fourth Quarter Caps a Succes ...

MAY 2023 INVESTOR PRESENTATION Comstock Holding Companies, Inc. NASDAQ: CHCI Disclosures This investor presentation includes "forward-looking" statements that are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. These forward-looking statements can be identified by use of words such as "anticipate," "believe," "estimate," "may," "intend," "expect," "will," "should," "seeks" or other similar expressions. Forward-looking statements are based largely on our e ...

Financial Data and Key Metrics Changes - Net sales increased by 4.6% to $346.6 million, primarily driven by $22 million of inorganic sales from the acquisition of UW Solutions [12] - Adjusted EBITDA margin decreased to 9.9%, primarily due to a less favorable mix and higher aluminum costs [13] - Adjusted diluted EPS declined to $0.56, driven by lower adjusted EBITDA, higher interest expense, and a higher adjusted effective tax rate [13] Business Line Data and Key Metrics Changes - Metals segment net sales declined by 3.4%, with adjusted EBITDA margin decreasing to 7.3% due to a less favorable mix and higher aluminum costs [13] - Services segment achieved a 7.6% increase in net sales, marking its fifth consecutive quarter of growth, although adjusted EBITDA margin decreased to 5.7% due to higher tariff expenses [14] - Glass segment net sales declined, with adjusted EBITDA margin moderating from elevated levels due to reduced volume from lower end market demand [14] - Performance Surfaces segment saw increased net sales driven by inorganic contributions from UW Solutions, with adjusted EBITDA margin declining to 18.8% [14] Market Data and Key Metrics Changes - The revenue pipeline for Glass is improving, positioning the segment for growth beginning in Q3 and into Q4 [8] - Metals showed solid sequential improvement from Q4, with expectations for continued improvement in Q2 [8][41] Company Strategy and Development Direction - The company is focusing on operational improvements and tariff mitigation efforts, with aggressive actions under Project Fortify expected to drive annualized savings of $13 million to $15 million [7][10] - The company is actively pursuing M&A opportunities to diversify its business mix and enhance growth prospects [11][18] Management's Comments on Operating Environment and Future Outlook - Management raised the fiscal year outlook for net sales and adjusted diluted EPS, expecting a strong second half driven by Performance Surfaces and improved glass results [11][19] - Management acknowledged ongoing market challenges but emphasized a focus on controllable factors to improve outlook [10] Other Important Information - The company expects net sales for the fiscal year to be in the range of $1.4 billion to $1.44 billion, with adjusted diluted EPS between $3.8 and $4.2 [16] - The unfavorable EPS impact from tariffs is estimated to be $0.35 to $0.45, primarily affecting the first half of the fiscal year [16] Q&A Session Summary Question: Can you elaborate on the glass business and the revenue pipeline? - Management noted good visibility six months out and mentioned a pivot to smaller jobs to fill gaps in market softness, with increasing confidence in quote activity and award rates [24][25] Question: What are the segment margin targets for different business groups? - Management indicated that metals and services face headwinds from tariffs, and while they may struggle to reach the bottom of their target ranges, they expect improvement in the second half [30][31] Question: What is driving the sequential improvement in the metals segment? - Management highlighted operational improvements and regaining customer confidence as key factors driving month-to-month sequential improvement [41][43] Question: What is the status of Project Fortify Phase two? - Management confirmed minimal savings in Q1, with more significant savings expected to materialize in Q2 [48] Question: Can you quantify the EPS impact from tariffs in Q1? - Management stated that the impact was initially estimated at $0.45 to $0.55, but has been revised to $0.35 to $0.45 for the full year, with favorable trends noted in Q1 [49][50]