Strategic Initiatives and Internalization - NSA sold a $540 million portfolio of 71 non-core assets to a private buyer[12] - NSA contributed 56 assets valued at $346.5 million into a new joint venture (2024 JV)[12] - A new joint venture (2023 JV) was formed with $400 million of committed equity capital for acquisitions, implying $1 billion of buying power with leverage up to 60%, and acquired 18 properties totaling approximately $148 million YTD[12] - Since launching the program in 2022, NSA repurchased 18.2 million common shares totaling $675 million, retiring 12% of total common shares and OP units outstanding[12] - NSA internalized its PRO structure, effective as of July 1, 2024, acquiring management agreements, intellectual property, and tenant insurance program rights for $94.9 million, consisting of 1,548,866 OP units and $32.6 million in cash[13] Financial Performance and Portfolio - NSA's total enterprise value is $10.3 billion[55] - Q3 2024 same store NOI growth was -5.3% year-over-year[55] - Q3 2024 core FFO/share growth was -7.5% year-over-year[55] - NSA's dividend rate has grown 73% over the past five years (Q4 2024 vs Q4 2019)[72] Market Position and Growth Strategy - NSA defines the Sunbelt as the following states: AL, AR, AZ, CA, FL, GA, LA, MS, NC, NM, NV, OK, SC, TN and TX, and 66% of NSA's stores are in the Sunbelt[59, 60]

Investor Highlights DORIAN LPG February 2022 Disclaimer Forward-Looking Statements This presentation contains certain forward-looking statements including analyses and other information based on forecasts of future results and estimates of amounts not yet determinable and statements relating to our future prospects, developments and business strategies. Forward-looking statements are identified by their use of terms and phrases such as "anticipate," "believe," "could," "estimate," "expect," "intend," "may," ...

Company Overview - cbdMD was acquired in December 2018 and had FY23 net sales of $24 million[9] - The company reduced headcount from 180 to 48[21] - The company achieved $12 million in annual run-rate SG&A cost reductions in 1Q24 compared to 1Q23[20] Market Position and Brand Strength - 95% of cbdMD customers reported product effectiveness in 2023, a 6% increase from 89% in 2022[39, 40] - cbdMD is positioned within the top 10 brands in the US market for both gummies and tinctures categories[33] - The company's products have received several awards, including the 2023 Pet Innovation Award and 2024 Wholefoods Natural Choice Awards[30] Financial Performance - In Q1 2024, revenue was $538 million, gross profit was $355 million, and total SG&A was $465 million[97] - GAAP loss from operations in Q1 2024 was $110 million[97] Market Opportunities - The US CBD market is expected to double to $10 billion by 2028[65] - IBIS World predicts the CBD industry will grow at 28% in 2023 and 2024[67] - The global functional mushroom market was valued at $3171 billion in 2023 and is expected to grow at a CAGR of 112% from 2024 to 2030[70, 71]

Company Highlights - FCPT acquired 64 properties for $199 million at a 71% cap rate in the last 5 months of 2024[7] - The company raised over $102 million in Q4 and $104 million in Q1 to date through ATM[7] - FCPT has $204 million of unsettled equity forwards as of March 17, 2025[7] - The company extended and upsized its credit facility capacity in January 2025, including a $350 million revolver capacity and a $225 million term loan[7] Portfolio Composition - Olive Garden accounts for 34% of the portfolio, while LongHorn represents 10%[7] - The company's portfolio consists of 1220 leases across 163 brands[50, 54] - Darden spin-off properties have 56x rent coverage[15, 18] Financial Metrics - FCPT's net debt to adjusted EBITDAre ratio is 49x[15, 52] - The company's average annual escalator is 14%[52] - FCPT's Q4 AFFO per share is $044[50]

Investor Highlights DORIAN LPG May 2022 Disclaimer Forward-Looking Statements This presentation contains certain forward-looking statements including analyses and other information based on forecasts of future results and estimates of amounts not yet determinable and statements relating to our future prospects, developments and business strategies. Forward-looking statements are identified by their use of terms and phrases such as "anticipate," "believe," "could," "estimate," "expect," "intend," "may," "pla ...

Energizing the World… Soberly Chris Wright, Chairman & CEO | Liberty Energy (LBRT) Piper Sandler 24th Annual Energy Conference | March 19, 2024 FORWARD LOOKING STATEMENTS The information in this presentation includes "forward-looking 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. All statements, other than statements of historical facts, included herein concerning, among other things, statements abo ...

Liberty Energy's Performance and Strategy - Liberty Energy is the 4th largest North American Oilfield Services (OFS) company[7, 39] - The company boasts a 12-year average Cash Return on Capital Invested (CROCI) of 24%[11, 39] - Liberty's Adjusted EBITDA for the trailing twelve months (TTM) is $11 billion, with a net income of $431 million and EPS of $250[39] - Liberty has repurchased 13% of its shares since July 2022[35, 39] - The company's annualized dividends are payable at $028 per share[39] Energy Market Dynamics and Liberty's Position - Hydrocarbons still account for 85% of global energy consumption[64, 65] - Liberty expects 90% of its fleets to be primarily natural gas-powered by the end of 2024[29] - Liberty's lateral feet completed have increased by 27% since 2022[24] Return of Capital Program - Liberty has returned $388 million through buybacks[35] - The company's cumulative return of capital is $459 million[35] - Since 2021, Liberty's return of capital is over $600 million[35]

DORIAN LPG 1 Investor Highlights August 2022 Forward-Looking Statements 2 Disclaimer This presentation contains certain forward-looking statements including analyses and other information based on forecasts of future results and estimates of amounts not yet determinable and statements relating to our future prospects, developments and business strategies. Forward-looking statements are identified by their use of terms and phrases such as "anticipate," "believe," "could," "estimate," "expect," "intend," "may ...

DORIAN LPG 1 Investor Highlights November 2022 Disclaimer Forward-Looking Statements This presentation contains certain forward-looking statements including analyses and other information based on forecasts of future results and estimates of amounts not yet determinable and statements relating to our future prospects, developments and business strategies. Forward-looking statements are identified by their use of terms and phrases such as "anticipate," "believe," "could," "estimate," "expect," "intend," "may ...

Financial Performance - Cash and investments totaled $148.9 million as of March 31, 2023 [9] - Total debt obligations amounted to $663.6 million as of March 31, 2023 [9] - Net income for the three months ended March 31, 2023, was $76.02 million, compared to $35.38 million for the same period in 2022 [21] - Net cash provided by operating activities for the three months ended March 31, 2023, was $98.02 million, compared to $29.92 million for the same period in 2022 [21] Fleet Operations - Helios Pool TCE was $68,019 per available day [13] - Helios Pool Spot + COA TCE was $78,530 per available day [13] - Fleet utilization was 95.7% [13] - Spot TCE was $71,974 per operating day [13] - Spot fleet utilization was 95.3% [13] Market Trends - North American exports increased year-over-year, with total exports reaching 14,832,184 in 1Q23 compared to 12,472,692 in 1Q22 [14] - Estimated quarterly time charter-in expense is projected to be $10.5 million for 1Q 2024, $12.9 million for 2Q 2024, and $13.2 million for 3Q 2024 [10] Scrubber Operations - Average savings from scrubbers were approximately $212.5 per metric ton of HSFO supplied versus VLSFO for the last quarter [20] - Total savings from scrubber operations have reached 116% of the initial investment [20]