Fibra Mty S A P I (FMTY 14) Investor presentation summary

Portfolio growth and performance

• Achieved 11x investment property growth since IPO, doubling GLA in 2023 and maintaining high occupancy rates of 96.1% across 112 properties in 15 markets, with a focus on high-growth regions in Mexico.

• Portfolio includes 87 industrial, 25 office, and 6 retail properties, with industrial assets representing 73.8% of revenue and 98.9% occupancy.

• Consistently outperformed benchmarks, delivering strong shareholder returns and maintaining high EBITDA and NOI margins above 80%.

• Ongoing and planned expansions and acquisitions target over $1.5 billion in new assets by 2026, with a robust pipeline and cap rates around 8%.

• Nearshoring trends drive demand, especially in border states, with 84% of gross absorption in 2023 linked to this dynamic.

Corporate governance and leadership

• Recognized for best-in-class governance, with 80% independent technical committee members and 30% women representation.

• First fully internalized Mexican REIT, with no management fees and a transparent, unstaggered board structure.

• Executive compensation is results-oriented, with variable pay in shares tied to performance.

• Highly experienced leadership team with deep expertise in real estate, finance, and legal sectors.

Financial strength and flexibility

• Maintains investment grade ratings (BBB-/BBB), prudent leverage (LTV 25-35%), and net debt/EBITDA below 5x.

• Capital structure is balanced, with most debt unsecured, long-term, and fixed or hedged.

• Frequent, accretive equity issuances support rapid deployment into identified pipelines.

• Strong cash generation and dividend yields consistently above benchmarks.