SmartRent (SMRT) Investor presentation summary

Strategic vision and growth priorities

• Focus on accelerating growth by expanding the installed base and deepening platform integration with data, analytics, and AI to enhance customer ROI and resident experience.

• Targeting double-digit CAGR in installed units, aiming for 1 million units by mid-2027 and 1.2 million by end of 2028.

• Scaling go-to-market operations and simplifying hardware architecture to drive profitability and free cash flow.

• Reinforcing competitive moat through integration, innovation, and operational rigor.

Market position and client base

• Leading provider in the rental housing industry with more deployed units than all competitors combined.

• Serves over 3,500 communities and 600 unique customers, including 15 of the top 20 multifamily operators.

• Large under-penetrated market with significant expansion opportunities within existing client base controlling 6.8M units.

• High customer loyalty and 0% churn for Smart Communities Solutions in Q2 2026.

Product and technology platform

• Offers an end-to-end open API platform combining hardware and SaaS for property operations.

• Solutions include access control, resident app, self-guided tours, smart apartments, package management, and asset protection.

• Smart Operations suite automates audits, inspections, work management, and resident inquiries.

• Platform enables workflow automation, centralized operations, and enhanced resident experiences.