GO Residential Real Estate Investment Trust (GO.U) investor relations material

Portfolio scale and mix

• 37 properties across 8 markets and 4 states; ~13.3 million sq. ft. of net rental area, 13,330 suites at 100% ownership and 12,095 pro rata.

• Q2 2026 residential occupancy was 93.1%; weighted average monthly rent was $3,159 and average portfolio age was ~11 years.

• Pro forma NOI mix is ~70% New York City and ~30% Sunbelt; suite mix comprises 47% urban-adjacent multifamily, 41% highrise and 12% new-construction/mid-rise.

• Portfolio figures include the pending Hudson Yards acquisition, expected to close in Q4 2026, and 27 pending H&R REIT properties, including REDT assets at 100% share.

Geographic portfolio

• New York portfolio: 12 properties and 4,908 residential suites; Q2 2026 occupancy 96.2% and weighted average monthly rent $5,772.

• Florida portfolio: 3,561 suites, 93.3% occupancy and $1,992 weighted average monthly rent; Texas: 3,227 suites, 88.3% occupancy and $1,492 rent.

• North Carolina portfolio: 1,634 suites, 92.3% occupancy and $1,565 weighted average monthly rent.

• Top markets by pro forma suites: New York City 33%, Dallas 15%, Tampa 15%, Austin 12%, Orlando 10%, Raleigh-Durham 8%, Charlotte 5% and Miami 2%.

New York portfolio and market

• NYC properties include 4,908 suites across Manhattan, Brooklyn and Queens; Q2 2026 occupancy was 96.2%, with weighted average monthly rent of $5,772.

• NYC average market asking rent rose from $3,399 in 2023 to $3,626 in 2026 YTD; vacancy was 3.0% in 2026 YTD.

• Forecast NYC population growth is 8.7% by 2050 versus 13.6% for the U.S.; NYC nonfarm job growth was 2.4% on the 5-year post-COVID average versus 1.6% on the 10-year pre-COVID average.