Tribe Property Technologies (TRBE) investor relations material

Business overview and strategy

• Provides tech-enabled property management solutions, consolidating traditional firms and enhancing them with technology for efficiency and profitability.

• Achieved a 5-year revenue CAGR of 58% with 15 acquisitions since inception, targeting a $110 billion market opportunity.

• Operates a resilient, recurring revenue model with high client retention and immunity to economic downturns.

• Focuses on aggressive M&A, digitizing and optimizing acquired businesses, and cross-selling tech-backed solutions.

• Aims for continued profitable operations, organic growth, and AI expansion into 2026.

Technology and service offerings

• Offers proprietary software platforms for property management, governance, and AI-enabled solutions, with over 2 million home issues tracked.

• Digital marketplace connects residents with curated offers, leveraging group buying power and over 30 partnerships.

• AI-driven platform automates workflows, enhances governance, and delivers analytics for cost reduction and improved customer experience.

• Provides comprehensive services for strata/condo, rental, and commercial management, ranking among the top three in Canada.

• Solutions serve all stakeholders: developers, councils, property managers, owners, and residents.

Financial performance and growth

• Q1-2026 revenue reached $8.2M with $0.10M adjusted EBITDA; recurring tech-elevated management services accounted for 83.5% of revenue.

• Consistent annual revenue growth, with a 5-year CAGR of 58% and positive adjusted EBITDA in FY2025.

• Significant reduction in VTB debt (down 69%) and interest expense (down 39%) from Q1-2025 to Q1-2026.

• Transactional revenue from software licensing, data reporting, and marketplace offers supplements core recurring revenue.