Digital Core REIT (DCRU) Investor presentation summary

Strategic priorities and capital recycling

• Focus on recycling capital to enhance portfolio quality and improve market mix, with accretive investments and improved balance sheet flexibility.

• Strategic transactions include selling interests in North American assets and acquiring stakes in Singapore and Osaka data centres.

• Capital from asset sales is used for new investments, debt repayment, and unit repurchases.

Portfolio transformation and APAC expansion

• Increased APAC presence through acquisition of interests in Singapore's 11 Loyang Close and Osaka's Digital Osaka 3.

• Singapore and Osaka data centres offer high occupancy, modern infrastructure, and long WALEs.

• Portfolio shifts from North America to greater Asia Pacific exposure, doubling APAC concentration.

Financial impact and balance sheet strength

• Transactions deliver DPU accretion and reduce aggregate leverage from 39.2% to 36.3%.

• Ample debt headroom with $490 million available and a well-staggered debt maturity schedule.

• Repurchased $30 million in units at a 23% discount to NAV, generating 390 bps accretion.