Kimco Realty (KIM) Corporate presentation summary

Portfolio positioning

• Grocery-anchored assets represent 87% of ABR, with a stated goal of ~90%; grocer productivity is ~$815 per SF.

• Occupancy reached a record 96.4% in affluent first-ring trade areas, with median income of ~$112K.

Growth levers

• Organic growth drivers include mark-to-market leasing, rent escalators, occupancy gains and $75M of signed-not-opened leases.

• Redevelopment includes grocer repositioning and ~28 new boxes; the entitled multifamily pipeline exceeds 10,000 units.

• A- / A3 credit ratings and $2.7B of liquidity support internally funded growth; capital recycling targets a +100 bps cap-rate spread and 200 bps higher expected CAGR.

• Structured investments provide debt capital at accretive yields with ROFO / ROFR access to acquisitions.

One Kimco operating model

• One Kimco combines specialized national teams with local expertise, standardized workflows and scaled digital capabilities to turn portfolio scale into operating leverage and earnings growth.

• From 2019 to 2025, revenue CAGR was 10.4% versus 5.4% for G&A; G&A / revenue fell from 7.2% to 5.4%, representing ~24% more operating leverage since 2019.

• The platform links speed-to-rent and signed-not-opened lease conversion to revenue acceleration, while G&A leverage and expense synergies support margin expansion.