One United Properties (ONE) Investor presentation summary

Platform and development portfolio

• Founded in 2007; integrated developer, owner and manager across residential, office, retail and hospitality, with urban regeneration central to the strategy.

• Residential portfolio totaled €4.6bn GDV and 17,742 units across completed, under-construction and planning stages at 30 June 2026; 12,152 units and €2.77bn GDV remained from 2027 onward.

• Delivered residential track record: 16 developments, 3,028 units, 523k sqm GBA and €862.4m GDV.

• Residential landbank pipeline: €3.7bn GDV, 14,714 potential units and more than 10 years of development visibility across Romania and Nashville.

• 3,939 residential units with €1.33bn GDV were under construction; 75% of units under construction were contracted at 30 June 2026.

NAV and balance sheet

• Adjusted NAV attributable to owners was €1.24bn, or RON 61.91 per share, at 30 June 2026; total assets under control were €2.04bn, including minority interests.

• LTV was 16.5% at 30 June 2026; management-calculated NAV is a non-IFRS, unaudited estimate based on asset values less liabilities.

• IFRS assets were RON 6.9bn, equity RON 3.8bn, cash RON 371.0m and net debt RON 1.5bn at 30 June 2026; net debt equaled 22% of IFRS assets.

• The 2026 tender offer and buybacks involved 5,376,578 treasury shares, or 4.87% of share capital, planned for cancellation; pro forma shares total 105,123,422.

Recurring-income portfolio

• Standing rental portfolio was 152k sqm GLA, 95% leased, with 5.2-year WAULT and €28.6m annualized headline NOI at 30 June 2026.

• One Gallery, One Technology District and Mondrian Hotel add approximately 43k sqm, all 100% pre-leased; portfolio GLA is expected to reach 195k sqm by year-end 2026.

• Rental income including tenant services rose 3% YoY to RON 83.9m in H1 2026; net rental income increased 6% to RON 56.8m.

• Rental portfolio target for 2030 exceeds €1bn GAV and 300k sqm GLA; annualized headline NOI is projected at €75m on the stated portfolio assumptions.