Kaiser Rentals | 8-Unit Portfolio | Louisiana

TENANT & CREDIT QUALITY | NATIONAL LEADER | PUBLICLY TRADED STABILITY

• Portfolio leased to Acme Refrigeration, a wholly owned subsidiary of Watsco, Inc. (NYSE: WSO), the largest HVAC/R distributor in the Americas with $7B in annual revenue.
• Backed by a $23B market cap and a diversified, recession-resilient business model providing essential climate control products year-round.
• Acme Refrigeration is a subsidiary of Watsco which is a credit tenant that ensures secure, reliable income and long-term stability.

PORTFOLIO & INCOME STRUCTURE | STRONG CASH FLOW | VALUE-ADD UPSIDE

• Eight-property industrial portfolio totaling ±162,106 SF across Louisiana and Mississippi, positioned in key distribution markets.
• Attractive 7.11% cap rate with potential to reach a double-digit pro forma rents as rents adjust to market—current rents average 50% below market.
• NNN leases with staggered expirations offer predictable income and long-term rent growth potential.

REAL ESTATE & MARKET FUNDAMENTALS | STRATEGIC GULF REGION | INDUSTRIAL HUB LOCATIONS

• Assets are strategically located near major highways, ports, and energy corridors supporting logistics and manufacturing activity.
• Each property is well-maintained and deeply integrated in its local market, minimizing vacancy and relocation risk.
• Supported by diversified regional economies in Baton Rouge, Lafayette, New Orleans, and Jackson, ensuring sustained tenant performance.