Deutsche Industrie REIT-AG (DIR) · Portfolio #1 - Neubrandenburg 5 DIR-001 Type Production & logistics Sector(s) Federal State Mecklenburg Western Pomerania Type of ownership Property

Deutsche Industrie REIT-AG (DIR)Real Estate Portfolio

13 August 2020

PortfolioBroad regional allocation

2

Pro forma portfolio as of 13/08/2020 = including notarised properties YTD with transfer of ownership after 30/06/2020Source | Google Maps

Every location of our properties can be found here:

https://deutsche-industrie-reit.de/en/property/portfolio/

Portfolio as of 30/06/2020

Acquired properties

with transfer after 30/06/2020

Federal State Properties Commercial space Annualised rent % of rent

North Rhine-Westphalia 25 371,460 sqm 13,815 k€ 28.7%

Lower Saxony 8 265,436 sqm 7,987 k€ 16.6%

Bavaria 6 125,109 sqm 7,731 k€ 16.1%

Baden-Wurttemberg 8 172,929 sqm 7,042 k€ 14.6%

Mecklenburg Western Pomerania 7 119,742 sqm 3,082 k€ 6.4%

Brandenburg 5 46,399 sqm 2,204 k€ 4.6%

Saxony-Anhalt 6 58,466 sqm 1,920 k€ 4.0%

Thuringia 4 57,150 sqm 1,680 k€ 3.5%

Rhineland Palatinate 1 20,905 sqm 1,043 k€ 2.2%

Saarland 1 44,084 sqm 948 k€ 2.0%

Bremen 1 9,496 sqm 420 k€ 0.9%

Berlin 1 8,816 sqm 228 k€ 0.5%

Total 73 1,299,991 sqm 48,100 k€ 100.0%


PortfolioProperties Overview

3

All properties in excel:


# Properties

No. of

commercial

units

Total rental

space in

sqm

Commercial

rental space

in sqm

Annualised

In place

rent in k€

Occupancy

commercial

WALT

in

years

IPR

commercial

in €/sqm

Current

market

value

m€

Yield

49 Properties with transfer before 01/10/2019 1,191 1,149,813 910,200 33,431 89.0% 4.7 3.38 420,667 7.9%

15 Properties with transfer 01/10/2019 until 30/06/2020 316 342,018 260,141 10,885 79.2% 6.0 4.27 126,310 8.6%

64 Portfolio as of 30/06/2020 1,507 1,491,831 1,170,341 44,316 86.8% 5.0 3.56 546,977 8.1%

9 Properties with transfer after 30/06/2020 122 136,072 129,650 3,784 98.4% 6.6 2.39 35,302 10.7%

73 Proforma Portfolio 1,629 1,627,903 1,299,991 48,100 88.0% 5.1 3.43 582,279 8.3%


Properties(balanced as of30 June 2020)

Portfolio#1 - Neubrandenburg

5

DIR-001

Type Production & logistics Sector(s)

Federal State Mecklenburg Western Pomerania Type of ownership

Property area 82,315 sqm Land use 69% Date of transfer Q1-2015

Commercial units 26 Total Rental space 56,519 sqm Commercial Rental space 36,243 sqm

Annualised In place rent 678 k€ IPR/sqm. Commercial 1.56 €/sqm WALT 6.8 years

Occupancy 98.0% Current market value 6,300 k€ Yield 10.8%

Wood-working, car services, parcel service

17033 Neubrandenburg, Augustastraße 30

Freehold

Portfolio#2 - Güstrow

6

DIR-003






Occupancy 100.0% Current market value 790 k€ Yield 11.4%

Freehold

18273 Güstrow, Glasewitzer Chaussee 31

Metalworking

Portfolio#3 - Bad Salzdetfurth

7

DIR-005

Type Industrial park Sector(s)

Federal State Lower Saxony Type of ownership



Annualised In place rent 1,683 k€ IPR/sqm. Commercial 3.76 €/sqm WALT 1.2 years


31162 Bad Salzdetfurth, Teccenter 1

Automotive supplier, IT-Services, Logistics

Partial leasehold

Portfolio#4 - Löhne

8

DIR-006

Type Logistics Sector(s)

Federal State North Rhine-Westphalia Type of ownership





Mail order, Furniture hardware

Partial leasehold

32584 Löhne, Dieselstraße 7, 9

Portfolio#5 - Schortens

9

DIR-007



Property area 178,973 sqm Land use 55% Date of transfer Q1-2017/2018




26419 Schortens, Olympiastraße 1

Federal authority, multi-service providers, several trading companies

Freehold

Portfolio#6 - Rostock

10

DIR-008







18069 Rostock, Handelsstraße 3

Wind power plant producer, logistics

Freehold

Portfolio#7 - Bornheim

11

DIR-009







Freehold

53332 Bornheim, Ottostraße 91

Logistics, health care

Portfolio#8 - Drei Gleichen

12

DIR-010


Federal State Thuringia Type of ownership





99869 Drei Gleichen, Dr.-Bube-Straße 6

Supermarket chain

Freehold

Portfolio#9 - Wuppertal

13

DIR-011







Specialist traders, safety equipment, education institution

Freehold

42285 Wuppertal, Am Brögel 1A-23

Portfolio#10 - Remscheid

14

DIR-012







42857 Remscheid, Kippdorfstr. 6-24

Mechanical engineering, specialist traders, logistics

Freehold

Portfolio#11 - Neustadt-Glewe

15

DIR-013







19306 Neustadt-Glewe, Brauereistr. 30-35

Logistics

Freehold

Portfolio#12 - Dortmund

16

DIR-014







Freehold

44143 Dortmund, Hannöversche Str. 22 b,d

Event organiser, specialist trader, education institution

Portfolio#13 - Bochum

17

DIR-015







44867 Bochum, Kantstr. 10, 18-20

Custom tailor, university, printing

Freehold

Portfolio#14 - Witten

18

DIR-016







Medical gases, locksmith, various craftsmen

Freehold

58456 Witten, Rüsbergstr. 70

Portfolio#15 - Ronnenberg

19

DIR-017







30952 Ronnenberg, Berliner Str. 1-3, Chemnitzer Str. 11, 13

Natural cosmetics

Partial leasehold

Portfolio#16 - Elchingen

20

DIR-018


Federal State Bavaria Type of ownership





89275 Elchingen, Dieselstraße 10

Foam processing

Freehold

Portfolio#17 - Lichtenfels

21

DIR-019







Freehold

96215 Lichtenfels, Bamberger Str. 58-60

Foam processing

Portfolio#18 - Meschede

22

DIR-020







59872 Meschede, Am Steinbach 8

Logistics, furniture store

Freehold

Portfolio#19 - Hattingen

23

DIR-021







Rail vehicle engineering, specialist trader, online shop

Freehold

45525 Hattingen, Hufeisenstraße 6-8

Portfolio#20 - Meerbusch

24

DIR-022


Federal State Nordrhein-Westfalen Type of ownership





40670 Meerbusch, Fritz-Wendt-Str. 5

Computer consumables

Freehold

Portfolio#21 - Fehrbellin

25

DIR-023


Federal State Brandenburg Type of ownership





16833 Fehrbellin, An der Plantage 15

Building material

Freehold

Portfolio#22 - Schleiz

26

DIR-024







Freehold

7907 Schleiz, Industriestraße 11

Automotive supplier

Portfolio#23 - Wildau

27

DIR-025







15745 Wildau, Chausseestraße 3

Frozen goods logistics

Freehold

Portfolio#24 - Bremen

28

DIR-026


Federal State Bremen Type of ownership





Packaging

Freehold

28717 Bremen, Am Heidbergstift 6


29

DIR-027







26419 Schortens, Roffhausener Landstraße 18c

Logistics

Freehold

Portfolio#26 - Wismar

30

DIR-028







23966 Wismar, Am Westhafen 1-3c. Hallenstr. 2, 4

Shipyard suppliers, yacht repair and sevices

Partial leasehold

Portfolio#27 - Simmern

31

DIR-029


Federal State Rhineland Palatinate Type of ownership





Freehold

55469 Simmern/Hunsrück, Argenthaler Str. 11

Compressed air systems

Portfolio#28 - Schwerin

32

DIR-030







19061 Schwerin, Werkstraße 710 - 714, 717 - 721

State authority

Freehold

Portfolio #29 - Berlin

33

DIR-031


Federal State Berlin Type of ownership





Pharmaceutical Industry

Freehold

12347 Berlin, Britzer Damm 124, 128; Moosrosenstr. 7/9/11/13

Portfolio #30 - Münster

34

DIR-032







48159 Münster, Schleebrüggenkamp 15


Freehold

Portfolio #31 - Regensburg

35

DIR-033







93055 Regensburg, Donaustaufer Straße 378


Freehold

Portfolio #32 - Wolfratshausen

36

DIR-034







Freehold

82515 Wolfratshausen, Pfaffenrieder Str. 5 + 7


Portfolio #33 - Dinslaken

37

DIR-035







46535 Dinslaken, Thyssenstraße 93

Specialist trader

Freehold

Portfolio #34 - Solingen

38

DIR-036







Cutlery industry, household goods

Freehold

42719 Solingen, Nümmener Feld 10

Portfolio#35 - Bad Waldsee

39

DIR-037


Federal State Baden-Wurttemberg Type of ownership





88339 Bad Waldsee, Steinstr. 28

Online/Mail order seller

Freehold

Portfolio#36 - Zella-Mehlis

40

DIR-038







98544 Zella-Mehlis, Am Köhlersgehäu 6

Electrical engineering

Freehold


41

DIR-039







Freehold

26419 Schortens, Roffhausener Landstraße

Metalworking

Portfolio#38 - Duisburg

42

DIR-041







Custom-made sunshades

Freehold

47198 Duisburg, Eisenbahnstraße 70

Portfolio#39 - Halberstadt

43

DIR-042


Federal State Saxony-Anhalt Type of ownership





38820 Halberstadt, Am Sülzegraben 17

Surface coatings

Freehold


44

DIR-043







42857 Remscheid, Rosentalstr. 22

Defence Industry

Freehold


45

DIR-044







Freehold

42857 Remscheid, Vieringhausen 118

Defence Industry

Portfolio#42 - Freisen

46

DIR-045


Federal State Saarland Type of ownership





66629 Freisen, Industriegelände

Defence Industry

Freehold

Portfolio#43 - Essingen

47

DIR-046







Metalworking

Freehold

73457 Essingen, Streichhoffeld 1 u. 3

Portfolio#44 - Aalen

48

DIR-047







73431 Aalen, Ulmer Straße 82-84

Metalworking

Freehold

Portfolio#45 - Rosengarten

49

DIR-048







74538 Rosengarten, Neue Str. 1

Metalworking

Freehold

Portfolio#46 - Schwerin

50

DIR-049







Freehold

19057 Schwerin, Grevesmühlener Straße 18a

Building materials trade

Portfolio#47 - Dortmund

51

DIR-050







44147 Dortmund, Westfaliastraße 187

Parcel Service / Post

Freehold

Portfolio#48 - Barleben

52

DIR-051







Packaging

Freehold

39179 Barleben, Im Hasenwinkel 5

Portfolio#49 - Eschenbach

53

DIR-052







92676 Eschenbach in der Oberpfalz, Gossenstraße 51

Automotive

Freehold

Portfolio#50 - Bad Oeynhausen

54

DIR-053







32549 Bad Oeynhausen, Unterer Sundern 11

Textile industry

Freehold

Portfolio#51 - Düren

55

DIR-054







Freehold

52355 Düren, Kreuzauer Str. 33

Printable materials

Portfolio#52 - Linthe

56

DIR-055







14822 Linthe, Kampaweg 1

Logistics

Partial condominium

Portfolio#53 - Altlandsberg

57

DIR-056







Frozen goods logistics

Freehold

15345 Altlandsberg, Honöwer Chaussee 1 / Seeberger Str. 10

Portfolio#54 - Westhausen

58

DIR-057







73463 Westhausen, Dr.-Rudolf-Schieber-Str. 11, 13, 15

Various local businesses

Freehold

Portfolio#55 - Hannover

59

DIR-058







30179 Hannover, Wiesenauer Straße 11, 13

Specialist traders, retailer

Freehold

Portfolio#56 - Bocholt

60

DIR-059







Freehold

46395 Bocholt, Hindenburgstr. 19, Kaiser-Wilhelm-Str. 39,41, 42

Fulfilment

Portfolio#57 - Unna

61

DIR-060







59423 Unna, Heinrich-Hertz-Str. 14 u. 18

Mechanical and plant manufacturing

Freehold

Portfolio#58 - Löbichau

62

DIR-061







Logistics

Freehold

4626 Löbichau, Leedenstraße 3

Portfolio#59 - Wesel

63

DIR-062







46485 Wesel, Schepersweg 41-61

Manufacture of technical plastic products

Freehold

Portfolio#60 - Kloster Lehnin

64

DIR-063







14797 Kloster Lehnin, Damsdorfer Hauptstraße 36B

Archiving and storage of relevant documents

Freehold

Portfolio#61 - Dinslaken

65

DIR-064







Freehold

46539 Dinslaken, Lanterstraße 34

Production of safety lighting

Portfolio#62 - Wedemark

66

DIR-065







30900 Wedemark, Industriestraße 44

Logistics

Freehold

Portfolio#63 - Oberding

67

DIR-066







Aerospace companies, logistics

Leasehold

85445 Oberding, Lohstraße 22-28a

Note: Considering minus 1,495 k€ ground rent, the gross initial yield is 10.8%.

Portfolio#64 - Mönchweiler

DIR-067







78087 Mönchweiler, Am Fohrenwald 1

Mechanical and plant manufacturing

Freehold

68

Properties(Transfer of ownership after 30 June 2020)

Portfolio#65 - Osterwieck

DIR-068







38835 Osterwieck, Lüttgenröder Str. 4

Fulfilment

Freehold

71

Portfolio#66 - Hude

DIR-069







Freehold

27798 Hude, Heinrich-Dreyer-Str. 1

Printable materials, logistics

72

Portfolio#67 - Oebisfelde-Weferlingen

DIR-070







39646 Oebisfelde-Weferlingen, Lunapark 2

Plastics processing

Freehold

73

Portfolio#68 - Möckern

DIR-071







Logistics

Freehold

39291 Möckern, Dammfeld 6

74

Portfolio#69 - Lauda-Königshofen

DIR-072







97922 Lauda-Königshofen , Bahnhofstraße 70 u. 100

Furniture manufacturing, Interior

Freehold

75

Portfolio#70 - Euskirchen

DIR-073



Property area 118,618 sqm Land use 35% Date of transfer n.n.




53881 Euskirchen, Adolf-Halstrick-Str. 6

Paper processing, cardboard, packaging

Freehold

76

Portfolio#71 - Oschersleben

DIR-074







39387 Oschersleben, Anderslebener Straße 159

Logistics

Freehold

77

Portfolio#72 - Grünsfeld

DIR-075







97947 Grünsfeld, Industriestraße 2 u. 6

Electrical engineering

Freehold

78

Portfolio#73 - Bielefeld

DIR-076







33699 Bielefeld, Gustav-Winkler-Str. 17

Beverage wholesale, furniture logistics

Freehold

Appendix

AppendixGlossary

80

# Glossary

1 Commercial units e.g. logistics, production, warehouse, office or similar without parking and other units (for example antennas, open spaces, apartments)

2 Total rental spaceAlso contains ancillary areas such as open spaces, ancillary rooms (corridors, sanitary facilities, common areas), apartments, owner-

occupied space (concierge or similar)

3 Commercial rental space e.g. logistics, production, warehouse, office or similar without parking and other units (for example antennas, open spaces, apartments)

4 Annualised in-place rent Contractual net cold rent p.a. for all units (includes also antennas, parking lots, open spaces, apartments etc.)

5 Vacancy commercial Vacant commercial space divided by (total) commercial space

6 WALT Weighted average lease terms - only contracts with an agreed fixed term have been considered

7 IPR commercial per sqm Rent of leased commercial units divided by space of leased commercial units

8 Current market value Value determined by means of market value appraisal or, where this is not yet available, the purchase price

9 Date of transfer Transfer of ownership (benefits and encumbrances)

10 EPRA NAV per share Total equity modified according to EPRA guidelines divided by number of shares

11 FFO Funds From Operation - Recurring and one-off adjusted result from the operation of the property portfolio

12 GAV Gross Asset Value – Value of investment properties in the balance sheet

13 Net-LTV Net loan-to-value – debt (financial liabilities minus cash) divided by GAV

Disclaimer

The material in this presentation has been prepared by Deutsche Industrie REIT-AG (Deutsche Industrie) and is general background information about Deutsche Industrie’s

activities current as at the date of this presentation. This information is given in summary form and does not purport to be complete. Information in this presentation, including

forecast financial information, should not be considered as advice or a recommendation to investors or potential investors in relation to holding, purchasing or selling securities

or other financial products or instruments and does not take into account your particular investment objectives, financial situation or needs. Before acting on any information

you should consider the appropriateness of the information having regard to these matters. Any relevant offer document and in particular, you should seek independent

financial advice. All securities and financial product or instrument transactions involve risks, which include (among others) the risk of adverse or unanticipated market, financial

or political developments and, in international transactions, currency risk.

This presentation may contain forward looking statements including statements regarding our intent, belief or current expectations with respect to Deutsche Industrie REIT-AG

businesses and operations, market conditions, results of operation and financial condition, capital adequacy, specific provisions and risk management practices. Readers are

cautioned not to place undue reliance on these forward looking statements. Deutsche Industrie REIT-AG does not undertake any obligation to publicly release the result of

any revisions to these forward looking statements to reflect events or circumstances after the date hereof to reflect the occurrence of unanticipated events. While due care

has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. Forecasts and hypothetical examples are subject

to uncertainty and contingencies outside Deutsche Industrie REIT-AG control. Past performance is not a reliable indication of future performance.

The individual financial statements comprise the balance sheet, statement of comprehensive income, statement of changes in equity, cash flow statement and are prepared in

Euros (EUR). All amounts are presented in thousands of Euros (kEUR) (exceptions are indicated), which may result in rounding differences.

81

Documents

Deutsche Industrie REIT-AG (DIR) · Portfolio #1 - Neubrandenburg 5 DIR-001 Type Production & logistics Sector(s) Federal State Mecklenburg Western Pomerania Type of ownership Property