ABOUT ANNEX STUDENT LIVING

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2 ABOUT ANNEX STUDENT LIVING We prepare students for life by: Facilitating a desirable growth culture Creating affordable, amenity-rich housing Promoting the total college experience Annex Student Living, LLC is a fast-growing student housing developer serving the needs of colleges and universities throughout the country. Our goal is to bring the life experience and benefits of big campus living to smaller campus communities. Annex Student Living and its subsidiary, Annex Construction, specialize in new developments, acquisitions and joint ventures. Founded in 2009, Annex has a portfolio of communities valued at more than $100 million. Projects in the pipeline will bring total assets north of $150 million by We take pride in creating environments that promote resident life and community belonging as this truly impacts our residents futures. Each Annex development is strategically planned and executed to ensure a finished product that is cohesive with the goals and values of the schools and communities we serve. Annex has nearly 3,100 beds in various stages of operation. Our rapid growth has be facilitated through publicprivate partnerships, unique financing methods and community redevelopment efforts. MISSION: BRAND PROMISE: It is our mission to provide memorable college experiences through unique housing opportunities that serve as a catalyst for economic development. We seek to: Create community by establishing relationships and trust with open communication to create a family atmosphere. Innovate solutions by seeking input from our tenants, and adapting and absorbing that information to provide a superior product Calculate risk by carefully analyzing the market to understand potential threats and create contingency plans. Enhance culture of every student, campus and community proj 12 Annex Student Living is a fast-growing student housing developer REVENUE IN MILLIONS

3 THE ANNEX TEAM Kyle Bach, President & Chief Executive Officer Kyle Bach launched Annex Student Living, LLC in 2009 to provide luxury student housing for colleges and universities that have limited housing options (if any) at regional campuses, community colleges, and Division II and III universities. Prior to establishing Annex, he worked for two large midwestern real estate development firms, The Sterling Group and Richsmith Development, where he had responsibility for site selection, entitlements, debt and equity offering structures, and various other predevelopment structures. Bach has developed more than 2,000 multifamily and single family assets throughout the Midwest with a total development value exceeding $250 million. Thomas Tomaszewski, Chief Operating Officer Thomas Tomaszewski is chief operating officer of Annex Student Living and president of Annex Construction. As an experienced construction manager and development specialist, Tomaszewski actively has participated in all stages of development and construction on several different types of projects with a total value in excess of $250 million dollars. He worked as an engineer and subsequently served as a project manager for a mid-size commercial and residential developer/contractor. Tomaszewski s construction experience includes work on major civil infrastructure projects; development and construction of single and multifamily communities, midrise commercial buildings, office parks; and rehabilitation and construction of single family housing. Rob Martinson, Chief Investment Officer Rob Martinson plays a lead role in developing long term relationships with debt and equity partners for Annex Student Living. He is particularly interested in finding innovative ways to partner with public entities and private institutions to provide quality housing and amenities to further attract and retain the best students, researchers and faculty. Throughout his career, he has worked on over fifty projects and transactions totaling more than $300 million including retail, office, industrial, flex, self-storage, multifamily and student housing. Martinson has over ten years of real estate experience spanning a broad range of roles including construction, project management, owner representation, financial analysis and development. We simply could not be any happier with the student housing development your firm designed and built. It has far exceeded our expectations. Your ability to work with and understand local politics and regulatory guidelines, as well as work with the community, has been stellar. We simply could not have asked for more effort on your part or a more professional approach. President, Carl Sandburg College

4 Julie Elliott, General Counsel Elliott serves as a strategic adviser and is responsible for developing and leading corporate legal strategy to promote and protect the interest of Annex Student Living. With 15 years of legal experience, Elliott previously served as the associate general counsel for a national real estate investment and development company where she was responsible for all legal aspects of development and leading a legal team to support the company s development activities. She is a graduate of the Indiana University Robert H. McKinney School of Law and licensed to practice law in Indiana. Erica Hovermale, Controller An experienced accountant, Hovermale s experience includes financial statement completion for a portfolio of multi-family housing communities, as well as managing cash flow and identifying opportunities to save time and money on reconciliations for several different property development firms. A graduate of McKendree College in Lebanon, Illinois, Hovermale obtained a bachelor s degree in Business Administration and Accounting and a Bachelor of Fine Arts degree in Spanish Studies. Billy Mattingly, Operations Manager Mattingly has been involved in all facets of the construction industry for over fifteen years. Mattingly provides extensive experience in both commercial and multi-family construction management. The total gross construction dollar value for various multi-family construction projects under Mattingly s leadership exceed $127 million. Mattingly graduated from Purdue University s Civil Engineering School with a Bachelor s of Science in Construction Engineering & Management (CEM). Chuck Chuck Evans, III, Senior Superintendent Evans is an experienced construction manager and project superintendent with more than 40 years of experience. Projects under his supervision have included heavy industrial construction, commercial construction, low to mid-rise mixed use construction, multifamily construction and single family infill construction. He runs all day to day operations on job sites and is responsible to deliver projects on time. Beau Pahud, Development Associate As an in-house broker, Pahud is responsible for identifying acquisition opportunities and growing the development pipeline, as well as conducting market research and site selection, predevelopment due diligence and sourcing economic incentives. He earned his bachelor s from Purdue University with a degree in Financial Counseling and Planning. Melanie Alvarez, Administrative Assistant Alvarez is an expert in the area of communication and holds a high standard for attention to detail. Prior to joining Annex, Alvarez devoted her career to coaching, teaching, customer service and business development for various organizations. She studied Allied Health at IUPUI. We are excited about the new housing options for our students, as this facility has been instrumental in recruiting students outside our immediate location. The units themselves are nice and appropriate for student living. They offer the kind of flexibility that students want in their living arrangements. Additionally, the staff at Annex Student Living, LLC has been attentive and responsive to our institutional needs and desires. Vice Chancellor of Student Affairs, Indiana University Kokomo

5 Annex Student Living 14 locations $150 million 3,096 beds PROPERTY LOCATIONS

6 PROPERTY PORTFOLIO The Annex of Columbus Columbus, Indiana This project is a student housing development consisting of 112 beds for students of Indiana University Purdue University at Columbus and several other nearby colleges. The single, two-story building includes a clubhouse, laundry facility and group study rooms, suite-style living, and several exterior amenities. Beds: 112 TDC: $5M General Contractor: Annex Construction Architect: Joseph Architectural Group, Moline, IL Lender: First Merchants Bank Status: Operational

7 PROPERTY PORTFOLIO The Annex of Kokomo Kokomo, Indiana This project is a student housing development consisting of 139 beds for students of Indiana University of Kokomo and is located adjacent to IUK. Each threestory building offers rich amenities, suitestyle living and several exterior amenities. Beds: 139 TDC: $7M General Contractor: Lee & Ryan, Greenfield, IN Architect: Joseph Architectural Group, Moline, IL Lender: First Financial Bank Status: Operational

8 PROPERTY PORTFOLIO The Annex of South Bend South Bend, IN This is an acquisition and complete renovation project consisting of 133 beds for students of Indiana University at South Bend. The complex is located adjacent to IUSB in South Bend, IN. Each five-story building offers rich amenities, suite-style living and exterior amenities. Beds: 133 TDC: $7.5M General Contractor: CRG Residential, Indianapolis, IN Architect: CSO, Indianapolis, IN Lender: First State Bank of Middlebury Status: Operational

9 PROPERTY PORTFOLIO The Annex of Vincennes Vincennes, IN This is an acquisition and complete renovation project consisting of 128 beds for students of Vincennes University and is located adjacent to campus. Each apartment or townhome building offers rich amenities, suite-style living and exterior amenities. Beds: 128 TDC: $4M General Contractor: CRG Residential, Indianapolis, IN Architect: CSO, Indianapolis, IN Lender: Jeffries Loancore Status: Operational

10 PROPERTY PORTFOLIO Longmeadow Lima, OH This is an acquisition project consisting of 126 beds for students of The Ohio State University at Lima and is located adjacent to campus. The classic development offers rich interior and exterior amenities. Beds: 126 TDC: $5M Lender: First Financial Bank Status: Operational

11 PROPERTY PORTFOLIO The Villas at CSC Galesburg, IL This is a luxury student housing development consisting of 144 beds for students of Carl Sandburg Community College and located adjacent to CSC in Galesburg. The threestory building offers rich amenities, suitestyle living with a stand-alone clubhouse and several exterior amenities. Beds: 144 TDC: $8M General Contractor: Build to Suit, Davenport, IA Architect: Joseph Architectural Group, Moline, IL Property Manager: Bluffstone, LLC, Davenport, IA Lender: Midwest Bank of Western Illinois Status: Operational

12 PROPERTY PORTFOLIO The Annex of New Albany New Albany, IN This is an acquisition project consisting of 139 units for students of Indiana University Southeast and is located close to campus. The development has been renovated to offer modern upgrades, a new clubhouse and several new exterior amenities. Beds: 253 TDC: $9.5M General Contractor: Annex Construction Architect: CSO Status: Operational

13 PROPERTY PORTFOLIO Station 74 Murray, Kentucky Station 74 is a new construction, off-campus housing complex with 2- and 4-bedroom apartments in Murray, Kentucky less than a half mile from Murray State University. Beds: 268 TDC: $12M General Contractor: BACAR Constructors Architect: CSO Property Manager: Preiss Company Lender: BB&T Status: Operational

14 PROPERTY PORTFOLIO The Annex of Marion Marion, Ohio The Annex of Marion is a 192-bed apartment community serving the students of The Ohio State University at Marion and other local schools. Beds: 192 TDC: $8M General Contractor: Annex Construction Architect: CSO, Indianapolis Status: Operational

15 PROPERTY PORTFOLIO The Annex of Richmond Richmond, Indiana The Annex of Richmond is a 216-bed development serving students of Indiana University East and other local colleges. The Annex features a clubhouse with kitchen, computer center, study area, social lounge and laundry facility. Beds: 216 TDC: $8.5M General Contractor: Meyer Najem Architect: Joseph Architectural Group, Moline, IL Status: Operational

16 PROPERTY IN DEVELOPMENT The Annex of Battle Creek Battle Creek, Michigan This is an acquisition and complete redevelopment project consisting of 118 units for students of Kellogg Community College. The development is being 100% renovated to offer modern upgrades, a new clubhouse and new exterior amenities. Beds: 118 TDC: $6M General Contractor: Annex Construction Architect: N/A Status: Fall 2016 Occupancy

17 PROPERTY IN DEVELOPMENT The Annex on Tenth Indianapolis, Indiana This new construction community is located downtown Indianapolis and will serve students of Indiana University Purdue University at Indianapolis and other local schools. Beds: 535 TDC: $32M General Contractor: Annex Construction Architect: CSO, Indianapolis Status: Fall 2017 Occupancy

18 PROPERTY IN DEVELOPMENT Annex 41 Terre Haute, Indiana This new construction student housing development is located adjacent to the campus of Indiana State University and close to other local colleges. Beds: 408 TDC: $25M General Contractor: Annex Construction Architect: CSO, Indianapolis Status: Fall 2017 Occupancy

19 PROPERTY IN DEVELOPMENT Annex 56 Warrensburg, Missouri This 87-unit community is located near Kansas City, Missouri and serves the students of the University of Central Missouri. The property is located adjacent to campus. Beds: 324 TDC: $14.5M General Contractor: Annex Construction Architect: CSO, Indianapolis Status: Fall 2017 Occupancy

20 TESTIMONIALS

21 IN THE MEDIA Published in local market media as well as trade, such as:

22 IN THE MEDIA

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