▪ Acquisition of 8 private oncology assets with triple-net leases from GenesisCare for $110.3 million1▪ Establishment of joint venture with operator Acurio Health Group (Acurio) to acquire and develop a 5 hectare integrated private hospital anchored health precinct in Camden, NSW - Initial land acquisition investment by Home Consortium of $29.2 million2 with approvals in place to commence construction by October 2021 of a 78 bed private hospital which will be leased to Acurio - Long term potential to create a $500+ million health and innovation precinct ▪ ASX-listed HealthCo REIT (ASX-Listed HealthCo) and Unlisted Institutional Fund (Unlisted HealthCo) on-track for establishment by calendar year endHome Consortium (ASX:HMC) (HomeCo) today provides an update in relation to HealthCo portfolio acquisitions which further enhance the scale and diversification of the seed portfolio for the proposed ASX-Listed and Unlisted HealthCo vehicles.These acquisitions build on the strong momentum and success to date in assembling a high quality and diversified healthcare portfolio which provides exposure to attractive long-term growth megatrends and aims to deliver attractive risk adjusted returns.These acquisitions will be funded from cash and undrawn debt commitments3.GenesisCare Property Portfolio AcquisitionHomeCo has agreed to acquire via sale-and-leaseback a national property portfolio from global oncology care provider GenesisCare. GenesisCare is one of the largest independent providers of integrated oncology services with over 440 clinics internationally, including 370 radiation therapy treatment centres in Australia, USA, UK and Spain.The acquisition price of $110.3 million1 reflects a weighted average passing yield of approximately 4.5%. The portfolio provides attractive income security and growth characteristics:▪ Triple-net leases▪ WALE of 10.7 years (with long term options across all properties) ▪ Strong embedded rental growth and inflation protectionGenesisCare will continue to operate each centre and there will be no impact on patient care.Camden Integrated Hospital Anchored Health Precinct DevelopmentThe agreed acquisition of a 5 hectare site across three parcels of land in Camden, NSW will unlock a significant development pipeline for HealthCo in Australia’s fastest growing local government area (LGA)4.HealthCo has agreed to partner with Acurio to initially develop a 78 bed integrated private hospital5 (stage 1) which will be leased to Acurio under a 15 year lease. In addition, the joint venture will develop an integrated health and innovation precinct (stages 2 & 3) with a potential end value of $500+ million. The parcels of land have State Significant Development Approval for a mixed-use medical campus including approval for a large scale general hospital and biomedical facility.For stage 1 of the project, HomeCo has agreed terms to fund at least $70 million of capex and construction is expected to commence by October 2021.Camden presents a significant long term investment opportunity for HealthCo and is underpinned by attractive growth demographics including:▪ Population growth: Camden is forecast to be among the fastest population growth LGAs in Australia, with forecast growth of 4.5% per annum from 2021-20416▪ Ageing population: the over 65 age group in South-West Sydney is expected to increase 74% by 2031, and 92% in the over 85 age group7.▪ High private health insurance coverage: Camden has 58% private health insurance coverage vs NSW average of 46% and surrounding LGA average of 30%8▪ Undersupply of private hospital beds: preliminary needs analysis estimates a current deficit of ~500 overnight and ~150 same day private beds in Sydney’s South West and Outer South West vs. available supply. This deficit is expected to grow without further investment in capacity in the region9HomeCo Managing Director and Chief Executive Officer David Di Pilla said:“Today’s acquisition update further demonstrates our ability to source high quality healthcare assets which align to the model portfolio strategy for HealthCo. We are pleased to establish strategic partnerships with both GenesisCare and Acurio. In particular, we look forward to the development at Camden as part of our significant broader involvement in the Western Sydney growth corridor.”HealthCo Capital Raising Update▪ HomeCo’s previously proposed strategy to establish ASX-Listed HealthCo and Unlisted HealthCo by calendar year end remains on-track.▪ The IPO process for ASX-Listed HealthCo which will look to raise at least $500 million of equity has commenced and is on-track for a listing in 1H FY22▪ The Unlisted HealthCo Fund is also on-track for establishment with a target equity raise of $1.0 billion and initial first close of at least $500 million by calendar year end.HealthCo Board and Governance UpdateThe proposed board and governance framework for ASX-Listed HealthCo and Unlisted HealthCo Fund has now been finalised. The board will be comprised of highly credentialed individuals with complementary backgrounds, skill sets and experiences. The HealthCo Advisory panel which was previously announced will continue to assist with investment opportunity origination and due diligence.HomeCo is pleased to announce that Dr. Chris Roberts (former CEO of Cochlear Limited) has agreed to join the proposed board of ASX-Listed HealthCo. The proposed ASX-Listed HealthCo board will be comprised of:▪ Joseph Carrozzi (Independent Chairman)▪ Stephanie Lai (Independent Director and Chair of the Audit & Risk Committee) ▪ Natalie Meyenn (Independent Director)▪ Dr. Chris Roberts (Independent Director)▪ Kelly O’Dwyer (HomeCo representative)▪ David Di Pilla (HomeCo representative)FY21 Guidance ReaffirmedHomeCo reaffirms FY21 FFO guidance of no less than $35.0 million (12.9 cents per security). HomeCo also reaffirms FY21 dividend guidance of 12.0 cents per security.