MSIC 2023 Annual Report

MS IC PROPERTIES

commercial real estate property located in Newton, Massachusetts. This location is home to MSIC’s executive offices, operations and in-person training and educational programs. In addition, an affiliated entity, MSIC Partners, LLC, utilizes the space. As reported in previous years, during fiscal year 2021, the property was impacted negatively by the loss of one, large tenant which used the Massachusetts pandemic legislation to benefit itself, leading to the termination of that tenant’s lease. A significant amount of that tenant’s space was leased in September 2022. At this time, the property’s vacancy rate is below 15%. As a result of the positive leasing activity, looking forward, the property will continue to have improved financial results. This was evident by the property’s FY2023 fourth quarter financial results, which had near breakeven profitability. Despite three consecutive years of losses, the earnings before interest, taxes, depreciation and amortization (EBITDA) remained positive. The favorable EBITDA results have allowed MSIC Properties to weather the financial storm and afforded it the ability to continually improve the condition of the property. As the operating results continue to improve, several other factors contribute to the attractiveness of the property to new and existing tenants, which will further result in the property returning to profitability. The property is located in an attractive suburban location that is being improved by the Massachusetts Department of Transportation Needham Street/Highland Avenue Improvement Project currently in process and, after several years of work, it is expected to be completed in 2024. The location will be further improved by the ongoing, abutting Northland Newton Development Project, which when the project is complete, will include 10 acres of public open space, 800 residential units, office space and retail space. This multi-year development project will transform the 30-acre site into a walkable, environmentally sustainable new neighborhood. The developer is currently completing the below grade work on the site. Of direct benefit to the property is the completion of the garage improvement project during November 2021, at a total cost of $6.6 million. This project is the most recent example of MSIC’s long term strategy to improve the condition of the property to attract and retain tenants and to increase its valuation. MSIC Properties, LLC, is a wholly-owned subsidiary of MSIC and it holds a

$1,368

$1,087

$681

$524

$199

2019

2020 2021

2022

2023

MSIC PROPERTIES, LLC EBITDA RESULTS Fiscal Years Ending September 30 ($ in Thousands)

$865.6

$645.8

4.20%

$865.6

3.16%

$645.8

4.20%

2021

2022

2023

3.16%

2021 -0.73% -0.73% -$153.3

-0.79%

2022

2023

2019

2020

-2.62%

-0.79%

-$205.7

2019

2020

-$153.3

-2.62%

-$205.7

-$657.1

-$657.1

Net Income MSIC Properties Net Income MSIC Properties

Investment Yield

Investment Yield

MSIC PROPERTIES, LLC OPERATING RESULTS Fiscal Years Ending September 30 ($ in Thousands)

2023 ANNUAL REPORT 33

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