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Phillips Edison & Company

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Phillips Edison & Company

Since 1991, Phillips Edison & Company has focused on the grocery-anchored shopping center sector. The company has a fully integrated in-house operating platform built on market leading expertise designed to optimize property value and consistently deliver a great shopping experience. Led by a veteran management team, Phillips Edison’s operating platform provides retail services including acquisition, redevelopment, leasing and management of grocery-anchored retail centers. The company’s portfolio currently includes a national footprint of retail properties. The company has corporate offices in Cincinnati, Salt Lake City, New York City and Atlanta.

About Investment Manager

Founded: 1991

Management Team:

Jeffrey S. Edison:

Chairman and Chief Executive Officer

Robert F. Myers:

Chief Operating Officer

Devin I. Murphy:

Chief Financial Officer

R. Mark Addy:

Executive Vice President

Sponsored Offering(s):

(See tables below)

REITs

Phillips Edison & Company, Inc. (formerly Phillips Edison Grocery Center REIT I, Inc.)

Phillips Edison Grocery Center REIT II, Inc.

Phillips Edison Grocery Center REIT III, Inc.

Private Placements

See table below

Contact Information

Phillips Edison & Company
11501 Northlake Drive
Cincinnati, OH 45249

Phone
513-554-1110

Fax
513-554-1820

Snapshot

AUM*
$5.6 Billion

Total Equity Raised**
$3.3 Billion

Number of Liquidity Events***
0

* Total assets for all active alternative investments reported by sponsors.
** During offering periods, including DRIP proceeds, for all offerings reported by sponsors.
*** As defined by Blue Vault where total liquidity has been achieved for common stock.

Links

Phillips Edison Mid Year 2017 Grocery and Retail Industry Update

Phillips Edison Releases Top 5 Retail Shopping Center Trends

Phillips Edison, Phillips Edison Grocery Center REIT II Complete Merger

Phillips Edison & Company to Merge with Phillips Edison Grocery Center REIT II

Phillips Edison Grocery Center REIT II Acquires Dallas Area Shopping Center

A Conversation with Grocery Real Estate Pioneer Phillips Edison

Phillips Edison Grocery Center REIT I Changes Name to Phillips Edison & Company, Inc.

Phillips Edison Grocery Center REIT I Increases Estimated Value per Share by 8%, Plans Name Change

Phillips Edison Grocery Center REIT I Arranges $195 Million in 14 Secured Mortgage Loans

Phillips Edison Grocery Center REIT I Internalizes Management

Phillips Edison Grocery Center REIT I Shareholders Approve Internalization

Phillips Edison Expands Holdings With Illinois Retail Buy

Phillips Edison Grocery Center REIT I, II End ARC Advisory Contracts

Phillips Edison Adds 600 KSF to Its REITs

Phillips Edison Grocery Center REIT II Reports Second Quarter 2017 Results

Phillips Edison Acquires Bakersfield Center

At Phillips Edison Company, company culture is the driver of success

Phillips Edison Grocery Center REIT I Shareholders to Vote on Internalization

Phillips Edison to Acquire Limited Partnership, Create $4B Shopping Center REIT

Phillips Edison Grocery Center REIT II, Inc. Acquires Grocery-Anchored Shopping Center

Comrit Mini-Tender Offer for Phillips Edison Grocery Center REIT I

Press Releases

Phillips Edison Grocery Center REIT III Acquires Northern Virginia Shopping Center

Phillips Edison & Company and Northwestern Mutual Enter into Joint Venture

Phillips Edison Grocery Center REIT III and Northwestern Mutual Enter into Joint Venture

Phillips Edison & Company Reports Third Quarter 2018 Results

Phillips Edison Grocery Center REIT II Reports Third Quarter 2018 Results

Phillips Edison Grocery Center REIT II Reports Second Quarter 2018 Results

Phillips Edison & Company Reports Second Quarter 2018 Results

Phillips Edison Grocery Center REIT III Initial Public Offering Declared Effective by U.S. Securities and Exchange Commission

Phillips Edison & Company Reports First Quarter 2018 Results; Increases Estimated Value per Share to $11.05

Phillips Edison Grocery Center REIT II Reports First Quarter 2018 Results; Increases Estimated Value per Share to $22.80

Phillips Edison Grocery Center REIT II Reports Fourth Quarter and Full Year 2017 Results

Phillips Edison & Company Reports Fourth Quarter and Full Year 2017 Results

Phillips Edison Grocery Center REIT I Completes Acquisition of Real Estate and Asset Management Business from Phillips Edison Limited Partnership

Nontraded REITs

Product Name

Effective Date

Close Date

Asset Type

LifeStage

Capital Raised

Total Assets

Investments

As of Date

Liquidity

REIT Name
Phillips Edison Grocery Center REIT III, Inc.

Effective Date
5/8/18

Closed Date
Continuous

Asset Type
Retail

LifeStage
Emerging

Capital Raised
$0.1M

Properties
$79.1M

Investments
5

As of Date
9/30/18

Liquidity
Not available

REIT Name
Phillips Edison Grocery Center REIT II, Inc.

Effective Date
11/25/13

Closed Date
9/15/15

Asset Type
Retail

LifeStage
Liquidating

Capital Raised
$1,103.8M

Properties
$1,635.2M

Investments
99

As of Date
9/30/18

Liquidity
SRP/Tender

REIT Name
Phillips Edison & Company, Inc.

Effective Date
8/12/10

Closed Date
2/7/14

Asset Type
Retail

LifeStage
Maturing

Capital Raised
$1,759.2M

Properties
$3,418.0M

Investments
233

As of Date
9/30/18

Liquidity
SRP/Tender

Full-Cycle (Date): Shareholders received cash or listed stock for all common shares of the previously non-traded investment program as of the given date.

In-Process: The investment program has commenced liquidation of its investment portfolio, has announced a merger or sale that has not yet been consummated, or has yet to provide common shareholders with full liquidity for their shares with cash and/or listed stock.

SRP/Tender: Share repurchase or tender program which permits shareholders to sell their shares back to the company, subject to limitations. The frequency, price, and limitations vary by investment program.

Suspended: The investment program has suspended its share repurchase or tender program.

None: The investment program does not have an intermittent liquidity program, but shareholders will receive liquidity upon termination or liquidity event at the end of the investment term.

Equity capital raised during offering periods, including DRIP proceeds.

Total Asset figures are from the last quarter reported for active programs and are the average total assets for full-cycle programs over their respective lives.