SELECTIRENTE - First Quarter 2026 Business Performance and Revenue

Supported by a portfolio of high-street retail assets, nearly two-thirds of which are located in central Paris, SELECTIRENTE has continued to deliver solid operational performance since the beginning of the year:

• Continued investment momentum with nearly €4.0 million invested since the start of the year and an upcoming acquisition pipeline
• Revenue up 1.1% and a still-high financial occupancy rate at 95.7% over the past twelve months (95.6% in 2025)
• Strong leasing activity since the beginning of the year with 17 new leases and renewals
• Proposed 2025 dividend of €4.20 per share, an increase of +2.4% compared with last year.

Over the past few months, the geopolitical and macroeconomic environment has significantly deteriorated, generating considerable uncertainty and high volatility in financial markets. In France, investment volumes in commercial real estate fell by 46% year-on-year to €2 billion in Q1 2026, with retail reaching €813 million, down by 41%, but up 48% when excluding the exceptional transactions carried out by luxury brands in 2025. Retail real estate remains the most active asset class, and several indicators confirm a renewed interest in commercial real estate, supported by the attractiveness of city-center retail (source: JLL).

Leasing Activity and Revenue – First Quarter 2026

SELECTIRENTE reported quarterly revenue of €7.7 million as of 31 March 2026, an increase of +1.1% compared with the same period last year:

• Based on the current portfolio, IFRS rental income totalled €7.6 million, up +1.1% compared with Q1 2025. This increase is mainly driven by acquisitions completed in 2025 (€18.7 million invested in direct real estate) and early 2026. This growth is expected to accelerate over 2026, as most of the 2025 investments were completed in the second half of the year.
• On a like-for-like basis, rental income remained stable compared with Q1 2025 (+0.1%), reflecting a combination of positive effects from rent indexation (+1.2%), new leases, lease renewals, and lease transfers (+2.6%), offset by vacancy resulting from tenant departures (-1.8%) and ongoing insolvency cases (-1.9%).

 ⁽¹⁾ Additional rental income

Since the beginning of the year, leasing management activity has been particularly strong, including 13 re-lettings and 4 renewals, carried out mainly in Paris and the Paris region (14 retail units), as well as in two major regional cities and one asset in Belgium, generating €0.8 million in new annualized rental income. These relocations and renewals demonstrate the resilience of SELECTIRENTE's portfolio and contribute to its overall performance.

The average financial occupancy rate (over the past twelve months) remains high, increasing to 95.7%, compared with 95.6% for the year 2025. For Q1 2026 standalone, the rate improved to 95.7%, compared with 95.2% in Q1 2025 and 95.4% in Q4 2025.

Investments and Disposals

In the first quarter of 2026, SELECTIRENTE continued its dynamic investment trend with the acquisition of 5 high-street retail units located in Paris (6^th and 14^th arrondissements) and in the city centers of Rueil-Malmaison (92), Lyon (69) and Bordeaux (33). The total investment amount for these assets, all leased to leading national and international retailers and located in high-density commercial areas, amounted to €3.9 million, generating an immediate yield of 6.1%, with conservative rents relative to current market rental values.

The Company also signed in early April the acquisition of a retail unit located in the 14^th arrondissement of Paris and is currently committed to acquiring a portfolio of three assets located in Paris (9^th and 11^th arrondissements) for a total acquisition cost of €2.5 million. SELECTIRENTE remains well positioned to seize additional opportunities thanks to its €60 million in available financial resources.

SELECTIRENTE also continued the strategic portfolio refocus, with the sale of a retail unit in Fontenay-sous-Bois (94) for €0.6 million, and the signing to date of two sale agreements representing a total net seller price of €0.8 million.

2025 Universal Registration Document

The 2025 Universal Registration Document was filed with the French Financial Markets Authority (AMF) on April 22, 2026. It is available for consultation and download on the Company's website (www.selectirente.com, section Investors / Regulatory Information) and on the AMF's website, in xHTML format. This document includes the annual financial report, reports from the Supervisory Board and Statutory Auditors, as well as the 2025 Sustainability Report.

Annual General Meeting

SELECTIRENTE's Annual General Meeting (AGM) will take place on Thursday, 28 May 2026 at 11:00 AM, at the Company's headquarters: 303, Square des Champs Élysées, Evry-Courcouronnes (91). The meeting will be broadcasted on the Company's website.

Proposed Dividend of €4.20 per Share for FY 2025

Following a review by the Supervisory Board, the Company confirms that a dividend of €4.20 per share for the 2025 financial year, representing an increase of 2.4% compared with 2024, will be submitted to the vote of the upcoming Annual General Meeting on May 28.

If approved, the dividend will be paid on June 10th, 2026. Only shareholders holding shares on the ex-dividend date (two business days prior to the payment date), i.e. June 8^th, 2026, will be entitled to receive this dividend.

Changes in the governance of Selectirente Gestion, manager and general partner of SELECTIRENTE

SELECTIRENTE announced on 29 April the appointment of Jean-Marc Peter as Chief Executive Officer of SELECTIRENTE GESTION, manager and general partner of SELECTIRENTE, effective May 1^st, 2026.

As of May 28^th 2026, the date of SELECTIRENTE's Annual General Meeting, Jean-Marc Peter will also assume the role of Chairman of SELECTIRENTE GESTION, succeeding Jérôme Descamps, whose term of office will end on that date.

Outlook

In a context of macroeconomic and geopolitical uncertainties that may weigh on the economy and financial markets, SELECTIRENTE enters 2026 with a clear strategy.

The Company intends to prioritise the deployment of its current €60 million investment capacity, seizing acquisition opportunities in a favourable late-cycle environment, while continuing a programme of targeted disposals aimed at further optimising its portfolio and enhancing rental income. The overarching objective is the continued improvement of recurring net income and net current cash flow, with a view to supporting the sustainable growth of its dividend.

Leveraging its strong presence in major French metropolitan areas, the Company will maintain dynamic and responsible asset management, actively identifying value-creation opportunities across its portfolio.

SELECTIRENTE also intends to continue implementing its environmental, social and governance commitments, and aims to increase its visibility among a broader base of investors, both in France and internationally.

2026 Financial Calendar

• May 28, 2026– Annual General Meeting
• July 23, 2026 – H1 2026 Activity and Results

Contacts

Audrey MILLERET – Chief Financial Officer, Selectirente Gestion - +33 (0)1 85 09 03 10 – audrey.milleret@selectirente.com

Aliénor Kuentz – SHAN communication agency – +33 (0)6 28 81 30 83 – alienor.kuentz@shan.fr

www.selectirente.com l Press release l Q1 2026 Business Performance and Revenue