Ram Essential Services Property Fund · ASX:REP
Ram Essential Services Property Fund — Investor Presentation (June 2023)
11 slides from Ram Essential Services Property Fund's investor presentation, June 2023
Slide 1: RAM Essential Services Property Fund Investor Materials June 2023
RAM ESSENTIAL SERVICES PROPERTY FUND Investor Materials June 2023 REAL ASSET MANAGEMENT I PAGE 0
Slide 2: Highlights of Recent Activity
HIGHLIGHTS OF RECENT ACTIVITY The portfolio continues to perform strongly and compares favourably to other listed real estate exposure Portfolio Continued Strong Leasing Resilient Tenancy Mix Active Value-Add Outcomes Occupancy stable at 98%2 due Accretive healthcare +7% leasing spreads to resilienc
Slide 3: Our Approach to Capital Management
OUR APPROACH TO CAPITAL MANAGEMENT We have been positioning behind the scenes WE BOUGHT WELL Acquired 22 assets, largely off-market, in 14 months at WACR well above other market participants Reached 50/50 income split between medical and retail ahead of schedule Valuations in our defensive sectors r
Slide 4: Short Term: Active portfolio management
SHORT TERM Active portfolio management REAL ASSET MANAGEMENT I PAGE 3
Slide 5: Possible Short-Term Activity
POSSIBLE SHORT-TERM ACTIVITY POTENTIAL ACTION IMPACT Portfolio funded from headroom which will produce immediate accretion to Execution of value-add yield and significant enhancement to fund WALE schemes with largest healthcare partner Opportunity to utilise sustainable finance to fund the project p
Slide 6: Medium Term: Securing deal flow to enhance future earnings
MEDIUM TERM Securing deal flow to enhance future earnings REAL ASSET MANAGEMENT I PAGE 5
Slide 7: Leverage RAM's Ecosystem to Unlock Value
LEVERAGE RAM’S ECOSYSTEM TO UNLOCK VALUE Central to our approach is to partner with our operators in every aspect of their roll out Data Driven Catchment Identification OPERATOR-LED OPPORTUNITIES We engage with operating partners to help deliver identifiable expansion and growth opportunities. Opera
Slide 8: Complementary Fund Management Strategy
COMPLEMENTARY FUND MANAGEMENT STRATEGY Healthcare Opportunity Fund and RAM’s investor base generating strong deal flow and de-risked opportunities for REP Healthcare Opportunity fund has been created to target premium Australian healthcare assets Wholesale investment partners poised to invest a sign
Slide 9: Attractive Valuation
ATTRACTIVE VALUATION Secure capital values and low earnings risks being overlooked REAL ASSET MANAGEMENT I PAGE 8
Slide 10: Attractively Valued
ATTRACTIVELY VALUED REP being priced like Office despite secure capital values and earnings outlook PRICE TO NTA Price to NTA 2023 DISTRIBUTION YIELD 3 YEAR DPU GROWTH P.A. 3 Year DPU Growth p.a. 10.00% 10.00% 4.00% 5.00% 9.00% 3.50% 3.00% 0.00% 8.00% 2.50% -5.00% 7.00% 2.00% -10.00% 6.00% 1.50% -15
Slide 11: Important Information
IMPORTANT INFORMATION GENERAL ADVICE WARNING: The information contained herein does not have any regard to the specific investment objectives, financial situation or the particular needs of any person. The information in this presentation is not intended to be personal financial advice. This materia
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