Slide 1: Stockland 3Q17 Update
27 April 2017 133 Castlereagh Street T 02 9035 2000 Sydney NSW 2000 F 02 8988 2552 For personal use only www.stockland.com For media enquiries STOCKLAND 3Q17 UPDATE Greg Spears Senior Manager Media Relations Stockland today provides the attached presentation which provides the 3Q17 Stockland T +61 (
Slide 2: 3Q17 Update: Results built on sustainable communities
Stockland For personal use only 3Q17 Update RESULTS BUILT ON SUSTAINABLE COMMUNITIES 31 March 2017 Cardinal Freeman The Residences, Sydney
Slide 3: Agenda
Agenda For personal use only Group Update 3 Commercial Property 4 Residential 7 Retirement Living 9 Summary and Outlook 10 Stockland 3Q17 Update 2
Slide 4: Group Update
Group Update For personal use only Continued solid performance: Retail sales growth relatively flat, continuing to grow specialty sales productivity per square metre Progressing our $548m Retail and L&BP developments on schedule and feasibility Good momentum in L&BP leasing activity Solid Re
Slide 5: Retail
Retail For personal use only Comp Retail Sales: Total Sales by MAT Annual 3Q17 Comp Category to 31 March2 Growth Growth Growth 3Q17 sales growth relatively flat, impacted by several issues Specialties excluding Dick Smith 3 1.8% 1.0% 0.9% Easter shifts from 3Q16 to 4Q this year Specialties 0.6%
Slide 6: Retail trends/Leasing strategy
Retail trends/Leasing strategy For personal use only Wetherill Park – an example of evolving design and retailer mix Entertainment and Leisure To act as a community hub and meeting place for family and friends Fast food and casual dining To cater to customer demand for diverse dining options Before:
Slide 7: Logistics and Business Parks, Office
Logistics and Business Parks, Office For personal use only Logistics & Business Parks: Logistics and Business Parks FY17 year to date 1H17 Strong leasing momentum with 345,000 sqm, 28% of the Leases executed 291,500 sqm 160,000 sqm portfolio, executed or under heads of agreement Continuing progr
Slide 8: Residential Communities
Residential Communities For personal use only Affordability focus differentiates our business Residential net deposits - quarterly 2,301 2,116 77% of buyers were owner occupiers in the 1,891 1,706 692 1,792 March quarter, 54% first home buyers 648 521 NSW 405 442 280 Solid quarter for net depo
Slide 9: Leading in Housing Affordability
Leading in Housing Affordability For personal use only Examples of entry house and land packages Pallara (Qld) 50 per cent1 of Stockland’s customers Stockland Brisbane LGA Median are first home buyers Price2 Price3 $454,870 $655,000 75 per cent1 of customers are owner- occupiers Highlands (Vic) Laun
Slide 10: Retirement Living
Retirement Living For personal use only Resale values benefitting from strength of Retirement Living net reservations - quarterly Eastern seaboard Residential market 264 255 259 244 210 Reservations impacted by units withheld for future development (Oak Grange, Melbourne 159 and Castle Ridge, Sy
Slide 11: Summary & Outlook
Summary & Outlook For personal use only Remain on track to achieve FFO per security growth Our Purpose: We believe there is a better way to live of 6–7% in FY17 with DPS targeted at 25.5 cents, assuming no material change in market conditions. Underpinned by: Full year Residential settlements ab
Slide 12: Important Notice
Stockland Corporation Limited ACN 000 181 733 Stockland Trust Management Li ACN 001 900 741; AFSL 241190 Asa responsible entity for Stockland Trust ARSN 092 897 348 25th Floor 133 Castlereagh Street SYDNEY NSW 2000 Important Notice ckland does not warrant or represe' mation in this presentation is f