Goodman Group · ASX:GMG
Goodman — Investor Day (June 2019)
28 slides from Goodman's investor day presentation, Jun 20, 2019
Slide 1: Goodman Group Investor Day
For personal use only Goodman Group Investor Day Date 20 June 2019 Release Immediate Goodman Group (Goodman or Group) advises that it will host an institutional investor and analyst update today. The attached presentation was issued as a supporting document for the briefing. Ends – For further infor
Slide 2: For personal use only
For more information: www.goodman.com For personal use only
Slide 3: Goodman Group Investor Day June 2019
Goodman Group Investor Day 20 June 2019 For personal use only Rochedale Motorway Estate, QLD, Australia
Slide 4: Important notice and disclaimer
Important notice and disclaimer For personal use only + This document has been prepared by Goodman Group (Goodman Limited (ABN 69 000 123 071), Goodman Funds Management Limited (ABN 48 067 796 641; AFSL Number 223621) as the Responsible Entity for Goodman Industrial Trust (ARSN 091 213 839) and Good
Slide 5: Contents
Contents + Group introduction – Greg Goodman For personal use only + Regional updates + Asia - Paul McGarry + New Zealand - John Dakin + Australia - Jason Little + North America - Anthony Rozic + Brazil - Cesar Nasser + Continental Europe - Philippe Van der Beken + United Kingdom - Charles Crossland
Slide 6: Urban logistics
Urban logistics + Our customers globally continue to demand proximity close to consumers in urban locations, driven by: For personal use only - Structural trends of urbanisation - Rapidly changing purchasing behaviour of consumers - Rising consumerism and the increasing need for convenience + Most i
Slide 7: Regional updates
For personal use only Regional updates
Slide 8: Asia – Paul McGarry
Asia – Paul McGarry Strategic initiatives For personal use only + Focus on major infill markets across the region + Development-led growth the best way to source well-located high-quality assets + Large development programmes through Hong Kong and Greater Bay area + Focus on quality, scale and inten
Slide 9: Asia – Hong Kong
Asia – Paul McGarry For personal use only Market + Hong Kong Investment type + Development + Recently secured a 15-year pre-commitment from a data centre operator for 100% of Building 1 at Goodman Tsuen Wan West with construction due to start shortly Strategy + Multiple interested parties on future
Slide 10: Asia – Beijing, China
Asia – Paul McGarry For personal use only Market + Beijing, China Investment Type + Development + Recently secured a 10 year pre-commitment from a pharmaceutical provider for Phase 1 of Goodman Beijing Southgate Industrial Park + Phase 2 to commence soon with development Strategy intensification and
Slide 11: Asia – Greater Tokyo, Japan
Asia – Paul McGarry For personal use only Market + Greater Tokyo, Japan Investment type + Multi-stage development + Recently secured a pre-commitment from BMW for Stage 4 of Goodman Business Park (“GBP”) Strategy + Multiple customer enquiry on remaining future stages from a range of industries inclu
Slide 12: New Zealand – John Dakin
New Zealand – John Dakin Strategy 100% For personal use only + Investment in the Auckland Industrial market + Unlock growth potential of existing portfolio through rental growth and medium-term redevelopments of under-utilised sites + Continue to monitor potential for further acquisitions in central
Slide 13: New Zealand – Otahuhu, South Auckland
New Zealand – John Dakin For personal use only Market + Otahuhu, South Auckland + Acquisition of brownfield development site (with holding Investment type income) + Acquisition in line with GMT strategy to own strategically located industrial assets in central Auckland infill locations Strategy + Ho
Slide 14: New Zealand – Mt Roskill, Auckland
New Zealand – John Dakin For personal use only Market + Mt Roskill, Auckland Investment type + Acquisition of 13 hectare infill industrial site + Strategically located industrial asset in central Auckland infill location Strategy + Lease improvements as is for medium-term. Potential for redevelopmen
Slide 15: Australia – Jason Little
Australia – Jason Little Strategy + Targeting major metropolitan cities on the east coast of Australia For personal use only + Focus on long-term sustainability of income + Development of our greenfield / brownfield land continues to be the best risk adjusted method to access product in the right lo
Slide 16: Australia – Oakdale and Redbank
Australia – Jason Little For personal use only + Oakdale, Western Sydney, NSW / Redbank Motorway Estate, Market Redbank, QLD Investment type + Development Strategy + Large-scale, multi-stage developments + Oakdale is located within Western Sydney’s logistics hub of Indicative Masterplan of Oakdale I
Slide 17: Australia – Smithfield, Inner West market, Sydney
Australia – Jason Little For personal use only Market + Smithfield, Inner West market, Sydney Investment type + Brownfield re-development Strategy + Demolish existing facility and re-build + Smithfield is an older style distribution centre which is located within the established Smithfield industria
Slide 18: North America – Anthony Rozic
North America – Anthony Rozic Strategy For personal use only + Pursue opportunities in key identified markets with a focus on LA, Inland Empire West, Pennsylvania and New Jersey + Remain focused on monetising the existing landbanks and enhancing the pre-lease strategy + Target acquiring value-add op
Slide 19: North America – Los Angeles, North LA / Glendale
North America – Anthony Rozic For personal use only Market + Los Angeles – North LA / Glendale Investment type + Infill value-add and development Strategy + Refurbish buildings 1-2 and develop adjoining land sites + Located in North LA, an affluent area with a strong consumer base in East San Fernan
Slide 20: Brazil – Cesar Nasser
Brazil – Cesar Nasser Strategy + Take advantage of the current subdued economic activity to acquire strategically located land in For personal use only core markets primarily in São Paulo + Focus on infill locations, closer or inside São Paulo city, with opportunistic acquisitions for larger plots o
Slide 21: Brazil – Itaquera, São Paulo
Brazil – Cesar Nasser Market + Itaquera, São Paulo city, São Paulo state For personal use only Guarulhos Airport Ayrton Senna Highway Investment type + Development + Development of 2 buildings, both with flexible units targeting Strategy last-mile delivery (e-commerce retailers and 3PL companies) +
Slide 22: Continental Europe – Philippe Van der Beken
Continental Europe – Philippe Van der Beken Strategic initiatives For personal use only + Continued focus on quality locations, assets, relationships, away from more commoditised product and markets + Target acquisitions of prime real estate in infill areas, with higher expected long-term income gro
Slide 23: Continental Europe – Barcelona, Utrecht, Bremen
Continental Europe – Philippe Van der Beken Market + Core land-restricted locations throughout CE For personal use only Investment type + Development + Ensure long-term value creation through intensified Strategy land use Barcelona + Barcelona, Spain 2 assets, 15 - 20 km from city centre Adjacent to
Slide 24: Continental Europe – Urban logistics
Continental Europe – Philippe Van der Beken For personal use only Market + Urban logistics 1 Investment type + Development Strategy + Warehouse development close to urban areas All located close to urban centres in land-restricted areas with lack of vacant space 1. Amsterdam, Netherlands West of Ams
Slide 25: United Kingdom – Charles Crossland
United Kingdom – Charles Crossland Strategy For personal use only + Acquiring sites in prime locations around London, the South East and M25 + 3 prime urban brownfield sites acquired in the last 12 months with end value of over £270m + Continued strategy to dispose of non-core land through developme
Slide 26: United Kingdom – Park Royal, North West London
United Kingdom – Charles Crossland For personal use only Market + Park Royal, North West London Investment type + Development Strategy + Customer-led development + Prime location, 4.5 miles from Central London + Located in London’s largest industrial estate Location + 650m from new HS2 station and £
Slide 27: United Kingdom – Dartford, Outer London
United Kingdom – Charles Crossland For personal use only Market + Dartford, Outer London Investment type + Development + Commence development in FY20 Strategy + Target consumer servicing customers + Prime M25/SE London location + ½ mile from Junction 1a, M25 Location + Over 9m population within 1 hr
Slide 28: Thank you
Thank you For personal use only Important Notice This document has been prepared by Goodman Group (Goodman Limited (ABN 69 000 123 071) and Goodman Funds Management Limited (ABN 48 067 796 641) (AFSL 223621) as the Responsible Entity for Goodman Industrial Trust (ARSN 091 213 839) and Goodman Logist