Stockland · ASX:SGP
Stockland — Corporate Update (October 2021)
12 slides from Stockland's corporate update, Oct 19, 2021
Slide 1: 1Q22 Update
1Q22 Update 19 October 2021 Artist impression, Affinity Place, North Sydney, NSW
Slide 2: Communities
Communities Providence, QLD 2
Slide 3: Residential
Residential Strong sales and enquiry momentum continuing Net sales by quarter • Quarterly net sales of 1,947, in-line with expectations and 8% above 1Q21 2,500 2,036 1,974 1,891 1,947 • Result reflects consistent sales momentum following completion of HomeBuilder in 2,000 1,799 382 180 March 2021, d
Slide 4: Retirement Living
Retirement Living Sales volumes expected to increase as restrictions ease Sales – highly sensitive to imposition and removal of COVID-19 restrictions • Lower net sales of 156 consistent with recent performance during periods NSW rebound Strong VIC rebound Expect sales to rebound as post initial post
Slide 5: Land Lease
Land Lease Strong performance across combined portfolio • Sales momentum in SEQ driving total quarterly sales of 119 sites • New site acquisitions at Coffs Harbour (NSW), Armstrong Creek (VIC) and Tarneit (VIC), contributing 600+ sites towards our 7,800 site future portfolio • Halcyon integration pr
Slide 6: Commercial Property
Commercial Property Artist impression, M_Park, Macquarie Park, NSW 6
Slide 7: Retail Town Centres
Retail Town Centres Operating metrics in line with expectations • With NSW restrictions eased, over 96% of stores nationally are trading To 30 September 2021 Total portfolio4 Comparable centres5 Retail sales MAT MAT 1Q22 growth • Over 150 leasing deals completed during the quarter; negotiated rents
Slide 8: Logistics, Life Sciences & Technology and Workplace
Logistics, Life Sciences & Technology and Workplace Portfolio remains well positioned Logistics, Life Sciences & Technology • Solid occupancy of 98.9%1 1Q22 1Q21 • Over 112,900 sqm of space leased across the period with an additional 72,700 sqm under heads of agreement Leases executed 112,900 sqm 77
Slide 9: Summary
Summary Artistic impression, Halcyon Highlands, Greens, QLD VIC 9
Slide 10: Optimise Stockland capital allocation
Optimise Stockland capital allocation Unlock $33bn1 development pipeline EXPAND THIRD PARTY CAPITAL LOGISTICS, LIFE WORKPLACE RETAIL RESIDENTIAL LAND LEASE RETIREMENT LIVING SCIENCES & TOWN CENTRES TECHNOLOGY Create workplaces of the Market leading residential High growth sector with Improved perfor
Slide 11: FY22 outlook
FY22 outlook • Strategic review market update • Strong residential sales momentum • COVID-19 trading restrictions ease • Continue to investigate scheduled for 8 November 2021 continues into FY22, with significant across the retail portfolio opportunities to rebalance progress in the quarter with con
Slide 12: Stockland Corporation Limited Important Notice
Stockland Corporation Limited ACN 000 181 733 Stockland Trust Management Limited ACN 001 900 741; AFSL 241190 As responsible entity for Stockland Trust ARSN 092 897 348 LEVEL 25 133 Castlereagh Street SYDNEY NSW 2000 Important Notice This Presentation has been prepared and issued by Stockland Corpor