Charter Hall Group · ASX:CHC
Charter Hall — Investor Presentation (June 2015)
17 slides from Charter Hall's investor presentation, Jun 23, 2015
Slide 1: Charter Hall celebrates 10 years as a publicly listed A-REIT
Charter Hall > CELEBRATES O Year AS A PUBLICLY,LISTED A-REIT THANK YOU TO OUR INVESTORS, TENANTS AND PEOPLE TOGETHER WE’VE COME A LONG WAY
Slide 2: Agenda
Agenda 1 Historical performance 2 Milestones and portfolio evolution 3 Market penetration and bench strength 4 Board & Executive Leadership Group David Harrison David Southon Joint Managing Director Joint Managing Director CHARTER HALL GROUP 10th Anniversary as an ASX listed company | 23 June 2015 2
Slide 3: Historical performance
Historical performance CHARTER HALL GROUP 10th Anniversary as an ASX listed company | 23 June 2015
Slide 4: Ten years of outperformance
Ten years of outperformance • Total return of 9.8% pa since listing on the ASX in June 2005 • Outperformed the S&P/ASX 200 A-REIT index by 7.1% pa • Outperformed the S&P/ASX 200 in 7 out of the past 10 years Total return over 10 years (% pa) to 10 Jun 2015 9.8% 10% 9% 8% 7.3% 7% 6% 5% 4% 3% 2.6% 2%
Slide 5: Milestones and portfolio evolution
Milestones and portfolio evolution CHARTER HALL GROUP 10th Anniversary as an ASX listed company | 23 June 2015
Slide 6: Then and now
Then and now Since listing in 2005… Access Deploy Manage Invest Property funds Investing Access to Creating value management, asset multiple equity through attractive management, leasing alongside our sources investment capital partners and development opportunities services IPO June 2005 $1.1bn in
Slide 7: A reputation for creating value
A reputation for creating value Since listing in 2005 Charter Hall has been a leader in developing institutional investment grade products Launches the Core Plus Charter Hall acquires Privatises the Industrial Fund, the management listed Charter Hall Opportunity Fund rights to Macquarie Office REIT
Slide 8: Consistent growth in FUM
Consistent growth in FUM • 29.4% CAGR in domestic FUM since June 2005 $bn Australian FUM by equity source 13 $12.7bn Wholesale Listed Retail 12 $11.5bn 11 $9.9bn 10 9 $8.5bn $8.4bn 8 $7.2bn 7 6 5 $3.9bn 4 $3.4bn $2.8bn 3 2 $1.3bn $1.1bn 1 0 06/30/2005 Jun-05 Jun-06 Jun-07 Jun-08 Jun-09 Jun-10 Jun-11
Slide 9: A portfolio built on quality
A portfolio built on quality Property investments construction • In line with our strategy Charter Hall Group has continued to focus reweighting its Property Investments towards a more diversified portfolio with focus on long WALE investment Property Investments by Sector Property Investments by Sec
Slide 10: Strength in numbers
Strength in numbers Property investments top tenants • Retained focus on quality of tenant covenants • Today 70% of our top 10 tenants are listed on the S&P/ASX 200 Top 10 Tenants by income 20051 Top 10 Tenants by income Dec 20141 WALE 5.2 Years WALE 9.5 Years Government Woolworths Central Queenslan
Slide 11: Market penetration and bench strength
Market penetration and bench strength CHARTER HALL GROUP 10th Anniversary as an ASX listed company | 23 June 2015
Slide 12: We're A Truly National Business
We’re A Truly National Business 366 dedicated people managing over 270 property assets for our clients Offices located in Sydney, Melbourne, Brisbane, Perth and Adelaide, plus multiple regional locations In-depth local intelligence assists investment and asset management process Queensland Office, R
Slide 13: Charter Hall Board & Executive Leadership Group
Charter Hall Board & Executive Leadership Group CHARTER HALL GROUP 10th Anniversary as an ASX listed company | 23 June 2015
Slide 14: Delivering strong leadership - Charter Hall Group Board
Delivering strong leadership - Charter Hall Group Board David Clarke Anne Brennan David Deverall Phil Garling Chairman Non Executive Director Non Executive Director Non Executive Director Colin McGowan Peter Kahan David Harrison David Southon Non Executive Director Non Executive Executive Director a
Slide 15: Executive Leadership Group - Underpins our future success
Executive Leadership Group - Underpins our future success Cedric Fuchs Paul Altschwager Richard Stacker Adrian Taylor Greg Chubb Scott Dundas Co-Founder Chief Financial Officer Head of Charter Hall Head of Wholesale Head of Retail Fund Manager Direct Property Investment Management Property Services
Slide 16: Contact us
Contact us David Harrison David Southon Joint Managing Director Joint Managing Director Charter Hall Group Charter Hall Group T: +61 2 8651 9142 T: +61 2 8651 9143 david.harrison@charterhall.com.au david.southon@charterhall.com.au Nick Kelly Head of Investor Relations Charter Hall Group T: +61 2 865
Slide 17: www.charterhall.com
Sydney Head Office Level 20, No.1 Martin Place, Sydney, NSW, 2000 T: +61 2 8651 9000 Melbourne Level 18, 570 Bourke Street, Melbourne VIC 3000 T: +61 3 9903 6100 Brisbane Level 22, Northbank Plaza, 69 Ann Street, Brisbane QLD 4000 T: +61 7 3228 2000 Perth Level 11, St Georges Square, 225 St Georges
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