Cedar Woods Properties Limited · ASX:CWP
Cedar Woods Properties — Barrenjoey Emerging Property Companies Day 2025
13 slides from Cedar Woods Properties's conference presentation, May 1, 2025
Slide 1: Barrenjoey Emerging Property Companies Day
Barrenjoey Emerging Property Companies Day 1 May 2025 For personal use only Ariella Private Estate, Henley Brook, WA
Slide 2: Company Overview
BARRENJOEY EMERGING PROPERTY COMPANIES DAY 2025 COMPANY OVERVIEW ◼ Property development company with 35+ year track record of delivering earnings For personal use only for shareholders ◼ Portfolio of 37 quality projects & a pipeline of over 9,700 lots/units to support future earnings ◼ Product diver
Slide 3: Strategy
BARRENJOEY EMERGING PROPERTY COMPANIES DAY 2025 STRATEGY To grow our national project For personal use only portfolio, diversified by geography, product type & price point, so that it continues to hold Geography Product Type Price Point broad customer appeal & Good geographic spread Range of housing
Slide 4: Example Project: Glenside, SA
EXAMPLE PROJECT Glenside, SA ◼ 17 Ha, 3km from Adelaide CBD ◼ 1,000+ townhouses & apartments For personal use only ◼ 3 apartment projects under construction & mostly presold ◼ Recent launch of Elegan apartments with 88% sold ◼ Bloom retirement product meeting strong demand ◼ Significant price growth
Slide 5: Example Project: Eglinton, WA
EXAMPLE PROJECT Eglinton, WA ◼ Total yield 1,270 lots ◼ 500m from new train station For personal use only ◼ 200 lots either completed / under construction ◼ First settlements occurred in FY24 ◼ Over 1,000 lots left to sell & 10 years project life remaining ◼ Current average lot size & price – 375sqm
Slide 6: Third Quarter Update
BARRENJOEY EMERGING PROPERTY COMPANIES DAY 2025 THIRD QUARTER UPDATE Released 30 April 2025 ◼ On track for strong profit in H2 ◼ Upgraded target guidance of approximately 15% NPAT growth for For personal use only FY25 ◼ Presales of more than $700m at the end of Q3 ($570m pcp), up 23% ◼ Sales volumes
Slide 7: Chronic Shortfall of Housing
BARRENJOEY EMERGING PROPERTY COMPANIES DAY 2025 CHRONIC SHORTFALL OF HOUSING ◼ Housing supply shortfalls are set to continue – at least 5 years needed to provide meaningful For personal use only levels of supply ◼ Housing completions to fall short of Govt target by 393,000 for the combined capital c
Slide 8: Interest Rates
BARRENJOEY EMERGING PROPERTY COMPANIES DAY 2025 INTEREST RATES ◼ 0.25% interest rate reduction announced & further easing expected over 2025 ◼ Affordability & interest rates hold back some buyers – reduced interest rates will help sustain or propel demand for housing ◼ Rate cutting cycles historical
Slide 9: Favourable Policy Environment
BARRENJOEY EMERGING PROPERTY COMPANIES DAY 2025 FAVOURABLE POLICY ENVIRONMENT ◼ The housing shortfall is a key Federal election issue with both major parties offering solutions & significant funding For personal use only ◼ State Governments are seeking to fast track planning & environmental approval
Slide 10: Partnerships
BARRENJOEY EMERGING PROPERTY COMPANIES DAY 2025 PARTNERSHIPS ◼ Some future acquisitions to be undertaken in partnerships ◼ Scale up business & earnings – Partnerships leverage the existing skill base, allow operations to be expanded & further diversified, generate recurring fee income & diversify fu
Slide 11: Outlook
BARRENJOEY EMERGING PROPERTY COMPANIES DAY 2025 OUTLOOK ◼ Favourable conditions for the sector: low supply, low rental vacancy, strong population growth, low unemployment ◼ For personal use only Easing interest rates & supportive policy environment ◼ New record presales of $700 million at 31 March 2
Slide 12: Investment Summary
BARRENJOEY EMERGING PROPERTY COMPANIES DAY 2025 INVESTMENT SUMMARY 1. Positive residential market conditions ◼ Significant housing shortage ◼ Favourable government policies ◼ Reducing interest rates 2. High quality portfolio For personal use only ◼ 37 projects with over 9,700 lots diversified across
Slide 13: For personal use only
For personal use only While every effort is made to provide complete and accurate information, Cedar Woods Properties Limited does not warrant or represent that the information in this presentation is free from errors or omissions or is suitable for your intended use. Subject to any terms implied by
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