Charter Hall Long Wale Reit · ASX:CLW
Charter Hall Long Wale Reit — Shareholder Meeting (October 2022)
22 slides from Charter Hall Long Wale Reit's shareholder meeting presentation, Oct 20, 2022
Slide 1: 2022 Annual General Meeting
CLW For personal use only 20 October 2022 ANNUAL GENERAL MEETING Charter Hall Charter Hall Long WALE REIT Long WALE REIT
Slide 2: Acknowledgement of Country
For personal use only Acknowledgment Acknowledgement of Country of Country Charter Hall is proud to work with our Charter Hall customers andis communities proud to worktowith ourin invest customers and and communities create places to invest in on lands across and create Australia. Weplaces pay ouro
Slide 3: Agenda
For personal use only 1. Independent Chair’s Address: Peeyush Gupta AM 2. Fund Manager’s Address: Avi Anger Agenda 3. Questions 2022 Annual General Meeting 4. Items of Business Charter Hall Long WALE REIT
Slide 4: Independent Chair's Address: Peeyush Gupta AM
Independent Chair’s Address: For personal use only Peeyush Gupta AM Woolworths Distribution Centre, Dandenong VIC Charter Hall Long WALE REIT
Slide 5: Board of Directors and Fund Managers
Independent Chair’s Address Board of Directors For personal use only Peeyush Gupta AM Chair Glenn Fraser Ceinwen Kirk-Lennox David Harrison Carmel Hourigan Non-Executive Director Non-Executive Director Managing Director & Group CEO Office CEO Fund Managers Avi Anger Darryl Chua Fund Manager Deputy F
Slide 6: Best in class diversified real estate portfolio
Independent Chair’s Address Best in class diversified real estate portfolio For personal use only $7.1 billion portfolio value High quality diversified portfolio 549 52% 80% Long WALE 12.0 years properties NNN Eastern leases Seaboard provides portfolio income security The Glasshouse, Sydney NSW Char
Slide 7: 6.8% distribution yield from blue-chip tenants in resilient industries
Independent Chair’s Address 6.8% distribution yield1 generated from blue-chip For personal use only tenants in resilient industries Diversified sector exposure2 bp Caringbah Agri-logistics Sydney, NSW 4% Social Infrastructure Hospitality 13% 22% Hospitalit… Blue-chip tenants Income growth driven by
Slide 8: CLW ESG leadership
Independent Chair’s Address CLW ESG leadership Achievements in FY22 Partnering with tenant and investor For personal use only customers to deliver meaningful change $466m 1 in sustainable finance 50% reduction in emissions 2 Partnering on renewables Climate action 242 Exhibition Street, Melbourne, C
Slide 9: Address: Avi Anger
Fund Manager’s Address: For personal use only Avi Anger Toyota Material Handling Larapinta, QLD Charter Hall Long WALE REIT
Slide 10: FY22 full year highlights
Fund Manager’s Address FY22 full year highlights1 For personal use only Financial Portfolio Capital performance Performance management Operating EPS of 12.0 year WALE3 $1.7 billion 30.5 cents per security long term income security of debt facility refinancing and expansions up 4.5% from FY21 complet
Slide 11: $7.1 billion diversified portfolio of high quality real estate
Fund Manager’s Address $7.1 billion diversified portfolio of high quality real estate Diversified across geography, real estate sector and tenant industries For personal use only Key metrics Jun 21 Jun 22 Number of properties 468 549 Property valuation (A$m) 5,560 7,127 Weighted Average Capitalisati
Slide 12: Investment highlights: Acquisition of 50% interest in ALE Property Group
Fund Manager’s Address Investment highlights Acquisition of a 50% interest in ALE Property Group in partnership with Hostplus For personal use only Long WALE Retail $814 million National portfolio of 78 high quality pub properties, including 71 with Dan Murphy’s or BWS stores − 99% in metropolitan l
Slide 13: Investment highlights: Acquisition of three industrial and logistics facilities
Fund Manager’s Address Investment highlights Acquisition of three modern industrial and logistics facilities For personal use only Industrial & logistics $88 million Cleanaway & ResourceCo Facility, Sydney NSW Modern Star Distribution Centre, Brisbane QLD Toyota Distribution Centre, Brisbane QLD − M
Slide 14: Portfolio leasing highlights
Fund Manager’s Address Portfolio leasing highlights Long-term lease extension secured with Metcash For personal use only Metcash Distribution Centre, Canning Vale, Perth WA − CLW has executed a long-term lease extension with Metcash at its Canning Vale Distribution Centre in Perth, WA − 10 year leas
Slide 15: Best in class tenant register
Fund Manager’s Address Best in class tenant register Strong and stable tenant base of government, ASX-listed and multinational companies For personal use only Major tenants1 18% 4% 18% 3% 13% 3% 10% 3% 5% 2% 4% 2% 4% 1% 1. Weighted by net passing income as at 30 June 2022 Charter Hall Long WALE REIT
Slide 16: FY23 guidance
Fund Manager’s Address FY23 guidance1 For personal use only Based on information currently available and barring any unforeseen events, CLW reaffirms FY23 Operating EPS guidance of 28.0 cents and DPS guidance of 28.0 cents. Guidance of FY23 Operating EPS and DPS of 28.0 cents, reflecting a distribut
Slide 17: Questions
Questions For personal use only Metcash Distribution Centre Perth, WA Charter Hall Long WALE REIT
Slide 18: Item of Business
Item of Business For personal use only ResourceCo / Cleanaway Waste-to-Energy Facility Sydney, NSW Charter Hall Long WALE REIT
Slide 19: Resolution: Re-election of Independent Director
Item of Business Resolution 1 Re-election of Independent Director For personal use only To consider, and if thought fit, pass the following resolution, as an advisory, non-binding resolution of the Securityholders: “That Mr Peeyush Gupta AM, a Director of Charter Hall Long WALE Limited, be re-electe
Slide 20: Resolution result: Re-election of Independent Director
Item of Business Resolution 1 Re-election of Independent Director For personal use only FOR: 98.49% OPEN: .49% AGAINST: 1.02% Charter Hall Long WALE REIT 20
Slide 21: Meeting closed
Meeting closed For personal use only Crows Nest Hotel Sydney, NSW Charter Hall Long WALE REIT
Slide 22: For personal use only
For personal use only Sydney Head Office Melbourne Brisbane Perth Adelaide Level 20, No.1 Martin Place Level 23, 130 Lonsdale Street Level 3, The Annex Level 5, St Georges Square Part Ground Floor Sydney, NSW, 2000 Melbourne VIC 3000 275 George Street 225 St Georges Terrace Telephone Exchange Buildi
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