Charter Hall Group · ASX:CHC
Charter Hall — Shareholder Meeting (November 2021)
16 slides from Charter Hall's shareholder meeting presentation, Nov 11, 2021
Slide 1: Charter Hall Group 2021 Annual General Meeting
For personal use only Charter Hall Group 2021 Annual General Meeting 11 November 2021 Charter Hall Group 2021 Annual General Meeting
Slide 2: Acknowledgment of Country
For personal use only Acknowledgment of Country Charter Hall is proud to work with our customers and communities to invest in, develop, and create property assets on land across Australia and New Zealand. We pay our respects to the traditional owners, their elders past and present and value their ca
Slide 3: Agenda
For personal use only Agenda 1. Chair’s Address: David Clarke 2. Managing Director’s Address: David Harrison 3. Formal Business 4. Questions David Clarke David Harrison Chair Managing Director & Group CEO Cover image: MidWest Logistics Hub, Truganina Charter Hall Group 2021 Annual General Meeting 3
Slide 4: Chair's Address
1 Chair’s For personal use only Address 2 Chifley Square, Sydney CharterHall Charter Grup HallGroup Group 2021 2021Annual Full General Year Annual Meeting Results General Meeting
Slide 5: Board of Directors
Chair’s Address Board of Directors For personal use only David Clarke Chair David Ross Jacqueline Chow Karen Moses Greg Paramor AO Philip Garling David Harrison Non-Executive Director Non-Executive Director Non-Executive Director Non-Executive Director Non-Executive Director Managing Director & Grou
Slide 6: Chair's Address: David Clarke
For personal use only Chair’s Address David Clarke Chair Charter Hall Group 2021 Annual General Meeting 6
Slide 7: Charter Hall performance
Chair’s Address Charter Hall performance Outperformance relative to AREIT Index For personal use only Total Shareholder Return to Jun-21 vs S&P/ASX 200 Property Accumulation Index (XPJAI) (Compound Annual Growth Rate) 64.1% p.a. CHC XPJAI 37.9% p.a. 33.2% p.a. 30.3% p.a. 28.2% p.a. 18.2% p.a. 11.8%
Slide 8: ESG is a strong focus across the Charter Hall platform
Chair’s Address ESG is a strong focus across the Charter Hall platform We deliver in partnership with tenant customers and investors For personal use only Environment: Social: Governance: Climate resilience Strong communities Responsible business Achievements 2020 PRI 41MW 100% 90% Best Places Emplo
Slide 9: 2021 Annual General Meeting
For personal use only Charter CharterHall 2021 HallGroup 2021Annual Grup General Full Year Meeting Results 2 Managing Director’s Address Arnott’s, Huntingwood Distribution Facility, Huntingwood 9
Slide 10: Years of active partnership
Managing Director’s Address 30 years of active partnership For personal use only ’96 ’07 ’14 Australia’s first institutional ’19 opportunistic property fund Launches CPIF, now Launches LWIP and LWHP, Secures Telstra Exchange launched with AMP Capital. A series valued at $7.9bn with a current combine
Slide 11: Group funds management portfolio
Managing Director’s Address Group funds management portfolio FUM has increased to $55.3bn For personal use only Portfolio value Lettable area No. of Net rent WALE Occupancy WACR ($bn) (m sqm) Properties ($m) (years) (%) (%) 31 October 2021 55.3 9.5 1,413 2,561 8.9 97.6 4.76 30 June 2021 52.3 9.0 1,3
Slide 12: Funds Under Management (FUM) growth
Managing Director’s Address Funds Under Management (FUM) growth 5 year FUM CAGR to Jun-21 of 24.5% For personal use only FUM growth ($bn) FUM by equity source ($bn) $55.3bn $55.3bn $52.3bn $1.8bn $52.3bn $9.2bn $4.1bn $8.2bn $8.0bn ($2.1bn) $40.5bn $11.0bn $10.8bn $6.1bn $40.5bn $30.4bn $8.2bn $35.1
Slide 13: Transactional activity
Managing Director’s Address Transactional activity Recent transactional activity led by Industrial & Logistics and Office For personal use only FY21 ($bn) Social Industrial & Long WALE Infrastructure/ Shopping Centre Logistics Retail Office Other Retail Total Acquisitions 2.8 2.2 2.3 0.7 - 8.0 Dives
Slide 14: Equity inflows
Managing Director’s Address For personal use only Equity inflows ($m) FY18 FY19 FY20 FY21 FY22 YTD - Strong period of inflows from all equity Wholesale pooled funds 649 1,802 1,272 2,111 33 sources - Continued growth in Wholesale pooled Wholesale partnerships 322 219 1,298 1,448 134 funds and partne
Slide 15: FY22 operating earnings guidance
Managing Director’s Address FY22 operating earnings guidance For personal use only On 1 November 2022, the Group upgraded post tax operating earnings per security (OEPS) to no less than 83 cents per security for FY22. This earnings guidance does not include any forecast transactional activity yet to
Slide 16: Important Notice & Disclaimer
For personal use only charterhall.com.au/chc IMPORTANT NOTICE & DISCLAIMER This presentation has been prepared by Charter Hall Funds Management Limited ACN 082 991 786)) (together, with its related bodies corporate, the Charter Hall Group). This presentation has been prepared without reference to yo
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