Growthpoint Properties Australia · ASX:GOZ
Growthpoint Properties Australia — Barrenjoey Emerging Property Companies Day 2025
18 slides from Growthpoint Properties Australia's conference presentation, May 1, 2025
Slide 1: Barrenjoey: Emerging Property Companies Day 2025 Presentation
Third-party funds: 2 Constitution Avenue, Canberra, ACT Growthpoint Properties Australia ASX: GOZ Barrenjoey: Emerging Property Companies Day 2025 Presentation 1 May 2025 creating value beyond real estate
Slide 2: Agenda
Direct portfolio: 1 Charles Street, Parramatta, NSW Agenda Growthpoint Strategy in overview action 3 6 Office Growthpoint Ross Lees dynamics summary Chief Executive Officer & Managing Director 11 14 Acknowledgement of Country Growthpoint Properties Australia acknowledges the Traditional Custodians o
Slide 3: Growthpoint overview
Growthpoint overview Direct portfolio: 3 Maker Place, Truganina, VIC
Slide 4: Growthpoint snapshot
1 Growthpoint snapshot as at 31 December 2024 Growthpoint Properties Australia | AUM $5.4b Directly held Third party $4.1b | 50 assets $1.3b | 15 assets Industrial & logistics Office Retail AUM $1.6b | 29 assets AUM $2.9b | 29 assets AUM $0.9b | 7 assets 1. Pro forma for settlement of three Victoria
Slide 5: Our purpose, vision and strategy
Our purpose Creating value beyond real estate Why we exist Our vision To create sustainable value in everything we do, What we will accomplish together by being the forward-thinking, trusted partner of choice Our strategy Deliver growth through funds partnerships, How we turn our vision to reality u
Slide 6: Strategy in action
Strategy in action Direct portfolio: 51-65 Lenore Drive, Erskine Park, NSW
Slide 7: Portfolio Performance - Direct
Source: Nearmap.com 1 Portfolio Performance - Direct High quality portfolio underpinning income-driven returns $1.4b 6.2 yrs Portfolio value WALE 23 assets 20 Colquhoun Road, Perth Airport, WA Industrial 35% 98% 6.1% Occupancy WACR Total portfolio value Expansion of Woolworths’ Perth $4.1b 27 assets
Slide 8: Grow through compelling real estate opportunities
1 Grow through compelling real estate opportunities Continuing to source compelling opportunities in core sectors with like-minded partners Growthpoint • Industrial fund partnership formed with TPG Australia Logistics Angelo Gordon to acquire a c.80% interest Partnership (GALP) in six existing Growt
Slide 9: Efficient allocation of capital
1 Efficient allocation of capital Strategic divestments and partnerships leverage the existing portfolio for growth and new funds SOLD SOLD Sale of assets Dexus Industria REIT (DXI) Asset divestment: into GALP stake divestment 3 Millennium Crt, Knoxfield, VIC $181 million $132 million $22 million Ne
Slide 10: Sustainable future proofing
1 Sustainable future proofing Continued progress to Net Zero 2025 Target,2 and increased sustainability linked loans Third-Party Fund asset: 2 Constitution Avenue, Civic, ACT 182kW 5.2 stars c.75% Solar capacity installed Energy rating GreenPower coverage across two assets 30 June 2024: 5.2 stars ac
Slide 11: Office dynamics
Office dynamics Direct portfolio: 10-12 Mort Street, Civic, ACT
Slide 12: Office occupancy dynamics
Office occupancy dynamics Office occupancy unchanged despite significant white collar employment growth National office market National office market Equilibrium market required for growth Five years January 2020 January 2025 Rule of thumb: 8% vacancy Vacancy: 8% vacancy drives rental growth 4.0 mil
Slide 13: Office net absorption and development pipeline
Office net absorption and development pipeline Increasing costs are restricting new supply Construction costs remain high, restricting Australian office development pipeline (sqm) future supply and increasing demand pressure 1,000,000 Completions Cost of construction materials Under construction 900
Slide 14: Growthpoint summary
Growthpoint summary Third-party portfolio: Rundle Place, Rundle Mall, Adelaide, SA
Slide 15: Growthpoint summary
Growthpoint summary 65 6.0 years High-quality Direct portfolio Direct ownership of Genuine, long-standing assets1 WALE1 diversified portfolio relationships, fostered of high quality through innovation, Australian real estate collaboration and the pursuit of being a great partner $5.4b $3.21 Assets u
Slide 16: Questions
Thank you for joining us. Questions Direct portfolio: 836 Wellington Street, West Perth, WA
Slide 17: Important information
Important information This presentation has been prepared by Growthpoint Properties Australia Limited prove incorrect, there can be no assurance that actual outcomes for Growthpoint (ACN 124 093 901) in its personal capacity and as responsible entity of will not differ materially from statements mad
Slide 18: Contact us
Contact us Retail investors Computershare 1300 665 792 (within Australia) +61 (3) 9415 4366 (outside Australia) webqueries@computershare.com.au Institutional investors Alix Holston Head of Corporate Affairs and Investor Relations +61 418 312 837 investor.relations@growthpoint.com.au 2025 calendar. •
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