Stockland · ASX:SGP

Stockland — Macquarie Australia Conference 2016

17 slides from Stockland's conference presentation, May 4, 2016

  1. Slide 1: Stockland presentation to the Macquarie Australia Conference

    For personal use only

  2. Slide 2: Agenda

    Agenda Topic Introduction to Stockland 3 3Q16 Update 5 Commercial Property 6 Residential 9 Retirement Living u Summary and Outlook 12 Annexure 13 Stockland presentation to the Macquarie Australia Conference May 2016

  3. Slide 3: Our strategy for success

    Our strategy for success STRATEGIC Focus OUR OBJECTIVE Deliver earnings per security growth & total risk-adjusted securityholder returns, above the sector average. Stockland presentation to the Macquarie Australia Conference May 2016 OUR VISION To be a great Australian real estate company that makes

  4. Slide 4: For personal use only

    For personal use only             

  5. Slide 5: 3Q16 Update

    3Q16 Update Continued strong performance: Solid 3.5% comparable annual sales growth for specialty stores, 2.3% for total comparable sales Progressing our Retail and L&BP development pipelines on schedule and feasibility Strong quarter for Residential net deposits Activating our landbank, with new pr

  6. Slide 6: For personal use only

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  7. Slide 7: Stockland Green Hills redevelopment

    * Redevelopment of Stockland Green Hills (NSW) commenced in January 2016, it will more than double the size of this highly productive centre * The project will be delivered over three main stages: * Mid 2017: Best & Less, 23 specialty stores & kiosks * Late 2017: Target, 2 Mini-Majors, 88 specialty

  8. Slide 8: For personal use only

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  9. Slide 9: For personal use only

    For personal use only 1,652 1,642 1,712 1,706 • 1,427 251 1,557 1,581 238 309 405 190 • 96 348 317 432 343 317 209 291 502 • 429 478 403 486 519 462 • 425 684 572 652 463 528 524 404 • 1Q15 2Q15 3Q15 4Q15 1Q16 2Q16 3Q16 • 4,721 4,844 4,679 4,246 514 643 912 762 3,648 3,391 • 455 387 1,602 1,277 817

  10. Slide 10: Activating our landbank

    Activating our landbank * 90% of our Residential capital is now employed in actively selling Aura, Qld - Artist's impression projects * On track to achieve first settlements at Altrove (NSW), Newport (Qld), and Pallara (Qld) in FY17 Recent and Pending Launches Total project _Total lots/ Timing of ==

  11. Slide 11: For personal use only

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  12. Slide 12: Summary & Outlook

    Summary & Outlook * — Remain on track to achieve underlying EPS growth of gIRATEGIC Focy, 6.5 - 7.5% and FFO per security growth of 9 - 10% in FYI6, assuming no material change in market conditions Growas. a; FYI16 DPS targeted at 24.5c Well placed to achieve : * Full year lot settlements slightly a

  13. Slide 13: Annexure

    age, NSW =a ? Stockland

  14. Slide 14: For personal use only

    For personal use only Mining Financial services Ownership of dwellings Construction Health care Professional services Manufacturing Public admin Education Retail trade Wholesale trade Transportation Info media & telco Tourism Property services Utilities Admin services Agriculture Other services Acco

  15. Slide 15: Dwelling demand and completions by state

    For personal use only 150 NSW 70 Victoria Number of dwellings ('000s) Number of dwellings ('000s) 50 100 30 50 10 0 -10 -50 -30 1985 1989 1993 1997 2001 2005 2009 2013 2017 1985 1989 1993 1997 2001 2005 2009 2013 2017 Pent-up Demand Dwelling Completions Underlying Demand Pent-up Demand Dwelling Comp

  16. Slide 16: Australia well placed internationally

    - Australia well placed internationally International Affordabili House price-to-rent ratio around the world House price-to-income ratio around the world BU0Isy 208819 eu peamuog pue|od eUaKOIg pueje pues AveBunis ‘\ aouely > 29103 . ongndsy yoaz9 ywewusa uinee 16 anjgndey xeno1s oly yanos pur saeis

  17. Slide 17: For personal use only

    rent from those expressed in, or implied by - guarantees or predictions of future OFS: many of which are beyond jose expiessed inith stelgments tements. These fo and unknown i viteériainte ual results to differ matritly frotit ny rd looking sta and involve know our control, and which may ined in the

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