Gpt Group · ASX:GPT

Gpt — The GPT Group — Retail Roundtable hosted by Morgan Stanley (June 2016)

5 slides from Gpt's conference presentation, Jun 1, 2016

Slide 1: The GPT Group Retail Roundtable
For personal use only THE GPT GROUP RETAIL ROUNDTABLE Hosted by Morgan Stanley Wednesday 1 June 2016
Slide 2: Retail Market | GPT Performance
CONFIDENTIAL Retail Market | GPT Performance 2 For personal use only Monthly Specialty Sales Growth1,2 Moving Annual Change in Retail Sales by Category1 31 March 2016 31 March 2016 6 monthly growth = 7.3% 6 monthly growth = 4.7% 17.1% 16.5% 14.3% 9.3% 9.3% 8.6% 7.8% 7.4% Quarterly = 3.0% 6.5% 6.1% 6
Slide 3: Retail Market | Transactions
CONFIDENTIAL Retail Market | Transactions 3 For personal use only Retail Capitalisation Rates Historical Sales Transactions: Australia $'Billion Capitalisation 35 Office Retail Industrial Multiple Rates % 30 8.5 25 8.0 20 15 7.5 10 5 7.0 Neighbourhood 0 2007 2008 2009 2010 2011 2012 2013 2014 2015 2
Slide 4: Retail Market | Trends
CONFIDENTIAL Retail Market | Trends 4 For personal use only  Strong retail sales growth moderating in recent periods  Consistent specialty lease terms  Rental reversions improving  Highly productive international and domestic retailers are moving to >400sqm  Consumer preference for experience a
Slide 5: Disclaimer
CONFIDENTIAL Disclaimer 5 The information provided in this presentation has been prepared by The GPT Group comprising GPT RE Limited For personal use only (ACN 107 426 504) AFSL (286511), as responsible entity of the General Property Trust, and GPT Management Holdings Limited (ACN 113 510 188). The