Emira Property Fund — Investor Presentation (November 2019)

5 slides from Emira Property Fund's investor presentation, Nov 28, 2019

Slide 1: Presentation to Investors – Pre-close 28 November 2019
PRESENTATION TO INVESTORS PRE-CLOSE – 28 NOVEMBER 2019 EMIRA PROPERTY FUND
Slide 2: Financial - Update
FINANCIAL - UPDATE Income statement Balance sheet Funding DPS FY19 actual: 151.34c NAV Jun 19 actual: R17,91 LTV Jun 19 actual: 36.1% DPS FY20 forecast: on track NAV Dec 19 forecast: similar LTV Dec 19 forecast: lower Debt refinanced/ settled Jul-Dec 19: R1.0bn Debt due Jan-Dec 20: R1,2bn Avg durati
Slide 3: SA Direct Property Portfolio - Update
SA DIRECT PROPERTY PORTFOLIO - UPDATE Properties Largest vacancies Expiries for FY20 Largest expiries 80 Denver Warehouse 173 901m² Epping 9 752m² (100%) Transpaco 461 leases Currently finalising lease terms 5 480m² (31/08/19) Vacancies with potential tenant Re-let - 5 years Similar as June 2019 Hyd
Slide 4: Investment - Update
INVESTMENT - UPDATE Transcend Enyuka Recycling On track On track 1059 Francis Baard 2 new assets Epsom Downs Shopping Centre Northpoint GOZ US Outlook Drip disposal continues On track On track 10th asset inspected EMIRA PROPERTY FUND 3
Slide 5: Forward-looking statements
Forward-looking statements This investor update presentation contains certain forward-looking statements relating to the financial performance and position of the Group. All forward-looking statements are solely based on the views and considerations of the directors. While these forward-looking stat