Redefine Properties Limited · JSE:RDF
Redefine Properties — Investor Presentation (May 2023)
85 slides from Redefine Properties's investor presentation, May 29, 2023
Slide 1: Investor Poland property tour 29 May 2023 to 2 June 2023
Investor Poland property tour 29 May 2023 to 2 June 2023
Slide 2: EPP overview
EPP is the largest asset manager of retail real estate located in Poland in terms of gross leasable area (GLA). Our portfolio consists of 35 projects (29 retail properties and six office complexes) with a total value of approx. €2.8 billion and leasable area of over 1 million square metres. EPP’s pr
Slide 3: Solid portfolio
Solid portfolio Top assets in affluent retail destinations Gdańsk 11 2 3 OLSZTYN 1 Presence 23 12 SZCZECIN in key 9 ŁOMŻA CITIES Polish cities 4 10 INOWROCŁAW 5 6 13 15 WŁOCŁAWEK 14 POZNAN POZNAŃ WARSZAWA 7 18 8 17 29 6 ŁÓDŹ KALISZ 16 19 RADOM BEŁCHATÓW 21 RETAIL PROJECTS OFFICE PROJECTS 20 23 30 35
Slide 4: Regional real estate markets in Poland to be visited
Regional real estate markets in Poland to be visited III Szczecin Warszawa II Poznań IV Wrocław I V Kielce VI Kraków 4 Investor Poland property tour 29 May 2023 to 2 June 2023
Slide 5: Retail and office properties to be visited
Retail and office properties to be visited Properties located in prime locations in Poland Retail Office Occupancy Completion/ GLA retail Fair value Property Portfolio Location by GLA latest refurbishment (m²)1 (€) (%) 4 5 6 Income-generating RETAIL portfolios 1 Pasaż Grunwaldzki EPP Core Wrocław 20
Slide 6: Table of contents
Table of contents EPP Section 1 Wrocław 7 Section 2 Poznań 14 Section 3 Szczecin 25 Section 4 Warszawa 36 Section 5 Kielce 48 Section 6 Kraków 58 ELI 69 6 Investor Poland property tour 29 May 2023 to 2 June 2023
Slide 7: Wrocław
Wrocław Section 1 Investor Poland property tour 29 May 2023 to 2 June 2023
Slide 8: Wrocław city fact sheet
Wrocław City fact sheet Status Distance to Polish cities Population structure Biggest companies The capital of Poznań 174km (GUS, NSP, 2021)* operating in the city Dolnosląskie Voivodeship Katowice 195km Pre-working age 15.4% ▪ Align Technology Afab Poland Łódź 216km Working age 61.6% ▪ Amrest Holdi
Slide 9: Wrocław retail market: retail formats
Wrocław Retail market Retail formats ▪ The modern retail stock in the agglomeration of Wrocław stood at 837 100m² in Q1 2023 and was distributed over the following retail formats: Retail format GLA (m²) Share of the sector (%) No of schemes Major schemes Pasaż Grunwaldzki, Magnolia Park, Shopping an
Slide 10: Wrocław retail market: existing shopping centres
Wrocław Retail market Existing shopping centres ▪ The Wrocław agglomeration accommodates 565 300m² of shopping centre stock, which accounts for 5.7% of the shopping centre space available in the country ▪ Today, the agglomeration of Wrocław is served by 17 shopping centres from large schemes of regi
Slide 11: Wrocław retail market: major tenants and leisure
Wrocław Retail market Major tenants Leisure market In addition to food stores and DIYs, the major tenants of the ▪ The leisure market in Wrocław is represented by cinemas, theatres, bowling schemes mentioned above are set out below: and sports facilities. There are six operating multiplex cinemas of
Slide 12: Property in Wrocław
Wrocław Property in Wrocław E EPP retail Competition retail Retail A. Pasaż Grunwaldzki B. Magnolia Park C. Wroclavia B D. Aleja Bielany E. Korona A H F. Auchan WROCŁAW G. Borek J H. Galeria Dominikańska I I. Arkady Wrocławskie K C J. Renoma K. Sky Tower G GLA retail Property Type Completion (m²) A.
Slide 13: Pasaż Grunwaldzki
Wrocław Pasaż Grunwaldzki 1 Retail KEY PROPERTY FACTS as of 28 February 2023 Investment considerations Asset type Shopping centre • A well-established shopping centre located on the edge of the city centre of the third largest city in Poland in terms of population Address Plac Grunwaldzki 22, 50-363
Slide 14: Poznań
Poznań Section 2 Investor Poland property tour 29 May 2023 to 2 June 2023
Slide 15: Poznań city fact sheet
Poznań City fact sheet Status Distance to Polish cities Population structure Biggest companies The capital of Wrocław 176km (GUS, NSP, 2021)* operating in the city Wielkopolskie Voivodeship Łódź 202km Pre-working age 15.5% ▪ Arctic Paper Szczecin 273km Working age 60.8% ▪ BZ WBK-Aviva TUnŻ City popu
Slide 16: Poznań retail market: retail formats
Poznań Retail market Retail formats ▪ The modern retail stock in the agglomeration of Poznań totalled 869 100m² at the end of Q1 2023 and was distributed over the following retail formats Retail format GLA (m²) Share of the sector (%) No of schemes Major schemes Posnania, Stary Browar, Avenida, Shop
Slide 17: Poznań retail market: existing shopping centres
Poznań Retail market Existing shopping centres ▪ The Poznań agglomeration accommodates 615 200m² of shopping centre stock, which accounts for 6.2% of the shopping centre space available in the country ▪ Today, the agglomeration of Poznań is served by 21 shopping centres from large schemes of regiona
Slide 18: Poznań retail market: major tenants and leisure
Poznań Retail market Major tenants Leisure market In addition to food stores & DIYs, the major tenants of the ▪ The leisure market in Poznań is represented by cinemas, theatres, bowling schemes mentioned above are set out below: alleys and sports facilities. Four multiscreen cinemas operate within P
Slide 19: Poznań office market: completions and pipeline
Poznań Office market Completions and pipeline Office demand ▪ Poznań is home to a number of international companies from the modern Poznań is the seventh largest market in terms of business services sector, such as GSK Services, MAN Accounting Center, the office stock in Poland. In Q1 2023, total su
Slide 20: Poznań office market: vacancy
Poznań Office market Vacancy Stock (m²) and vacancy rate by city Q1 2023 ▪ The decent office demand in Poznań resulted in a 2 000 000 25 gradual decrease of vacancy rate in 2016 to 2019. 1 800 000 20,5 As a result of a surge of new supply and the low 1 600 000 17,4 17,3 17,1 20 occupancy ratio in ne
Slide 21: Property in Poznań
Poznań Property in Poznań EPP retail EPP office Competition retail Competition office G F Retail A. King Cross Marcelin E. Stary Browar B. M1 Poznań (not visited) F. Galeria Pestka C. Posnania G. Poznań Plaza D. Avenida H. Franowo Park Handlowy Office A. Malta Office Park K. Andersia Tower R B. Malt
Slide 22: King Cross Marcelin
Poznań King Cross Marcelin 2 Retail KEY PROPERTY FACTS as of 28 February 2023 Investment considerations Asset type Shopping centre ▪ Located in Poznań, one of Poland's major cities with a strong economic fundamentals ul. Bukowska 156 ▪ An affluent population of over 208 000 people with purchasing po
Slide 23: M1 Poznań
Poznań M1 Poznań Not visited Retail KEY PROPERTY FACTS as of 28 February 2023 Investment considerations Asset type Shopping centre ▪ Well-established shopping centre constituting an important part of a wider retail cluster, including IKEA, retail park anchored by Obi, Decathlon, Smyk Megastore, JULA
Slide 24: Malta Office Park
Poznań Malta Office Park 3 Office KEY PROPERTY FACTS as of 28 February 2023 Investment considerations Asset type Office ▪ Situated in an extraordinary location, surrounded by greenery and close to the city centre and Malta Lake ul. Abpa Baraniaka 88 Address ▪ Great access to the main points of the c
Slide 25: Szczecin
Szczecin Section 3 Investor Poland property tour 29 May 2023 to 2 June 2023
Slide 26: Szczecin city fact sheet
Szczecin City fact sheet Status Distance to Polish cities Population structure Biggest companies The capital of Poznan 238km (GUS, NSP, 2021)* operating in the city Zachodniopomorskie Voivodeship Gdansk 353km Pre-working age 15.7% ▪ CSL Grup Wrocław 364km ▪ EUROAFRICA Linie Żeglugowe Working age 59.
Slide 27: Szczecin retail market: retail formats
Szczecin Retail market Retail formats ▪ The modern retail stock in the agglomeration of Szczecin reached 447 300m² in Q1 2023 and was distributed over the following retail formats Retail format GLA (m²) Share of the sector (%) No of schemes Major schemes Galaxy, Galeria Kaskada, Ster, Shopping centr
Slide 28: Szczecin retail market: existing shopping centres
Szczecin Retail market Existing shopping centres ▪ The table below shows the major shopping and shopping and leisure centres operating in Szczecin (over 25 000m² GLA) Scheme Opened Location GLA (m²) Units Food store DIY Galaxy (EPP) 2003 al. Wyzwolenia 18-20 56 316 173 Auchan – Galeria Kaskada 2011
Slide 29: Szczecin retail market: major tenants and leisure
Szczecin Retail market Major tenants Leisure market The major tenants of the abovementioned schemes are set ▪ The leisure market in Szczecin is represented by cinemas, theatres, bowling out below: alleys and sport facilities. There are three multiplex cinemas operating in Szczecin: one Multikino in
Slide 30: Szczecin office market: completions and pipeline
Szczecin Office market Completions and pipeline Office demand (continued) ▪ So far, 28 companies (Polish and international) have established operations in the Until the end of 2010, construction activity was quite city (incl. UniCredit, Metro Services and Wilhelmsen). The latest investments are limi
Slide 31: Szczecin office market: vacancy
Szczecin Office market Vacancy Stock (m²) and vacancy rate by city Q1 2023 ▪ The limited volume of new supply in recent years, along 2 000 000 25 with the stable demand level, has resulted in a gradual 1 800 000 17,4 20,5 decrease of the vacancy rate in Szczecin 1 600 000 17,3 17,1 20 1 400 000 ▪ As
Slide 32: Property in Szczecin
Szczecin Property in Szczecin EPP retail EPP office Competition retail Competition office Retail A. Galaxy F. Atrium Molo B. Outlet Park G. IKEA C. Galeria Kaskada H. Auchan Kołbaskowo D. Ster I. Auchan Struga B E. Turzyn A A C Office SZCZECIN C E D D A. Oxygen G. Pekao F E G H. Posejdon H I B. Balt
Slide 33: Outlet Park
Szczecin Outlet Park 4 Retail KEY PROPERTY FACTS as of 28 February 2023 Investment considerations Asset type Outlet park ▪ The only outlet park in Szczecin and the north west of Poland, no competition from this retail format ul. Andrzeja Struga 42 Address ▪ A well-established retail destination enha
Slide 34: Galaxy
Szczecin Galaxy 5 Retail KEY PROPERTY FACTS as of 28 February 2023 Investment considerations Asset type Shopping centre ▪ The most extensive retail, leisure and F&B offer in the north west of Poland ▪ Well-established regional shopping centre al. Wyzwolenia 18-20 Address ▪ Great central location wit
Slide 35: Oxygen
Szczecin Oxygen 6 Office KEY PROPERTY FACTS as of 28 February 2023 Investment considerations Asset type Office ▪ Excellent location in the heart of Szczecin ul. Malczewskiego 22 ▪ Excellent visibility and exposure of the property Address 71-612 Szczecin ▪ Very good accessibility through public and p
Slide 36: Warszawa
Warszawa Section 4 Investor Poland property tour 29 May 2023 to 2 June 2023
Slide 37: Warszawa city fact sheet
Warszawa City fact sheet Status Distance to Polish cities Average monthly wage Biggest companies The capital of Łódź 136km (GUS, February 2023) operating in the city Poland Kraków 295km zł8 622.84 ▪ Agencja Rozwoju Przemysłu Katowice 312km (Agency for Industrial (122% national average) Development)
Slide 38: Warszawa retail market: retail formats
Warszawa Retail market Retail formats ▪ The modern retail stock in the agglomeration of Warszawa totalled 2 058 100m² of GLA at the end of Q1 2023 and was distributed over the following retail formats Retail format GLA (m²) Share of the sector (%) No of schemes Major schemes Westfield Arkadia, Galer
Slide 39: Warszawa retail market: existing shopping centres
Warszawa Retail market Existing shopping centres ▪ The Warszawa agglomeration accommodates 1 366 000m² of shopping centre stock, which accounts for 13.8% of the shopping centre space available in the country ▪ Today, the agglomeration of Warszawa is served by 42 shopping centres, from large schemes
Slide 40: Warszawa retail market: major tenants and leisure
Warszawa Retail market Major tenants Leisure market ▪ The leisure market in Warszawa is represented by numerous cinemas, theatres, an In addition to food stores and DIYs, the major tenants of the schemes mentioned above are set out below: opera house, a philharmonic hall, galleries and museums, bowl
Slide 41: Warszawa retail projects under construction and planned
Warszawa Retail market Selected large-scale retail projects under ▪ Dekada plans the construction of the S8 Corner, which will be built in the town of construction and planned Blizne Łaszczyńskiego in the commune of Stare Babice near the border of Warszawa. The complex is planned to be as large as 2
Slide 42: Warszawa office market: completions and demand
Warszawa Office market Office demand (continued) ▪ The next few years (with an increased amount of new supply being delivered to Completions and pipeline the market compared to this year), will bring a gentle increase in office demand ▪ Although in recent quarters contract renegotiations have accoun
Slide 43: Warszawa office market: vacancy
Warszawa Office market Vacancy Vacancy (m²) and vacancy rate by district Q4 2017 ▪ At the end of March 2023, the vacancy rate for the whole of Warszawa stood at 11.6% (10.2% in central zones 250 000 20,6% 25% and 12.7% outside the centre). This index remained stable compared to the previous quarter
Slide 44: Property in Warszawa
Warszawa Property in Warszawa EPP retail EPP office Competition retail Competition office I J Retail A. Galeria Młociny J. Galeria Pólnocna B K B. M1 Marki K. Atrium Targówek A C. Westfield Arkadia L. Galeria Wileńska D. Wola Park M. Klif E. Westfield Mokotów N. Wars Sawa Junior F. Blue City O. Hala
Slide 45: Galeria Młociny
Warszawa Galeria Młociny 7 Retail KEY PROPERTY FACTS as of 28 February 2023 Investment considerations Asset type Mixed use: retail and office • Located in the Bielany district of Warszawa near the main transportation hub for residents of the Address ul. Zgrupowania AK north of Warszawa that handles
Slide 46: M1 Marki
Warszawa M1 Marki 8 Retail KEY PROPERTY FACTS as of 28 February 2023 Investment considerations Asset type Shopping centre • Well-established, mass market shopping mall anchored by Auchan, Media Markt supported by Address al. Marszałka Józefa galery of over 60 shops and OBI DIY store Piłsudskiego 1 •
Slide 47: Park Rozwoju
Warszawa Park Rozwoju Not visited Office KEY PROPERTY FACTS as of 28 February 2023 Investment considerations Asset type Office ▪ Located in an established office location within the Mokotów Business District of Warsaw ul. Kontruktorska 12a ▪ Excellent access to international Warsaw Chopin Airport Ad
Slide 48: Kielce
Kielce Section 5 Investor Poland property tour 29 May 2023 to 2 June 2023
Slide 49: Kielce city fact sheet
Kielce City fact sheet Status Distance to Polish cities Average monthly wage Biggest companies The capital of Kraków 116km (GUS, February 2023) operating in the city Świętokrzyskie voivodeship Łódź 161km zł5 874.44 ▪ Alma Alpinex Warszawa 179km (83% national average) ▪ Barlinek City population Wrocł
Slide 50: Kielce retail market: retail formats
Kielce Retail market Retail formats ▪ The modern retail stock in the agglomeration of Kielce totalled 204 800m² GLA in Q1 2023 and was distributed over the following retail formats: Retail format GLA (m²) Share of the sector (%) No of schemes Major schemes Galeria Echo, Galeria Korona, Shopping and
Slide 51: Kielce retail market: existing shopping centres
Kielce Retail market Existing shopping centres ▪ The Kielce agglomeration accommodates 138 000m² of shopping centre stock, which accounts for 1.4% of the shopping centre space available in the country ▪ Today, the agglomeration of Kielce is served by four shopping centres, from large schemes of regi
Slide 52: Kielce retail market: major tenants and leisure
Kielce Retail market Major tenants Leisure market Major tenants of the abovementioned schemes are ▪ There are two multiplex operators in Kielce: Helios cinema in Galeria Echo and set out below: Multikino in Korona shopping centre ▪ Galeria Echo: Helios, RTV Euro AGD, MK Bowling, Zdrofit, Inditex Gro
Slide 53: Kielce office market
Kielce Office market Completions and pipeline Office demand ▪ Kielce is still an emerging office market. The city is known in the national arena Modern office supply totals around 64 500m², the majority of for the Kielce Fairs. It also has a significant student population and a number of which can b
Slide 54: Property in Kielce
Kielce Property in Kielce EPP retail EPP office Competition retail Competition office Retail A. Galeria Echo C. Galeria Korona B. Power Park Kielce D. Pasaż Świętokrzyski Office A. Astra Park E. Becher Platinum B. Kieleckie Centrum F. Becher Red Biznesu G. SkyTrust Solidarności B C. Apolloplast (und
Slide 55: Power Park Kielce
Kielce Power Park Kielce 9 Retail KEY PROPERTY FACTS as of 28 February 2023 Investment considerations Asset type Retail park ▪ Well-established and popular retail destination anchored by Auchan, MediaMarkt and OBI Address ul. Radomska 8, 18, 24 supported by cosy retail gallery of 3 500m², standalone
Slide 56: Astra Park
Kielce Astra Park 10 Office KEY PROPERTY FACTS as of 28 February 2023 Investment considerations Asset type Office ▪ Established office location, in close proximity to the Galeria Echo shopping centre al. Solidarności 36 ▪ Excellent visibility and exposure along with premium accessibility of the prop
Slide 57: Galeria Echo
Kielce Galeria Echo 11 Retail KEY PROPERTY FACTS as of 28 February 2023 Investment considerations Asset type Shopping Centre • Well-established regional shopping centre Address ul. Swietokrzyska 20 • The most dominant shopping centre in Kielce and wider catchment area 25-406 Kielce • Central locatio
Slide 58: Kraków
Kraków Section 6 Investor Poland property tour 29 May 2023 to 2 June 2023
Slide 59: Kraków city fact sheet
Kraków City fact sheet Status Distance to Polish cities Population structure Biggest companies The capital of Katowice 79km (GUS, NSP, 2021)* operating in the City Malopolskie voivodeship Łódź 260km Pre-working age 15.9% ▪ Azoty Group Wrocław 269km Working age 61.8% ▪ BP Europa City population Warsz
Slide 60: Kraków retail market: retail formats
Kraków Retail market Retail formats ▪ The modern retail stock in the agglomeration of Kraków totalled 794 000m² GLA in Q1 2023 and was distributed over the following retail formats: Retail format GLA (m²) Share of the sector (%) No of schemes Major schemes Bonarka City Center, Galeria Shopping and s
Slide 61: Kraków retail market: existing shopping centres
Kraków Retail market Existing shopping centres ▪ The Kraków agglomeration accommodates 525 200m² of shopping centre stock, which accounts for 5.3% of the shopping centre space available in the country ▪ Today, the agglomeration of Kraków is served by 13 shopping centres from large schemes of regiona
Slide 62: Kraków retail market: major tenants and leisure
Kraków Retail market Major tenants Leisure market ▪ The leisure market in Kraków is represented by cinemas, theatres, philharmonic, In addition to food stores and DIYs, the major tenants of the and bowling and sports facilities. There are five operating multiplex cinemas in the schemes mentioned abo
Slide 63: Kraków office market: demand and pipeline
Kraków Office market Office demand ▪ Kraków is considered as an excellent BPO/SSC location worldwide thanks to a Completions and pipeline combination of factors such as excellent scores in international rankings, talented labour pool and a wide range of institutions supporting the development The Kr
Slide 64: Kraków office market: vacancy
Kraków Office market Vacancy Stock (m²) and vacancy rate by city Q1 2023 ▪ In 2019 the vacancy rate stood at the level of 10.7% at the end of the year. The index saw an increase in 2020 2 000 000 25 20,5 to the level of 14% at the end of December. 2021 saw an uptick to the level of 16.1% as of the e
Slide 65: Property in Kraków
Kraków Property in Kraków EPP retail EPP office D B Competition retail Competition office A L H F J KM Retail I A. PH Zakopianka F. Serenada H (not visited) G. Galeria Kazimierz C G E I B. M1 Kraków (not visited) H. Krokus C. Bonarka City Center I. Nowe Czyżyny D F D. Galeria Bronowice J. Solvay Par
Slide 66: O3 Business Campus
Kraków O3 Business Campus 12 Office KEY PROPERTY FACTS as of 28 February 2023 Investment considerations Asset type Office ▪ Located in Kraków – the leading regional destination in Poland for BPO/ITO/SSC tenants Opolska 114/112/110 ▪ Excellent location at the intersection of two major arteries, with
Slide 67: PH Zakopianka
Kraków PH Zakopianka Not visited Retail KEY PROPERTY FACTS as of 28 February 2023 Investment considerations Asset type Shopping centre ▪ Well-established shopping centre with an attached retail park with a cinema, DIY and sport stores Address ul. Zakopiańska 62 ▪ The second most popular shopping cen
Slide 68: M1 Kraków
Kraków M1 Kraków Not visited Retail KEY PROPERTY FACTS as of 28 February 2023 Investment considerations Asset type Shopping centre ▪ A well-established shopping centre anchored by Auchan and MediaMark and reinforced by a al. Pokoju 67 shopping gallery of approximately 110 shops Address 31-580 Kraków
Slide 69: ELI
ELI Investor Poland property tour 29 May 2023 to 2 June 2023
Slide 70: About ELI
About ELI GEOGRAPHICAL PORTFOILO BUILDING INTRODUCTION BREAKDOWN LEASING DEVELOPMENTS LANDHOLDINGS OVERVIEW OVERVIEW VISITS ELI ABOUT SIZE ▪ ELI, incorporated in the ▪ ELI started in 2018 with the acquisition of a portfolio of nine Netherlands, is owned by operating logistics properties with a GLA 3
Slide 71: Geographical spread
Geographical spread GEOGRAPHICAL PORTFOILO BUILDING INTRODUCTION BREAKDOWN LEASING DEVELOPMENTS LANDHOLDINGS OVERVIEW OVERVIEW VISITS Trici y C n ra Po an (Ł ) 29.3 million m² Existing stock Poland (as of Q4 2022) Warsaw (inner city suburbs) Białys o Ki c Ra o 1.3 million m² ELI total potential GLA
Slide 72: Geographical overview of ELI
Geographical overview of ELI GEOGRAPHICAL PORTFOILO BUILDING INTRODUCTION BREAKDOWN LEASING DEVELOPMENTS LANDHOLDINGS OVERVIEW OVERVIEW VISITS Geographical spread (per GLA) 0,35 31,2% 0,3 0,25 22,9% 21,8% 0,2 19,2% 17,5% 17,8% 14,5% 14,9% 0,15 13,4% 0,1 6,1% 5,1% 4,9% 0,05 3,4% 4,1% 2,9% 0,0% 0,0% 0
Slide 73: ELI portfolio overview
ELI portfolio overview GEOGRAPHICAL PORTFOILO BUILDING INTRODUCTION BREAKDOWN LEASING DEVELOPMENTS LANDHOLDINGS OVERVIEW OVERVIEW VISITS ELI PORTFOLIO OVERVIEW as at 28 February 2023 Number of completed properties 31 Number of developments/land holdings 18 Number of tenants 88 Total GLA (m²) complet
Slide 74: ELI completed portfolio breakdown
ELI completed portfolio breakdown GEOGRAPHICAL PORTFOILO BUILDING INTRODUCTION BREAKDOWN LEASING DEVELOPMENTS LANDHOLDINGS OVERVIEW OVERVIEW VISITS GLA GLA GLA GLA Number of WAULT SPECIAL BUILDING COMPLETED WAREHOUSE OFFICE TOTAL VACANT TENANTS (YEARS) WAREHOUSE (m²) (m²) (m²) (m²) Bielsko-Biala pha
Slide 75: ELI completed portfolio breakdown continued
ELI completed portfolio breakdown continued GEOGRAPHICAL PORTFOILO BUILDING INTRODUCTION BREAKDOWN LEASING DEVELOPMENTS LANDHOLDINGS OVERVIEW OVERVIEW VISITS GLA GLA GLA GLA Number of WAULT SPECIAL BUILDING COMPLETED WAREHOUSE OFFICE TOTAL VACANT TENANTS (YEARS) WAREHOUSE (m²) (m²) (m²) (m²) Krakow
Slide 76: ELI completed portfolio breakdown continued
ELI completed portfolio breakdown continued GEOGRAPHICAL PORTFOILO BUILDING INTRODUCTION BREAKDOWN LEASING DEVELOPMENTS LANDHOLDINGS OVERVIEW OVERVIEW VISITS GLA GLA GLA GLA No of WAULT SPECIAL BUILDING COMPLETED WAREHOUSE OFFICE TOTAL VACANT TENANTS (YEARS) WAREHOUSE (m²) (m²) (m²) (m²) Gdansk V ph
Slide 77: Leasing overview
Leasing overview GEOGRAPHICAL PORTFOILO BUILDING INTRODUCTION BREAKDOWN LEASING DEVELOPMENTS LANDHOLDINGS OVERVIEW OVERVIEW VISITS GLA by tenant type Lease expiry profile by GLA (m²) 700 000 78.4% 600 000 6% Retailer 6% 12% 3PL 500 000 7% Production 400 000 17% Distribution 300 000 24% Delivery 200
Slide 78: Leasing overview: top 10 tenants
Leasing overview GEOGRAPHICAL PORTFOILO BUILDING INTRODUCTION BREAKDOWN LEASING DEVELOPMENTS LANDHOLDINGS OVERVIEW OVERVIEW VISITS Top 10 tenants WAULT PROPERTY TENANT NAME GLA (m2) % OF GLA (YEARS) BTS Zabrze Weber 78 734 9.4% 13.4 Gdansk V LPP 64 224 7.7% 4.4 Warsaw Airport VI Rohlig 48 213 5.8% 4
Slide 79: Developments
Developments GEOGRAPHICAL PORTFOILO BUILDING INTRODUCTION BREAKDOWN LEASING DEVELOPMENTS LANDHOLDINGS OVERVIEW OVERVIEW VISITS Assets under construction PROPERTY TYPE OF TENANT GLA (m²) PRE-LET % ANTICIPATED DATE OF COMPLETION BTS Polish Post Radzymin^ BTS 52 728 100.0% August 2023 Warsaw Błonie II
Slide 80: Landholdings
Landholdings GEOGRAPHICAL PORTFOILO BUILDING INTRODUCTION BREAKDOWN LEASING DEVELOPMENTS LANDHOLDINGS OVERVIEW OVERVIEW VISITS Landholdings PROPERTY GLA (m²) Bielsko-Biala phase III 24 225 Tychy II (A+B) 37 665 Ruda Slaska phase III 16 081 Tychy (multi-let) (expansion) 4 017 Warsaw Airport Kinetyczn
Slide 81: Visit on Friday, 30 May 2023 – Wroclaw City
Visit on Friday, 30 May 2023 – Wroclaw City GEOGRAPHICAL PORTFOILO BUILDING INTRODUCTION BREAKDOWN LEASING DEVELOPMENTS LANDHOLDINGS OVERVIEW OVERVIEW VISITS BUILDING NAME Wroclaw City phase I TENANT WAREHOUSE OFFICE TOTAL PROFILE No of buildings 4 Raben 7 908 1 399 9 308 No of tenants 7 Intar 3 082
Slide 82: Visit on Thursday, 1 June 2023 – Warsaw Targówek
Visit on Thursday, 1 June 2023 – Warsaw Targówek GEOGRAPHICAL PORTFOILO BUILDING INTRODUCTION BREAKDOWN LEASING DEVELOPMENTS LANDHOLDINGS OVERVIEW OVERVIEW VISITS LANDHOLDING Warsaw Targówek Potential GLA (m2) 24 294 The property is very well located right next to the S8 express way with excellent v
Slide 83: Visit on Friday, 2 June 2023 – Warsaw Airport VI/Janki III phase I
Visit on Friday, 2 June 2023 – Warsaw Airport VI/Janki III phase I GEOGRAPHICAL PORTFOILO BUILDING INTRODUCTION BREAKDOWN LEASING DEVELOPMENTS LANDHOLDINGS OVERVIEW OVERVIEW VISITS BUILDING NAME Warsaw Airport VI/Janki III phase I No of buildings 1 No of tenants 4 Product type Urban Logistics and in
Slide 84: Visit on Friday, 2 June 2023 – Warsaw Airport VI/Janki III phase II
Visit on Friday, 2 June 2023 – Warsaw Airport VI/Janki III phase II GEOGRAPHICAL PORTFOILO BUILDING INTRODUCTION BREAKDOWN LEASING DEVELOPMENTS LANDHOLDINGS OVERVIEW OVERVIEW VISITS BUILDING NAME Warsaw Airport VI/Janki III phase II TENANT WAREHOUSE OFFICE TOTAL PROFILE No of buildings 1 FM Logistic
Slide 85: Thank you
Disclaimer This presentation may include forward-looking statements which statements are not based on historical information, but rather premised on certain assumptions, risks, estimates and/or uncertainties (“risks and uncertainties”), which are taken into consideration as at date of this presentat
Redefine Properties — Investor Presentation (May 2023) on 6ix