Rent.com.au Ltd · ASX:RNT
Rent.com.au — Investor Presentation (February 2016)
21 slides from Rent.com.au's investor presentation, February 2016
Slide 1: Investor Presentation February 2016
Australia’s No.1 dedicated rental property website Investor Presentation February 2016 1
Slide 2: Disclaimer
Disclaimer Important Legal Notice This presentation contains summary information about Rent.com.au Pty Ltd (RNT) as at February 2016 and does not purport to be complete. This presentation is not a prospectus or a product disclosure statement under the Corporations Act 2001 (Cth) (Corporations Act) a
Slide 3: About RNT
ABOUT RNT 3
Slide 4: The Strategic Opportunity
The Strategic Opportunity Rent.com.au (ASX:RNT) is Australia’s #1 property website dedicated to rental property, becoming the long term home for renting by creating a single marketplace comprising property agents and non‐agent landlords listings and a broad range of services needed by all the rental
Slide 5: The rental market is large and fast growing
The rental market is large and fast growing The rental property market in Australia is a large and growing section of the overall property market. It is fast moving, fragmented and under‐serviced. 7 million Australians (>30% ) are renters, primarily key 18‐35 demographic; Cultural shift has dri
Slide 6: RNT is creating the total rental marketplace
RNT is creating the total rental marketplace 7 million people (30% of Australians) live in rental property but almost half of all rental properties are not managed by an agent providing a massive, under‐serviced market opportunity for RNT Now (almost half market mainly offline) Future (the online re
Slide 7: Renters – 18-35, Online & Social
Renters – 18‐35, Online & Social Customer Need: Widest choice of properties and deepest range of services delivered via an intuitive user experience; Current Offering: Over 63,000 property listings delivered through fully responsive technology platform (i.e. optimises no matter what device/brows
Slide 8: Non-agent Landlords – Property Investors
Non‐agent Landlords – Property Investors Customer Need: Tools to find a tenant quickly and manage their rental property; Current Offering: Standard Listing per rental property – normally $99 but currently free offer to drive market share Premium Listings – pay to have ads at top of search, sta
Slide 9: Property Agents – Need to Grow Rent Rolls
Property Agents – Need to Grow Rent Rolls Customer Need: To grow rent rolls by accessing more landlords and receiving more renter enquiries; Current Offering: Free Listings – automated upload of listings via RNT’s integration with ~60 software providers, >600,000 unique visitors to site per mont
Slide 10: Industry Comparisons – Illustrating the potential
Industry Comparisons – Illustrating the potential The market value of similar classified/portal companies to RNT that are listed on the ASX. Dominant sites lead to increased traffic and higher levels of profitability. Company Market Cap * EV/EBITDA Overview Realestate.com.au (REA) launched in 1998 a
Slide 11: Results
RESULTS 11
Slide 12: Excellent Progress Made – Renters
Excellent Progress Made – Renters More than double the number of renters visiting website in past 6 months compared to previous six months – audience share increased as RNT moves up the independent AC Nielsen rankings; Key digital partnerships secured and operating well; Improving engagement m
Slide 13: Traffic Growth + More Engaged Audience
Traffic Growth + More Engaged Audience More than just drive incremental traffic to www.rent.com.au, RNT has improved key engagement / traffic quality metrics: Average Time on Site Since listing total time on site has grown 6:28 5:45 alongside traffic growth, with average time 5:02 4:19 on site pe
Slide 14: Excellent Progress Made – Landlords
Excellent Progress Made – Landlords More than 10x number of monthly new landlord listings since ASX‐listing; Exponential growth potential remains available; Telesales team fully operational; Targeted landlord acquisition online and via social media commenced; Non‐agent Listings per Month 1,0
Slide 15: Excellent Progress Made – Agents
Excellent Progress Made – Agents Field sales trial successfully completed – national roll out in Q3 FY16; Strong support and testimonials from real estate agencies; Above trend growth in renter enquiries generated; Continued growth in agents registering with RNT; 6,750 Registered Agents 6,50
Slide 16: Excellent Progress Made – Advertisers
Excellent Progress Made – Advertisers Increased volume of quality traffic (good page views, time on site and other key metrics) delivers sought after engaged, 18‐35 year old audience; Now plugged in to advertising trading desks – enables greater proportion of “inventory” monetised and access to
Slide 17: Strong Board and Executive Team
Strong Board and Executive Team Managing Director Non‐executive Chairman Non‐executive Director Non‐executive Director Non‐executive Director Mark Woschnak Garry Garside Sam McDonagh John Wood Phil Warren Experienced real estate and Extensive corporate Country Manager of Airbnb, Award winning Charte
Slide 18: Outlook
OUTLOOK 18
Slide 19: Outlook Summary
Outlook Summary RNT’s key objectives for the next 12 months are: Focus on growth in listings content from agents and landlords. RNT currently has almost 80% of national real estate agents listings and is intent on significantly growing this market share plus continue to add non‐ agent listings
Slide 20: RNT's Phases of Growth – 2016 Focus
RNT’s Phases of Growth – 2016 Focus RNT is ahead of schedule and starting to move into the next phase on the road to commercialisation Development Commercialisation Expansion (pre listing) 0‐12 months 12‐24 months 24+ months Launch of rent.asia as umbrella site for rentals Launch further new pro
Slide 21: Contact Information
Contact Information For additional information please contact Mark Woschnak Jan Ferreira Founder and CEO ‐ RNT Chief Financial Officer ‐ RNT E: markw@rent.com.au E: janf@rent.com.au M: 0410 568 300 M: 0404 043 819 21