Healthco Healthcare & Wellness Reit · ASX:HCW
Healthco Healthcare & Wellness Reit — IPO Roadshow (July 2021)
33 slides from Healthco Healthcare & Wellness Reit's IPO roadshow presentation, Jul 26, 2021
Slide 1: ASX Release: HealthCo REIT IPO Briefing Presentation
ASX RELEASE 26 July 2021 For personal use only HEALTHCO HEALTHCARE AND WELLNESS REIT IPO – BRIEFING PRESENTATION Home Consortium (ASX: HMC) releases the attached HealthCo Healthcare and Wellness REIT IPO Briefing Presentation. -ENDS- For further information please contact: INVESTORS Will McMicking M
Slide 2: Important notice and forward looking statements
connection with a potential offering by the responsible entity of units in HealthCo Healthcare and Wellness REIT (HealthCo REIT) (Offer) (which has not yet been registered as a managed investment scheme for the purposes of the Corporations Act 2001 (Cth) (Corporations Act) (Units)), a healthcare foc
Slide 3: HealthCo Healthcare and Wellness REIT IPO Briefing Presentation
For personal use only HealthCo Healthcare and Wellness REIT IPO Briefing Presentation GenesisCare Shepparton 26 July 2021 Proxima Erina
Slide 4: Important notices
IBDROOT\PROJECTS\IBD-HK\KAURY2017\605978_1\IPO\Cornerstone presentation\2019.09.09 Amalfi Investor Presentation.pptx Important notices For personal use only NOT FOR RELEASE OR DISTRIBUTION IN THE UNITED STATES This presentation (Presentation) has been prepared by Home Consortium (a stapled entity co
Slide 5: Important notices (continued)
IBDROOT\PROJECTS\IBD-HK\KAURY2017\605978_1\IPO\Cornerstone presentation\2019.09.09 Amalfi Investor Presentation.pptx Important notices (continued) For personal use only Past Performance Past performance information given in this Presentation is given for illustrative purposes only and should not be
Slide 6: Agenda
IBDROOT\PROJECTS\IBD-HK\KAURY2017\605978_1\IPO\Cornerstone presentation\2019.09.09 Amalfi Investor Presentation.pptx For personal use only Agenda I. Overview of HealthCo Healthcare and Wellness REIT II. Growth strategy III. Supplementary information IV. Investment Portfolio 3
Slide 7: I. Overview of HealthCo Healthcare and Wellness REIT
IBDROOT\PROJECTS\IBD-HK\KAURY2017\605978_1\IPO\Cornerstone presentation\2019.09.09 Amalfi Investor Presentation.pptx For personal use only I. Overview of HealthCo Healthcare and Wellness REIT 4
Slide 8: Investment highlights
IBDROOT\PROJECTS\IBD-HK\KAURY2017\605978_1\IPO\Cornerstone presentation\2019.09.09 Amalfi Investor Presentation.pptx Investment highlights ASX-listed diversified healthcare REIT For personal use only 1 Diversification across subsectors, geography and tenants to provide stable and growing distribut
Slide 9: Overview of the Manager – Home Consortium
IBDROOT\PROJECTS\IBD-HK\KAURY2017\605978_1\IPO\Cornerstone presentation\2019.09.09 Amalfi Investor Presentation.pptx Overview of the Manager – Home Consortium ASX-listed real asset manager with a demonstrated track record of shareholder value creation and alignment For personal use only Overview H
Slide 10: Overview of HealthCo REIT
IBDROOT\PROJECTS\IBD-HK\KAURY2017\605978_1\IPO\Cornerstone presentation\2019.09.09 Amalfi Investor Presentation.pptx Overview of HealthCo REIT High quality healthcare portfolio diversified by tenant, subsector and geography For personal use only Initial Portfolio statistics Initial Portfolio subsect
Slide 11: Well positioned to provide stable and growing distributions
IBDROOT\PROJECTS\IBD-HK\KAURY2017\605978_1\IPO\Cornerstone presentation\2019.09.09 Amalfi Investor Presentation.pptx Well positioned to provide stable and growing distributions Long term leases to high quality operators with contracted rental growth For personal use only Rent composition1 Top 20 ten
Slide 12: Geographically diverse and strategically located portfolio
IBDROOT\PROJECTS\IBD-HK\KAURY2017\605978_1\IPO\Cornerstone presentation\2019.09.09 Amalfi Investor Presentation.pptx Geographically diverse and strategically located portfolio National portfolio with strong weighting to Australia’s Eastern seaboard For personal use only Perth Brisbane / Gold Coast M
Slide 13: HealthCo Model Portfolio construction
IBDROOT\PROJECTS\IBD-HK\KAURY2017\605978_1\IPO\Cornerstone presentation\2019.09.09 Amalfi Investor Presentation.pptx HealthCo Model Portfolio construction HealthCo REIT will target 5 key subsectors with an addressable market of ~$218 billion1 For personal use only Life Sciences & Research Research
Slide 14: Exposed to attractive megatrends
IBDROOT\PROJECTS\IBD-HK\KAURY2017\605978_1\IPO\Cornerstone presentation\2019.09.09 Amalfi Investor Presentation.pptx Exposed to attractive megatrends Global megatrends underpin long demand growth for target healthcare subsectors For personal use only Population demographics Healthcare expenditure To
Slide 15: Healthcare property historical performance
IBDROOT\PROJECTS\IBD-HK\KAURY2017\605978_1\IPO\Cornerstone presentation\2019.09.09 Amalfi Investor Presentation.pptx Healthcare property historical performance Healthcare property has historically provided strong risk-adjusted returns For personal use only Healthcare property correlation versus prop
Slide 16: Board of Directors
IBDROOT\PROJECTS\IBD-HK\KAURY2017\605978_1\IPO\Cornerstone presentation\2019.09.09 Amalfi Investor Presentation.pptx Board of Directors The proposed HealthCo REIT Board will consist of an Independent Chair and majority Independent Directors For personal use only Joseph Carrozzi AM Dr Chris Roberts A
Slide 17: Advisory Panel and Management Team
IBDROOT\PROJECTS\IBD-HK\KAURY2017\605978_1\IPO\Cornerstone presentation\2019.09.09 Amalfi Investor Presentation.pptx Advisory Panel and Management Team For personal use only Advisory Panel Management Team Tom Hardwick Tom is the former CEO of Guardian Early Learning, a childcare business Sam Morri
Slide 18: II. Growth strategy
IBDROOT\PROJECTS\IBD-HK\KAURY2017\605978_1\IPO\Cornerstone presentation\2019.09.09 Amalfi Investor Presentation.pptx For personal use only II. Growth strategy 15
Slide 19: Targeting strong total returns
IBDROOT\PROJECTS\IBD-HK\KAURY2017\605978_1\IPO\Cornerstone presentation\2019.09.09 Amalfi Investor Presentation.pptx Targeting strong total returns HealthCo REIT will be capitalised with minimal debt providing significant balance sheet capacity to grow distributions and scale For personal use only T
Slide 20: Camden Integrated Hospital anchored Health Precinct
IBDROOT\PROJECTS\IBD-HK\KAURY2017\605978_1\IPO\Cornerstone presentation\2019.09.09 Amalfi Investor Presentation.pptx Camden Integrated Hospital anchored Health Precinct Stage 1 is 100% pre-committed to Acurio Health Group on a long-term lease For personal use only Overview Stage 1 – ‘The George’ Pri
Slide 21: Proxima Southport
IBDROOT\PROJECTS\IBD-HK\KAURY2017\605978_1\IPO\Cornerstone presentation\2019.09.09 Amalfi Investor Presentation.pptx Proxima Southport Fund-through development in strategic health precinct For personal use only Overview Fund-through health hub development in the emerging Gold Coast Health and Know
Slide 22: Springfield and St Marys
IBDROOT\PROJECTS\IBD-HK\KAURY2017\605978_1\IPO\Cornerstone presentation\2019.09.09 Amalfi Investor Presentation.pptx Springfield and St Marys Existing Home Consortium sites to be redeveloped For personal use only Springfield St Marys Artist impression Artist impression Development of a health hub
Slide 23: HealthCo Unlisted Fund
IBDROOT\PROJECTS\IBD-HK\KAURY2017\605978_1\IPO\Cornerstone presentation\2019.09.09 Amalfi Investor Presentation.pptx HealthCo Unlisted Fund The Unlisted Fund will have a complementary investment objective to HealthCo REIT in seeking a diversified exposure across healthcare subsectors, tenants and ge
Slide 24: Management Arrangements
IBDROOT\PROJECTS\IBD-HK\KAURY2017\605978_1\IPO\Cornerstone presentation\2019.09.09 Amalfi Investor Presentation.pptx Management Arrangements For personal use only Investment Management Agreement 0.65% per annum of the REIT’s GAV up to and including $1.5 billion; 0.55% per annum for the portion of th
Slide 25: III. Supplementary information
IBDROOT\PROJECTS\IBD-HK\KAURY2017\605978_1\IPO\Cornerstone presentation\2019.09.09 Amalfi Investor Presentation.pptx For personal use only III. Supplementary information 22
Slide 26: HomeCo's ESG policy
IBDROOT\PROJECTS\IBD-HK\KAURY2017\605978_1\IPO\Cornerstone presentation\2019.09.09 Amalfi Investor Presentation.pptx HomeCo’s ESG policy HomeCo’s ESG ambition is to be a leader amongst its peers – to create an institutional grade strategy and approach to investing and asset management For personal u
Slide 27: HealthCo investment strategy
IBDROOT\PROJECTS\IBD-HK\KAURY2017\605978_1\IPO\Cornerstone presentation\2019.09.09 Amalfi Investor Presentation.pptx HealthCo investment strategy Targeting stable distributions, capital growth and positive environmental and social impact For personal use only Macro Considerations Government & regu
Slide 28: Significant addressable market opportunity
IBDROOT\PROJECTS\IBD-HK\KAURY2017\605978_1\IPO\Cornerstone presentation\2019.09.09 Amalfi Investor Presentation.pptx Significant addressable market opportunity ~$218bn installed asset base with additional $87bn+ of investment required over the next 20 years For personal use only Recurrent government
Slide 29: IV. Investment Portfolio
IBDROOT\PROJECTS\IBD-HK\KAURY2017\605978_1\IPO\Cornerstone presentation\2019.09.09 Amalfi Investor Presentation.pptx For personal use only IV. Investment Portfolio 26
Slide 30: HealthCo | Asset summary
IBDROOT\PROJECTS\IBD-HK\KAURY2017\605978_1\IPO\Cornerstone presentation\2019.09.09 Amalfi Investor Presentation.pptx HealthCo | Asset summary For personal use only Armadale1 Ballarat Cairns Camden Stage 1: ‘The George’ State VIC State VIC State QLD State NSW Occupancy 100% Occupancy 81%2 Occupancy 9
Slide 31: HealthCo | Asset summary
IBDROOT\PROJECTS\IBD-HK\KAURY2017\605978_1\IPO\Cornerstone presentation\2019.09.09 Amalfi Investor Presentation.pptx HealthCo | Asset summary For personal use only Everton Park Five Dock GenesisCare Bundaberg1 GenesisCare Chermside State QLD State NSW State QLD State QLD Occupancy 100% Occupancy 100
Slide 32: HealthCo | Asset summary
IBDROOT\PROJECTS\IBD-HK\KAURY2017\605978_1\IPO\Cornerstone presentation\2019.09.09 Amalfi Investor Presentation.pptx HealthCo | Asset summary For personal use only GenesisCare Urraween1 GenesisCare Wembley Morayfield Health Hub Nunawading State QLD State WA State QLD State VIC Occupancy 100% Occupan
Slide 33: HealthCo | Asset summary
IBDROOT\PROJECTS\IBD-HK\KAURY2017\605978_1\IPO\Cornerstone presentation\2019.09.09 Amalfi Investor Presentation.pptx HealthCo | Asset summary For personal use only Tarneit Woolloongabba State VIC State QLD Occupancy 100% Occupancy 100% WALE 14.3 years WALE 11.6 years Subsector Childcare Subsector Ch
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