Hmc Capital Limited · ASX:HMC
Hmc Capital — Corporate Update (May 2024)
35 slides from Hmc Capital's corporate update, May 1, 2024
Slide 1: Western Sydney Asset Tour Presentation
ASX RELEASE 1 May 2024 WESTERN SYDNEY ASSET TOUR PRESENTATION HMC Capital (ASX: HMC) provides the attached presentation which will be given to attendees of a Western Sydney asset tour taking place today. For personal use only This announcement is authorised for release by the Board. For further info
Slide 2: Unlisted Healthcare Fund
For personal use only Unlisted Healthcare Fund 0
Slide 3: Journey Tracks to Sacred Sites
For personal use only 1 Journey Tracks to Sacred Sites Tony Sorby (2021) © the artist courtesy Kate Owen Gallery
Slide 4: Asset Tour Schedule
HM Capita! Asset Tour Schedule 1. HomeCo Gregory Hills Town Centre 2. The George Private Hospital 3. HomeCo Gregory Hills Home Centre 4. HomeCo Leppington 5. HomeCo Glenmore Park Town Centre 6. Nepean Private Hospital
Slide 5: HMC Capital Western Sydney Exposure
HMC Capital Western Sydney Exposure >$2.5bn invested in Western Sydney across daily needs and healthcare investments positioned to benefit from strong future population growth and infrastructure investment For personal use only ~$1.8bn1 Daily Needs ~$0.7bn2 Healthcare HDN HCW HCW / UHF Fund LML Fund
Slide 6: Gregory Hills Town Centre
HMCopital Gregory Hills Town Centre HDN
Slide 7: Gregory Hills Town Centre
HomeCo HomeCo Leppington Gregory Hills Town Centre Neighbourhood Tenancy plan centre located in high growth corridor in Western Sydney For personal use only 5
Slide 8: Gregory Hills Town Centre
HomeCo HomeCo Leppington Gregory Hills Town Centre Neighbourhood Tenancy plan centre located in high growth corridor in Western Sydney Woolworths anchored daily needs centre Unlocking embedded value ($m) For personal use only developed in 2019 and acquired in Dec-20 for Overview $69m (5.50% cap rate
Slide 9: The George Private Hospital
HMCopital The George Private Hospital HCW
Slide 10: Australia's newest greenfield private hospital in fastest growing LGA
Australia’s newest greenfield private hospital in the country’s fastest growing LGA For personal use only 8
Slide 11: Australia's newest greenfield private hospital in fastest growing LGA
Australia’s newest greenfield private hospital in the country’s fastest growing LGA Recently completed greenfield private hospital located within a Overview new specialist medical precinct in Gregory Hills For personal use only Ownership HealthCo (91.5%) and Acurio (8.5%) Valuation ($m)1 $104.3m (4.
Slide 12: Health & Innovation Precinct in Camden
Health & Innovation Precinct in Camden, Australia’s fastest growing LGA For personal use only Western Sydney Western Sydney University International Airport & Medical School 20km Southwest 5km The George Private Hospital Medical Research Private Hospital & Facility Comprehensive Cancer Care Centre 1
Slide 13: Health & Innovation Precinct in Camden
Health & Innovation Precinct in Camden, Australia’s fastest growing LGA Camden Private Hospital For personal use only Medical Research Facility Up to 250 bed general medical and surgical hospital, ~10,000sqm facility built to house with co-located comprehensive cancer centre1 clinical trials (includ
Slide 14: HomeCo Gregory Hills Home Centre
HMCopital HomeCo Gregory Hills Home Centre HDN 12
Slide 15: Gregory Hills Home Centre
HomeCo HomeCo Leppington Gregory Hills Home Centre LFR Tenancy centre plan located in high growth corridor in Western Sydney For personal use only 13
Slide 16: Gregory Hills Home Centre
HomeCo HomeCo Leppington Gregory Hills Home Centre LFR Tenancy centre plan located in high growth corridor in Western Sydney LFR centre acquired for $32m in Dec-20. The Unlocking embedded value ($m) For personal use only centre underwent an expansion project in 2023 Overview which saw the introducti
Slide 17: Gregory Hills Home Centre expansion
HomeCo HomeCo Leppington Gregory Hills Home Centre LFR Tenancy precinct planexpansion BEFORE AFTER For personal use only $9m 2,000sqm 9% Capex Incremental GLA added ROIC1 100% pre-committed February 2024 $5.3m Leading ASX listed & national retailers Project completion date Development profit Notes:
Slide 18: Gregory Hills Home Centre 5km catchment
HomeCo HomeCo Leppington Gregory Hills Home 5km Tenancy radius plan catchment For personal use only Primary catchment 100,469 people within 5km radius Population growth 40% population growth between 2016- 2021, representing a 9% CAGR Household income Average household income of $129k 18% above the A
Slide 19: Gregory Hills Home Centre Tenancy plan
HomeCo HomeCo Leppington Gregory Hills Home Centre Tenancy plan For personal use only 17
Slide 20: Leppington Village
HomeCo Leppington Village HDN HMCopital 18
Slide 21: Leppington
HomeCo Leppington Brand new Woolworths anchored daily needs centre located in fast growing catchment For personal use only 19
Slide 22: Leppington
HomeCo HomeCo Leppington Leppington Brand new Woolworths anchored daily needs centre located in of Australia’s fast fastest growing corridors growing catchment Brand new supermarket-anchored neighbourhood Dedicated omni-channel facilities For personal use only shopping centre. The centre includes dr
Slide 23: Leppington 5km catchment
HomeCo HomeCo Leppington Leppington 5km Tenancy radius plan catchment For personal use only Primary catchment 35,360 people within 5km radius Population growth 179% population growth between 2016- 2021, representing a 23% CAGR Household income Average household income of $134k 22% above Australian a
Slide 24: Leppington Tenancy plan
HomeCo HomeCo Leppington Leppington Tenancy plan For personal use only 22
Slide 25: Leppington Town Centre master plan
HomeCo Leppington Leppington Town Centre master plan Tenancy plan Leppington Town Centre: ▪ A 440-hectare precinct located in Sydney’s south-west which extends across For personal use only both Camden and Liverpool Local Government Areas (LGAs) ▪ Liverpool and Camden Councils are leading planning ef
Slide 26: HomeCo Glenmore Park Town Centre
HMCopital HomeCo Glenmore Park Town Centre HDN 24
Slide 27: Glenmore Park Town Centre
HomeCo Glenmore Park Town Centre Neighbourhood centre located in high growth corridor in Western Sydney For personal use only 25
Slide 28: Glenmore Park Town Centre
HomeCo Glenmore Park Town Centre Neighbourhood centre located in high growth corridor in Western Sydney Woolworths, Coles & ALDI anchored centre Unlocking embedded value ($m) For personal use only opened 1999 with a major development completed Overview in 2017. Other tenants include medical centres,
Slide 29: Glenmore Park health & services precinct expansion
HomeCo HomeCo Leppington Glenmore Park Town Centre Health Tenancy& services plan precinct expansion BEFORE AFTER For personal use only $22m 2,400sqm 7% Capex Incremental GLA added ROIC1 100% pre-committed March 2024 4 Star Government, Health & Wellness tenants Project completion date Green Star rate
Slide 30: Glenmore Park 5km catchment
HomeCo HomeCo Leppington Glenmore Park Town Centre 5km Tenancy radius plan catchment For personal use only Primary catchment 71,203 people within 5km radius Population growth 4% population growth between 2016- 2021, representing a 1% CAGR Household income Average household income of $118k 7% above A
Slide 31: Glenmore Park Town Centre Tenancy plan
HomeCo Glenmore Park Town Centre Tenancy plan For personal use only 29
Slide 32: Nepean Private Hospital
Nepean Private Hospital Unlisted Healthcare Fund (~50% HCW) HMCopital 30
Slide 33: Nepean Private Hospital
Nepean Private Hospital Established private hospital leased to Healthscope and co-located with Nepean Public Hospital For personal use only 31
Slide 34: Nepean Private Hospital
Nepean Private Hospital Established private hospital leased to Healthscope and co-located with Nepean Public Hospital BEFORE Located in Penrith, one of Sydney’s fast growing catchments. The facility benefits from a direct connection to Nepean Public For personal use only Overview Hospital via a priv
Slide 35: Disclaimer
Disclaimer Disclaimer This presentation (Presentation) has been prepared by HMC Capital Limited (ACN 138 990 593) (“HMC Capital”) Summary information This Presentation contains summary information about the current activities of HMC Capital and its subsidiaries as at the date of this Presentation. T