Helios Re SOCIMI, S.A. · BME:SCHLR

Helios Re SOCIMI — Lar España Real Estate SOCIMI — Investor Day (October 2016)

16 slides from Helios Re SOCIMI's investor day presentation, October 2016

1. Slide 1: Investor Day

   www.larespana.com Investor Day October 2016

2. Slide 2: Disclaimer

   3 Disclaimer This document has been prepared by Lar España Real Estate SOCIMI, S.A. (the “Company”) for information purposes only and it is not a regulated information or information which has been subject to prior registration or control by the Spanish Securities Market Commission. This document ne

3. Slide 3: Investor Day - Jose Luis del Valle, Chairman

   Investor Day www.larespana.com Jose Luis del Valle Chairman Lar España October 2016

4. Slide 4: Welcome Lar España Investor Day

   Welcome Lar España Investor Day Marcelo Spínola Office Building, Madrid

5. Slide 5: Presenting team

   5 Presenting team José Luis del Valle Alec Emmott Luis Pereda Miguel Pereda Chairman Lar España Lar España Director Chairman Grupo Lar CEO Grupo Lar Lar España Director Jose Manuel Llovet Jorge Perez de Leza Sergio Criado Hernán San Pedro Grupo Lar Head of Retail Grupo Head of Non Retail Lar España

6. Slide 6: Why an Investor Day?

   6 Why an Investor Day? Present Communication Time to Update Announcements  Intense investor After >2 years operating  Management fee communication policy as a SOCIMI, we want to  Capital and dividend  Recurrent roadshows share with you the policy and investor meetings performance and strategic o

7. Slide 7: Today’s Agenda

   7 Today’s Agenda Corporate Governance/ CSR: Corporate Stands Alec Emmott, Lar España Director The Value of Management: 360 Digital Luis Pereda, Chairman Grupo Lar Marcelo Spínola Asset Tour Transformation Corporate Stands Investment Retail Strategy: Jose M. Llovet, Grupo Lar Head of Retail Developme

8. Slide 8: Major milestones since 2014

   8 Major milestones since 2014 22. SC El Rosal 23. RU Galaria 28. RP Vistahermosa 24. RC VidaNova Development 4. OF Marcelo Spinola 25. RC Megapark 5. SC Albacenter 6. SC Anecblau 15. RE Lagasca99 7. LW Alovera 1. SC Txingudi 8. RU Villaverde 2. SC Las Huertas IPO March 14 3M14 6M14 9M14 12M14 3M15 6

9. Slide 9: Investor Geographical Breakdown

   9 Investor Geographical Breakdown USA 24.8% SPAIN 34.1% UK 33.3% OTHER 7.8% …with the support of investors worldwide

10. Slide 10: Liquidity

    10 Liquidity € Mn 3,335 2,326 954 565 1,295 839 1,008 259 0.72% 0.34% 0.33% 0.32% 0.28% 0.25% 0.22% 0.03% Spanish Spanish Irish Spanish Spanish Irish Italian Peer 1 Peer 2 Peer 1 Peer 3 Peer 4 Peer 2 Peer 1 Market cap L3M average daily traded value as a % of Market cap Average liquidity in line with

11. Slide 11: Lar España Strategy

    11 Lar España Strategy Special focus on under managed First IPO of a Spanish REIT assets listed on the Spanish Stock Exchanges Real estate Manager with objective of MANAGEMENT implementing an Active Management Strategy in order to deliver “Alpha” >100 Real Estate Company’s business strategy is to ac

12. Slide 12: Assets Strategy I

    12 Assets Strategy I 1 Focus on shopping centres and retail parks Key assets in their catchment areas Locations Locations selected based on:  Prime assets in their area of influence  Level of competition  Close to 500,000 sqm GLA  Current GDP per capita and future growth outlook  Impact of tour

13. Slide 13: Assets Strategy II

    13 Assets Strategy II 2 Opportunistic approach to other assets Core locations Focus on value added assets  Luxury residential for sale Management as a key element to make acquisitions and  Offices in Madrid and Barcelona generate differential value, taking advantage of Grupo Lar’s  Logistics in m

14. Slide 14: Going forward: right timing, resources, platform

    14 Going forward 1 RIGHT TIMING Cycle 2 RIGHT RESOURCES Operational Opportunity Financial Know-How 3 RIGHT PLATFORM Size RESULTS Synergies Operation Developments Revaluation Rotation potential Dividends

15. Slide 15: Closing Remarks

    15 Closing Remarks Track Record Tools to Grow Brilliant Future After >2 years operating Lar España is set to grow Lar España aspires to as a SOCIMI, Lar España through: become the reference has built an outstanding  Portfolio size increase with value-added REIT in retail platform and its current fi

16. Slide 16: Investor Day

    Investor Day Follow us: www.larespana.com Lar España Real Estate SOCIMI info@larespana.com Investor Day App

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