Growthpoint Properties Australia · ASX:GOZ
Growthpoint Properties Australia — Non-Deal Roadshow (May 2012)
12 slides from Growthpoint Properties Australia's roadshow presentation, May 25, 2012
Slide 1: Investor Roadshow – South Africa: Overview of GOZ
For personal use only Growthpoint Properties Australia Investor Roadshow – South Africa Overview of GOZ 25 May 2012
Slide 2: Contents
Contents For personal use only 1 Glossary & Disclaimer 2 Overview of GOZ 3 Investment in Australia 4 Financial Position 5 Comparative Returns 6 Debt & Capital Management 7 Property Portfolio 8 Property Portfolio (continued) 9 Case Studies 10 Summary Presenters Timothy Collyer Michael Green Managing
Slide 3: Glossary & Disclaimer
Glossary & Disclaimer For personal use only A-IFRS Australian International Financial Reporting Standards A-REIT Australian Real Estate Investment Trust cps cents per stapled security CY10 the 12 months ended 31 December 2010 CY11 the 12 months ending 31 December 2011 Distributable Income net profit
Slide 4: Overview of GOZ
SW1, 52 Merivale Street, South Brisbane, QLD Overview of GOZ For personal use only Simple Structure Key Investment Features GOZ listed on the Australian Securities Exchange (ASX) $1.55 billion (R12.8 billion) office & industrial properties Australian Real Estate Investment Trust Modern Avera
Slide 5: Investment in Australia
Investment in Australia For personal use only Economic growth for last 20 years, including through GFC Major CBD and suburban office markets total 23.8 million square metres Strong Reserve Bank forecasts growth of 3.0% to 3.5% for FY2013 National vacancy rate 7.3% (Jan 2012) economic Office
Slide 6: Financial Position
Financial Position For personal use only Distributable Income AUD RAND Balance Sheet AUD RAND CY11 CY11 As at 31 Dec 2011 As at 31 Dec 2011 ($'000) ($'000) ($'000) ($'000) Property revenue 104,349 861,923 Property expenses (11,916) (98,426) Assets Net property income 92,433 763,497 Cash and cash equ
Slide 7: Comparative Returns
Comparative Returns For personal use only • GOZ has outperformed A-REIT benchmarks over the last 6 and 12 months, providing high yield plus ASX price growth • A-REIT sector has outperformed wider equities market. Investor’s seeking “yield” and defensive stocks Growthpoint Properties Australia Invest
Slide 8: Debt & Capital Management
Debt & Capital Management For personal use only Debt Maturity Profile • Weighted average maturity of debt is 4.0 years as at 31 Dec 2011 (with revised SFA and Worldpark, 33-39 Richmond Road, Keswick, SA BILAT in place) Syndicated facility agreement (SFA) • Increased facility to $765 million (R6.3 bi
Slide 9: Property Portfolio
Property Portfolio1 120 Northcorp Blvd, Broadmeadows, VIC 22 Cordelia St, South Brisbane, QLD For personal use only Industrial Office Total No. of properties 27 13 40 Total / average value $824.4 million $30.5 million $729.3 million $56.1 million $1,553.7 million $38.8 million Total / average value
Slide 10: Property Portfolio (continued)
Property Portfolio (continued) For personal use only Lease Expiry Profile - By Income Top Ten Tenants* 100% % of 90% Tenant Rental 80% 73% Income 70% Woolworths Limited 30% 60% 50% GE Capital Finance Australasia 7% 40% Coles Group Limited 5% 30% Sinclair Knight Merz 4% 20% 8% 7% 7% 10% 4% Energex 4%
Slide 11: Case Studies
Case Studies For personal use only Growthpoint Properties Australia Investor Roadshow - South Africa | Page 9
Slide 12: Summary
Summary • Since August 2009, GOZ has built and diversified its property portfolio to approximately $1.5 billion1 (R12.4 billion) For personal use only Raised equity of $619 million (R5.1 billion) via a placement, four rights issues and a scrip-for-scrip takeover Twenty properties purchased for $
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