Growthpoint Properties Australia · ASX:GOZ
Growthpoint Properties Australia — Non-Deal Roadshow (October 2011)
11 slides from Growthpoint Properties Australia's roadshow presentation, Sep 30, 2011
Slide 1: South African Institutional Roadshow: Overview of GOZ
For personal use only Growthpoint Properties Australia South African Institutional Roadshow Overview of GOZ 3–7 October 2011
Slide 2: Contents
Contents For personal use only 1 Glossary & Disclaimer 2 Overview of GOZ 3 Financial Position 4 Debt & Capital Management 5 Property Portfolio 7 Comparative Returns 8 Case Studies 9 Strategy & Outlook Timothy Collyer Aaron Hockly Managing Director Company Secretary & General Counsel Dion Andrews Mic
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 dps distributions per stapled security Energex Nundah the building to be constructed at 1231-1241 Sandgate Road, Nun
Slide 4: Overview of GOZ
Overview of GOZ For personal use only Simple Structure Key Investment Features •GOZ listed on the Australian Securities Exchange Modern •AUD $1.24 billion office & industrial properties A-REIT (ASX) Properties •Average age of approx. 5 years •Australian Real Estate Investment Trust •4 newly built “g
Slide 5: Financial Position
Financial Position For personal use only Distributable Income Balance Sheet FY2011 ($'000) Assets JUNE 2011 ($'000) Property income 88,419 Cash and cash equivalents 24,144 Property expenses (9,217) Investment properties 1,157,703 Net property income 79,202 Other assets 8,263 Interest income 863 Tota
Slide 6: Debt & Capital Management
Debt & Capital Management For personal use only Debt1 Capital Raisings Lenders NAB, Westpac & ANZ in a syndicated facility • GOZ has successfully raised in excess of $450 million in equity since mid 2009: Security Secured facility on GOZ's property interests • August 2009: Placement of $55.6 million
Slide 7: Property Portfolio
Property Portfolio Assets Acquired For personal use only • Since 2009, the property portfolio has increased by circa PROPERTY ADDRESS DATE SECTOR PRICE ($m) INITIAL YIELD WALE AT ACQUISITION 92% via the acquisition of 16 quality assets, worth 134 Lillkar Road, Goulburn, NSW Feb-10 Industrial 65.5 9.
Slide 8: Property Portfolio (continued)
Property Portfolio (continued) LEASE EXPIRY PROFILE - BY INCOME TOP TEN TENANTS For personal use only 1 82% % OF 0.8 TENANTS PASSING RENT 0.6 Woolworths Limited 37% 0.4 GE Capital Finance Australasia 9% 0.2 1% 5% 2% 5% 5% Coles Group Limited 6% 0% 0% 0 Vacant 12 13 14 15 16 17 18 Sinclair Knight Mer
Slide 9: Comparative Returns
Comparative Returns For personal use only •GOZ has outperformed all asset classes & athe S&P/ASX 300 Prop ACC. Index since COMPARATIVERETURNS FOR YEAR ENDED 30 JUNE 2011 ainception Outperformance •15.5% total securityholder return in FY2011 •Delivery of strategy & focus on income and amaximising dis
Slide 10: Case Studies
Case Studies For personal use only Rabinov Property Trust Takeover Energex, Nundah, QLD • Friendly takeover of ASX listed A-REIT • A-Grade office building of 12,900m 2 under construction • AUD $184 million, 4 office buildings, 2 industrial properties • 4.5 star NABERS & 5 star Green rating • Scrip f
Slide 11: Strategy & Outlook
Strategy & Outlook For personal use only Strategy Positive Outlook • Maintain robust and proven strategy • Continue to manage the portfolio to maximise income to • 100% investment in Australia securityholders • No funds management • Concentration on integration of RBV properties into GOZ and • Not a
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