TAG Immobilien AG · XETR:TEG
TAG Immobilien — Investor Day (2023)
92 slides from TAG Immobilien's investor day presentation, Oct 24, 2023
Slide 1: Capital Markets Day 2023 Warsaw/Wrocław - business trip
Capital Markets Day 2023 Warsaw/Wrocław - business trip 1
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Slide 3: Total units in cities
Total units in cities Gdańsk Warszawa Poznań Łódź WAW GDA WRO POZ ŁDŹ TOTAL WAW GDA WRO POZ TOTAL WAW GDA WRO POZ ŁDŹ TOTAL WAW GDA WRO POZ TOTAL COMPLETED 590 0 6 870 390 260 8 110 COMPLETED 14 420 12 360 1 180 0 27 960 IN PROGRESS COMPLETED 590 0 0 0 6 870 820 3901 120 260280 2 220 8 110 IN PROGRE
Slide 4: ROBYG's History
4 ROBYG’s History Founding year Entering of Expansion to Expansion to Record year Gathered PLN Entry to Poznan Purchase of Royal Preliminary global real Gdansk (launch Gdansk (launch 79m through a Residence – largest land agreements for estate fund of sale of of sale of SPO in order to deal in ROBYG
Slide 5: Vantage Development Group History - Background
Vantage Development Group HISTORY - BACKGROUND 5
Slide 6: Warsaw Tour
TAG Immobilien AG WARSAW TOUR ROBYG | VO ye TAG IMMOBILIEN GROUP
Slide 7: Warsaw Tour: completed projects map
WARSAW COMPLETED TOUR BIAŁOŁĘKA Osiedle Życzliwa Praga (794 units) Vantage | Vena Mokotów (186units) Modern Żoliborz Residence Vantage | Living Point Mokotów (342 units) ŻOLIBORZ (1320 units) City Apartments Vantage | Dom Saski (57 units) Praga Arte Forum Wola WOLA Praga Deco PRAGA POŁUDNIE (1200 un
Slide 8: ROBYG | City Sfera
8 LOCATION DESCRIPTION DATA Włochy - Warsaw Low-rise - 3-story buildings. Modern character and ROBYG | City Sfera elegant form of investment. Natural raw materials ul .B on the facade and common areas. Smart House ud ki Sz system as standard. Greenery and elements of small cz ęś liw architecture. On
Slide 9: ROBYG | City Sfera
ROBYG | City Sfera WARSZAWA | WŁOCHY 9
Slide 10: ROBYG | Modern Space
10 LOCATION DESCRIPTION DATA Wiktoryn - Warsaw Modern character, elegant form, high standard ROBYG | Modern Space and numerous amenities introduced with future tenants in mind make Modern Space an extraordinary place. The attractive location also contributes to the ease of renting premises and the i
Slide 11: ROBYG | Modern Space
ROBYG | Modern Space WARSZAWA | WIKTORYN 11
Slide 12: ROBYG | Stacja Nowy Ursus
12 LOCATION DESCRIPTION DATA Ursus - Warsaw The investment is carried out in the spirit ROBYG | Stacja Nowy Ursus of sustainable development. Buildings are characterized by high energy efficiency. They are equipped with ecological solutions, such as LED lighting or photovoltaic installations. The es
Slide 13: ROBYG | Stacja Nowy Ursus
ROBYG | Stacja Nowy Ursus WARSZAWA | URSUS 13
Slide 14: ROBYG | Mój Ursus
14 LOCATION DESCRIPTION DATA Ursus - Warsaw The greatest advantage of the apartments offered ROBYG | Mój Ursus for sale as part of the My Ursus investment is their high standard, the best in the area. The buildings will have an individually finished, elegant entrance lobby, and the external spaces w
Slide 15: ROBYG | Mój Ursus
ROBYG | Mój Ursus WARSZAWA | URSUS 15
Slide 16: ROBYG | Modern City
16 LOCATION DESCRIPTION DATA Bemowo - Warsaw We are currently implementing the Modern ROBYG | Modern City City project, under which a total of approx. 800 functional apartments and flats for sale will be built. The apartments will have large balconies, loggias or gardens. A characteristic feature of
Slide 17: ROBYG | Modern City
ROBYG | Modern City WARSZAWA | BEMOWO 17
Slide 18: ROBYG | Young City 2
18 LOCATION DESCRIPTION DATA Wilanów - Bemowo The apartments have large balconies, loggias or ROBYG | Young City 2 gardens. A characteristic feature of the estate is an interesting, modernist architecture, elegant white facades with elements of clinker, individually de- signed common parts made of h
Slide 19: ROBYG | Young City
ROBYG | Young City 2 WARSZAWA | BEMOWO 19
Slide 20: ROBYG | Royal Residence
20 LOCATION DESCRIPTION DATA Wilanów - Warsaw Royal Residence is an enclave of low modern ROBYG | Royal Residence buildings designed with the most refined tastes in mind. The best quality of workmanship and the use of luxury materials guarantee a comfortable place to live. The project involves the c
Slide 21: ROBYG | Royal Residence
ROBYG | Royal Residence WARSZAWA | WILANÓW 21
Slide 22: ROBYG | Apartementy Królewskie
22 LOCATION DESCRIPTION DATA Wilanów - Warsaw The project is of an exceptionally high standard, ROBYG | Apartementy Królewskie subdued colors and natural materials - stone and wood - have been used. On the ground floor, a ul. zdro wa fitness room and a wheelchair room will be available to residents.
Slide 23: ROBYG | Apartementy Królewskie
ROBYG | Apartementy Królewskie WARSZAWA | WILANÓW 23
Slide 24: ROBYG | Ogrody Wilanów
24 LOCATION DESCRIPTION DATA Lovers of relaxation among greenery and modern Wilanów - Warsaw ROBYG | Ogrody Wilanów minimalism will appreciate low buildings, up to four storeys, equipped with the Smart House system. The investment will include about 300 units with areas of 32-94 sqm. Ogrody Wilanów
Slide 25: ROBYG | Ogrody Wilanów
ROBYG | Ogrody Wilanów WARSZAWA | WILANÓW 25
Slide 26: ROBYG | Apartamenty Villa Nobile
26 LOCATION DESCRIPTION DATA Wilanów - Warsaw Villa Nobile, A low-rise residential building consists ROBYG | Apartamenty Villa Nobile of 172 spacious premises of various sizes with func- tional balconies and terraces. There is a playground for children and an active relaxation zone on the in- vestme
Slide 27: ROBYG | Apartamenty Villa Nobile
ROBYG | Apartamenty Villa Nobile WARSZAWA | WILANÓW 27
Slide 28: Housebuilding Lifecycle For Sales (1/2)
28 Housebuilding Lifecycle For Sales (1/2) The Polish housebuilding cycle allows significant pre-funding of construc�on costs through pre-sales and payment in instalments by customers (unlike some other European countries) 1 2 3 4 Design, Project Land Marke�ng Management Process Acquisi�on Client Sup
Slide 29: Housebuilding Lifecycle For Sales (2/2)
Housebuilding Lifecycle For Sales (2/2) Value Creation Through Lifecycle 1 2 3 4 Design, Project Land Client Marke�ng Management Acquisi�on Support & Sales & Construc�on Iden�fica�on of unique opportuni�es Strong in-house design know-how Most of the projects are large scale + Full a�er sale client su
Slide 30: Mission, Our Values, Directions
30 MISSION OUR VALUES DIRECTIONS CARE The protection of natural resources and care for the environment are very impor- “Our goal at ROBYG is to build homes and suitable surroundings tant to us, hence we implement ecologi- cal solutions in all of our housing estates 1 ROBYG FOR PEOPLE for our clients
Slide 31: ROBYG SA among winners of first edition of ESG Eagles
ROBYG SA was among the winners of the first edition of „ESG Eagles” by Rzeczpospolita – one of the biggest Polish nationwide daily. „Rzeczpospolita” has been involved in issues related to ESG, sustainable development and climate protection for many years. Activities for zero-emission, green transfor
Slide 32: Wrocław Tour
TAG ~ Immobilien AG = . _wroceaw ‘TOUR
Slide 33: Wrocław
WROCŁAW ROBYG | Uroczysko 309 units ROBYG | Osada Leśna Przystań 28 units ROBYG | Kameralna Olszówka 62 units ROBYG | Willa nad Potokiem 62 units ROBYG | Wojszyckie Alejki 161 units ROBYG Jagodno Houses - 482 units Jagodno Apartments - 372 units ROBYG | Osiedle Nad Widawą 138 units ROBYG | Dożynkowa
Slide 34: Vantage | Buforowa 89
34 DESCRIPTION Buforowa 89 is a friendly and family housing estate Vantage | Buforowa 89 in the newest area of Jagodno. Tenants can spend their free time on the balcony, terrace or garden. Everything needed can be found in the immediate vicinity. New nurseries and kindergartens, stores, services in
Slide 35: Vantage | Sienkiewicza 20
DESCRIPTION Sienkiewicza is located in the very centre of Wrocław Vantage | Sienkiewicza 20 - only 1.5 km from the Market Square. Customers can choose from 173 modern apartments with balconies. The famous Ostrów Tumski and Tolpa Park are close to the building. The nearby shopping centre Pasaz Grun-
Slide 36: Vantage | Port Popowice
36 DESCRIPTION Port Popowice is a mixed-use residential project Vantage | Port Popowice where customers can buy or rent a flat. The prem- ises for rent are located in two buildings of stage III, right next to Popowicka Street. The estate has service points, shops, a kindergarten and a nursery - ever
Slide 37: Selected Investments in Warsaw
SELECTED INVESTMENTS IN WARSAW 37
Slide 38: ROBYG | Rytm Mokotowa
38 LOCATION DESCRIPTION DATA Lower Mokotów - Warsaw ROBYG | Rytm Mokotowa Our new ROBYG development, Rhythm of Mokotów, is located in a picturesque corner of the Mokotów district, at the junction of ul. Antoniewska and ul. Piramowicza. The project will include a modern estate surrounded by greenery
Slide 39: ROBYG | Rytm Mokotowa
ROBYG | Rytm Mokotowa WARSZAWA | MOKOTÓW 39
Slide 40: ROBYG | Jutrzenki 92
40 LOCATION DESCRIPTION DATA Włochy - Warsaw ROBYG | Jutrzenki 92 The development will include the construction of a low-rise, high-standard residential building with an underground garage. It will offer 1, 2, 3 and 4-room functional and easy-to-arrange flats. The modern architecture together with t
Slide 41: ROBYG | Jutrzenki 92
ROBYG | Jutrzenki 92 WARSZAWA | WŁOCHY 41
Slide 42: ROBYG | Praga Piano
42 LOCATION DESCRIPTION DATA Praga Południe - Warsaw ROBYG | Praga Piano A custom-designed, representative entrance lobby, finished with high-quality materials, will lead inside each building. A charging station for electric cars will be available on the estate, we will also create the possibility o
Slide 43: ROBYG | Praga Piano
ROBYG | Praga Piano WARSZAWA | PRAGA 43
Slide 44: ROBYG | Sady Ursynów
44 LOCATION DESCRIPTION DATA Ursynów - Warsaw ROBYG | Sady Ursynów All apartments will be connected to a fibre optic network and the Smart House System by Keemple at no additional cost for the buyers. What is more, the design standards of the surrounding areas will be equal to that of the façade and
Slide 45: ROBYG | Sady Ursynów
ROBYG | Sady Ursynów WARSZAWA | URSYNÓW 45
Slide 46: ROBYG | Osiedle Życzliwa Praga
46 LOCATION DESCRIPTION DATA Białołęka- Tarchomin - Warsaw Osiedle Życzliwa Prague investment – over 1,000 of ROBYG | Osiedle Życzliwa Praga pla now ane new flats for sale. Intimate buildings, remote from poł ącz nie e tra ktu adw n one another, white elevations lit with colourful ac- iśla 4 piętra
Slide 47: ROBYG | Osiedle Życzliwa Praga
ROBYG | Osiedle Życzliwa Praga 47 WARSZAWA | BIAŁOŁĘKA - TARCHOMIN
Slide 48: ROBYG | Praga Deco
48 LOCATION DESCRIPTION DATA Praga Południe - Warsaw The ROBYG Praga DECO project consists of two ROBYG | Praga Deco high-standard multi-family buildings, with an underground garage which, together with its spacious internal courtyards, will create an aesthetic and functional space. 4 piętra 4 piętr
Slide 49: ROBYG | Praga Deco
ROBYG | Praga Deco WARSZAWA | PRAGA POŁUDNIE 49
Slide 50: ROBYG | Forum Wola
50 LOCATION DESCRIPTION DATA Włochy - Warsaw Forum Wola is about 900 apartments in 3 ROBYG | Forum Wola u.JanaK azim ierza VIII trafo I ŚM VII Jana IIKazimierza, Warszawa ul.ETAP PROJEKTANT: buildings. The premises is designed in accordance with the latest trends – ROBYG designers put a lot of empha
Slide 51: ROBYG | Forum Wola
ROBYG | Forum Wola WARSZAWA | WOLA 51
Slide 52: ROBYG | Praga Arte
52 LOCATION DESCRIPTION DATA Praga Południe - Warsaw Two intimate buildings with an underground garage ROBYG | Praga Arte and a spacious patio created an aesthetic and functional space. The pedestrian passage between the buildings is continued on the neighbouring plots and create the so-called recre
Slide 53: ROBYG | Praga Arte
ROBYG | Praga Arte WARSZAWA | PRAGA POŁUDNIE 53
Slide 54: ROBYG | Green Mokotów
54 LOCATION DESCRIPTION DATA Mokotów - Warsaw Green Mokotów is unique. The unique atmosphere ROBYG | Green Mokotów combined with the ideal location (five minutes from the Center) makes Mokotów a favorite district of many Varsovians. This is where most of them would like to live. The Green Mokotów re
Slide 55: ROBYG | Green Mokotów
ROBYG | Green Mokotów WARSZAWA | WILANÓW 55
Slide 56: ROBYG | Osiedle Kameralne
56 LOCATION DESCRIPTION DATA Bemowo - Warsaw Attention to detail, such as elements of sandstone, ROBYG | Osiedle Kameralne wood on the facades or granite cubes at the entrances to the staircases, make Osiedle Kameralne prestigious and stylish. Gardens on the ground floor and balconies with glass bal
Slide 57: ROBYG | Osiedle Kameralne
ROBYG | Osiedle Kameralne WARSZAWA | BEMOWO 57
Slide 58: ROBYG | Park Wola Residence
58 LOCATION DESCRIPTION DATA Wola - Warsaw The modern Park Wola Residence housing estate ROBYG | Park Wola Residence is a response to the needs of people who love the city and love all kinds of activity. Thanks to excellent communication and rich infrastructure, the estate combines the dynamics of a
Slide 59: ROBYG | Park Wola Residence
ROBYG | Park Wola Residence WARSZAWA | WOLA 59
Slide 60: ROBYG | City Apartments
60 LOCATION DESCRIPTION DATA Żoliborz - Warsaw City Apartments is a modern residential complex. ROBYG | City Apartments Modern style and a combination of precious mate- rials - deep gray stone with the warmth of natural wood - make the facades elegant and close to na- ture. The apartments vary in si
Slide 61: ROBYG | City Apartments
ROBYG | City Apartments WARSZAWA | ŻOLIBORZ 61
Slide 62: Selected Investments in Wrocław
62 SELECTED INVESTMENTS IN WROCŁAW
Slide 63: ROBYG | Dożynkowa 43
DESCRIPTION Cozy single-family houses in Klecin are the perfect ROBYG | Dożynkowa 43 choice for people looking for their place in a quiet part of the city, closer to nature. The biggest advan- tage of Dożynkowa 43 is the proximity of the Ślęza River - just 200 meters from the house. The investment w
Slide 64: ROBYG | Osiedle nad Widawą
64 DESCRIPTION The intimately located Osiedle nad Widawą invest- ROBYG | Osiedle nad Widawą ment is located in a quiet part of Wrocław’s Zgorze- lisko, surrounded by greenery and numerous recre- ational areas. The nearby Widawa river basin offers many opportunities for active recreation in the open
Slide 65: ROBYG | Wojszyckie Alejki
DESCRIPTION Wojszyckie Alejki is an investment located in Wo- ROBYG | Wojszyckie Alejki jszyce, in the southern part of Wrocław, away from the hustle and bustle of the city. An intimate, low- rise building consists of four three-story buildings connected among green areas. In total, the project cons
Slide 66: ROBYG Jagodno - Apartments
66 DESCRIPTION ROBYG Jagodno is a housing estate situated in the ROBYG Jagodno - Apartments southern part of Wrocław, which currently grows at an astounding pace. This multi-functional es- tate features a new kindergarten, fitness club and a park, as well as all services that you need for a comforta
Slide 67: ROBYG Jagodno - Houses
DESCRIPTION ROBYG Jagodno housing estate comprises 13 mul- ROBYG Jagodno - Houses ti-family buildings as well as cosy patio and terraced houses. The place is the perfect choice for buyers looking for larger spaces, a spacious garden and green solutions. The ROBYG Jagodno housing estate will feature
Slide 68: Vantage | Dorzecze Legnickiej
68 DESCRIPTION Dorzecze Legniskiej is located at 4 Małopanewska Vantage | Dorzecze Legnickiej Street, in a very well-connected part of Wrocław. There are only 54 flats in the 8-storey modern building, which creates a pleasant and private neighbourhood atmosphere. Tenants will be able to take care of
Slide 69: Vantage | Legnicka 33
DESCRIPTION Legnicka 33 is an 11-storey building located only Vantage | Legnicka 33 10 minutes from Wrocław’s Market Square. The location provides tenants with a full range of urban entertainment. From the nearby public transport stops, tenants can easily get to any point on the city map of Wrocław.
Slide 70: Selected Investments in Gdańsk
70 SELECTED INVESTMENTS IN GDAŃSK
Slide 71: ROBYG Gdańsk | Sea Salt
DESCRIPTION ROBYG Gdańsk | Sea Salt Sea Salt is a development distinguished by its top location and high standard of finish. The apartment building is being built in Gdańsk’s Zaspa district, at Al. Jana Pawła II, a street near the beach and the sea. At the same time, it has direct access to the deve
Slide 72: ROBYG Gdańsk | Porto
72 DESCRIPTION 16 elegant, minimalist buildings emerge from the ROBYG Gdańsk | Porto sea of greenery on Letnicka Street, on the border of Nowy Port and Brzeźno districts. The low and sparse five-story buildings are immersed in lush vegetation creating a beautiful panorama and providing an intimate a
Slide 73: ROBYG Gdańsk | Wiśniowa Aleja
DESCRIPTION ROBYG Gdańsk | Wiśniowa Aleja A charming, housing estate path, covered with pink flower petals, surrounded by myriad of cherry blossoms, juicy green bushes and colourful flowers – this is the aura awaiting you at the Wiśniowa Aleja (Cherry Avenue) estate. The investment consists of six 3
Slide 74: ROBYG Gdańsk | Więcej
74 DESCRIPTION ‘Więcej’ (meaning ‘More’ in Polish) is a dream place ROBYG Gdańsk | Więcej for the first milestone of your life, your own apart- ment. Located in Łostowice district. It will comprise six small, modern buildings with mansard roofs. Everyone who cherishes comfort and time for themselves
Slide 75: ROBYG Gdańsk | Lagom
DESCRIPTION ROBYG Gdańsk | Lagom ‘Lagom’ is a place where life happens in the privacy of your home, as simple and close to nature as can be. Here you will rest by the fireplace, in your own backyard or on the covered terrace. ‘Lagom’ is the serenity and harmony that you need. The Scandinavian style
Slide 76: ROBYG Gdańsk | Moment
76 DESCRIPTION Moment is a hospitable housing complex located ROBYG Gdańsk | Moment GDAŃSK | UJEŚCISKO-ŁOSTOWICE on the edge of a forest in Ujeścisko, a dynamically developing district of Gdańsk. This housing estate is dedicated to those that look for a settling place that is quiet, peaceful and at
Slide 77: ROBYG Gdańsk | Nowa Letnica
DESCRIPTION ROBYG Gdańsk | Nowa Letnica Just few hundred metres from beach and sea, sur- rounded with green areas you can find the Nowa Letnica project with its with modern, big-city de- sign architecture. Breath-taking views over Gdansk Bay, a well-developed road network, parks and the proximity of
Slide 78: ROBYG Gdańsk | Szumilas
78 DESCRIPTION Szumilas is a place that will allow you to live in har- ROBYG Gdańsk | Szumilas mony with nature and benefit from all the comfort of urban life at the same time. With the woods at your fingertips, among cozy low-rise buildings sur- rounded with greenery you will find a new quality of
Slide 79: ROBYG Gdańsk | Park Południe
DESCRIPTION ROBYG Gdańsk | Park Południe Park Południe is a modern, family residential de- velopment surrounded by lush greenery arranged in the form of a unique park. The investment is lo- cated at Wielkopolska Street, in a very promising, well-connected district of Gdańsk Chełm. The biggest advant
Slide 80: ROBYG Gdańsk | Zielony Widok
80 DESCRIPTION ‘Zielony Widok’ is a cosy urban villas development ROBYG Gdańsk | Zielony Widok surrounded by carefully designed green areas, lo- cated in the South part of Gdansk, at the crossing of Lawendowe Wzgórze and Turzycowa streets. The development’s biggest advantages are the pic- turesque v
Slide 81: ROBYG Gdańsk | Stacja Nowy Gdańsk
DESCRIPTION ROBYG Gdańsk | Stacja Nowy Gdańsk Stacja Nowy Gdansk is a modern residential de- velopment which is being built in the dynamically developing Gdańsk-Jasień district that is now be- coming a new centre for young, active and inde- pendent people. Its name was inspired by the new Bulońska S
Slide 82: ROBYG Gdańsk | Vista
82 DESCRIPTION Comfort, greenery and space in the heart of the city ROBYG Gdańsk | Vista - this is the idea behind the design of the new RO- BYG investment located in the popular part of the Piecki-Migowo District, Gdańsk, Myśliwska Street. VISTA is a boutique apartment building distin- guished by a
Slide 83: ROBYG Gdańsk | Nadmotławie Apartments
DESCRIPTION ROBYG Gdańsk | Nadmotławie Apartments Nadmotławie Apartments is an investment for those that value comfort and convenience and are looking for a prestigious place in which to live. Its luxurious and timeless design was prepared with the most sophisti- cated tastes and high expectations i
Slide 84: ROBYG Gdańsk | Nadmotławie Estate
84 DESCRIPTION Nadmotławie Estate is a prestigious investment ROBYG Gdańsk | Nadmotławie Estate addressed to people interested in the acquisition of properties to rent in the centre of Gdańsk with best location at Motława and beautiful views of the Old Town and the river. The close location of the l
Slide 85: Selected Investments in Poznań
SELECTED INVESTMENTS IN POZNAŃ 85
Slide 86: ROBYG | Początek Piątkowo
86 DESCRIPTION A place of new opportunities ROBYG | Początek Piątkowo In bustling Piątkowo, between Wo- jciechowskiego and Obornicka streets in Poznań, an investment is being built called Początek Piątkowo. It is a particularly attractive place for people who value a location close to extensive gree
Slide 87: Vantage | Hawelańska 2
DESCRIPTION Hawelańska 2 is a top location on the Winogrady Vantage | Hawelańska 2 estate in Poznań. In the neighbourhood you will find shops, restaurants and numerous service points that will make everyday life easier. It is a safe and quiet neighbourhood with modern educa- tional facilities for ch
Slide 88: Vantage | Skowrońskiego 4
88 DESCRIPTION Skowrońskiego 4 is located in an excellently commu- Vantage | Skowrońskiego 4 nicated part of Poznań - there are bicycle paths and numerous public transport connections nearby. Across the street there is Posnania shopping centre, which provides tenants with direct access to shops, res
Slide 89: Vantage | Piątkowska 92
DESCRIPTION Modern flats for rent on the Winiary estate in Vantage | Piątkowska 92 Poznań is a place full of opportunities. Tenants can go shopping in the nearby supermarkets or the Pla- za Shopping Centre, and go for a walk in the Sołacki Park or the Cytadela Park. The Old Market Square is only 3 k
Slide 90: Selected Investments in Łódź
90 SELECTED INVESTMENTS IN ŁÓDŹ
Slide 91: Vantage | Tuwima 64
DESCRIPTION Tuwima 64 is an excellent location situated in the New Vantage | Tuwima 64 Centre of Łódź - numerous service points, business and cultural venues are within walking distance. Tuwima 64 is located in the vicinity of the Henryk Sienkiewicz Park and the 3rd of May Park, so tenants will have
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