Homeco Daily Needs Reit · ASX:HDN
Homeco Daily Needs Reit — Investor Presentation (October 2022)
12 slides from Homeco Daily Needs Reit's investor presentation, Oct 11, 2022
Slide 1: Investor Briefing Presentation ASX Release
Managed by HMC Funds Management Limited (ACN 105 078 635; AFSL 237257) as responsible entity of the For personal use only HomeCo Daily Needs REIT (ARSN 645 086 620) ASX RELEASE 11 October 2022 INVESTOR BRIEFING PRESENTATION HomeCo Daily Needs REIT (ASX: HDN) provides the attached material which will
Slide 2: Retail & Last Mile Logistics Information Session
For personal use only Retail & Last Mile Logistics Information Session AUSTRALIA’S LEADING DAILY NEEDS REIT
Slide 3: Acknowledgement of Country
Acknowledgement of Country For personal use only HomeCo Daily Needs REIT acknowledges the Traditional Custodians of country throughout Australia and celebrates their diverse culture and connections to land, sea and community. We pay our respect to their Elders past, present and emerging and extend t
Slide 4: How is HDN placed for last mile logistics?
For personal use only Belrose (NSW) How is HDN placed for last mile logistics?
Slide 5: HDN owns ~2.5 million sqm of strategically located real estate
HDN owns ~2.5 million sqm of strategically located real estate Critical last mile logistics infrastructure facilitating the structural growth in omni-channel fulfilment For personal use only Attractive portfolio attributes for omni-channel ~13m people within 10km radius2 ~77% of tenants have an omni
Slide 6: What is Daily Needs?
What is Daily Needs? Daily Needs assets support the delivery of predominantly non-discretionary goods and services associated with supermarkets, healthcare and other essentials For personal use only Target Investment Characteristics CORE EVERYDAY GOODS & SERVICE OFFERING STRATEGICALLY LOCATED INFLAT
Slide 7: Why Daily Needs?
Why Daily Needs? Daily Needs assets have historically delivered outsized returns relative to their risk profile For personal use only Daily Needs assets have generated superior risk adjusted Yield spread convergence expected between Daily Needs and returns over last 10 years1 Industrial assets2 18.0
Slide 8: Last Mile Logistics is a Megatrend
Last Mile Logistics is a Megatrend The physical store is now a last-mile logistics hub for e-commerce, fulfillment and distribution For personal use only IN-STORE DAILY NEEDS ASSETS CONSUMER CLICK & COLLECT HOME DELIVERY Tenants are leveraging their existing store networks for both in-store and onli
Slide 9: Last Mile Logistics is a Megatrend
Last Mile Logistics is a Megatrend ~77%1 of HDN’s tenants are supporting last mile logistics within their existing store network For personal use only Direct to Boot - Woolworths Hawthorn East Food Service Delivery Areas – El Jannah Gregory Hills Notes: 1. Weighted to gross income, excludes services
Slide 10: Last Mile Logistics is a Megatrend
Last Mile Logistics is a Megatrend ~77%1 of HDN’s tenants are supporting last mile logistics within their existing store network For personal use only In-store Fulfilment - Repco Penrith In-store Fulfilment – Bing Lee Penrith Notes: 1. Weighted to gross income, excludes services & petrol retailers
Slide 11: Closing Remarks
For personal use only Victoria Point (QLD) Closing Remarks
Slide 12: Disclaimer
Disclaimer For personal use only This presentation (Presentation) has been prepared by HMC Funds Management Limited (ACN 106 078 635, AFSL 237 257) (Responsible Entity) as responsible entity of HomeCo Daily Needs REIT (ARSN 645 086 620). Summary information This Presentation contains summary infor
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