Charter Hall Group · ASX:CHC
Charter Hall — Macquarie Australia Conference 2022
15 slides from Charter Hall's conference presentation, May 3, 2022
Slide 1: The Charter Hall Advantage
130 Lonsdale Street, Melbourne (CPOF) The Charter Hall Advantage Macquarie Australia Conference, Sydney 3 May 2022 Charter Hall Group MidWest Logistics Hub, 2022 Macquarie Truganina Australia (CPIF) Conference
Slide 2: Acknowledgement of Country
Acknowledgement of Country Charter Hall is proud to work with our customers and communities to invest in and create places on lands across Australia. We pay our respects to the traditional owners, their elders past and present, and value their care and custodianship of these lands. Coming Together,
Slide 3: The Charter Hall Advantage
The Charter Hall Advantage Cross sector tenant partnerships, sale & leaseback specialist, develop to core meeting tenant and investor needs – Attracting capital through access to a development pipeline of stock not available on-market – Newer assets with less obsolescence risk Access – Development g
Slide 4: Partnering with tenant customers is at the core of Charter Hall's business
Partnering with tenant customers is at the core of Charter Hall’s business We deliver integrated property solutions for customers Top 20 tenants by net income 14.8% Industrial & Logistics Social Infrastructure Long WALE Retail Shopping Centre Retail Office 5.9% 4.5% 4.4% 4.4% 3.7% 2.9% 2.3% 1.8% 1.8
Slide 5: Sale and leaseback activity
Sale and leaseback activity Charter Hall is the market leader in Australian sale and leaseback partnerships Charter Hall sale and leaseback Existing Charter Hall sale and leaseback partnerships transactions 1 (by tenant industry) Other Government & Capital goods 8% universities 3% Transportation & F
Slide 6: Development to drive deployment and FUM growth
Development to drive deployment and FUM growth Development pipeline increased by 50% to $13.2bn – 88% of Industrial committed projects are pre-leased – 78% Office committed projects are pre-leased Completion value($m) Completions Committed Uncommitted Total (last 12 projects projects3 pipeline4 mont
Slide 7: Charter Hall Industrial & Logistics Capability
Charter Hall Industrial & Logistics Capability Large national team with extensive capabilities and track-record 7 30 19 Sydney 52 – 80+ team of Industrial specialists Growth in expertise across transactions, development, asset, management, Funds Asset & Property Development 17 Management Management
Slide 8: Multi Sector Relationships – Charter Hall Group
Multi Sector Relationships – Charter Hall Group Top 20 Charter Hall Group Customers Top 20 Charter Hall Industrial Customers Growth through Charter Hall’s cross sector Government 14.8% Coles 10.0% customer engagement & collaboration Wesfarmers 5.9% ALDI 5.7% – Customer cross-sector occupancy Coles G
Slide 9: Develop to Core – Track Record of Developing Estates
Develop to Core – Track Record of Developing Estates Completed / Committed Projects Development Pipeline – Land TradeCoast IP Flagstone LE (Nth Maclean) QLD - Land – Value: $147m – GAV Potential: $1.2bn+ Brisbane – Site Area: 11.2ha – Site Area: 118.0 ha – GLA: 50,700 sqm – GLA: 533,000 sqm – WALE:
Slide 10: Industrial & Logistics sector growth & returns from developments
Industrial & Logistics sector growth & returns from developments Develop to Core has delivered a total $5.8bn or 34% of the Industrial & Logistics sector’s $19.1bn FUM Industrial & Logistics sector FUM Stable Development $19.1bn $5.8bn $12.3bn $9.1bn $3.9bn $7.1bn $2.8bn $5.8bn $13.3bn $4.8bn $2.1bn
Slide 11: Charter Hall Office Capability
Charter Hall Office Capability 94 11 85 26 Large national team with extensive capabilities and track-record Sydney • 160+ team of Commercial specialists 37 Asset & Property Expertise across transactions, development, asset Funds Management, Development Melbourne management, property management, capi
Slide 12: Charter Hall Office top tenants
Charter Hall Office top tenants Exposure to government tenants underpins the resilience of cashflows Charter Hall Office platform – top 20 tenants by net income 31.4% 6.5% 3.9% 3.9% 2.5% 2.2% 1.6% 1.5% 1.3% 1.3% 1.2% 1.1% 1.1% 1.0% 0.9% 0.9% 0.8% 0.8% 0.6% 0.6% Top 20 tenants % of office platform re
Slide 13: Charter Hall has relationships with over 50 government departments
Charter Hall has relationships with over 50 government departments Top 15 Government Customers (by rent) 12.8% Office 10.4% Industrial & Logistics 8.5% 7.5% Shopping Centre Retail 6.6% 5.6% 5.3% 4.0% 3.3% 2.0% 1.9% 1.9% 1.8% 1.6% 1.5% Government leases by levels Government 1 leases by sector Governm
Slide 14: Cross sector tenant relationships drive pre-commitments for our development pipeline
Cross sector tenant relationships drive pre-commitments for our development pipeline 30 – 56 Main Beach Road, 28B McPherson Street 570 Bourke Street, 343 Albert Street, Brisbane 2 Park Street, Sydney TradeCoast Industrial Park, 171 Collins Street, Melbourne Pikenba Banksmeadow Melbourne Pinkenba 140
Slide 15: Further information
Further information Investor Relations Tel 1300 365 585 (within Australia) +61 2 8651 9000 (outside Australia) Email reits@charterhall.com.au Presentation authorised by the Board charterhall.com.au/chc IMPORTANT NOTICE & DISCLAIMER This presentation has been prepared by Charter Hall Funds Management
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