Rent.com.au Ltd · ASX:RNT
Rent.com.au — Investor Presentation (June 2015)
20 slides from Rent.com.au's investor presentation, June 2015
Slide 1: Australia's No.1 rental property website
Australia’s No.1 rental property website June 2015 1
Slide 2: Disclaimer
Disclaimer Important Legal Notice This presentation contains summary information about Rent.com.au Pty Ltd (RNT) and Select Exploration Limited (SLT) as at June 2015 and does not purport to be complete. This presentation is not a prospectus or a product disclosure statement under the Corporations Ac
Slide 3: The Rental Market
The Rental Market The rental property market in Australia is a large and growing section of the overall property market. It is also fragmented and under-serviced. 〉 30% of Australia’s population (7 million people) rent; primarily key 18-35 demographic 〉 Over 2.6 million rental properties in Australi
Slide 4: The Strategic Opportunity
The Strategic Opportunity Rent.com.au (ASX:RNT) is Australia’s #1 dedicated rental property website, becoming the long term home for renting by creating a single marketplace comprising property agents and non-agent landlords listings and a broad range of services needed by all the rental market part
Slide 5: The story so far
The story so far $10.3m invested to date representing consistent development of technology, content, product alliances and growth of unique visitors required to effectively commercialise the platform. RNT Database Growth 120,000 Renters Landlords 100,000 80,000 60,000 40,000 20,000 0 2007 2008 2009
Slide 6: Ready to Commercialise – Renters
Ready to Commercialise – Renters The size of the The Market 5x property sales market by transaction volumes 30% Of the population are renters and growing 18-35 Renter demographic are online savvy 〉 7 million renters in Australia, ~30% of the population, who on average move every 10 months 〉 Offers r
Slide 7: Ready to Commercialise – Non-agent Landlords
Ready to Commercialise – Non-agent Landlords The Market 2.6m Rental properties in Australia 46% 1.2 million rentals are managed by non-agents +1m Non-agent landlords in Australia 〉 Half the overall rental advertising market still offline. Opportunity to drive traffic online similar to carsales.com.a
Slide 8: Ready to Commercialise – Property Agents
Ready to Commercialise – Property Agents 54% Avg annual agent The Market 1.4m Properties managed by agents of rentals are managed by agents $2.5k revenue per property managed 〉 Property agents need greater access to renters – rent.com.au offers a unique audience: >45% of its traffic does not go to r
Slide 9: Ready to Commercialise – Advertisers
Ready to Commercialise – Advertisers 3 year CAGR of The Market $4.4b The size of total online ad sales market 19% Australian online advertising +45% Traffic that does not go to realestate.com.au (+60% for domain.com.au) 〉 Online classified adverts are the fastest growing segment of the online advert
Slide 10: Strong Competitive Position
Strong Competitive Position RNT differentiates itself from other sites by providing a complete marketplace for the growing but under serviced rental market RNT's Addressable Market 3.0 2.5 Annual Rentals - Millions 2.0 Agents Agents 1.5 1.0 Non- Non- 0.5 0.0 Agents Agents Non-agents Agen
Slide 11: Expansion Potential
Expansion Potential RNT has a number of significant blue sky opportunities primarily though international expansion - the most significant of which is its ownership of www.rent.asia. www.rent.asia 〉 RNT won an international tender to secure rent.asia domain; 〉 Leverage existing Australian IP to laun
Slide 12: Corporate Overview - Today
Corporate Overview - Today KEY STATISTICS ASX Code RNT Relisting Share Price $0.20 Market Capitalisation $17.6m Expected Listing Date ~23 June 2015 Net Cash $5m Ordinary Shares on Issue 87,799,174 12
Slide 13: Next Steps: Deploy $5m Capital Raised
Next Steps: Deploy $5m Capital Raised RNT will capitalise on its first mover advantage, strengthening its #1 position RENT.COM.AU 〉 Strengthen the Executive team with additional sales and marketing talent 〉 Recruit key sales staff to target increased levels of property listings from private landlord
Slide 14: Solid Progress Since Announcing RTO
Solid Progress Since Announcing RTO Ahead of the national marketing campaign, RNT has made progress in several key areas 〉 Recruitment of key sales and marketing talent underway with appointments expected July 2015; 〉 Marketing agency evaluations underway ahead of July 2015 launch; 〉 Record number o
Slide 15: Investment Summary
Investment Summary Rent.com.au is ideally placed and well capitalised to commercialise its platform for the benefit of all participants in the rental market and for RNT shareholders 〉 Successfully completed $5 million capital raising and ASX Listing (ASX:RNT) 〉 Experienced Board and Management team;
Slide 16: Contact Information
Contact Information Thank you for your interest in rent.com.au For additional information please contact Mark Woschnak Jan Ferreira Founder and CEO - RENT Chief Financial Officer - RENT E: markw@rent.com.au E: janf@rent.com.au M: 0410 568 300 M: 0404 043 819 16
Slide 17: Appendices
rent. com.au Appendices 17
Slide 18: Current Products & Services
Current Products & Services Rich content and depth of services provided via the rent.com.au marketplace RentBond RentConnect 〉 A No Deposit, Interest Free solution for renters to 〉 Hassle free utility connections spread their bond payment over 3-6 months; 〉 Free to renters – helps renters by co-ordi
Slide 19: Current Products & Services
Current Products & Services Rich content and depth of services provided via the rent.com.au marketplace. RentCheck RentReports 〉 Identity verification and background check of 〉 Detailed rental statistics reports available to both renters potential tenants; and landlords for a fee 〉 Partnering with a
Slide 20: Industry Comparisons – Illustrating the potential
Industry Comparisons – Illustrating the potential The market value of similar classified/portal companies to RNT that are listed on the ASX. Dominant sites lead to increased traffic and higher levels of profitability. Company Market Cap * EV/EBITDA Overview Realestate.com.au launched in 1998 and is