Stockland · ASX:SGP
Stockland — UBS Global Real Estate Conference 2006
9 slides from Stockland's conference presentation, November 2006
Slide 1: Stockland – Australia's leading diversified property group
Stockland – Australia’s leading diversified property group UBS Global Real Estate Conference – Panel Discussion November 2006 1
Slide 2: Overview of Stockland
Overview of Stockland Shopping Centres Residential Development Unlisted Property Funds Assets A$3.5bn Assets A$2.6bn Assets A$540m Office Buildings Industrial & Office Parks Assets A$2.0bn Assets A$1.0bn # As at 30 June 2006 2
Slide 3: Stockland's Business Model
Stockland’s Business Model Strategic Weightings Type of Income Strategic Weighting Business EBIT Assets Shopping Centres Income from Investment Office Buildings 60-80% 70-80% Properties Distribution Centres Unlisted Property Funds Development Profits 20-40% 20-30% Residential Development TOTAL 100%
Slide 4: Financial Performance
Financial Performance Net operating profit* Growth in earnings per Security* A$m 600 554 503 16% 500 456 14% 400 12% 285 10% 300 250 8% 198 200 6% 4% 100 2% 0 0% FY01 FY02 FY03 FY04 FY05 FY06 FY01 FY02 FY03 FY04 FY05 FY06 SGP REIT200 Index ^ * FY01-FY04 is AGAAP, FY05-FY06 is AIFRS (Before certain s
Slide 5: Total Return to Security Holders
Total Return to Security Holders Strong dividend yield and dividend growth has driven TSR outperformance TSR – 1 July 2001 to 31 October 2006 280 SGP EPRA NAREIT GLOBAL REIT 200 230 180 130 80 30 Jul-01 Jan-02 Jul-02 Jan-03 Jul-03 Jan-04 Jul-04 Jan-05 Jul-05 Jan-06 Jul-06 Source: UBS 5
Slide 6: Stockland's Development Pipeline
Stockland’s Development Pipeline Investment Property No. of Total cost (develop & retain) Projects ($m) Shopping Centres 21 1,050 Commercial & Industrial 9 750 TOTAL 30 1,800 Development Projects No. of End Value (develop & sell) Projects ($m) Residential Communities 70 14,400 Apartments 10 1,900 TO
Slide 7: Stockland UK Strategy
Stockland UK Strategy Measured and strategic entry to United Kingdom Stockland staff on ground 2H07 Leverage the strength our of diversity Commitment to success through financial and risk management
Slide 8: Stockland Future Outlook
Stockland Future Outlook Leverage opportunities via the integrated platform across the group Focus on the development pipeline for our investment assets Strong balance sheet Focus on extending our market leading position in Australia with International growth potential
Slide 9: Disclaimer
DISCLAIMER Corporation/ Responsible Entity Stockland Corporation Limited ACN 000 181 733 Stockland Trust Management Limited ACN 001 900 741 16th Floor 157 Liverpool Street SYDNEY NSW 2000 Disclaimer of Liability: While every effort is made to provide accurate and complete information, Stockland does