Slide 1: Communities 3Q20 Update
Update Communities Commercial Property BARINGA, QLD 3Q20 Update 13 May 2020
Slide 2: Group update
Group update1 Momentum from the Group’s strong 1H20 result continued into January and February, reflecting the continued delivery of our strategy to maximise returns through community creation. The COVID-19 pandemic reduced performance trends in March. 3Q20 metrics do not reflect the full impact of
Slide 3: Operational update
Operational update1 • The residential market was building momentum in January and February with strong enquiries and sales levels • Impact of COVID-19 pandemic on net deposits and enquiries was evident in March with early signs of improvement in late April Update • Continued low interest rates, impr
Slide 4: Communities
%) .P a= =D) E € e) U AURA, QLD. Stockland
Slide 5: Solid sales in January and February; weaker in March
Solid sales in January and February; weaker in March Residential Update • Strong January and February enquiries reflected more than 100% increase NET DEPOSITS BY STATE on prior corresponding periods 1,600 1,561 1,535 • COVID-19 pandemic saw enquiries decline in late March to 20% of the February aver
Slide 6: April enquiries and settlements improving, sales low
April enquiries and settlements improving, sales low Residential NET DEPOSITS Update • Enquiry in the last week of April improved to be in line with pre COVID-19 levels 750 • April net sales of 137 reflects increased cancellations, lower March enquiries and 600 570 the impact of sales centre and dis
Slide 7: Conditions softening post a strong quarterly result
Conditions softening post a strong quarterly result Retirement Living Update • Emergency Response Plans implemented early amidst COVID-19 pandemic with strong communication and engagement with residents to manage NET SALES1 safety and wellbeing • Quarterly net sales of 225 was the strongest establis
Slide 8: Market recovery
Recovery • Supply chains remain dependable for civil works on land subdivision and Update update Market across our town homes business through to the end of 2020 • Relaxation of government restrictions and social distancing expected to drive a pick-up in sales activity; full recovery to take time as
Slide 9: Commercial Property
Commercial Property YATALA, QLD
Slide 10: Strong quarterly result delivering relative resilience
Strong quarterly result delivering relative resilience Workplace 3Q20 1H20 • Portfolio occupancy1 of 94.2% and WALE2 of 3.4 years is aligned to the redevelopment Update Leases executed 5,141 sqm 6,447 sqm strategy • $2.4bn3 future development pipeline: Leases under HOA4 2,905 sqm 3,662 sqm • Piccadi
Slide 11: Retail portfolio performance mixed
Retail portfolio performance mixed Retail Town Centres • Portfolio performance in January and February saw momentum continue from 1H20, reflecting January February March Update the success of our rebasing and remixing strategy: Monthly comparable sales growth 2020 2020 2020 • Leasing spreads were tr
Slide 12: Important Notice
Stockland Corporation Limited ACN 000 181 733 Stockland Trust Management Limited ACN 001 900 741; AFSL 241190 As responsible entity for Stockland Trust ARSN 092 897 348 LEVEL 25 133 Castlereagh Street SYDNEY NSW 2000 Important Notice While every effort is made to provide accurate and complete inform