Goodman Group · ASX:GMG
Goodman — Investor Day (June 2018)
23 slides from Goodman's investor day presentation, Jun 14, 2018
Slide 1: Goodman Group Investor Day
Goodman Group Investor Day 14 June 2018
Slide 2: Important notice and disclaimer
Important notice and disclaimer + This document has been prepared by Goodman Group (Goodman Limited (ABN 69 000 123 071), Goodman Funds Management Limited (ABN 48 067 796 641; AFSL Number 223621) as the Responsible Entity for Goodman Industrial Trust (ARSN 091 213 839) and Goodman Logistics (HK) Lim
Slide 3: Contents
Contents + Group introduction – Greg Goodman + Regional updates + Australia - Jason Little + New Zealand - John Dakin + Asia - Paul McGarry + Continental Europe - Philippe Van der Beken + United Kingdom - Charles Crossland + North America - Anthony Rozic + Brazil - Cesar Nasser + Investment Manageme
Slide 4: Regional updates
Regional updates
Slide 5: Australia – Jason Little
Australia – Jason Little Snapshot¹ Assets under management A$13.0bn Stabilised properties 152 Investment GLA (sqm) 5.6m Occupancy 96% 8% Managed Partnerships 4 People² 286 1. As at 31 March 2018 82% 2. Includes MAC and Group corporate services 10%
Slide 6: Australia – Jason Little: Oakdale, Western Sydney
Australia – Jason Little Market + Oakdale, Western Sydney Investment type + Development / investment properties Strategy + Large scale, multi-stage development + Located within western Sydney’s logistics hub of Eastern Creek Location + Offers direct access to the M4 and M7 Motorways and unrivalled c
Slide 7: Australia – South Sydney inventory converted to mixed use since 2008
Australia – Jason Little South Sydney inventory converted to mixed use since 2008 South Sydney 2008 South Sydney 2018 Mixed use zone - Mixed use zone (existing or planned) - Tenants displaced Tenants in-situ Upzone from IN1 to B6/B7 - Goodman owned assets Commercial now H&B use 7
Slide 8: New Zealand – John Dakin
New Zealand – John Dakin Snapshot¹ Assets under management A$2.6bn 99% Stabilised properties 13 Investment GLA (sqm) 0.9m Occupancy 99% Managed Partnerships 2 People 61 1. As at 31 March 2018 8
Slide 9: New Zealand – Auckland, Otahuhu
New Zealand – John Dakin Market + Auckland, Otanuhu Investment type + Development / investment properties Strategy + Warehouse development + GMT’s only estate with direct access to the main rail corridor + Rail freight becoming more desirable with increased road congestion Location + Asset now sits
Slide 10: Asia – Paul McGarry
Asia – Paul McGarry Snapshot¹ Assets under management A$11.6bn Stabilised properties 57 Investment GLA (sqm) 4.6m Occupancy 99% Managed Partnerships 2 People 286 1. As at 31 March 2018 Hong Kong 49% Greater Shanghai 15% Tokyo 12% Osaka 9% Greater Beijing 6% Others 9% 10
Slide 11: Asia – Tuen Mun South, Hong Kong
Asia – Paul McGarry Market + Tuen Mun South - Hong Kong Investment type + Development Strategy + Large scale multi storey development + Strategically located adjacent to new major infrastructure projects connecting Hong Kong and the Greater Bay Area + Hong Kong airport busiest global airport by carg
Slide 12: Asia – Shanghai, China
Asia – Paul McGarry Market + Shanghai, China Investment type + Brownfield redevelopment Strategy + Large scale multi-storey development + Well-connected by the extensive highway network which provides convenient access to some of the most prominent Location industrial parks and cities in the Yangtze
Slide 13: Asia – Greater Tokyo, Japan
Asia – Paul McGarry Market + Greater Tokyo, Japan Investment type + Development / investment properties + Master-planned multi-stage, integrated logistics and business Strategy precinct + Located between Tokyo Narita Airport and Tokyo CBD along a major east-west arterial road in east Tokyo providing
Slide 14: Europe – Philippe Van der Beken
Europe – Philippe Van der Beken Snapshot¹ 7% Assets under management A$6.8bn Stabilised properties 135 13% 49% 4% Investment GLA (sqm) 5.2m 1% Occupancy 98% 2% Managed Partnerships 2 2% People 199 18% 1% 1. As at 31 March 2018 3% 14
Slide 15: Europe – Port of Hamburg, Germany
Europe – Philippe Van der Beken Market + Port of Hamburg, Germany Investment type + Development Strategy + Development of pre-committed logistics warehouse + Within a 5 km proximity range to Hamburg CBD, the second largest city in Germany (1.7 million inhabitants) Location + Located in the port of H
Slide 16: United Kingdom – Charles Crossland
United Kingdom – Charles Crossland Snapshot¹ Assets under management A$0.9bn Stabilised properties 7 Investment GLA (sqm) 0.2m Occupancy 86% Managed Partnerships 2 People 42 South East 1. As at 31 March 2018 Midlands North 3% 60% 37% 16
Slide 17: United Kingdom – Coventry, Midlands
United Kingdom – Charles Crossland Market + Midlands, United Kingdom Investment type + Development / investment properties Strategy + Development of 2 buildings, one speculative and one pre-let + Coventry, UK + Located 20 miles east of Birmingham Location + Prime logistics location in the heart of t
Slide 18: North America – Anthony Rozic
North America – Anthony Rozic Snapshot¹ Assets under management A$1.6bn Stabilised properties 7 Investment GLA (sqm) 0.5m 9% Occupancy 100% Managed Partnerships 1 People 44 90% 1. As at 31 March 2018 1% 1% 18
Slide 19: North America – Los Angeles Mid Counties
North America – Anthony Rozic Market + Los Angeles – Mid Counties Investment type + Value add opportunity to modernize property + Reposition and lease estate or individual buildings and trailer Strategy parking + 20 miles from Los Angeles International Airport and approximately 18 miles from the Por
Slide 20: North America – Los Angeles San Gabriel Valley
North America – Anthony Rozic Market + Los Angeles – San Gabriel Valley Investment Type + Development Strategy + Redevelopment – planned two building logistics facility + Located 20 miles from the Ports and 8 miles from downtown Location Los Angeles, the site is positioned in El Monte’s industrial z
Slide 21: Brazil – Cesar Nasser
Brazil – Cesar Nasser Snapshot¹ Assets under management A$0.3bn Stabilised properties 4 Investment GLA (sqm) 0.3m Occupancy 71% Managed Partnerships 1 People 28 1. As at 31 March 2018 16% 21% 63% 21
Slide 22: Brazil – São Bernardo do Campo
Brazil – Cesar Nasser Market + São Paulo, São Bernardo do Campo Investment type + Development + Acquisition of well-located infill sites, with rezoning potential in the long term. Situated in low vacancy regions, with low land Strategy availability (high barrier to entry) + Partnership established +
Slide 23: Thank you
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