Tag Immobilien Ag · XETR:TEG
Tag Immobilien — Investor Day (June 2025)
40 slides from Tag Immobilien's investor day presentation, Jun 10, 2025
Slide 1: Robyg Vantage Rent
ROBYG VANTAGE RENT — TAG |MMOBILIEN GROUP ———
Slide 2: Market Review
MARKET REVIEW
Slide 3: Housing Market in Poland: Main Market PRS Players
HOUSING MARKET IN POLAND MAIN MARKET PRS PLAYERS Number of units in active projects for biggest Private Rented Sector operators (over 300 units ) + 26% + 33% + 18% +75% +25% + 122% - 10% + 32% + 22% +80% 6,000 30 5,550 5,000 25 4,000 20 3,350 3,000 15 2,436 2,052 2,019 2,000 1,660 10 872 717 1,000 6
Slide 4: Housing Market in Poland: PRS sector growth prospects
HOUSING MARKET IN POLAND PRS sector growth prospects Total numer of operating units 22,340 (December 2024) more than 36% annual growth 5,800 UNITS 5,700 UNITS UNITS PLANNED TO BE ADD IN 2025 UNITS COMPLETED IN 2024 Source: „Living Sector in Poland” JLL Residential Research |Poland |2025
Slide 5: Only the Best Locations
ONLY THE BEST LOCATIONS
Slide 6: Only the Best Locations: Total 10,014 units
ONLY THE BEST LOCATIONS in operations 0 under construction 187 in preparation 718 Gdańsk TOTAL UNITS IN CITIES Total 905 in operations 1205 in operations 0 under construction 80 under construction 0 in preparation 717 Poznań 2446 in preparation Total 2002 Warszawa Total 2446 in operations 1610 in op
Slide 7: Wrocław
Wrocław in operations 1610 under construction 612 in preparation 1241
Slide 8: Małopanewska 4
Wrocław Małopanewska 4 In offer since 04.2021 TOTAL: 58 units Vacancy: 1,7% Rent rate: 17,4 EUR per sqm
Slide 9: Legnicka 33
Wrocław Legnicka 33 In offer since 06.2021 TOTAL: 152 units Vacancy: 2,0% Rent rate: 19,4 EUR per sqm
Slide 10: Buforowa 89
Wrocław Buforowa 89 In offer since 07.2021 TOTAL: 352 units Vacancy: 1,7% Rent rate: 14,5 EUR per sqm
Slide 11: Port Popowice
Wrocław Port Popowice In offer since 11.2022 TOTAL: 341 units Vacancy: 1,8% Rent rate: 16,6 EUR per sqm
Slide 12: Sienkiewicza 20
Wrocław Sienkiewicza 20 In offer since 11.2022 TOTAL: 183 units Vacancy: 2,7% Rent rate: 17,1 EUR per sqm
Slide 13: Pułaskiego
Wrocław Pułaskiego In offer since 02.2022 TOTAL: 104 units Vacancy: 2,9% Rent rate: 16,3 EUR per sqm
Slide 14: Braniborska 58
Wrocław Braniborska 58 In offer since 08.2024 TOTAL: 420 units Vacancy: 33,3% Rent rate: 18,6 EUR per sqm
Slide 15: Poznań
Poznań in operations 1205 under construction 80 in preparation 717
Slide 16: Hawelańska 2
Poznań Hawelańska 2 In offer since 01.2022 TOTAL: 151 units Vacancy: 5,3% Rent rate: 12,8 EUR per sqm
Slide 17: Skowrońskiego 4
Poznań Skowrońskiego 4 In offer since 12.2022 TOTAL: 205 units Vacancy: 2,4% Rent rate: 14,4 EUR per sqm
Slide 18: Wagrowska 3
Poznań Wagrowska 3 In offer since 12.2022 TOTAL: 235 units Vacancy: 0,9% Rent rate: 12,6 EUR per sqm
Slide 19: Piątkowska 92
Poznań Piątkowska 92 In offer since 02.2023 TOTAL: 243 units Vacancy: 1,6% Rent rate: 12,6 EUR per sqm
Slide 20: Cz. Niemena 2
Poznań Cz. Niemena 2 In offer since 06.2024 TOTAL: 247 units Vacancy: 0,8% Rent rate: 17,1 EUR per sqm
Slide 21: Skowrońskiego 2
Poznań Skowrońskiego 2 In offer since 07.2024 TOTAL: 124 units Vacancy: 1,6% Rent rate: 14,6 EUR per sqm
Slide 22: Łódź
Łódź in operations 535 under construction 0 in preparation 413
Slide 23: Tuwima 64
Łódź Tuwima 64 In offer since 12.2022 TOTAL: 257 units Vacancy: 1,9% Rent rate: 12,7 EUR per sqm
Slide 24: Rembielińskiego 4
Łódź Rembielińskiego 4 In offer since 11.2023 TOTAL: 278 units Vacancy: 2,5% Rent rate: 12,2 EUR per sqm
Slide 25: Kraków
Kraków in operations 0 under construction 250 in preparation 0
Slide 26: Warszawa
Warszawa in operations 0 under construction 0 in preparation 2446
Slide 27: Gdańsk
Gdańsk in operations 0 under construction 187 in preparation 718
Slide 28: Vantage Standard
VANTAGE STANDARD
Slide 29: Gdańsk
Gdańsk
Slide 30: Gdańsk
Gdańsk
Slide 31: Our customers
Our customers About 55% of our clients are foreigners. 32% of our clients are Ukrainian We provide marketing materials, rent agreements and service in 3 languages: Polish, English and Ukrainian. source: own data - Sales Force
Slide 32: Rental process
Rental process RENTAL PROCESS
Slide 33: Automatization of the process
Automatization of the process
Slide 34: Automatization of the process
Automatization of the process
Slide 35: What sets us apart?
ROBYG VANTAGE RENT —— TAG IMMOBILIEN GROUP What sets us apart? Storage reservoirs connected to the green area irrigation system Photovoltaics to support Video surveillance power supply to common areas Electric vehicle charging stations Remote meter reading Vantage Active, a private gym for Vantage R
Slide 36: What sets us apart?
What sets us apart? ROBYG VANTAGE RENT Discount program Discounts on products and services from Partners. For our tenants, we have special discount cards that allow them to shop or use the services of our partners at a discount. VANTAGE CLUB More than just an apartment Events For tenants, we organiz
Slide 37: Portfolio Summary
Portfolio Summary
Slide 38: Portfolio Summary 30.03.2025
PORTFOLIO SUMMARY 30.03.2025 VANTAGE PORTFOLIO Rentable area Fair value Net rent EUR Area Units In-place yield Vacancy sqm (IFRS) sqm Wrocław 1564 65 191 198,2 5,8% 10,7%* 16,38 Poznań 1196 53 835 140,9 5,8% 1,90% 12,88 Łódź 527 22 020 54,8 5.8% 1,30% 12,17 Total apartments 3 287 141 046 394 5,8% 5,
Slide 39: Portfolio Development 2021-2028
PROTFOLIO DEVELOPMENT 2021- 2028 12,000 10,014 10,000 8,000 6,000 4,000 3,350 2,000 169 0
Slide 40: Robyg Vantage Rent
ROBYG VANTAGE RENT — TAG |MMOBILIEN GROUP ———