Colonial Sfl Socimi Sa · BME:COL
Colonial Sfl Socimi Sa — Inmobiliaria Colonial SOCIMI — Investor Presentation (April 2025)
35 slides from Colonial Sfl Socimi Sa's investor presentation, Apr 22, 2025
Slide 1: Alpha Deeplabs
#1 Alpha Deeplabs April 22nd, 2025 Alpha Deeplabs | 1
Slide 2: Disclaimer
DISCLAIMER By attending this presentation and receiving this document, you are agreeing to be bound by the following limitations. Any failure to comply with these restrictions may constitute a violation of applicable securities laws and/or may result in civil, administrative or criminal liabilities.
Slide 3: Agenda
01 Executive Summary 02 Science & Innovation - Superior Growth - 03 Creation of a European Leader 04 Growth Profile & Returns 05 Conclusion Alpha Deeplabs | 3
Slide 4: Executive Summary
01 Executive Summary 02 Science & Innovation - Superior Growth - 03 Creation of a European Leader 04 Growth Profile & Returns 05 Conclusion Alpha Deeplabs | 4
Slide 5: Colonial & Stoneshield to set up the Leading Platform in Science and Innovation
01 Executive Summary Colonial & Stoneshield to set up the Leading Platform in Science and Innovation Strategic Infraestucture for European Sovereignty in Science & Innovation Breaking into the Science & Innovation (“S&I”) Real Estate ▪ Colonial invests €200m1 in Deeplabs, the #1 Science & Innovation
Slide 6: Seizing the European Real Estate Opportunity behind Strategic Growth
01 Executive Summary Seizing the European Real Estate Opportunity behind Strategic Growth Successful Strategy in Madrid & Barcelona with >30% market share1 Joint Venture to create the Leading Pan-European Science & Innovation platform €0.4bn Existing Portfolio > Strong ecosystems with operating plat
Slide 7: Fast paced industries require innovative Urban Transformation solutions
01 Executive Summary Fast paced industries require innovative Urban Transformation solutions Urban Transformation – Creating Top Product… …expanding into high growth industries with increasing demands Scope – Paris Condorcet – Paris Life Sciences & Technology & Energy & Aerospace & Business Campus U
Slide 8: Colonial is accelerating its Urban Transformation portfolio
01 Executive Summary Colonial is accelerating its Urban Transformation portfolio Colonial to continue serving its clients’ needs through Urban Transformation Strong Returns with superior Growth Profile Urban Transformation – Value Add Returns with exceptional growth 85-90% Core with Pricing Power &
Slide 9: Science & Innovation
01 Executive Summary 02 Science & innovation - Superior Growth - 03 Creation of a European Leader 04 Growth Profile & Returns 05 Conclusion Alpha Deeplabs | 9
Slide 10: R&D industries with increasing demands for space
02 Science & Innovation R&D industries with increasing demands for Science & Innovation space Projected Growth in the S&I Sector Supported by strong Fundamentals Current Global Science & Innovation Market The global Science & Innovation market size is estimated at Superior growth on the back of mega
Slide 11: Strong growth in Science & Innovation on the back of megatrends
02 Science & Innovation Strong growth in Science & Innovation on the back of megatrends - Demographics - - Technology - - Geopolitics - Aging leads to higher investment in Enabler of next-gen innovation Ambitious plan to fund European Life Science & Wellbeing solutions on quantum, digital & AI value
Slide 12: Europe approves unprecedented spending in Research & Development
02 Science & Innovation Europe approves unprecedented spending in Research & Development The future of European ReArm Europe Plan EU Compass Competitiveness (Draghi Report) Readiness 2030 Government Budget Allocations EU Research & Development European for R&D Annual Expenditure Defence Fund €bn €tn
Slide 13: Established Science & Innovation ecosystems attract high quality tenants
02 Science & Innovation Established Science & Innovation ecosystems attract high quality tenants Science & Innovation is ecosystem based… …and benefits from enduring megatrends EU population +65y old over 15 – 64y Global spending on Pharma R&D In % In USD bn A B 50% 372 Government Civil Society 38%
Slide 14: Key cities with successful clusters attract global demand
02 Science & Innovation Key cities with successful clusters attract global demand Science & Innovation Real Estate is a global megatrend with accelerating growth in Continental Europe and already strong in US & UK Capital Investment in the Innovation technology industry United States Europe China Re
Slide 15: Europe is the emerging Science & Innovation region with accelerated growth
02 Science & Innovation Europe is the emerging Science & Innovation region with accelerated growth Increasing S&I demand meets undersupplied European market Key European Cities as destination for Science & Innovation1 Cambridge Cambridge Bio. Campus - 167k sqm - Operating 11. Undersupply of stock fo
Slide 16: Barcelona - the largest innovation ecosystem in Southern Europe
02 Science & Innovation Barcelona - the largest innovation ecosystem in Southern Europe Business innovation ecosystem Leading Science facilities ▪ Third favorite city worldwide for R&D investment and the first in Europe (Global Cities Investment Monitor, 2023) ▪ 12 universities, including UPC1 (1st
Slide 17: Madrid - a growing hub for biomedical and pharmaceutical companies
02 Science & Innovation Madrid - a growing hub for biomedical and pharmaceutical companies Business innovation ecosystem Leading Science facilities ▪ 80% of the world’s largest biomedical and pharmaceutical companies are in Madrid ▪ Madrid is home to 15 universities, producing more than 30,000 gradu
Slide 18: Paris - the European destination for global innovation companies
02 Science & Innovation Paris - the European destination for global innovation companies Business innovation ecosystem Strong political commitment in Science & Innovation ▪ With +25,000 foreign companies, France is the leading business creator ▪ In 2021 France launched the Health Innovation Plan 203
Slide 19: Creation of a European Leader
01 Executive Summary 02 Science & innovation - Superior Growth - 03 Creation of a European Leader 04 Growth Profile & Returns 05 Conclusion Alpha Deeplabs | 19
Slide 20: Deeplabs is the leading Science & Innovation operator in Spain
03 A European Leader Deeplabs is the leading Science & Innovation operator in Spain Pioneering the fully integrated Science & Innovation Spanish platform Deeplabs: The dominant S&I hub player in Spain 1. 1 Leadership in Science & Innovation Property - Deeplabs is a leading, vertically integrated, Sc
Slide 21: Deeplabs has created successful ecosystems with high quality tenants
03 A European Leader Deeplabs has created successful ecosystems with high quality tenants A fully integrated platform for unparalleled growth An attraction pole of global Science & Innovation 1˃ Fully integrated platform ˃ Combining Science & Innovation and Real Estate expertise 2˃ Operational know-
Slide 22: Successful ecosystems enable rental premiums, longer leases & asset value creation
03 A European Leader Successful ecosystems enable rental premiums, longer leases & asset value creation Our Ecosystems Offer Science & Innovation tenants Deeplabs Case Study Higher rental rates, longer lease terms, Strong rental premium achieved through WET LABS higher renewals ratios asset transfor
Slide 23: Creation of the leading Science & Innovation Platform in European Key Cities
03 A European Leader Creation of the leading Science & Innovation Platform in European Key Cities Strong Science & Innovation platform with European Ambition Seed Locations Target Future Locations Strengthen existing footprint for Deeplabs’ value proposal > Initial portfolio with c.€0.4bn assets wit
Slide 24: Growth Profile & Returns
01 Executive Summary 02 Science & innovation - Superior Growth - 03 Creation of a European Leader 04 Growth Profile & Returns 05 Conclusion Alpha Deeplabs | 24
Slide 25: Pan-European growing Platform leveraging on third-party capital
04 Growth Profile & Returns Pan-European growing Platform leveraging on third-party capital Colonial to set up with Stoneshield an Asset Management Partnership Business Unit with European ambition Joint Venture to create the Leading Pan- with irreplicable > Leading Co-Manager Partners with strong al
Slide 26: Creation of the European Leading operator in Science & Innovation
04 Growth Profile & Returns Creation of the European Leading operator in Science & Innovation Existing Portfolio to capture Short Term Pipeline with Pan European Ambition full value through stabilization attractive Value Add Returns Acceleration through 3rd Party Capital >€2.4bn €0.4bn 6 – 7% €0.7bn
Slide 27: Continuing to drive shareholder value
04 Growth Profile & Returns Continuing to drive shareholder value Attractive shareholder returns with solid fundamentals Geared IRR of +15% Stabilised Yield on Investment >10% 1 > Capital efficient growth targeting +€1bn platform in the short-term with an initial investment of €200m Short-term Long-
Slide 28: Conclusion
01 Executive Summary 02 Science & innovation - Superior Growth - 03 Creation of a European Leader 04 Growth Profile & Returns 05 Conclusion Alpha Deeplabs | 28
Slide 29: Colonial & Stoneshield to set up the Leading Platform in Science & Innovation
05 Conclusion Colonial & Stoneshield to set up the Leading Platform in Science & Innovation Strong Growth of Science & Innovation in Europe ▪ Science and Innovation real estate is surging, driven by shifts in demographics, AI-driven tech and geopolitics ▪ Europe is committing record breaking R&D bud
Slide 30: Thank you
THANK YOU https://www.inmocolonial.com/en/shareholders-and-investors Alpha Deeplabs | 30
Slide 31: Spain, emerging markets with strong fundamentals
Appendix Spain, emerging markets with strong fundamentals Madrid Landmark investments validate Madrid & Barcelona Corporate ecosystems ✓ 300+ S&I established companies “AstraZeneca will invest €1.3 billion in developing an R&D Investment R&D center in Barcelona, reinforcing Spain as a key hub for bi
Slide 32: Diversified tenant base with best in class in innovation names
Appendix Diversified tenant base with best in class in innovation names Tenant Split by Sector Portfolio Split by Location (% of Rents)1 (% of Rents) Basid Headquarters Illumina Gall 22 Other Life Science Madrid 25% & Health 33% University 75% 51% 49% & Training 5% S&I tenants Aerospace 6% & Defense
Slide 33: Ecosystem with high growth tenants already in place
Appendix Ecosystem with high growth tenants already in place Growing Science & Innovation consolidated tenant base… …benefits from enduring megatrends EU population +65y old over 15 – 64y Global spending on Pharma R&D Life Science & Health Technology & Quantum In % In USD bn 50% 372 38% 309 34% 2024
Slide 34: A leading sponsor with contrasted experience in consolidation of RE platforms
Appendix A leading sponsor with contrasted experience in consolidation of RE platforms Stoneshield is a highly reputable sponsor with a differentiated investment approach and superior sourcing capabilities leading to consistent returns Stoneshield DNA Differentiated Investment Approach Seasoned inve
Slide 35: www.inmocolonial.com © 2025 Colonial Alpha Deeplabs | 35
www.inmocolonial.com © 2025 Colonial Alpha Deeplabs | 35
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