Centuria Capital Group · ASX:CNI
Centuria Capital — Barrenjoey Emerging Property Companies Day 2025
14 slides from Centuria Capital's conference presentation, May 1, 2025
Slide 1: Centuria Presentation Barrenjoey Emerging Property Companies Day
Centuria Capital Group (CNI) Centuria Presentation Barrenjoey Emerging Property Companies Day SYDNEY (Thursday, 1 May 2025) – Centuria Capital Group (ASX: CNI or “Centuria”) provides the attached presentation that will be presented at the 2025 Barrenjoey Emerging Property Companies Day later today.
Slide 2: Centuria Capital Group Barrenjoey Property Day 2025
For personal use only 1 MAY 2025 | ASX: CNI Centuria Capital Group Barrenjoey Property Day 2025
Slide 3: CNI's diversified funds management platform
CNI’s diversified funds management platform1 Centuria Capital Group: A leading Australasian ASX 200 funds manager For personal use only $20.5bn $304m 98% 26 Group AUM CNI balance sheet cash and CNI recurring revenues2 Group and real estate undrawn debt fund lenders $19.6bn $4.9bn 3% 8 Real estate AU
Slide 4: CNI scaled and diversified alternative real estate offerings post COVID
CNI recognised the importance of CNI scaled and diversified alternative real estate scaling alternatives post COVID. offerings post COVID Alternative AUM For personal use only Identified opportunities and sectors that differentiate from other managers. $4.9bn $0.5bn Data Centres2 CNI has grown alter
Slide 5: Deliberate and differentiated expansion into alternatives
Deliberate and differentiated expansion into alternatives Sector Characteristics For personal use only • Real estate backed lending with a focus towards middle markets. • Loan types including bridge, subdivision & civil, residual stock and construction/development. Real Estate Finance • Centuria’s i
Slide 6: Real estate finance
Real estate finance Real estate finance Real estate finance AUM ($ billions) Forecast EBIT ($ millions) 1 20% Credit experience backed by real growth estate experience $2.3bn For personal use only 2018-2020 $24.7m Centuria supported Bass Credit via select one off SPV loans. $1.9bn 2021 79% 71% CAGR2
Slide 7: ResetData - Centuria's innovative entry into data centres
ResetData - Centuria’s innovative entry into data centres NVIDIA’s only Australian owned and operated Sovereign Cloud Partner and a Dell Titanium partner For personal use only Early mover entry to Edge Data Centre opportunity Accelerating Prestigious partnerships • Completed acquisition of 50% inter
Slide 8: Centuria / ResetData: An evolving opportunity to capitalise on data demand
Centuria / ResetData: An evolving opportunity to capitalise on data demand The intersection of real estate and technology For personal use only 1 2 3 NVIDIA’s only Australian AI Factories ResetData revenue owned and operated opportunities are increasing sovereign Cloud Partner • AI-F11: The supercom
Slide 9: Agriculture
Agriculture The intersection of real estate and Agriculture critical farming infrastructure AUM ($ billions) $0.7bn For personal use only 2021 Centuria consolidates 74% $0.6bn Primewest, including PW CAGR1 Agriculture Trusts 1 & 2. $0.5bn 2022 Agriculture strategy developed, launch of Centuria Agric
Slide 10: Centuria Agriculture Fund case study
Agriculture strategy designed with Centuria Agriculture Fund case study1 investors and tailored to contemporary markets Identified a niche agriculture offering For personal use only extracting the real estate from $460m AUM Fund capable of taking 100ha+ agriculture investment opportunities. strong s
Slide 11: Focused on delivering new growth opportunities
Focused on delivering new growth opportunities For personal use only 01 02 03 04 05 06 Post-COVID Alternative sectors Demonstratable Positioned to Listed REIT and Centuria and platform complement origination and increase core LIT opportunities ResetData uniquely diversification into traditional sect
Slide 12: Definitions
Definitions Operating Segments: Group has six reportable operating segments. AUM: Assets under management CPFL: Centuria Property Funds Limited ACN 086 553 639 These reportable operating segments are the divisions which report to For personal use only CAGR: Compound annual growth rate CPF2L: Centuri
Slide 13: Disclaimer
Disclaimer This presentation has been prepared by Centuria Capital Limited and Centuria Funds Management Limited (‘CFML’) as responsible entity of Centuria Capital Fund (together the stapled listed entity CNI). Centuria Property Funds Limited (ABN 11 086 553 639, AFSL 231 149) ('CPFL') and Centuria
Slide 14: For personal use only
AUSTRALIA For personal use only Sydney (head office) Melbourne (02) 8923 8923 (03) 9616 6500 Level 41, Chifley Tower Level 47 2 Chifley Square 101 Collins Street Sydney NSW 2000 Melbourne Vic 3000 Brisbane Perth (07) 3905 7000 (08) 9321 7133 Level 2 Level 27 348 Edward Street 140 St Georges Terrace
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