G City Ltd. · TASE:GCT
G City — Gazit-Globe — Investor Day (June 2017)
37 slides from G City's investor day presentation, Jun 23, 2017
Slide 1: Gazit Globe Israel Company Presentation 2017
Gazit Globe Israel Company Presentation 2017,
Slide 2: Disclaimer
G This presentation was prepared by Gazit Globe Ltd (the "Company") and does nat constitute a prospectus or other offering dacurnent or {an offer to purchase or sell sacurites ofthe Company, nor does it constitute a safctation, invitation or offer to purchase or subcribe for secures of the Company a
Slide 3: Company Assets in Israel
Company Assets in Israel 1 11 income producing assets 1 Zosseta underdevelopment $.LA0f 206,000 sam
Slide 4: Company Strategy
Company Strategy IQ Locating potential lands and assets Purchasing, entrepreneurship and development Construction and asset betterment Specializing in the management of urban centers in a day-to-day mix in quality residential neighborhood centers as well as large supermarket-anchored centers Buildin
Slide 5: Gazit Globe Israel - the Company Development from its Establishment
Gazit Globe Israel — the Company Development from its Establishment G = Fring contsona Fashion Slastaowst 6 Pocion Opening Ye cporia 6 Tame frase Con ‘pering GM Saba eis 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019+ 453,000
Slide 6: G West Rishon LeZion West
G West Rishon LeZion West * The company owns commercial areas spanning approximately 81 dunam. * Upon finishing construction of G Fashion and expanding G One, the company will own a G.LA. of approximately 82,000 F.Q.M on this axis. + The company has additional building rights to ulilize approximatel
Slide 7: G West the Company Capacities
G West the Company Capacities GLA at the enc and reno’ Cinema Clty — Land 21.392 21,392 G Two 16.954 21.153 21.158 Fashion Land Under construction 13,265 (20199 G One 28.977 28,977 25,664 frat | soso | cree eras | ‘The company owns approximately 77,000 square meters of additional rights on the G Wes
Slide 8: G Cinema City
Ol of 5s} fe} a Ss s 2 s 2 g aS J sh é j Opening 2010 Construction 2009 G Cinema City
Slide 9: G Two - G West
G Two - G West
Slide 10: G West - Renovation of G One
G West — Renovation of G One G =
Slide 11: G West - Developing G Fashion
G West — Developing G Fashion
Slide 12: G West - the Vision
G West ~ the Vision mene,
Slide 13: G Kfar Saba
G Kfar Saba I G Kfar Saba is the largest asset in the Sharon region, spanning an area of approximately 54 dunam, ‘The asset development: Stage A: opening the open-air shopping center Stage B: opening the closed shopping mall Stage C: establishing the cinema area and Shufersal ‘The company owns appro
Slide 14: G Kfar Saba
G Kfar Saba G B= Purchasing the land 2007 ¥ Pog Packer Steel Factory
Slide 15: G Centers in Tel-Aviv
G Centers in Tel-Aviv In Tel-Aviv, the company owns 2 neighborhood commercial centers at a G.L.A area of approximately 15,000 F.Q.M spread on 6.7 dunam. In addition, the company holds additional land for future construction of a commercial center and a residential tower in Ramat Aviv neighborhood, G
Slide 16: G Tel Baruch - From Purchasing to Present Day
G Tel Baruch — From Purchasing to Prefent Day IW Purchase date: 12/2005 GLA. 6.900 square meters 7.00 square meters NO 5.5 million ILS 10.0 million ILS Price of purchasing and renovating 66.4 million ILS 89.4 million ILS Asset value 66.4 million ILS 145.0 million ILS.
Slide 17: Distribution of Company Activity Areas according to N.O.I
Distribution of Company Activity Areas according to N.O.1 G = NOI% Soa phapnecla 14% Gam aoe BRE Qovewe Heath andfimess 8% | NINO Restaurants 18% @ENEDIp <i Leisure 12% & Sectones ant 12% wom ACE 90) propmape Foxnome romain ACE 2x) Fashion and Sport 30% 4M o— EE aM, zara manco Other 2%
Slide 18: Summary
Summary * 11 income producing assets * 2 assets under development * G.L.A of 206,000 s.q.m * 226 dunam * Approximately 190,000 s.q.m. of additional building rights * The company has a proven track record of growth in its portfolio and managing its assets. This past year the company focused on develo
Slide 19: Gazit Globe Israel - Where Excellence Meets Location
Gazit Globe Israel Where Excellence Meets Location ID
Slide 20: Gazit Brasil Institutional Presentation June 2017
Slide 21: Disclaimer
Disclaimer This presentation was prepared by Gazit Globe Ltd. (the "Company") and does not constitute a prospectus or other offering document or an offer to purchase or sell securities of the Company, nor does it constitute a solicitation, invitation or offer to purchase or subscribe for securities
Slide 22: Brazil at Glance
Brazil at Glance The world’s 5‘ largest country by land area (8.5 million sq. km) and population GDP - 9th largest economy in the world Projected Brazil's Population ro us 17,947 29 238 208 China Japan 2015 2030 2050 German aie sae ” Historical Foreign Direct Investment (FDI) UK ‘UsDbR France ea ssa
Slide 23: Sao Paulo
Sao Paulo ™ Sao Paulo represents 20% of Brazil’s population: = 21 million inhabitants (Metropolitan Region); 44 million (state) ™ 32% of the nation’s GDP (Sao Paulo State) = Alpha City and Business Capital of South America Latin America headquarters of 65% of Fortune 500 Companies = The leading city
Slide 24: Shopping Malls in Brazil
Shopping Malls in Brazil "i Low Penetration el citor on better) 2.80 ™ Underpenetrated in shopping center space compared to other countries "still a fragmented market with consolidation process underway ™ Limited presence from global shopping €&WGO3D08 & @ mall operators Par hed fetes Seen foe Gary
Slide 25: Acquire, transform and reposition A location assets
Acquire, transform and reposition “A location assets” 9 income-producing assets with a GLA of approximately 144,000 sqm PP isade Jrcin RO Morus Town | GEES SE A ee ee ee "00 sem GLa ‘Onnas GUA ‘ness GU 78780 am GE med GLA Seow Se an 020 sn ‘a22 son ers ‘a0 sam Gs Ml ig FERN es PT Investment - 9x gro
Slide 26: Iconic Real Estate with strong demographics
Iconic Real Estate with st demographics Extra Itaim 200k; — - - - 1 -- - - = - iy = E ] ] 175k : 1 Eldorado idadeJardim \ Shopping Light a kp --~- +2 2e | 5 ] 3 igi = =| eel S 125k Mais Shopping Morumbi Town | 5 ] = 100k 1 3 3 Sao Paulo Average: RS60K | ] 2 Brazil Average: RS30K i | 25k ! ! ] ] ] ]
Slide 27: Avenida Paulista - Century of Growth
Avenida Paulista — Century of Growth He | With 1.5M pedestrians on a daily basis, Avenida Paulista has evolved into a destination for unive s, Museums, cinemas, arts
Slide 28: Re-tenanted + re-positioned
Re-tenanted + re-positioned (95% of stores) while achieving 100% occupancy Approx. 70% NOI growth (R$9.6M in acquisition to RS16.6M including Decathlon) . Yield on Cost (Shopping) son 98% 5 21a 201526017 2017+ Decathlon
Slide 29: Top Center Case Study - Timeline
p Center Case Study - Timeline 2014 Top Center Shopping acquired; negotiated with tenants and submitted plans to the municipality 2015 Renovated the shopping, re-tenant 80% of the mix with international brands such as Forever 21 and MAC Estee Lauder 2016 Acquired office tower and parking garage and
Slide 30: Top Center Case Study - Before and After
Top Center Case Study - Before and After (Key Ten Before ae VIENA EXPRESS. ; After W/Z
Slide 31: Morumbi Town Shopping, Sao Paulo
Morumbi Tow: opping, Sao Paulo Redeveloped and | transformed a strip center to a shopping mall focused on everyday life needs, leisure and entertainment. E Conveniently surrounded by top private schools. Major Tenants:
Slide 32: Morumbi Town Shopping, Sao Paulo
umbi Town Shopping, Sao Paulo Development project successfully delivered on time and on budget — 97% leased 2010 Population 970,000 Households 305,000 Annual Avg HH Income _R$ 100,000 As of Wh 2015 LOCATION LOCATION i LOCATION
Slide 33: Morumbi Town Shopping, Sao Paulo
Slide 34: Cidade Jardim Shopping, Sao Paulo
Cidade Jardim Shopping, Sao Paulo Major Tenant PRADA CHANEL Louis VUITTON ROLEX GUCCI Sedo Feiagauier 18 An iconic luxurious shopping mall based on the most elegant and sophisticated retail streets in the world.
Slide 35: Shopping Light, Sao Paulo
Shopping Light, Sao Paulo Iconic building since 1929 in Downtown Sao Paulo, across from City Hall and Municipal Theater with over 12M annual visitors Major Tenants: - Ss ‘ CE - oll = a S TRAKEFED —LaSSsre 16
Slide 36: Potential - Extra Itaim, Sao Paulo
Potential - Extra Itaim, Sao Paulo Prime urban real estate asset located in the new financial center with international firms such as Bloomberg, Goldman Sachs, Google, Facebook and Credit Suisse.
Slide 37: Location - Good things happen when you own good real estate
LOCATION LOCATION LOCATION GOOD THINGS HAPPEN WHEN YOU OWN GOOD REAL ESTATE