GDI Property Group · ASX:GDI
GDI Property — Shareholder Meeting (November 2026)
14 slides from GDI Property's shareholder meeting presentation, November 2026
Slide 1: Managing Director and CEO's Presentation AGM
GDI Property Group Managing Director + CEO’s Presentation AGM
Slide 2: Acknowledgement of Country and agenda
01 02 03 Acknowledgement of Country GDI acknowledges and pays respect to the past, present and future Traditional Custodians and Elders of this nation and the continuation of cultural, spiritual and educational practices of Aboriginal and Torres Strait Islander peoples. Delivering on A strong start
Slide 3: Delivering on strategy
▪ Leased, renewed or signed Heads of Agreements for Industry Recognition Leasing 20,937sqm of office assets in FY26. WS2 winner of Property Council of ▪ Active speculative fitout strategy has been very Australia's Award for Best effective. Sustainable Development. ▪ Focus is on leasing remaining spa
Slide 4: A strong start to FY27
Core buildings: Leasing momentum Leasing across our core properties remains strong. WS1, WS2 and the office component of 197 St Georges Terrace are now 100% leased. At 5 Mill Street, negotiations are underway on the 02 A strong start to FY27 remaining space. Results are a testament to the success of
Slide 5: Australia key economic indicators by state
Australia key economic indicators by state Economic Economic Household Private Capex Private Capex Un- Employment Population Capital City Wages Growth 03 WA market indicators Growth Growth 3 Yr Forecast Spending Growth Growth (Buildings & Growth (Plant + employment Rate Growth (YoY) Growth CPI Struc
Slide 6: WA leads the nation on economic, population, employment and household spending growth
WA leads the nation on economic, population, employment and household spending growth Economic Growth Household Spending Growth WA FY26 3 months to August 2026 2.9% 9.5% Compared with 2.3% Nationwide. Compared with 6.6% Nationwide. 03 WA market indicators 9.5 2.8 2.9 7.0 2.7 6.8 6.6 2.3 6.1 5.6 1.8
Slide 7: WA infrastructure, mining and defence investment is thriving
WA infrastructure, mining and defence investment is thriving Perth Airport Capital New Women and Babies West Angelas Iron Ore Mine Eneabba Rare Earths Refinery Henderson Defence Precinct 03 WA market indicators Project Investment $5bn Hospital $1.8bn $1.8bn $25bn+ Extension $1.1bn Project type Airpo
Slide 8: Perth office market: top end activity, flight to centre, limited supply
Strong top end activity Significant flight to centre Limited new supply 48,586sqm 29,018sqm 10,400sqm from 22 Premium and A+ deals, 2026 YTD from 14 suburban tenants moving into the CBD, average new supply a year over the next 5 2026 YTD years, vs 33,000sqm in the past 5 years. • Total sqm transacte
Slide 9: Analysis of Perth CBD transactions of more than 500sqm, 2026 YTD
Analysis of Perth CBD transactions of more than 500sqm, 2026 YTD Premium and A+ deals are 44% of transactions but 60% of space leased 50 81,345 48% 72% 58% 26% 74% Total Deals Total NLA Direct deals Expansions Flight to Flight to Fitted deals 04 Perth Office market (sqm) quality centre Breakdown by
Slide 10: Perth CBD Vacancy by Grade
Perth CBD Vacancy by Grade Source: PCA, July 2026 35% 30% 25% 20% 15% 10% 04 Perth Office market 5% 0% Jun-00 Jun-01 Jun-02 Jun-03 Jun-04 Jun-05 Jun-06 Jun-07 Jun-08 Jun-09 Jun-10 Jun-11 Jun-12 Jun-13 Jun-14 Jun-15 Jun-16 Jun-17 Jun-18 Jun-19 Jun-20 Jun-21 Jun-22 Jun-23 Jun-24 Jun-25 Jun-26 Premium
Slide 11: Perth CBD historic net absorption and vacancy forecast
Perth CBD historic net absorption and vacancy forecast Historic Net Absorption Historic Vacancy Vacancy 10,000 sqm Net Absp. Vacancy Base Case Vacancy 30,000 sqm Net Absp. 30% 160,000 Net Absorption (sqm) 140,000 25% Vacancy (%) 120,000 04 Perth Office market 20% 100,000 15% 80,000 60,000 10% 40,000
Slide 12: Balanced growth initiatives
Balanced growth initiatives Our priorities are focused on closing the gap between security price and NTA: 01 Grow Property Division FFO to improve core assets ▪ Continued lease up of remaining space. ▪ Improve effective rents, and with them cashflow returns, including Mill Green initiatives, in an o
Slide 13: Disclaimer
Disclaimer This presentation has been prepared and issued by GDI Property Group Limited (ACN 166 479 189) and GDI Funds Management Limited (ABN 34 107 354 003, AFSL Number 253 142) as responsible entity of GDI Property Trust (ARSN 166 598 161) (collectively, GDI). Shares in GDI Property Group Limite
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