Stockland · ASX:SGP

Stockland — Non-Deal Roadshow (March 2017)

29 slides from Stockland's roadshow presentation, Mar 27, 2017

  1. Slide 1: Stockland Asian Investor Roadshow

    27 March 2017 133 Castlereagh Street T 02 9035 2000 Sydney NSW 2000 F 02 8988 2552 For personal use only www.stockland.com For media enquiries STOCKLAND ASIAN INVESTOR ROADSHOW Greg Spears Senior Manager Media Relations Stockland today provides the attached presentation which will be used as a basis

  2. Slide 2: For personal use only

    For personal use only

  3. Slide 3: Stockland Quick Facts

    Stockland Quick Facts Logistics & Retail Business Parks Office Residential Retirement Living 53% of SGP portfolio 15% of SGP portfolio 5% of SGP portfolio 18% of SGP portfolio 9% of SGP portfolio P Pater i Stockland Shellharbour, NSW Ingleburn Distribution Centre, NSW 135 King St / Glasshouse, NSW A

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  5. Slide 5: 1H17 Achievements

    1H17 Achievements w Asset Returns and Customer Base Commercial Property Retirement Livi Cash ROA % 4 improvedto 6 4 Growth in comparable FFO High customer 1 satisfaction? 85 ° 0) * e producedby Monash Un ty overall happinesswith their vi Stockland 1H17 Results Presentation ij 4

  6. Slide 6: Global sector leadership and sustainability recognition

    Global Sector and Regional Salesforce launched in Sector Leader- Residential Retail/Office ALIST wr. <= CLIMATE g 17 Tod GRESB Leading global Sector Leader 2016 climate performance! 1. Leading sustainable ratings agency, formerly known as Carbon Disclosure Project Stockland 1H17 Results Presentation

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    For personal use only 4.5   4.0  3.5 3.0  2.5 2.0 1.5 1.0 0.5 0.0

  8. Slide 8: Commercial Property

    Commercial -- Property O ® John Schroder Stockland Shellharbour, NSW For personal us Stockland,.,

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  11. Slide 11: Retail: Continuing to achieve positive leasing spreads

    Retail: Continuing to achieve positive leasing spreads . . Key operating metrics 1H17 1H16, Strong leasing momentum continues Occupancy? 99.5% 99.5% + Maintained high occupancy and positive leasing spreads WALEi sed to 6.8 J Specialty retail leasing activity? . Increased to 6.8 years Tenant retentio

  12. Slide 12: Retail: Productive centres and diverse income base

    Retail: Productive centres and diverse income base Specialty MAT/sqm, centres with future development potential Strong diversity in rental income Gross rent: Total portfolio $14,000 Department Stores $12,000 we Other Retail pps Urbis averagel: $10,000 $8,376/sqm = Supermarkets $8,000 Apparel $6,000

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    For personal use only      Vacant FY17 FY18 FY19 FY20 FY21+

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  21. Slide 21: Population growth continues to underpin dwelling demand

    Population growth continues to underpin dwelling demand Australia population growth - Annual! 500,000 450,000 400,000 Total Growth 350,000 (%) 300,000 250,000 200,000 10,000 [ 100,000 50,000 ° Net International Migration Forecast PFIEEEE FEE SES IEE SS 1. ABS, Deloitte Access Economics, Department o

  22. Slide 22: National house building approvals at around trend

    National house building approvals at around trend NSW market moderating over second half of 2016 4,000 3,000 ZL 2,000 Q\ wean waAyN 4,000 ° Cope” +13.1% above long term average 1985 1989 1998 1997 2001 2005 Qld building approvals tracking sideways 4,000 3,000 2009 208 2077 2,000 t (2.1%) 1000 below

  23. Slide 23: Apartment approvals in NSW, Vic and Qld down from historical highs

    Apartment approvals in NSW, Vic and Qld down from historical highs NSW apartment approvals trending downward +111.9% Above long, term average 020 2m NK pn, ann ; QLD apartment approvals down heavily 4.000 sooo soos +41.2% above lon; os a ay aa Drnl\, above ong WN wv average ° a a 1.ABS Stockland 1H1

  24. Slide 24: Oversupply / Undersupply

    For personal use only Oversupply Undersupply

  25. Slide 25: Providing affordable product

    Providing affordable product Stockland projects providing affordable product! Buyer composition’ Proportion of sub $200k lot sold 39% 34% 26% 26% Investors 1H17 Market 0% : 1HI6 Stockland 1% First Home Buyers 6% Upgraders Nsw SEQ vie WA Stockland providing more affordable product than local median h

  26. Slide 26: Residential: Market overview

    Residential: Market overview 1H17 Stockland summary 12 month market outlook 1H17 settlement State volumes Comments on State Vacant land Vacant land comments on market outlook (% change OU" settlements in 1H17 sales volumes _ prices over 1H16) Volumes reached a decade high in 2016 and annual price .

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  29. Slide 29: Important Notice

    Stockland Corporation Limited ACN 000 181 733 Stockland Trust Management Li ACN 001 900 741; AFSL 241190 As aresponsible entity for Stockland Trust ARSN 092 897 348 25th Floor 133 Castlereagh Street SYDNEY NSW 2000 ed b] Stockland, Important Notice ery effort is made to provide accurate and complete

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