Growthpoint Properties Australia · ASX:GOZ
Growthpoint Properties Australia — Investor Presentation (December 2017)
12 slides from Growthpoint Properties Australia's investor presentation, Dec 12, 2017
Slide 1: Finance News Network Investor Briefing
Finance News Network Investor Briefing 12 December 2017 Growthpoint Properties Australia Growthpoint Properties Australia Trust ARSN 120 121 002 Growthpoint Properties Australia Limited ABN 33 124 093 901 AFSL 316409 www.growthpoint.com.au
Slide 2: Important information
Important information Disclaimer Financial Information on assumptions and contingencies which are subject to certain risks, This presentation and its appendices (“Presentation”) is dated All information is in Australian dollars. Investors should note that this uncertainties and change without notice
Slide 3: Presenter profile
Presenter profile Aaron Hockly Chief Operating Officer Aaron is responsible for the investor relations, transaction structuring and execution, sustainability, HR, company secretarial, legal and compliance functions. Aaron has a Masters in Applied Finance, a Bachelor of Laws and a Bachelor of Arts an
Slide 4: Growthpoint Properties Australia: Overview
Growthpoint Properties Australia: The four pillars of our investment offering are: Overview 1 Who are we? Our history Growthpoint (GOZ) is an ASX-listed GOZ commenced in its current form in 100% 2009 with A$650 million of industrial landlord with a mandate to invest in property. It has grown and div
Slide 5: Track record of growing Securityholder returns
Track record of growing Securityholder returns Funds From Operations (FFO) (¢) Distributions (¢) Total Securityholder Return (TSR) per stapled security FY13-FY17 per stapled security comparison over 1, 3 and 5 years CAGR1 7.1% (%, p.a.)2 FY13-FY17 25.5 CAGR1 4.1% 22.9 22.5 21.8 21.5 21.6 20.2 20.5 1
Slide 6: $3.2 billion portfolio of high quality office buildings and industrial warehouses
$3.2 billion portfolio of high quality office Geographic diversity by property value as at 30 September 2017 buildings and industrial warehouses1 VIC 30% 87% QLD 26% located on NSW 26% Australia’s SA 6% Eastern Seaboard WA 6% Office properties ACT 5% Industrial properties Brisbane, QLD TAS 1% Sector
Slide 7: Key Portfolio Metrics
Key Portfolio Metrics Top ten tenants Annual rent review type (%) Tenant type (%) Tenants use (%) by passing rent as at 30 September 2017 as at 30 September 2017 by income as at 30 September 2017 by income as at 30 September 2017 % WALE (yrs) Woolworths 17% 5.1 NSW Police 9% 6.7 Commonwealth of Aust
Slide 8: Key highlights for FY17
Key highlights for FY17 Property Securityholder returns • 94,921 sqm of leasing completed • 11.4% growth in FFO per security in FY17 (9% of total lettable area) • 4.9% growth in distributions per security • Portfolio reweighted into sectors • 18.6% return on equity (FY16: 13.5%) where we see long-te
Slide 9: Update: post June 2017
Update: post 30 June 2017 New Leases • Seven leases executed totalling 21,213 sqm • Heads of agreement signed for over LD 60,000 sqm SO Perth industrial IDR interest Woolworths, Richmond portfolio acquired Mulgrave development • Acquisition of portfolio • 18.2% interest • Property sold for • Tenderi
Slide 10: Strategy and FY18 objectives
Strategy and FY18 objectives Primary objective: Increase distributions for Securityholders Other objectives: –– Achieve upgraded FFO and distribution guidance: Disciplined Financial Growth Returns –– FFO: at least 24.3 cps –– Distributions: 22.2 cps –– Continue to evaluate investment opportunities,
Slide 11: Summary
Summary WWStable and predictable income WWAsset diversity WWHigh quality tenants and robust occupancy WWPrudent and diligent approach to acquisitions WWStrong Securityholder support WWStrong investment grade credit rating and stable outlook WWSame management team since 2009 255 London Circuit, Canbe
Slide 12: Thank you
Contact details: Retail Investors: Computershare Investor Services Pty Limited, GPO Box 2975, Melbourne VIC 3001 Australia Phone (within Australia): 1300 850 505 Phone (outside Australia): +61(0)3 9415 4000 Fax: +61(0)3 9473 2500 Email: webqueries@computershare.com.au Institutional Investors: Aaron
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