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Investor Presentaiton

French residential real estate market (1/2) A structurally sound market... STRUCTURAL DEMAND FOR HOUSING Number of transactions for existing properties (aggregated data on a 12-month basis, in thousands) 37 000 1300 1 100 900 700 500 2006 2007 2008 2009 2010 2011 32 000 2012 2013 2014 2015 2016 27 000 2017 2018 2019 2020 2021 250 240 230 220 210 200 Source: French Ministry of Finance, French Ministry of Housing, Notary data and La Banque Postale 2022 190 33% 2007 2008 32% 2009 2010 2011 2012 INVESTOR PRESENTATION - SEPTEMBER 2023 2013 Source: Observatoire Crédit Logement/CSA, La Banque Postale 32% 2014 31% 2015 2016 2017 31% 2018 2019 30% 2020 2021 021 2022 2023 30% 29% 01-20 07-20 Source: ACPR, La Banque Postale 01-21 SOUND HOME LOAN MARKET WITH PRUDENT LENDING CRITERIA AND LIMITED SUPPLY Average maturity at inception for new home loans (in months) Number of new constructions launched (3-month data aggregated, annualized - k) Sales of newly built homes (seasonally adjusted, quarterly) 22 000 17 000 2015 2016 2017 2018 Sales 2019 Debt-to-service to income 2020 Units on the market 2021 2022 2023 07-21 01-22 07-22 01-23 600 500 400 300 200 2000 2002 2004 2006 2008 Source: Ministry for the Ecological and Inclusive Transition, La Banque Postale 2010 2012 2014 2016 2018 2020 2022 37 LA BANQUE POSTALE
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