ANZ 2022 Full Year Debt Investor Presentation
ANZ 2022 Full Year Debt Investor Presentation
COMMERCIAL PROPERTY - SEGMENTS OF INTEREST
Outstandings by region, GLA $b
Outstandings by sector, %
7.6%
7.6%
7.4%
6.9%
6.6%
6%
6%
8%
7%
7%
50.9
3%
4%
2%
2%
2%
2.3
47.1
46.8
18%
18%
23%
21%
18%
2.1
2.2
42.9
10.9
40.2
2.8
10.9
10.9
2.9
27%
29%
30%
28%
29%
10.5
9.8
17%
14%
15%
19%
18%
37.7
34.1
33.7
29.6
27.5
Sep 18
Sep 19
% of Group GLA (RHS)
26%
26%
27%
25%
25%
Sep 20
Sep 21
Sep 22
Sep 18
Sep 19
Sep 20
Sep 21
Sep 22
Australia
New Zealand
International
Retail
Industrial
Offices
Residential
Tourism
Other
•
Australian volumes driven mainly by higher lending to the Offices, Retail and Industrial investment
together with Residential development
•
Majority of investment lending is to diversified investment grade REITs or assets with stronger
fundamentals and stable earnings profile
•
•
Growth in residential consists of land development (sponsors with large diversified portfolios) and
residential apartment development which is increasingly focused on local owner occupier/downsizer
demand. Longer term trend volumes in high rise development have declined
International portfolio stable with exposure predominantly to large, well rated names in Singapore and
Hong Kong (SAR)
Growth over the last 12 month has been relatively even across the portfolio of asset types and
consequently YoY composition remained relatively stable with only a minor increase in Offices and
decrease in Industrial investment exposure
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