Investor Presentaiton slide image

Investor Presentaiton

dexus Demonstrated ability to generate growth via matching capital sources to an expanding opportunity set $44bn 1 dexus Continued platform evolution Launched second fund in opportunity series in October 2023 Key milestones 32 Total third-party FUM $26bn $22bn $16bn $16bn $14bn $9bn FY14 FY18 FY19 FY20 FY21 FY22 FY23 DOTA dexus +$1.9 billion Acquired and de-listed CPA portfolio Established first healthcare Fund DHPF dexus DALT dexus +$2 billion Logistics joint venture with GIC DACT dexus +$0.6 billion Established joint venture with GIC MDAP dexus +$0.3 billion Joint venture with Mercatus APN Property Group +$2.9 billion Acquisition + Retail distribution + Listed REITS AMP +$18.2 billion Acquisition + Infrastructure + Distribution 2 3 DREP2 dexus $3.0bn funds platform committed development pipeline underway Investment portfolio pipeline enhances future fund product opportunities Potential examples: DITA dexus Legend DREP1 dexus AMP DJAF dexus WAF dexus Industrial partnership seeded by Dexus New product development M&A transaction First raising in opportunity fund series +$5.6 billion Merger between ADPF and DWPF +$1.3 billion Joint venture across DXS, DXI and Cbus Established Wholesale Airport Fund Atlassian Central, Sydney! 60 Collins, Melbourne Note: Figures as at 30 June for each period. dexus Broad access to capital and diverse product offering underpins organic growth potential Capital partner Diversified Office Retail Industrial $14.3bn $3.2bn Institutional pooled 1 fund ($22.9bn) JV and mandates ($15.0bn) Retail and HNW ($3.7bn) Listed ($2.0bn) Investment portfolio $1.6bn $3.5bn 3 funds 4 funds 1 fund $0.1bn 1 fund $3.Obn 10 funds $3.4bn 4 funds $0.7bn $1.3bn 1 listed fund 1 listed fund Healthcare and opportunistic $1.7bn Infrastructure Total $3.7bn 2 funds 3 funds $17.4bn across office, retail, industrial, healthcare and infrastructure 99% of Dexus pooled FUM is invested in open-ended vehicles 33 Note: Figures as at 30 June 2023 and represents third-party funds under management. $6.4bn 8 funds $43.6bn $0.7bn 1 fund 2023 Dexus Investor Day 19
View entire presentation