Investor Presentaiton
10
Dexus operates in markets of scale and opportunity
Australasian market size of sectors Dexus participates in ($ trillion)¹
Rest of
market
17
$0.4tn
$0.3tn
$0.3tn
$0.2tn
$0.8tn+
dexus
Criteria for selecting
new verticals
Large market size
Strong demand drivers
93%
96%
96%
Ability to achieve scale
99%
99%
Dexus
share
7%
4%
Office
Retail
4%
Industrial
Health
Infrastructure
Source: JLL, MSCI, Infralogic, Dexus estimates. Market size figures are indicative only and should not be treated as exhaustive.
1. Dexus share based on funds under management as at 30 June 2023.
Leverage existing skill base
$2tn+
Markets provide significant growth
opportunity for the Dexus platform
dexus
Business model focused on matching capital with investments
dexus
Matching of investor capital with high-quality investments to access a broader investment
opportunity set and drive capital efficient returns for Dexus securityholders
18
■ Buckets of capital
Pooled funds
Joint ventures
Mandates
■ Capital raising
Dedicated teams
Broad relationships
Asia presence
2023 Dexus Investor Day
Capital Sources
Institutional
Investments
Real estate
Retail / HNW
Infrastructure
Listed
Exposure across risk spectrum
Stabilised
Development
Opportunistic
■ Transaction sourcing
On/off-market
Government
CorporatesView entire presentation