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Investor Presentaiton

Financial results Reconciliation to statutory profit dexus Reference Statutory AIFRS net profit after tax Investment property and inventory Financial instruments Incentives and rent straight-lining Item (Gains)/losses from sales of investment property Fair value gain on investment properties 30 June 2022 30 June 20211 $m $m 1,615.9 1,138.4 2.0 (6.0) (926.0) (583.4) Fair value (gain)/loss on the mark-to-market of derivatives 37.8 102.4 Amortisation of cash and fit out incentives 62.2 59.2 Amortisation of lease fees 13.6 14.0 Amortisation of rent-free incentives 85.5 79.9 Rent straight-lining (8.7) 1.6 Ταχ Co-investments Non-FFO tax expense (20.3) 3.2 Share of net profit of investments accounted for using the equity method Distributions from financial assets at fair value through profit or loss (60.7) (22.6) (7.6) (1.7) Distributions from co-investments 29.1 8.1 Other unrealised or one-off items² Funds From Operations (FFO) Maintenance and leasing capex Other unrealised or one-off items Maintenance capital expenditure Cash incentives and leasing costs paid Rent free incentives³ (65.2) (76.1) 757.6 717.0 (72.4) (72.0) (37.0) (29.9) (76.0) (53.4) Adjusted Funds From Operations (AFFO) Distribution 572.2 561.7 572.2 561.0 100.0% 99.9% AFFO Payout ratio 1. Comparatives have been restated to reflect the impacts resulting from presentational changes made during FY22, to separately disclose segment information relating to Co-investments. 2. FY22 other unrealised or one-off items includes $173.0m of unrealised fair value gains on interest bearing liabilities, offset by $80.8m transaction costs and one-off significant items (including costs associated with the implementation of the Simplification, APN acquisition, other successful transactions and one off significant items ($70.0m) and IFRIC SaaS customisation expenses ($10.8m)), $6.5m net fair value gain of investments at fair value, $4.3m amortisation of intangible assets, $30.0m rental guarantees, coupon income and other items as well as $0.8m of fair value gains relating to Right-of-use assets. 3. As at 30 June 20212 cumulative actual and estimated rent waivers within rent free incentives is $3.1m for tenants not in arrears, of which $0.2m was recognised during FY22. 35 Dexus 2022 Annual Results Presentation 17 August 2022
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