Investor Presentaiton
dexus
dexus
Complemented by three other megatrends shaping our focus
Social and demographic change
Australian population aged 65+ (%)
23%
Growth in pension capital
Pension funds total global assets (USD trillion)
47.9
Sustainability revolution
Avg. annual global spend on physical assets
for net zero transition (USD trillion)¹
15
10%
17%
1983
2023
2063F
+5.6%
per annum
increase in
Australian
government
healthcare
spending to
c. $1tn by 2063
14.9
Workforce trends are creating significant
implications for how Australia's growing
population works, lives and plays
2003
2023
23%+
allocated to
real estate,
infrastructure
and private
equity, up from
9% in 2002
5.7
2020
9.2
2021-2050F
c.$275
trillion
cumulative spend
on physical assets
as part of 2050
energy transition
scenario
Managed funds within pension funds expected
to increase as populations in developed
nations continue to age
Growing recognition that ESG factors are economic
issues driving opportunity for investment and
sustainable investment flows
Source: Australian Government Intergenerational Report (2023), Thinking Ahead Institute: Global Pension Assets Study 2023, McKinsey Sustainability Report ("The net zero transition").
1. Based on the Net Zero 2050 scenario from the Network for Greening the Financial System (NGFS).
Unique platform offering scale and capability
dexus
Investment portfolio: $17bn | Third-party FUM: $44bn
Top 5 across each real estate sector
Total FUM
Industrial
Office
CLASSONS
Retail
Infrastructure
Healthcare
$24bn.
$12bn
$10bn
$2bn
$11bn
Third-Party FUM
$12bn
$8bn
$10bn
$1bn
$11bn
dexus
Scalable
platform
Transactions
Product creation
Capital raising
Asset management
Development
Enabling
capabilities
Finance Legal Marketing People & Culture Research Risk, Compliance & Governance
Sustainability Tax Technology Treasury Valuations
16
Note: Figures as at 30 June 2023. Sector exposures exclude $2.0bn of funds under management relating to Real Estate Securities and Dexus Real Estate Partnership 1.
2023 Dexus Investor DayView entire presentation