Goodman - Leading European property group

December 2015

Who we are and how we work

Goodman is one of the worlds leading, stock listed logistics property groups. Superior customer service is the
foundation on which all Goodmans operations are built.

OWN

DEVELOP

We buy for the long term, fostering

ongoing relationships with local and
global customers and quality returns
for investors.

Our development projects are

purpose-built to meet the needs of
our customers and investors.

MANAGE
Our properties are in the care of in-house experts that ensure exceptional
maintenance standards and customer satisfaction. In turn, investors are assured that
we remain responsible for the performance of our assets.
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Global+Local
Our property market experts around the world provide the local knowledge and expertise
that informs our decisions.

Goodmans
approach
to real estate

Long-term perspective
As a long-term owner of our properties, our business is based on meeting the needs of both
our customers and capital partners

+ Provide customers with

quality properties
in strategic locations
+ Effectively manage
long-term customer
relations through active
property management

+ Create property portfolios

that offers our capital
partners sustainable longterm returns
+ Key locations attract
potential customers and
facilitate leasing process

+ 98% occupancy rate in Continental Europe

+ 83% customer retention rate
+ 4.8 years weighted average lease expiry
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Goodmans investment approach

+ We invest in landbanks in key locations in order to expedite
the development process for our customers or support them
according to their needs and preferences
+ Pragmatic approach in terms of speculative developments combining pre-leases with speculative development in key
locations
+ Strong cash flow allows us to self-finance our developments
we are not dependant upon capital markets

+ Goodman provides a solid development pipeline for our real

restate investment vehicles
+ Tailored capital expenditure plan for each property
illustrates Goodmans approach to long-term property
ownership

Goodman property portfolio

+ 701,800 sqm of logistics space under
management

+ 888,100 sqm of build-out potential

+ 13 locations
+ 37 customers
+ Key developments:

+ Amazon (Wrocaw) 123,500 sqm

+ Intermarch (Pozna) 82,400 sqm
+ Intercars (Sosnowiec) 26,200 sqm +
17,600 sqm extension being developed
Where we are

Flagship logistics centres

Pomeranian Logistics Centre

Krakw Airport Logistics Centre

+ 500,000 sqm target lease space

+ 150,000 sqm of target lease space

+ 53,000 sqm already developed

+ 80,000 sqm already developed

+ 7 customers

+ 12 customers

+ Location near the Gdansk Deepwater

Container Terminal

+ The largest logistics centre in the Lesser

Poland region located near Krakw-Balice
International Airport

Retail as key
driver of growth
for logistics real
estate

Retail: organic growth + strong macro indicators

+ Further growth of retail fostered by positive
macroeconomic outlook for Poland:
+ 3.6% GDP forecast for 2015
+ 9.7% - lowest unemployment rate for 7 years (end
of 3Q)
+ 55% purchasing power increase since 2008
(Eurostat)
+ 3% average salary growth in 2015 (Hays Group)
+ Polish e-commerce market will double its current
value of PLN 30bn by 2020 (PMR)

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Retail and e-commerce experience

+ 364,300 sqm of logistics space leased retail and e-commerce are leading drivers of
Goodmans growth in Poland

+ 278,900 sqm delivered in FY 2015

including:
+ Amazon (Wrocaw) 123,500 sqm
+ Intermarche (Pozna) 82,400 sqm
+ marketDetal (Konin) 39,700 sqm

+ 77,000 sqm signed deals in FY2015

including:
+ Stock (Lublin) 33,400 sqm
+ Eurocash (Gdask) 23,400 sqm

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Customers needs + trends + challenges

+ Experience in meeting customers complex operational requirements:
+ food storage and handling areas (e.g. cold storage)
+ flexible mezzanine for efficient processing of inbound and outbound process
+ energy-efficient solutions (LED lightning)
+ proximity to large labour force and public transportation
+ short delivery time to be operational for peak sales period
+ New market challenges:
+ introduction of same day delivery policy
+ fresh food delivery gaining in popularity across Europes biggest cities

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Contact us
Jarosaw Wnuk
Head of Capital Transactions CEE
Tel +48 22 222 21 00
Jaroslaw.Wnuk@goodman.com
www.goodman.com

Thank you

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