Goodman - Leading European property group December 2015

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Who we are and how we work

Goodman is one of the world’s leading, stock listed logistics property groups. Superior customer service is the

foundation on which all Goodman’s operations are built.

DEVELOP 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.

OWN We buy for the long term, fostering

ongoing relationships with local and

global customers and quality returns

for investors.

Global+Local

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Our property market experts around the world provide the local knowledge and expertise

that informs our decisions.

Goodman’s

approach

to real estate

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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 long-

term returns

+ Key locations attract

potential customers and

facilitate leasing process

Long-term perspective

+ 98% occupancy rate in Continental Europe

+ 83% customer retention rate

+ 4.8 years weighted average lease expiry

Goodman’s investment approach

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+ 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 Goodman’s approach to long-term property

ownership

Goodman property portfolio

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+ 701,800 sqm of logistics space under

management

+ 888,100 sqm of build-out potential

+ 13 locations

+ 37 customers

+ Key developments:

+ Amazon (Wrocław) – 123,500 sqm

+ Intermarché (Poznań) – 82,400 sqm

+ Intercars (Sosnowiec) – 26,200 sqm +

17,600 sqm extension being developed

Where we are

Flagship logistics centres

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Pomeranian Logistics Centre

+ 500,000 sqm target lease space

+ 53,000 sqm already developed

+ 7 customers

+ Location near the Gdansk Deepwater

Container Terminal

Kraków Airport Logistics Centre

+ 150,000 sqm of target lease space

+ 80,000 sqm already developed

+ 12 customers

+ The largest logistics centre in the Lesser

Poland region located near Kraków-Balice

International Airport

Retail as key

driver of growth

for logistics real

estate

Retail: organic growth + strong macro indicators

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+ 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)

Retail and e-commerce experience

+ 364,300 sqm of logistics space leased – retail and e-commerce are leading drivers of

Goodman’s growth in Poland

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+ 77,000 sqm signed deals in FY2015

including:

+ Stock (Lublin) – 33,400 sqm

+ Eurocash (Gdańsk) – 23,400 sqm

+ 278,900 sqm delivered in FY 2015

including:

+ Amazon (Wrocław) – 123,500 sqm

+ Intermarche (Poznań) – 82,400 sqm

+ marketDetal (Konin) – 39,700 sqm

Customers’ needs + trends + challenges

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+ 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 Europe’s biggest cities

Thank you

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Contact us

Jarosław Wnuk

Head of Capital Transactions CEE

Tel +48 22 222 21 00

Jaroslaw.Wnuk@goodman.com

www.goodman.com