Company Presentation November 2022
Agenda
- Equity Story
- Financials 9M 2022
- Appendix
PATRIZIA | © 2022
Equity Story
A leading partner for global real assets
Strong track record built over the past 38 years
38 | 57.1bn |
years of real asset | Assets under |
experience | management (EUR) |
Strong local presence: | Fund performance: |
28 | ~8.9% |
offices globally | including 4.2% |
serving our clients | outperformance2 |
Data as at 30.09.2022 | 1 According to leading industry rankings by IREI 2021 and PropertyEU 2021 | 2 4.2% outperformance of INREV Index over 5-yr period. PATRIZIA | © 2022
Top 2
fully independent
investment manager for real estate in Europe1
Strong potential:
360.8m
available liquidity
for investments (EUR)
3
Equity Story
PATRIZIA Equity Story
Our elevator pitch | Six reasons to invest in PATRIZIA SE shares
Focused and independent real | Active in a long-term |
asset investment manager | structural growth market |
Our products offer solutions in line with megatrends
- Real estate and infrastructure expert
- Track record of 38 years based on local expertise in 28 global offices
- Well diversified and resilient AUM in terms of regions and sectors
- 4.2% outperformance of PATRIZIA funds vs. benchmark1
- Demographic change drives global pension product demand
- Growing global product offering provides solutions for our clients to achieve their individual portfolio objectives
- Ongoing industry consolidation
- Decarbonisation - urgent need for alternative energy supply
- Digitalisation - changing amenities and SMARTer cities & buildings
- Demographics - communities for growing and aging population
- Urbanisation - redesign of urban areas
Long-term profitable and | Strong and reliable partner | Create better assets, |
sustainable growth profile | with substantial flexibility | workplaces and communities |
- 24% AUM growth p.a.2 driven by increasingly diverse product offering in conjunction with continued organic and inorganic growth
- Expansion into structural growth markets
- AUM growth leads to increased level of recurring management fees
- Strong available liquidity (EUR 360.8m) and net equity ratio (72.6%)
- Financial flexibility to deliver on organic & inorganic growth targets
- Stable shareholder structure providing stability for strategy execution
- Sustainability elementary part of Corporate DNA since foundation
- Comprehensive "Create better" ESG strategy (incl. Net Zero Carbon Strategy)
- PATRIZIA Foundation with strong track record in social responsibility
PATRIZIA | © 2022 Data as at 30.09.2022 I 1 INREV fund index, over 5-year period I 2 CAGR 2012 - 2022e | 4 |
Equity Story
Local in Europe & connected globally
PATRIZIA offers investment solutions with global reach & opportunity
28
PATRIZIA offices globally to service clients & manage real assets locally
>40
boutique operating partners worldwide
>30
different nationalities working at
PATRIZIA
Data as at 30.09.2022
PATRIZIA | © 2022
- PATRIZIA offices globally
- Operating partner offices
>500
institutional clients
>7,000
private clients
>30
geographies of clients from 5 continents
- Markets with PATRIZIA operations & clients
- Markets with PATRIZIA Foundation projects
5
Attachments
- Original Link
- Original Document
- Permalink
Disclaimer
Patrizia AG published this content on 14 November 2022 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 14 November 2022 16:14:01 UTC.