Patrizia : 9M 2021 Unternehmenspräsentation (englisch)

Company Presentation November 2021

Agenda

• Equity Story
• Financials 9M 2021
• Acquisition of Whitehelm Capital
• Appendix

PATRIZIA | © 2021

Equity Story

A leading partner for global real assets

Strong track record built over the past 37 years

37	48.7bn
years of real estate	assets under
experience	management (EUR)

Strong local presence:	Outperformance:
24	~11.8%
offices globally	in residential
serving our clients	strategies2

Top 3

fully independent

investment manager for real estate in Europe1

Strong potential:

519.5m

available liquidity

for investments (EUR)

Data as at 9M 2021 | 1) According to leading industry rankings by IREI 2021, Preqin 2020 and PropertyEU 2020 | 2) For outperformance details of other sectors we refer to page 35 of this presentation

PATRIZIA | © 2021	3

Equity Story

PATRIZIA Equity Story

Our elevator pitch | Six reasons to invest in PATRIZIA AG shares

I. Leading position in real assets investment management

II. Active in a long-term structural growth market

III. Continued profitable and sustainable growth profile

IV. Strong and reliable partner

V. Management focus on tech leadership

VI. ESG & Giving back to society (e.g. PATRIZIA Foundation)

Data as at 9M 2021

PATRIZIA | © 2021

• Local expertise on the ground: 37 years of experience with 24 offices and >40 boutique operating partners worldwide
• >450 institutional & c5,000 private and (semi-)professional clients
• Lower for longer interest rate drives demand for real assets
• Ageing population drives pension product demand
• Ongoing industry consolidation
• Broadening of product offering (incl. debt & infrastructure),
• M&A and organic growth leads to increased economies of scale
• Strong liquidity (EUR 519.5m) and net equity ratio (78.4%)
• Financial flexibility to deliver on organic & inorganic growth
• Clear target to become technology leader within sector
• Significant valuation upside from scalable platform business
• PATRIZIA Foundation committed to social responsibility:
  We helped ~250,000 children worldwide over the last 21 years

4

Equity Story

Global perspective with local expertise & presence

PATRIZIA offers investment solutions with global reach & opportunity

24

PATRIZIA offices globally to service clients & manage real assets locally

40+

boutique operating partners worldwide managed by PATRIZIA Global Partners

⚫ PATRIZIA offices globally	◼ Markets with PATRIZIA operations & clients
⚫ Operating partner offices	◼ Markets with PATRIZIA Foundation projects
Data as at 9M 2021
PATRIZIA | © 2021	5