Patrizia : H1 2022 Unternehmenspräsentation (englisch)

Company Presentation August 2022

Agenda

• Equity Story
• Financials H1 2022
• Appendix

PATRIZIA | © 2022

Equity Story

A leading partner for global real assets

Strong track record built over the past 38 years

38	56.2bn
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 30.06.2022 | 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 3

fully independent

investment manager for real estate in Europe1

Strong potential:

401.2m

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
• Real estate and infrastructure expert	•	Demographic change drives global
• Track record of 38 years based on local		pension product demand
expertise in 28 global offices	• 64% of our clients plan to increase their
• Well diversified and resilient AUM in		share in infrastructure and 60% plan to
terms of regions and sectors		increase their share in real estate
• 4.2% outperformance of PATRIZIA funds	•	Ongoing industry consolidation
vs. benchmark1

Our products offer solutions in line with megatrends

• Decarbonisation - urgent need for alternative energy supply
• Digitalisation - changing amenities and SMARTer cities
• 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 401.2m)	•	Sustainability elementary part of
and net equity ratio (73.1%)		Corporate DNA since foundation
• Financial flexibility to deliver on organic &	•	Comprehensive "Create better" ESG
inorganic growth targets		strategy (incl. Net Zero Carbon Strategy)
• Stable shareholder structure providing	• PATRIZIA Foundation with strong track
stability for strategy execution		record in social responsibility

PATRIZIA | © 2022 Data as at 30.06.2022 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 30.06.2022

PATRIZIA | @ 2022

• PATRIZIA offices globally
• Operating partner offices

>500

institutional clients

>6,000

private clients

>30

geographies of clients from 5 continents

• Markets with PATRIZIA operations & clients
• Markets with PATRIZIA Foundation projects

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