Company Presentation June 2024
Agenda
- PATRIZIA at a glance
- Equity Story
- ESG activities
- Share information
- Appendix
PATRIZIA | © 2024 | 2 |
At a glance
PATRIZIA to become a smart Real Asset Player
Platform
40
years of real asset experience
Top 2
fully independent
investment manager for real estate in Europe1
Strong local presence:
28
offices globally serving our clients
Funds
57bn
Assets under Management (EUR)
10y
fund outperformance2
3.4bn
firepower for investments (EUR)
Financials
Total service fee income (EUR):
312m
FY 2023
EBITDA (EUR):
54m
and 17.0% margin for FY 2023 Strong balance sheet potential:
323m
available liquidity as at 3M 2024 (EUR)
Data as at 31.03.2024 | 1 IREI Global Investment Managers, published from 2012 to August 2023 (latest available set). Ranking based on Assets under Management. | 2 Data as at 31.12.2023, 1.6% outperformance of INREV Index over 10y period.
PATRIZIA | © 2024 | 3 |
At a glance
PATRIZIA evolved from a German real estate to a global real asset investment manager
57.3bn | 2024 PATRIZIA | Adoption of SE structure for sustainable future growth and welcoming new CEO |
AUM | |
2022 Whitehelm Capital, Advantage | Acquisition of infrastructure and multi manager
41.0bn | 2018/2019 Rockspring, Triuva, Sparinvest, Kenzo | M&A to build a pan-Europeanbusiness |
AUM | |
2017 Tech investments | First technology pilots, followed by principal technology investments 2016 Private wealth business | PATRIZIA starts offering closed-ended funds to private clients in Germany
6.9bn
AUM 2013 Asset manager | Focus on asset-light investment management business model
2012 Tamar | Acquisition of pan-EU alternative investment manager focused on PE real estate deals 2007 European expansion | PATRIZIA sets up a dedicated investment hub in Luxembourg
2006 IPO | PATRIZIA becomes a listed company in Germany's prime standard SDAX
1993 Expansion | PATRIZIA starts third-party investment management for institutional & corporate clients
1984 Foundation | PATRIZIA founded as a principal real estate investor by Wolfgang Egger
AUM stands for Assets under Management
PATRIZIA | © 2024 | 4 |
At a glance
Recent developments boost transformation to smart Real Asset Player
Product |
London
Transactions | Wisconsin
Continued successful expansion of PATRIZIA's European value add strategy by TEP VIII
PATRIZIA's Smart Cities Infrastructure Fund surpasses EUR 600m investment commitment after latest FiberCity® network project deal in the US
Product |
Europe
Transactions | Sweden
First closings for European Infrastructure Fund III and Infrastructure Debt Partners II
PATRIZIA launches EUR 300m Nordic industrial platform with acquisition of Swedish
urban logistics portfolio
PATRIZIA closes debut | Product | |
dedicated impact investing | Europe |
strategy, PATRIZIA | |
Sustainable Communities, | |
with firepower to invest over | |
EUR 500m in social and | |
affordable housing |
PATRIZIA opens new office | Corporate | |
in Singapore to expand | Singapore |
coverage in APAC region | |
and launches together with | |
Mitsui new flagship | |
strategy for sustainable | |
infrastructure in APAC |
Information as at 31.03.2024
PATRIZIA | © 2024
5
At a glance
Global reach combined with local expertise and local client relationships
28
PATRIZIA offices globally to service clients & manage real assets locally
>40
boutique operating partners worldwide
>40
different nationalities working at
PATRIZIA
- Markets with PATRIZIA operations & clients
- Markets with PATRIZIA operations
- Markets with PATRIZIA clients
>500
institutional clients
>7,000
private clients
>30
geographies of clients from 5 continents
PATRIZIA | © 2024 | 6 |
At a glance
One-stop shop for a broad variety of clients' investment needs
Market-leading Funds | Bespoke | Single Asset/Portfolio | Global Investment | Multi Strategy |
in Real Assets | Account Solutions | Deal Opportunities | Solutions | Solutions |
- Open-/closed-endedcommingled funds
- Target specific future-proof investment themes and strong ESG credentials
- Individual, nimble strategies
- Designed to achieve specific objectives of our investors
- Sourcing, underwriting & management of attractive real assets deals
- Bespoke investment strategies
• | Global indirect real asset | • | Access to diversified asset class |
investment solution | strategies & fund investments | ||
• | Allows broad diversification of | • | Balanced strategies adjusted |
clients' real assets exposure | to specific risk/return ranges |
- Direct & indirect investment opportunities allow our clients to achieve their individual portfolio objectives
PATRIZIA | © 2024 | 7 |
At a glance
PATRIZIA offers full services across the value chain
Modular services offered to global clients
Investment | Investment Strategy | Fund Management | Transactions | Asset | Development |
Solutions | & Research | (i.a. Portfolio management, | (Sourcing, Acq., Sales) | Management | Management |
reporting) |
Capital | Data Intelligence | Fund Operations | Debt | SMART | Sustainability |
Raising & Client | Solutions | (i.a. Administration, | Financing | Services | Services |
Services | Accounting, Risk Mgmt.) |
PATRIZIA | © 2024 | 8 |
At a glance
Real estate and infrastructure investments offer various opportunities for global clients
Transactions Overview
EUR
~ 30bn
real asset transactions
in last 5 yrs (2019-2023)1
- 700
real asset transactions
in last 5 yrs (2019 - 2023)
~ 4,000
processed real asset investment offers in 2023
Selected investments
Mercury (infrastructure, acquisition) | Atlantia (infrastructure debt, acq.) | Rigsted Outlet (real estate, acq.) |
Ultra-fast EV charging infrastructure investment for EIF III | Financing a toll road operator by PIDP I | Leading Danish outlet retail investment for TEP VII |
Kinland (infrastructure, acq.) | CO:WK (real estate, sale) | Selettra (infrastructure, acq.) | Japan Residential (real estate, acq.) |
Nordics social infrastructure operator for EIF II | Prime new built office development | Digital infra investment for SCIF | New SMA with 4 seed assets |
Information as at 31.03.2024
1 Aggregate real asset transaction data 2019-2023 based on closed transactions (purchase prices) excl. third party platform mandates & consolidated with transaction data of predecessor firms. Minimum deal size EUR 2.5m
PATRIZIA | © 2024 | 9 |
At a glance
PATRIZIA SE is managed by an international and diverse leadership team
BOARD OF DIRECTORS
International, diverse & experienced Board of Directors
Uwe H. Reuter (Chair)
Independent
Jonathan Feuer (Deputy Chair)
Independent
Saba
Nazar
Independent
Wolfgang Egger
Asoka Wöhrmann
Audit Committee
Jonathan Feuer (Chair) | Uwe H. Reuter |
Accounting Expert | Audit Expert |
Nomination and Remuneration Committee1
Wolfgang Egger (Chair) Uwe H. Reuter Asoka Wöhrmann
EXECUTIVE COMMITTEE
Executive Committee represents all core areas of the business & reflects our global footprint
Asoka Wöhrmann
Chief Executive
Officer, Executive
Director (Chair)
Christoph Glaser
Chief Financial
Officer, Executive
Director
Wolfgang Egger
Founder, Executive
Director
Amal Del Monaco
CEO Asset Mgmt. &
Development
European RE
Bernhard Magg
General
Counsel
Graham Matthews
CEO
Infrastructure
Konrad Finkenzeller
Head of Global Client Solutions
Mahdi Mokrane
Head of Global Inv.
Strategy, Research &
Inv. Solutions
James Muir
Head of Strategic Investments
Philipp Schaper
CEO European Real Estate
Simon Woolf
Chief Human Resources Officer
Information as at 13.06.2024 I 1 The Committee serves as an advisory body only in its current structure, as the majority of its members are dependent Directors. Please visit https://ir.patrizia.ag/en/corporate-governanceto review the Rules of Procedure for the Board of Directors for more details.
PATRIZIA | © 2024 | 10 |
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Patrizia AG published this content on 19 June 2024 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 19 June 2024 13:49:07 UTC.