Confidential | for intended audience only

ULI Innovation: Imperative or Incidental?

Confidential | for intended audience only

2

Confidential | for intended audience only

3

REACH alumni success

Confidential | for intended audience only

Portfolio Exits

4

Confidential | for intended audience only

5

Confidential | for intended audience only

66

Current Affairs

On-going US-China trade war

COVID-19 virus

Australian bushfires

Belt & Road initiatives

South China Sea

Hong Kong uncertainty

Confidential | for intended audience only

85%54%

%WORLD POPULATION LIVE IN URBAN AREAS

(2014)

EXPECTED %APAC POPULATION LIVE IN URBAN AREAS (2050)

The largest mass migration of people in history at 1B

77

Source: KPMG + RealTech Ventures - White Paper (2018)

Confidential | for intended audience only

88

Real Estate in APAC

rest of the world

APAC

INSTITUTIONAL INVESTMENT DEPLOYMENT

Source: JLL + APAC Real Estate (2020)

31.9%19.6%

2019 2020 projected

Confidential | for intended audience only

99

APAC’s Cross-Border Deals 2019

14.1%

34.2%

2009 2019

● A 10-year high ● Cross-border deals 2019:

~US$54B -> 5x 2009

Source: JLL + Business Times (2020)

Confidential | for intended audience only

Top 5 Prospective Markets 2020

1010

INVESTMENT DEVELOPMENT

Singapore 1 Ho Chi Minh (Vietnam)

Tokyo (Japan) 2 Singapore

Ho Chi Minh (Vietnam) 3 Sydney (Australia)

Sydney (Australia) 4 Tokyo (Japan)

Melbourne (Australia) 5 Melbourne (Australia)

Source: pwc (2020)

Confidential | for intended audience only

Real Estate in Australia

1111

Source: The Real Estate Conversation (2018)

Confidential | for intended audience only

Flow-on contribution

Marketing, legal, manufacturing, finance

Additional $254B

Grand total of $456.9B or 29.2% of Australian GDP

1212

Source: Property Council of Australia (2020)

Confidential | for intended audience only

#1 energy efficiency for 8 consecutive yrs

1313

Source: The Global Real Estate Sustainability

Benchmark (2018)

Confidential | for intended audience only

APAC’s Global Venture Capital Deal Value 2018

1414

● Q1 2018: APAC surpassed North American market in both number of deals and aggregate value

● Southeast Asia: VC deals grew 4x from 126 in 2012 to 524 in 2017 (Bain & Company) 5%

(US$7B)

43%(US$22B)

1999 Q1 2018Source: Hogan Lovells (2018)

Confidential | for intended audience only

1515

Case Study - Philippines

Vietnam

STARTUP INVESTMENT DEALS IN 2018 OPPORTUNITIES

● Young workforce and 2nd largest population in ASEAN

● English proficiency

● Internet-savvy market - individuals spend an average of 10 hours a day on their screens

US$39.9M

Indonesia US$2.93B

Thailand US$114.6M

Philippines US$31.3M

Source: SCMP (2019)

Confidential | for intended audience only

65%US$566M

APAC’s Share In Global Proptech Investments 2017

1616

● $3B wave expected to drive proptech innovation in Asia

● 2013 to 2017, US$4.8B was raised by 179 proptech startups in APAC

Source: Tech Collective (2019)

Confidential | for intended audience only

1717

Melbourne, AustraliaAcquired by Oracle for $1.6B

Beijing, ChinaValuation: US$1.2-1.8BTotal raised: US$519M

KL, MalaysiaAcquired by REA Group for $414M

SingaporeValuation: US$576-864M Total raised: US$349M

Gurgaon, IndiaValuation: US$2.8-4.2BTotal raised: US$2.4B

Real Estate Tech in APAC

Source: Crunchbase + Dealroom (2020)

Confidential | for intended audience only

Real Estate Tech in Australia

1818

● 428% increase in proptech startups since 2013

● Total funding in AU: US$339M (2019)

● Average deal amount: US$10.1M (2018)

Source: Unissu (2020)

Confidential | for intended audience only

Real Estate Tech in Australia

1919

Source: Unissu (2020)

Confidential | for intended audience only

2020

Proptech investments by real estate operators

Source: KPMG + RealTech Ventures - White Paper (2018)

Confidential | for intended audience only

igloohome

Your smart access partner for real estate needs

2121

● Contactless showings

● No need for keys

● Efficient leasing & rental processes

Confidential | for intended audience only

UbiPark

A zero contact parking solution for property owners. The safest & most hygienic way to park for your tenants & guests in a COVID-19 world.

2222

● 100% touch-free, the complete windows up solution

● Enter, exit & pay without leaving your vehicle

● Better utilise car spaces, increase revenue from parking

● Reduced traffic congestion & C02 emissions, time spent normally searching for a park

Search & navigate Open the barrier Pay

Confidential | for intended audience only

PAMA software platform to provide smarter navigation for iconic precincts

2323

● Almost ‘contactless’ digital journey for visitors

● Dynamic & contextual digital information to ensure safety and visitor satisfaction

● Efficient way to manage physical and digital signage across the precinct for operators

● Direct visitors to products and services they want while increasing revenue

Confidential | for intended audience only

2424

nar-reach.com/apply-reach-australia

Confidential | for intended audience only

2525

nar-reach.com/2020-reach-australia-insight-panelCloses July 1oth

Confidential | for intended audience only

Thank-you!