Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.

Stock Pitch For Real Estate PowerPoint Presentation Ppt Slide Template

Our Stock Pitch For Real Estate PowerPoint Presentation Ppt Slide Template is the perfect way to pitch your stock. We have researched thousands of stock pitches and designed the most impactful way to convince your investors to invest in your equity. http://bit.ly/2w55FyB

  • Be the first to comment

Stock Pitch For Real Estate PowerPoint Presentation Ppt Slide Template

  1. 1. Stock Pitch For Real Estate Company: ABC Corp. (ABC) Recommendation: Long
  2. 2. Company Overview 2 ABC Corp owns over 25 million square feet of prime office space in the central business districts (“CDB”) of the largest Canadian cities, including Toronto, Montreal, and Calgary. More than 65% of net operating income is generated from CBD properties. British Columbia Saskatchewan U.S Atlantic Canada Quebec Ontario Alberta Northwest Territories 4% 4% 25% 4% 53% 7% 1% 2% Eastern Canada Western Canada Calgary Downtown Calgary Suburban Toronto Suburban Toronto Downtown 22% 11% 4% 26% 17% 20% Share of Gross Leasable Area Specify here, broadly, about your company along with Trading Statistics, Target Pricing & the Market value. This would help in creating a great impact for your stocks in the market. You can also list down here information related to your financials as well as give an overview of the company valuation. This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.
  3. 3. Company Overview (Contd..) 3 0% 2% 4% 6% 8% 10% 12% 14% 16% 18% 20% 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 Q1 2019 Q2 2019 National Cap Rates VS. 10-YR GoC Bond and Commercial Mortgage Rates 10-Yr Goc Bond Yield National Capital Rate 10-Yr Commercial Mortgage Rate › Substantial foreign investments are attracted by Canada’s real estate market in the years after the financial crisis on account of the country’s reputation and relatively stable markets even through the volatility. › As a result national cap rates have remained flat over the past few years due to the weakened commodity and oil & gas sectors. › While REITs have become less acquisitive over the past two years, pension funds, private buyers, and private equity have all remained active. › ABC boasts an eminent and experienced management team with a solid track record of excellent strategic decision making, most recently demonstrated by the significant dispositions at the peak of the credit crisis and acquisitions in the resulting battered real estate market. This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.
  4. 4. Investment Thesis 4 Market Undervalues Alberta and Western Canada Desirable Portfolio at Attractive Valuation Desirable Diversity of Defensive Tenant Base Managed by Strong Team With Proven Track Record Here, we have mentioned the core reasons to buy the stocks of ABC. These points have been further explained in the coming slides. This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  5. 5. Portfolio Tenant Base (by NAICS codes) Sector By GLA By Contractual Rent Finance and Insurance 21.3% 21.9% Professional, Scientific and Technical Services 17.8% 18.5% Public Administration 15.6% 17.3% Mining, Oil and Gas Extraction 6.9% 7.2% Manufacturing 6.1% 2.2% Information and cultural industries 6.0% 6.5% Administrative and Support, Waste Management and Remediation Services 4.7% 3.8% Retail trade 3.2% 4.5% Transportation and warehousing 3.1% 3.8% Other 15.3% 14.3% Total 100.0% 100.0% Market Undervalues Alberta and Western Canada 5 Current market price implies a zero valuation on properties from Alberta and Western Canada on account of low oil prices that has and is expected to continue weakening both the local and entire domestic economy 21.9% 17.3% 18.5% 7.2% 6.5% 2.2% 3.8% 3.8% 4.5% 14.3% Administrative and Support, Waste Management and Remediation services Retail Trade Transportation and warehousing Manufacturing Mining Oil & Gas Extraction Informational and cultural industries Other Professional, scientific and technical services Finance And Insurance Public Administration By Contractual Rent This slide covers the market allocation of portfolio by each industrial sector. Change the values in table and graph below by your actual data set. This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.
  6. 6. Market Undervalues Alberta and Western Canada (Contd..) 6 › Tenants in the mining and O&G sectors only make up for ~7% of revenues › A large portion of top tenants are in defensive sectors, including the federal and provincial governments, banks and financial services firms › Average tenant size in Calgary is smaller (~7,000 square feet) › Leaner in general and hence more defensive against downsizing and cost-cutting › More sensitive to moving costs › While Alberta has experienced tremendous growth from the oil boom after 2004, the downturn in oil prices has historically spurred both individuals and firms to produce significant technological innovations The market appears to be neglecting the following: 0 2500 5000 7500 10000 2014 2015 2016 2017 2018 2019 2020 Thousand Barrels Per Day United States Saudia Arbia Russia China Canada United Arab Eminates Canada’s production levels has not grown as drastically as the US and demonstrates A steady expansion, while maintaining the world’s 3rd largest proven reserves, just behind Venezuela and Saudi Arabia 2018 U.S. and other Top 5, Total Petroleum and other Liquid Production 2018 U.S. and other top 5, total petroleum and other liquids production This slides covers the key points which are either undervalued or neglected by the market. The graph talks about the comparison of production of U.S. and Canada and how the Canada’s production level has not grown comparatively. This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.
  7. 7. Desirable Portfolio at Attractive Valuation 7 Key Statistics Closing Price* 19.80 Market Cap(mn) 2071.62 Units O/S(mn) 107.44 Units – Diluted (mn) 108.98 Float (mn) 106.44 Distributed Yield 11.7% NAVPU 29.86 P/NAVPU 0.64x Debt To Equity 48.0% Avg. Daily Volume 286,604 Despite the slower national commercial real estate market, ABC continues to demonstrate the strength and appeal of its properties based on the following observations: Ability to continually maintain higher-than national average occupancy rates (89.5% vs. 87.9%) More than 42% of net rental income derived from Toronto, which continues to exhibit growth and vacancy rates are near historic lows Obtained commitment for 51% of lease expiries in 2020 Most importantly, fundamental analysis indicates a significant gap above the market valuation This slide talks about how the company ABC has grown despite downturn in the economic condition of the country. Various key statistics parameters have been covered in this table which you can easily replace by your own data set. This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  8. 8. Desirable Portfolio at Attractive Valuation (Contd..) 8 Estimates FY2018A FY2019E FY2020E FY2021E FY2022E FFO/Unit 2.82 2.67 2.79 2.95 3.15 P/FFO 8.9x 7.2x 6.9x 6.5x 6.1x AFFO/Unit 2.78 2.35 2.45 2.59 2.77 P/AFFO 9.1x 8.2x 7.8x 7.4x 6.9x NOI/Unit 4.14 3.61x 3.84 4.07 4.35 P/NOIPU 6.1x 5.3x 5.0 4.7x 4.4x Distribution/Unit 2.24 2.24 2.24 2.24 2.24 Distribution/FFO 79% 84% 80% 76% 71% Distribution/ AFFO 81% 95% 91% 86% 81% Peer Comparisons Last Close* FFO P/FFO AFFO P/AFFO 2019E 2020E 2019E 2020E 2019E 2020E 2019E 2020E Competitor 1 33.01 2.16 2.43 15.3x 13.6x 1.75 2.01 18.9x 16.4x Competitor 2 26.29 1.59 1.71 16.5x 15.4x 1.24 1.34 21.2x 19.6x Competitor 3 8.71 0.82 0.92 10.6x 9.5x 0.71 0.81 12.3x 10.8x Competitor 4 9.16 0.94 1.05 9.7x 8.7x 0.93 1.02 9.8x 9.0x Competitor 5 8.38 0.97 1.00 8.6x 8.4x 0.77 0.80 10.9x 10.5x ABC Office 19.20 2.67 2.79 7.2x 6.9x 2.35 2.45 8.2x 7.8x Highest FFO and AFFO per diluted unit among peers 01 Comparison against peer's further highlights attractiveness of ABC’s current price 02 This slide compares various parameters of real estate such as FFO, P/FFO, AFFO, P/AFFO for different competitors. Replace these names by actual competitors and add the actual data set. This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  9. 9. Desirable Portfolio at Attractive Valuation (Contd..) 9 Despite modest assumptions, valuation is still elevated compared to the market (CAD ‘000) FY18A FY19A FY20E FY21E FY22E FY23E FY24E Base Case: Key Assumptions Net Rental Income YOY Growth Western Canada 2.2% -2.8% -4.7% -2.4% -1.6% -1.1% -0.4% Calgary Downtown 0.7% -13.5% -5.5% -3.8% -2.5% -1.2% -0.4% Calgary Suburban -1.1% 2.6% -0.1% 0.4% 0.7% 1.2% 1.5% Toronto Downtown 1.8% 1.4% 0.4% 5.4% 5.2% 3.5% 3.6% Toronto Suburban -3.9% -16.2% -1.1% 0.0% 2.0% 2.0% 2.0% Eastern Canada 0.6% -7.8% 3.1% 1.2% 2.0% 2.5% 2.6% Occupancy Rate Western Canada 91.7% 90.5% 86.0% 84.3% 83.4% 83.0% 83.0% Calgary Downtown 89.5% 88.6% 85.9% 85.1% 85.1% 85.5% 85.9% Calgary Suburban 89.2% 91.5% 91.5% 91.5% 92.4% 93.3% 94.3% Toronto Downtown 97.3% 97.4% 97.5% 97.6% 97.7% 97.8% 97.9% Toronto Suburban 89.5% 84.9% 83.2% 82.4% 83.2% 84.0% 84.9% Eastern Canada 94.8% 93.8% 92.9% 92.6% 93.1% 94.0% 95.0% Occupancy Rate YOY Growth Western Canada -1.4% -1.3% -5.0% -2.0% -1.0% -0.5% 0.0% Calgary Downtown -6.1% -1.0% -3.0% -1.0% 0,0% 0.5% 0.5% Calgary Suburban 2.9% 2.6% 0.0% 0.0% 1.0% 1.0% 1.0% Toronto Downtown 0.5% 0.1% 0.1% 0.1% 0.1% 0.1% 0.1% Toronto Suburban -4.5% -5.1% -2.0% -1.0% 1.0% 1.0% 1.0% Eastern Canada 0.7% -1.1% -1.0% -0.3% -0.5% 1.0% 1.0% The slide projects the various benchmarks such as Net rental income, Occupancy rate etc. for the next six years. Use this slide by adding your own data set. This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  10. 10. Valuation 10 Net Operating Income and Net Asset Value (CAD ‘000) FY17A FY18A FY19E FY20E FY21E FY22E FY23E FY24E Net Operating Income (NOI) and Net Asset Value (NAV) Net Rental Income 444,720 462,783 397,978 393,026 396,426 403,140 409,511 417,397 YOY Net Rental Income Growth 4.1% -14.0% -1.2% 0.9% 1.7% 1.6% 1.9% Add (deduct): 11,287 Lease Termination Fees and Others 2,127 1,869 1,998 1,998 1,998 1,998 1,998 1,998 Properties held for Redevelopment (532) (468) (415) (472) (472) (472) (472) (472) Amortization of lease incentives (6,343) (9,952) (9,410) (9,410) (9,410) 8,320 Straight – line rent 7,415 4,612 3,157 3,157 3,157 3,157 3,157 3,157 NOI 447,387 458,844 393,309 388,299 391,700 398,414 404,785 412,671 YOY NOI Growth 2.6% -14.3% -1.3% 0.9% 1.7% 1.6% 1.9% Weight Cap Rate* 6.07% 6.07% 6.07% 6.07% 6.07% 6.07% Fair Value of assets Based on Weighted Cap Rate 6,481,846 6,399,289 6,455,332 6,565,983 6,670,974 6,800,945 Debt 3,227,838 3,305,525 3,433,507 3,572,686 3,714,117 3,862,997 NAV 3,254,007 3,093,763 3,021,825 2,993,297 2,956,857 2,937,948 NAVPU 29.86 30.57 31.36 32.71 34.13 35.94 This slide projects the Net operating Income, Net asset value and Net asset value per unit for the next six years This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  11. 11. Valuation 11 FFO and AFFO (CAD ‘000) FY17A FY18A FY19E FY20E FY21E FY22E FY23E FY24E Funds from Operations and Adjusted Funds from Operations Net income 445,011 159,290 38,023 195,470 243,078 267,378 266,241 266,329 Add (deduct): Depreciation and amortization 5,399 11,287 11,287 11,287 11,287 11,287 11,287 11,287 Net Gain/loss on transactions and other 6,992 9,848 137,667 - - - - - FV adjustments (120,585) 121,554 93,735 65,834 20,095 - - - Interest expense on subsidiary redeem 7,897 4,638 8,320 8,320 8,320 8,320 8,320 8,320 Other adjustments (38,811) 5,574 - - - - - - Deferred income Taxes 344 638 1,572 1,553 1,568 1,598 1,626 1,661 FFO 306,247 312,829 290,604 282,463 284,348 288,582 287,474 287,597 Add (deduct): Straight-line rent (7,415) (4,612) (3,157) (3,157) (3,157) (3,157) (3,157) (3,157) Sustaining capex AFFO 298,832 308,217 255,982 248,242 249,854 253,552 251,933 251,426 Units O/S Basic (in thousands) 108,082 109,232 107,435 99,657 94,811 89,951 85,077 80,190 Diluted (in thousands) 109,691 110,849 108,978 101,203 96,359 91,501 86,629 81,745 FFO/unit - basic 2.83 2.86 2.70 2.83 3.00 3.21 3.38 3.59 FFO/unit - diluted 2.79 2.82 2.67 2.79 2.95 3.15 3.32 3.52 AFFO/unit - basic 2.76 2.82 2.38 2.49 2.64 2.82 2.96 3.14 AFFO/unit - diluted 2.72 2.82 2.35 2.45 2.59 2.77 2.91 3.08 This slide covers various financial benchmarks such as FFO, AFFO, FFO per unit & AFFO per unit for the next six years. Use this slide according to your own data set. This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  12. 12. Valuation 12 Sensitivity to Cap Rates and Occupancy Sensitivity of NAVPU to Occupancy Rate and Cap Rate Occupancy Rates CapRate 34.42 -1.0% -0.8% -0.6% -0.4% -0.2% 0.0% 0.2% 0.4% 0.6% 0.8% 1.0% 1.0% 24.84 24.95 25.05 25.15 25.26 25.36 25.46 25.57 25.67 25.77 25.88 0.8% 26.43 26.54 26.64 26.75 26.85 26.96 27.07 27.17 27.28 27.39 27.49 0.6% 28.11 28.22 28.33 28.44 28.55 28.66 28.77 28.88 28.99 29.10 29.21 0.4% 29.90 30.01 30.12 30.23 30.35 30.46 30.57 30.69 30.80 30.91 31.02 0.2% 31.79 31.91 32.03 32.14 32.26 32.38 32.49 32.61 32.73 32.84 32.96 0.0% 33.82 33.94 34.06 34.18 34.30 34.42 34.54 34.66 34.78 34.90 35.02 -0.2% 35.98 36.11 36.23 36.35 36.48 36.60 36.73 36.85 36.98 37.10 37.23 -0.4% 38.30 38.42 38.55 38.68 38.81 38.94 39.07 39.20 39.33 39.46 39.58 -0.6% 40.78 40.91 41.05 41.18 41.31 41.45 41.58 41.72 41.85 41.98 42.12 -0.8% 43.45 43.59 43.73 43.87 44.01 44.15 44.28 44.42 44.56 44.70 44.84 -1.0% 46.34 46.48 46.62 46.77 46.91 47.06 47.20 47.35 47.49 47.63 47.78 Sensitivity of NAVPU to Calgary and Toronto Downtown Occupancy Rates Calgary Occupancy Rates TorontoOccupancyRates 34.42 -5.0% -4.0% -3.0% -2.0% -1.0% 0.0% 1.0% 2.0% 3.0% 4.0% 5.0% 5.0% 34.81 34.92 35.03 35.13 35.24 35.34 35.45 35.56 35.66 35.77 35.88 4.0% 34.63 34.73 34.84 34.95 35.05 35.16 35.27 35.37 35.48 35.58 35.69 3.0% 34.44 34.55 34.66 34.76 34.87 34.97 35.08 35.19 35.29 35.40 35.51 2.0% 34.26 34.37 34.47 34.58 34.68 34.79 34.90 35.00 35.11 35.21 35.32 1.0% 34.07 34.18 34.29 34.39 34.50 34.61 34.71 34.82 34.92 35.03 35.14 0.0% 33.89 34.00 34.10 34.21 34.31 34.42 34.53 34.63 34.74 34.85 34.95 -1.0% 33.71 33.81 33.92 34.02 34.13 34.24 34.34 34.45 34.55 34.66 34.77 -2.0% 33.52 33.63 33.73 33.84 33.95 34.05 34.16 34.26 34.37 34.48 34.58 -3.0% 33.34 33.44 33.55 33.65 33.76 33.87 33.97 34.08 34.19 34.29 34.40 -4.0% 33.15 33.26 33.36 33.47 33.58 33.68 33.79 33.89 34.00 34.11 34.21 -5.0% 32.97 33.07 33.18 33.28 33.39 33.50 33.60 33.71 33.82 33.92 34.03 This slide displays the sensitivity analysis of Net asset value per unit to occupancy rate and capitalization rate. Replace these dummy values with your own data set This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  13. 13. Catalysts and Headwinds 13 Short-term Catalysts › Lower rates in Canada will allow lower effective cost of debt › REITs gets more attractive to investors due to lower rates › Sale of non-core assets results to leaner and more efficient portfolio › Commitment of continuation NCIB by management › Lower norms in commodity prices adjusts stabilization of market sentiments Risks › The risk of non-renewals by oil-related tenants elevates due to weakening Canadian economy › Residential housing bubble burst could spill over to the office market This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide talks about short term catalyst (points which spur the growth) & risk covered in each stage
  14. 14. 14 Additional Slides
  15. 15. Clustered Column 15 0% 10% 20% 30% 40% 50% 60% 70% FY2016 FY2017 FY2018 FY2019 INPERCENTAGE Product 01 Product 02 Product 03 This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.
  16. 16. 16 Stacked Bar 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 2016 2017 2018 2019 Financialyear This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Product 01 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Product 02 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Product 03 This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.
  17. 17. About Us 17 Target Audiences This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Preferred by Many This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Value Clients This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  18. 18. Our Mission 18 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Vision This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Mission This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Goals
  19. 19. Our Team 19 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Name Here (Designation) This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Name Here (Designation) This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Name Here (Designation)
  20. 20. Financial 20 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 60%Minimum This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 70%Medium This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 80%Maximum
  21. 21. Thank You Address: # street number, city, state Contact Number: 0123456789 Email Address: emailaddress123@gmail.com 21

×