Grainger : Capital Markets Day Presentation – 5 July 2022

Capital Markets Day

Leeds

5 July 2022

Agenda	Originate Invest Operate Accelerate

1.	Introduction	Helen Gordon
Chief Executive
2.	Insight driven investing	Steven Clark
Director of Investment - Acquisitions
		Eliza Pattinson
		Director of Investment - Asset Management
3.	Knowing our customers drives	Thomas Grounds
Head of Research
	financial performance
		Leesa Ingham
		Head of Marketing
4.	Market-leading leasing capability	Jonathan Pitt
		Director of Lettings and Residential Marketing

5. Driving returns

Rob Hudson

Chief Financial Officer

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1. Introduction

Helen Gordon

CEO

2. Insight driven investing

Steven Clark

Director of Investment - Acquisitions

Greg Cornish

Associate Director - Development

John Wood

Associate Director - Acquisitions

Eliza Pattinson

Director of Investment - Asset Management

Sarah Norstrom

Director of Asset Management

Our geographical strategy

Originate Invest

Operate

Accelerate

Cities with robust fundamentals and strong growth potential

High demand / supply	High demand / supply
fundamentals and
fundamentals and
high growth potential
low growth potential

Demand/Supply Fundamentals

Exeter

SouthamptonLondon

Cardiff

	Birmingham	Bristol
	Manchester
Derby Nottingham
Sheffield	Newcastle
Leeds
	Milton Keynes

Low demand / supply	Low demand / supply
fundamentals and	fundamentals and
low growth potential	high growth potential

Growth potential

Analysed 378 local authorities Ranked on six success factors

Analysed 62 cities	Underpinned by 18 economic
datasets
Targeting top ranking cities	Detailed demographic and
rental market analysis

Schemes secured

Target locations

Under review

Not under consideration

	Macro-
	economic
	analysis
and
knowledgehouse-In expertise	Investment
	decisions
	Bottom-up
	micro-
	economic GIS
	analysis

Proprietary operational data and insight

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