Company Presentation May 2023
PATRIZIA
PATRIZIA SE | 3M 2023 Financial Results | CFO video presentation
Access via weblink: bit.ly/PAT3M2023
Access via QR code:
PATRIZIA | © 2023 | 2 |
Agenda
- PATRIZIA at a glance
- Equity Story
- ESG activities
- Share information
- Appendix
PATRIZIA | © 2023 | 3 |
At a glance
PATRIZIA - A leading partner for global real assets
Platform | Funds | Financials |
39
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
58bn
Assets under management (EUR)
5%
fund outperformance2
4bn
firepower for investments (EUR)
Total service fee income (EUR):
325m
FY 2022
EBITDA (EUR):
79m
and 24.0% margin for FY 2022 Strong balance sheet potential:
372m
available liquidity for investments (EUR)
Data as at 31.03.2023 | 1 IREI Global Investment Managers, published from 2012 to September 2022 (latest available set). Ranking based on assets under management. | 2 Data as at 31.12.2022, 5.0% outperformance of INREV Index over 1-yr period.
PATRIZIA | © 2023 | 4 |
At a glance
Evolution from a German real estate company to a global real asset investment manager
58.1bn | 3M 2023 PATRIZIA | A leading manager of global real assets adopts SE structure for sustainable future growth |
AUM | |
2021/2022 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 | |
6.9bn
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
2012 Tamar | Acquisition of Tamar Capital Group allows to expand the European presence Alternative Investments | Focus on real estate private equity deals
Asset manager | Focus on asset-light investment management business model
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 | © 2023 | 5 |
Attachments
- Original Link
- Original Document
- Permalink
Disclaimer
Patrizia AG published this content on 12 May 2023 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 12 May 2023 11:16:09 UTC.