Caravan Parks Association of Queensland Conference - INGENIA COMMUNITIES GROUP - Presented by Natalie Kwok, General Manager Acquisitions Tax & Legal
←
→
Page content transcription
If your browser does not render page correctly, please read the page content below
Presented by Natalie Kwok, General Manager Acquisitions Tax & Legal
MAY 2019
INGENIA COMMUNITIES GROUP
Caravan Parks Association of Queensland Conference
Ingenia Communities Group
a leading owner, operator and developer of lifestyle and holiday communities
> Listed on Australian Stock Exchange (ASX: INA)
> Focus on affordable living and holidays
61
Australian
Communities
> Portfolio value over $800 million
Creating Australia’s
Best Lifestyle and
Holiday Communities
Over 7,700 870,000 ‘room nights’ p.a.
Income producing sites Cabins, caravan and camping
35 LIFESTYLE AND HOLIDAY COMMUNITIES
26 INGENIA GARDEN COMMUNITIES
Note: Excludes communities under option and assets held for sale. Includes assets acquired 1H19.
2
Our footprint
Ingenia Holiday parks spread across the east coast
> Ingenia entered the holidays market in late 2013
> Today Ingenia own and operate 22 holiday parks
> Iconic parks include:
12
QLD
ASSETS
3
Why caravan parks?
a large, dynamic industry
The Caravan and Camping sector is a large and relatively stable industry which is rapidly evolving
Source: Caravan Industry Association of Australia – State of the industry 2018
4
Holidays is a growing part of Ingenia’s business
compelling opportunities with attractive returns
> Attractive cashflows underpinned by
strong repeat visitation
> Highly leveraged to ageing population –
grey nomads a key market
> Maximises returns from mixed-use assets
> Often first touch point with prospective
residents offering multiple cross-selling
opportunities
> Stable returns – seasonal not cyclical
> Evolving product and target markets
Significant ability to enhance returns
through application of specialised asset
management skills and economies of scale
5
Opportunities to add value
creating exceptional experiences for our guests
Magazines
Product offer
> Refurbishments of accommodation and facilities
> Remixing
> New formats - glamping, 3 bed cabins
Marketing
> Leveraging digital – database of over 220,000
subscribers Campaigns
> Online travel sites – bookings.com, tripadvisor
> Social media and web presence
> Campaigns, blogs, inflight magazine spreads
6
Opportunities to add value
creating exceptional experiences for our guests
Customer experience
> Added services
> Customised events
∙ Kids Club
∙ Petting farms
∙ Camel Rides
∙ Pancake breakfasts
∙ Laser-tag
∙ Movie nights & social events
∙ Live entertainment
∙ Easter and Christmas events
∙ Leveraging partnerships in each
market with adjacent tourism
operators and RTOs
7
Case Study
Ingenia Holidays Byron Bay – acquired April 2019
> 269-site mixed use leasehold park > Extends presence of the Holidays
> Beachfront location with proximity to brand on the East Coast
Byron town centre > Attractive investment return
> Attractive international and domestic
tourism destination
8
Case Study
Ingenia Holidays Byron Bay – opportunity to reposition/remix
INGENIA HOLIDAYS
Byron
Bay
53 Cabins | 182 Sites
✓ Outdoor pool
✓ Camp kitchen
✓ Restaurant and café
✓ Playground
✓ Games room
✓ Skate park
✓ Ball courts
✓ Alchemy wellness
✓ BBQ facilities
9
Our vision is to create Australia’s best holiday parks
Ingenia Holidays create places where people have a
sense of connection and belonging. Whether it’s
time to play, stay, rest or renew, we deliver freedom
of choice with a range of holiday options
Our commitment to our guests, their families and
friends is to create memorable holiday experiences
and build community through continuous
improvement in everything we do
1011
THANK YOU
Disclaimer
This presentation was prepared by Ingenia Communities Holdings Limited (ACN 154 The forward looking statements included in this presentation involve subjective
444 925) and Ingenia Communities RE Limited (ACN 154 464 990) as responsible judgment and analysis and are subject to significant uncertainties, risks and
entity for Ingenia Communities Fund (ARSN 107 459 576) and Ingenia Communities contingencies, many of which are outside the control of, and are unknown to, the
Management Trust (ARSN 122 928 410) (together Ingenia Communities Group, INA or Group. In particular, they speak only as of the date of these materials, they assume the
the Group). Information contained in this presentation is current as at 10 May 2019 success of the Group’s business strategies, and they are subject to significant
unless otherwise stated. regulatory, business, competitive and economic uncertainties and risks. Actual future
This presentation is provided for information purposes only and has been prepared events may vary materially from forward looking statements and the assumptions on
without taking account of any particular reader’s financial situation, objectives or needs. which those statements are based. Given these uncertainties, readers are cautioned
Nothing contained in this presentation constitutes investment, legal, tax or other advice. not to place undue reliance on such forward looking statements.
Accordingly, readers should, before acting on any information in this presentation, The Group, or persons associated with it, may have an interest in the securities
consider its appropriateness, having regard to their objectives, financial situation and mentioned in this presentation, and may earn fees as a result of transactions described
needs, and seek the assistance of their financial or other licensed professional adviser in this presentation or transactions in securities in INA.
before making any investment decision. This presentation does not constitute an offer, This document is not an offer to sell or a solicitation of an offer to subscribe or purchase
invitation, solicitation or recommendation with respect to the subscription for, purchase or a recommendation of any securities, including in the United States or any other
or sale of any security, nor does it form the basis of any contract or commitment. jurisdiction in which such an offer would be illegal.
Except as required by law, no representation or warranty, express or implied, is made
as to the fairness, accuracy or completeness of the information, opinions and
conclusions, or as to the reasonableness of any assumption, contained in this
presentation. By reading this presentation and to the extent permitted by law, the
reader releases each entity in the Group and its affiliates, and any of their respective
directors, officers, employees, representatives or advisers from any liability (including,
without limitation, in respect of direct, indirect or consequential loss or damage or loss
or damage arising by negligence) arising in relation to any reader relying on anything
contained in or omitted from this presentation.
13You can also read
