Centuria Industrial (CIP) investor relations material

Group overview and platform capabilities

• Manages over $21 billion in assets with a 25+ year track record in scalable investments.

• Operates across real estate equity, debt, and AI factories, with vertically integrated operations and 500+ staff.

• Platform includes 150+ unlisted funds, 15,500 investors, and 24 partner banks, with $8.3 billion in lending facilities.

Data centre strategy and market positioning

• Vertically integrated data centre capability, including development, operations, and AI factory management.

• One of three Australian NVIDIA NCPs, with a dedicated data centre team and ISO-certified operations.

• Australia's data centre market faces supply constraints, with installed capacity at 1.5GW and expected to reach 5GW by 2030.

• Structural advantages include regulatory positioning, lower build costs, strong renewable pipeline, and proximity to Asia.

• Industry evolution driven by digital waves, with risk of AI value creation shifting offshore if not addressed.

CIP data centre asset strategy

• Focuses on real estate returns from data centres via long-term leases and urban infill land conversions.

• No operating risk as assets are leased to operators; multiple development and conversion opportunities targeted for 2030 and beyond.

• Funding options include powered land leases, asset sales post-approval, and joint ventures.