Pexa Group Limited · ASX:PXA
Pexa — Investor Presentation (December 2022)
31 slides from Pexa's investor presentation, Dec 7, 2022
Slide 1: PEXA Digital Growth Investor Update
For personal use only PEXA Digital Growth Investor Update December 2022
Slide 2: Important notice and forward statements
This presentation and the information accompanying it (Presentation) Forward statements Market and Industry data For personal use only has been prepared and provided solely by PEXA Group Limited (PEXA or the Company). No representation or warranty, expressed or implied, is made as to This Presentati
Slide 3: In the spirit of reconciliation
In the spirit of reconciliation PEXA For personal use only acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their Elders past and present and extend that respect to all Aboriginal and Torres Strait Islande
Slide 4: Agenda and presenters
For personal use only Group Managing Director and Chief Executive Officer PEXA Group Strategy 5 PEXA Digital Growth – 6-12 Chief Growth Officer Delivering Growth in the Australian Market .id and Demand for Place 13-17 Founder and Director, .id Value Australia and Use and Value of Place 18-23 Partner
Slide 5: PEXA Group Strategy: purpose, priorities and values
PURPOSE For personal use only PRIORITIES ENHANCE EXPAND EXTEND EVOLVE Enhancing the core Exchange in Australia Bringing digital property Providing innovative data insights and digital Investing in our people, platform and brand to build deeper customer relationships settlement solutions to Torrens t
Slide 6: Scott Butterworth, Chief Growth Officer
For personal use only Scott Butterworth Chief Growth Officer 6
Slide 7: Relationship depth, breadth and monetisation
For personal use only Relationship depth Relationship breadth Monetisation Current situation Existing Exchange Exchange relationships Transaction data is relationships generally strongest with Practioners monetised once centred on 1-2 products and FIs Connection to Subject to relevant Greater share
Slide 8: Forces Reshaping the Property Market
For personal use only Forces Reshaping the Property Market Estimates of Land Information Market: FY21 – FY27 ($M) 1,120 909 Economy Demographics Post Covid 764 665 656 578 464 520 324 226 110 158 Property Values Affordability 410 420 430 440 445 455 2022 2023 2024 2025 2026 2027 Land use Factor Cost
Slide 9: Purpose and priorities of PEXA Digital Growth
For personal use only Purpose Connecting people to place by unlocking property intel and new digital experiences Priorities FOCUS SOLUTIONS PARTNERS SOCIAL LICENCE Build deep positions in four Provide customers with Extend reach by partnering Champion open, ethical use domains transformative D2P sol
Slide 10: Progress from May 2022 to December 2022
May 2022 December 2022 For personal use only Solutions Partners Solutions Partners 2 Products` in market 2 Control and minority acquisitions 9 Products in market ` pipeline 1 and in FY23 5 Control and minority acquisitions ` ` Focus 4 Commercial and research partnerships Focus 8 Commercial and resea
Slide 11: Strategic focus areas
For personal use only Strategic Demand for Place Use and Value of Place Efficient Journeys Focus Area Team / Brand FI Solutions Partner Solutions Where and how much do we How to optimise investment to Driving How as a business invest given likely demand for maximise private and Question place commun
Slide 12: Strategic focus area team
For personal use only Strategic Focus Area Team Ivan Motley Founder and Director, Demand for Place .id Mark Nassif Use and Value of Place Acting General Manager, Property Value Chris Bodikian Efficient Journeys Partner Solutions Chief Innovation Officer 12
Slide 13: Ivan Motley: Demand for Place
For personal use only Ivan Motley Founder and Director, .id Demand for Place 13 13
Slide 14: .id: informing 350+ local governments
For personal use only We inform 350+ local governments covering over 80% of Australia’s population • .id brings almost the entire local government market to PEXA • Established for 25 years, .id is the overwhelming market leader • Expert team of geographers, demographers, housing analysts, forecaster
Slide 15: Strategically aligned to meet customer needs
Strategically aligned to meet customer needs For personal use only Team Community Economy Forecast Views Location Decisions Purpose Understand Local Communities and Economies Planning for the Future Understanding Where & When to Invest Quality of Life Proportion of Business 34% 26% 23% 4% 14% (FY22
Slide 16: Solutions powering decision making
Solutions powering decision making For personal use only 16
Slide 17: Pursuing significant growth opportunities
Pursuing significant growth opportunities For personal use only 17
Slide 18: Mark Nassif: Use and Value of Place
For personal use only Mark Nassif Acting General Manager, Property Value Use and Value of Place 18 18
Slide 19: Value Australia development timeline
For personal use only AVM V1: AVM V1: VALUE AUSTRALIA CRC-P SLATE ANALYTICS – Phase 1 Phase 1 AVM V2 Value Australia AVM VX Greater Sydney and Urban, peri-urban and Western Sydney Australia-Wide Brisbane City Council regional Australia • Automated • Automated • Automated mass appraisal of land Prope
Slide 20: Value Australia solutions
For personal use only Value Australia Next generation AVM that based on industry testing plus • Financial Institutions (Mortgage Automated FI AVM independent DD, out-performs competitor offerings in terms Lending) of accuracy, at the same time as providing an “Insured AVM” Valuation Model (AVM) Supp
Slide 21: Valuation market opportunity sizing
Valuation market opportunity sizing ($M p.a.) Value Australia competitive differentiation For personal use only FIs (~25% of opportunity) ~$2,000-2,100m Opportunity to use • Most accurate model, creates opportunity to Value Australia to provide additional wrap around services displace existing manua
Slide 22: Scenario planning for future land use and infrastructure
For personal use only Test property value uplift for different Scenario planning for scenarios future land use & infrastructure Scenario planning for future land use & infrastructure 22
Slide 23: RAISE Platform demo
RAISE Platform demo vm ue australia ® RAISE Toolkit CREATE SCENARIO 23
Slide 24: Chris Bodikian: Partner Journeys and Efficiency
For personal use only Chris Bodikian Chief Innovation Officer Partner Journeys and Efficiency 24 24
Slide 25: Objective, offer and targeted outcomes
For personal use only Our Objective Our Offer Targeted Outcomes • Digitalisation creating new ways • Incubated 8 new offers through • New revenue sources: to remove frictions arising from PEXA and partners subscriptions, distribution manual processes, duplication, commission, consumer leads • Today
Slide 26: PEXA Projects and OPEX across the property journey
For personal use only Source Land Design & Plan Develop Buy / Sell Finance Settle Rent Own • PEXA Projects allows large law firms, acting on behalf of developers, to create a great number PEXA workspaces • The same way PEXA Projects creates efficiencies late in the process, OPEX creates efficiencies
Slide 27: Scott Butterworth, Chief Growth Officer
For personal use only Scott Butterworth Chief Growth Officer 27 27
Slide 28: Customer journey examples: refinancing and development
For personal use only Build demand Assist customers to manage business risk Support customers with analytics and workflow tools Journey Example: Refinancing Refi Consumer MarketView MyView Index Report Unique research on state of the Predict refinancing Understand market Manage refi specific Manage
Slide 29: Milestones and FY23 investment
For personal use only Ethical Advisory Council formed, to guide Market testing of product development consumer and practitioner oriented platform underway In market with suite Postcode Insights tool of Australian launched, delivering new Extending Landchecker property reports insights on trends acro
Slide 30: Closing remarks
• The Extend pillar of the PEXA Group strategy - providing For personal use only innovative data insights and digital services to the Australian market - is progressing at pace and as planned • Investments announced to date are forming the nucleus for each of PEXA Digital Growth’s strategic focus ar
Slide 31: Q&A
For personal use only Q&A 31 31