Aland Equity Group Limited · ASX:AEG
Aland Equity — Investor Presentation (October 2026)
18 slides from Aland Equity's investor presentation, Oct 26, 2026
Slide 1: Investor Presentation: Capital-Light Property Funds Model
rsonal use only Investor Presentation Capital-Light Property Funds Model October 2026
Slide 2: Important Notice and Disclaimer
IMPORTANT NOTICE AND DISCLAIMER This presentation has been prepared by Aland Equity Group Limited (ASX: AEG) (ABN 84 653 383 478) Such statements are based on assumptions and contingencies which are subject to change without notice (“AEG”) and its related entities for general information purposes on
Slide 3: Investment Highlights
Investment Highlights Substantial earnings | Minimal capital | Shareholder returns rsonal use only $4.1m $32m p.a. 3,200 lots 60% Elm Grove expected return to AEG Chinnerys target, 200 lots per year Chinnerys, 10+ year pipeline Proposed FY28+ NPAT payout ▪ Capital-light structure avoids upfront land
Slide 4: Capital Light Model
Capital Light Model Generating Fund fees and returns, with materially lower capital requirements rsonal use only TRADITIONAL PROPERTY FUND AEG CAPITAL-LIGHT MODEL Land to be identified, rezoned and approved Land bank with DA approvals in place Acquires and pays for land upfront Landowner retains tit
Slide 5: Elm Grove – Bungendore, NSW
Elm Grove – Bungendore, NSW 56 Lots | Aland Elm Grove Estate Fund | Launched October 2026 rsonal use only Location Adjacent to Elm Grove Estate Amenities Adjacent to High School, opening 2027 Type Residential Location Immediately north of Elm Grove Estate Closest residential and commercial land to D
Slide 6: Elm Grove: $4.1m Expected Return to AEG
Elm Grove | $4.1m Expected Return to AEG The first capital-light project combines monthly management fees with Fund investment returns rsonal use only $4.1m Combined expected return to AEG MANAGEMENT FEES FUND INVESTMENT RETURNS $3.37m Paid monthly, recurring cash flow $725k* AEG is 100% investor Ex
Slide 7: Chinnerys - Bungendore, NSW
Chinnerys - Bungendore, NSW 1,000 acres | 3,200 lots | Property Funding Deed executed | 35 min from Canberra CBD rsonal use only Size 1,000 acres Yield 3,200 lots Residential, seniors, build to rent, retail Type and commercial Location Immediately north of Elm Grove Estate Closest residential and co
Slide 8: Chinnerys: $32m Annual Income Opportunity
Chinnerys | $32m Annual Income Opportunity 200 lots annually | Illustrative profit margin economics under the capital-light model rsonal use only $32m p.a. Target annual Fund income 3,200 200 $160k* Total Lots Lots annually Development margin per lot 200 lots × $160,000 = $32m illustrative gross pro
Slide 9: Cowra – Villa Estate
Cowra – Villa Estate Yarrabilly precinct, Cowra NSW rsonal use only Size 260 acres Yield 1,000 mixed dwellings Type Residential, community title, land lease community Location Adjacent to Japanese Gardens and Cowra Breakout site Funding deed 10 years + 10 years* Returns Management fees + agreed marg
Slide 10: Shareholder Returns: Dividend Focus
Shareholder Returns | Dividend Focus Indicative long-term payout target, subject to sustainable cash generation and Board approval rsonal use only AEG $32m Less costs NPAT Chinnerys target annual project income Corporate overheads, Cash-backed profit + Cowra and new opportunities Fund allocation and
Slide 11: Target Income
Target Income Target returns for AEG shareholders rsonal use only Q4 2026 H1 2027 H2 2027 2028 2029 ELM GROVE $4.1m Management fees and returns COWRA Management fees (TBC) CHINNERYS $32m p.a. at 200 lots per year NEW OPPORTUNITIES Growth opportunities ALAND EQUITY GROUP LIMITED alandequitygroup.com.
Slide 12: Shareholder Alignment
Shareholder Alignment Major shareholder contributes development margin to grow the value of AEG rsonal use only ~76% 30% margin Board and management shareholding (post-AGM) Development margin supports Fund returns and AEG value ▪ Alex Brinkmeyer is both a major AEG shareholder (58%)* and associated
Slide 13: High demand in the Canberra growth corridor
High demand in the Canberra growth corridor Bungendore rsonal use only 1 Adjacent to Defence's operational HQ 2 New High School starting 2027 HQ Joint Operations Command, just outside Bungendore, The NSW Government's new Bungendore High School is a is a center for all Australian Defence Force Operat
Slide 14: Property Development – Experienced Oversight
Property Development – Experienced Oversight Development and sales will be undertaken by experienced external groups, overseen by Chairman Alex Brinkmeyer, who brings 50+ years of large-scale development experience. rsonal use only 50+ 10,000+ 6,500+ ASX Years’ Lots delivered Acres Prior listed comp
Slide 15: Board of Directors
Board of Directors Experienced board with deep expertise in property, capital markets, engineering and ASX governance rsonal use only Alex David David Albert Alexander Brinkmeyer Nolan Tildesley Wong Baird Non-Executive Managing Executive Non-Executive Non-Executive Chairman Director Director Direct
Slide 16: Aland Equity Group Limited: Diversified Funds Management
Aland Equity Group Limited (ASX: AEG) A diversified ASX-listed funds management company with three complementary divisions AEG is an ASX-listed diversified funds management company focused on capital-light property investment, generating long-terms funds rsonal use only management revenue and invest
Slide 17: Company Snapshot (post-AGM)
Company Snapshot (post-AGM) Aland Equity Group Limited (ASX: AEG) | Diversified ASX-Listed Funds Management AEG $53M $0.06 881,114,257 rsonal use only ASX Code Market Cap Share Price Shares on Issue CAPITAL STRUCTURE SHARE PRICE PERFORMANCE Ordinary Shares 881,114,257 Board & Management 76% Free Flo
Slide 18: David Nolan, Managing Director
rsonal use only ASX: AEG David Nolan Managing Director E: [email protected] W: alandequitygroup.com.au A: Level 6, 22 Pitt Street Sydney NSW 2000
Aland Equity Group — Investor Presentation (October 2026) on 6ix