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Fabege

Annual Report Feb 25, 2013

2914_10-k_2013-02-25_e931bfb1-fbdc-4556-a92a-9941b40d2bf7.pdf

Annual Report

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Our customers and our locations are central in everything we do.

Contents

Introduction 2012 in brief
This is Fabege
Message from the CEO
2
The business Business model and
strategic focus
A goal-oriented business
The business
Property Management
Property Development
Transactions
Market and property portfolio
Market overview
Fabege's markets
Stockholm inner city
Hammarby Sjöstad
Solna
Property portfolio
Valuation of the
property portfolio
Property listing
4
6
8
10
12
14
16
18
20
22
24
28
30
32
Opportunities and risks
Financing
38
42
Sustainability
report
Responsible enterprise
Environmental work
Employees
Suppliers
Business ethics
Social involvement
GRI Index
44
46
50
52
53
54
56
Financial
reporting
The Group
The fi nancial year
Directors' Report
Statement of comprehensive
income
Statement of fi nancial position
Statement of changes in equity 68
58
60
66
67
The Parent
Company
Statement of cash fl ows
Profi t and loss accounts
Balance sheets
Statement of changes in equity 71
Statement of cash fl ows
Notes
Corporate Governance Report
Board of Directors and Auditor 90
Group Management
Signing of the Annual Report
Auditor's Report
69
70
70
71
72
83
90
92
93
Other
information
Share information
Information to shareholders
Five-year summary
History
Defi nitions
95
98
99
100
100

The formal audited Annual Report comprises the information on pages 60–92. This document is in all respects a translation of the Swedish original Annual Report. In the event of any differences between this translation and the Swedish original, the latter shall prevail.

Fabege

Fabege is one of Sweden's leading property com panies, focusing mainly on letting and managing offi ce premises as well as property development.

Fabege off ers attractive and effi cient premises, mainly offi ces but also retail and other premises. Th e company's operations are highly concentrated to a number of fast-growing submarkets in the Stockholm region, namely Stockholm inner city, Solna and Hammarby Sjöstad.

Fabege manages a well-located property portfolio that is continuously refi ned through development, sales and acquisitions. Th e concentration of properties to well-contained clusters brings the company closer to its customers, which, coupled with Fabege's extensive local expertise, creates a solid foundation for effi cient property management and high occupancy.

Fabege's vision is to be the most proactive, innovative and competent commercial property company in Stockholm as well as an important partner for its customers and society in general.

At the close of 2012, Fabege owned 95 properties with a combined market value of SEK 31.6 bn. Th e company's rental income for the year was SEK 1.9bn.

of the centre of Stockholm

2012 in brief

Financial highlights

  • Rental income increased to SEK 1,869m (1,804). The year-on-year change was due to growth through positive net lettings and completed projects.
  • Realised and unrealised value changes amounted to SEK 1,576m (1,266) for properties and SEK –190m (–397) for fi xed-income derivatives.
  • Profi t for the year before tax increased to SEK 2,032m (1,417). After-tax profi t for the year amounted to SEK –88m (1,141), corresponding to earnings per share of SEK –0.54 (7.01), following a provision of SEK 1,900m for ongoing tax matters.
  • Net lettings amounted to SEK 141m (130).
  • The Board proposes a dividend of SEK 3.00 per share (3.00).

Rental income and net operating income

Customers are even more satisfi ed

Long-term and stable relationships with satisfi ed customers are a critical success factor for Fabege. In 2012, surveys were conducted of all customers. In view of the requests presented, Fabege's procedures were improved in a number of aspects, leading to even greater customer satisfaction.

Successful energy-effi ciency enhancements

In 2012, Fabege continued its efforts to minimise the company's environ mental impact and, in co-operation with customers, to contribute to sustainable urban development. The best examples are the successful energy-effi ciency enhancements that combine positive environmental effects with cost-savings for both tenants and Fabege. Heating consumption declined an additional 4 per cent in 2012, which is approximately 50 per cent lower than the average level for Stockholm County.

1,500 2,000 2,500 SEKm

The business

Theme Fabegethe customer

In this vignette, we will present some of Fabege's projects and partnerships during 2012. Read about some of our conversion projects, tenant customisations and sustainability projects.

Key fi gures 2012 2011
Rental income, SEKm 1,869 1,804
Net operating income, SEKm 1,264 1,227
Profi t for the year, SEKm –88 1,141
Return on equity, % –0.8 9.9
Surplus ratio, % 68 68
Equity/assets ratio, % 34 39
Interest coverage ratio, multiple 2.3 2.2
Earnings per share before and after
dilution, SEK
–0.54 7.01
Dividend per share, SEK 3.001) 3.00

1) Proposed cash dividend for 2012.

Fabege operates in three business areas: Property Management, Property Development and Transactions.

PROPERTY MANAGEMENT

Th e essence of what Fabege does is fi nding the right premises for a customer's specifi c requirements and ensuring that the customer is content. Fabege's approach is long-term and based on close dialogue with the customer, thus building mutual trust and loyalty.

PROPERTY DEVELOPMENT

Qualifi ed development activities that add value to Fabege's properties comprise the second cornerstone of the business. Th e company has long-standing expertise and long experience of extensive property development projects and strives to attract long-term tenants to properties that have not yet been fully developed and can be redesigned based on the customer's specifi c requirements.

TRANSACTION

Fabege's third cornerstone is Transactions. Acquisitions and sales are an integral part of Fabege's business model and make a signifi cant contribution to consolidated profi t. Th e company continuously analyses its portfolio to take advantage of opportunities to increase capital growth.

Operational key fi gures 2012 2011
Property value, Property Management, SEKbn 28.8 22.8
Property value, Property Development, SEKbn 2.8 6.4
Invested in the proprietary property portfolio,
SEKbn
2.0 1.5
Acquisitions, SEKbn 0.3 0.5
Sales, SEKbn 1.3 0.9

www.fabege.se for more information about Fabege and its operations.

Submarkets

Stockholm inner city

Several of Fabege's city properties are located in the quarters around Kungsgatan, Drottninggatan, at Norrtull and on east and west Kungs holmen. The property portfolio includes the two well-known profi le properties, DN-huset and the Wenner-Gren Center. Read more on page 32.

No. of properties 37
Lettable area, '000 sqm 475
Market value, SEKm 16,950
Rental value, SEKm 1,197
Financial
occupancy rate, %
93

Portion of Fabege's total rental value

Solna

Arenastaden and Solna Business Park are Fabege's principal submarkets in Solna. Fabege is both an initiator and partner of the new and emerging Arenastaden district. The Friends Arena is located here, while the construction of the Mall of Scandinavia shopping complex, the Quality Hotel Friends, offi ce properties and residential units is under way. Read more on page 34.

No. of properties 37
Lettable area, '000 sqm 503
Market value, SEKm 11,904
Rental value, SEKm 840
Financial
occupancy rate, %
90 37%

Portion of Fabege's total rental value

Hammarby Sjöstad

Fabege owns most of the commercial properties in Hammarby Sjöstad, where the Luma property is the largest. This is one of the most interesting development areas in Stockholm and is currently highly attractive for housing and office premises. Read more on page 36.

No. of properties 13
Lettable area, '000 sqm 126
Market value, SEKm 2,515
Rental value, SEKm 205
Financial
occupancy rate, %
88 9%

Portion of Fabege's total rental value

Message from the CEO Satisfi ed customers the key to our success

It is crucial for Fabege to maintain close customer relations. As a result, we have worked intensely during the past two years to implement a structured customer process through which we increasingly ask customers about their requirements to identify how we can enhance our performance. The positive effects of this programme are clearly visible. The tenant retention rate – meaning how large a percentage of our tenants choose to extend their lease – rose substantially. Compared with previous levels, recent years have seen a 50 per cent reduction in the number of tenants wishing to relocate.

One factor underlying customer satisfaction is that we, via our local offi ces, consistently work close to our customers, making it easier to identify requests and changes in requirements. Also, thanks to owning a large number of properties in particular locations, we have excellent potential to meet new requirements. When tenants expand and need larger premises, or are faced with other changes in requirements, we can usually meet their needs within the particular location.

WE DEVELOP ENTIRE DISTRICTS

In addition to caring for existing customers, we naturally also seek to attract new customers. In this respect, I am convinced that our ability not only to develop individual properties but also entire locations, is of major signifi cance.

Th e concept of tomorrow's activity-based offi ce is a topical subject. In brief, it entails that the offi ce becomes a forum off ering more than the traditional features (work desk, conference room and dining area). Instead, the offi ce of the future will include a variety of environments designed to ensure people can work undisturbed, gain creative inspiration, meet colleagues and so forth. Th e individual will be able to sit wherever he/she needs. However, innovative thinking is frequently limited to the actual premises. I believe that tomorrow's offi ce will consist of fl exible, sustainable buildings and activity-based premises, as well as a surrounding environment off ering services such as stores, restaurants, dry-cleaning, hairdressers, gyms and so forth – services that make life easier for companies and help employees to cope with everyday tasks. Arenastaden is a good example. Our aim

with this project is to create the most attractive offi ce workplace location in Scandinavia. Similarly, we are developing and profi ling all locations in an environment in which offi ces are mixed with residential, retail and experience-based facilities.

ENVIRONMENTAL GAINS AND REDUCED COSTS

Sustainability is another key component in making our properties and locations attractive. During the past year, we continued our eff orts to reduce our environmental impact and, in cooperation with customers, contribute to sustainable social development. Th is applies not least to the extensive energy effi ciency programmes, and the impressive results we have attained in this area. A key factor underlying the substantial improvements is that we, parallel with the environmental gains, also reduced costs for Fabege and our tenants alike.

SEVERAL POSITIVE TRENDS

Th e business trend was highly favourable, with fi ne contributions from Property Management, Property Development and Transactions. By retaining existing tenants and attracting new customers, our net lettings were again favourable in 2012. In other respects, the trend also remained positive with higher rental income, improved profi t from property management and signifi cant deve lopment gains in the project portfolio.

OUTLOOK 2013

Due to the ruling of the Supreme Administrative Court in the precedential (but not Fabege-related) Cyprus case, Fabege

3

decided to post a provision of SEK 1.9bn to cover our ongoing tax cases. Th e processes are proceeding in the Administrative Court of Appeal and we expect the matter to be fi nalised during 2013.

Macroeconomic conditions are currently uncertain. Nevertheless, I see many reasons for being optimistic regarding Fabege's development. Stockholm is expanding faster than any other city in Sweden and the service sector is stable. We have a strong position, with modern properties in compact portfolios in attractive locations. Th e overall portfolio is well adapted to current and future demand. I also see substantial potential in our future project portfolio. During 2013, we plan to further strengthen relations with our tenants, and to develop our locations with considerable understanding of what our customers want. I am convinced that this will result in continuing high net letting and retention rates. We already know with great certainty that we will have rising income and stable costs during 2013. Th us, the conditions favour continuing robust earnings.

Another reason that I am not uneasy about the macroeconomic trend is that economic fl uctuations create opportunities in the property market. Our current position is so strong that we can be proactive when such opportunities arise.

Stockholm, February 2013

CHRISTIAN HERMELIN Chief Executive Officer

Fabege customers

Fabege aims to be a more customer-oriented company. We are continuing our efforts to enhance customer relations to ensure tenants elect not to relocate. This will be our primary focus during the years ahead.

Business model and strategic focus

Fabege's business model aims to generate value through property management, development and transactions. The company owns and manages commercial properties concentrated in Stockholm inner city, Solna and Hammarby Sjöstad. Operations are to be characterised by active, customeroriented management. The property portfolio is continuously refined through property development, acquisitions and divestments.

BUSINESS CONCEPT

Fabege's business concept focuses on commercial properties in the Stockholm region, with a particular emphasis on a limited number of fast-growing submarkets. Fabege aims to create value by managing, improving and actively adjusting its property portfolio through sales and acquisitions. Accrued value should be realised at the right time.

VISION

To be the most proactive, innovative and competent commercial property company in Stockholm and an important partner to our customers and to society in general. Th e natural fi rst-choice provider.

Read more about the business model on pages 10–15

MISSION

Th rough constant skills development, Fabege will seek to understand customer requirements and exceed expectations while strengthening our profi le as a socially responsible company.

Fabege's business model

Property Management Read more on page 10 Property Development Read more on page 12
------------------------------------------ -------------------------------------------

Close to the customer

Property management is Fabege's main business area. The properties are managed by an effi cient in-house organisation, which is divided into separate property management areas. Each area has a large degree of individual responsibility to ensure a high degree of commitment and proximity to the customer. The company's close-to-the-customer property management activities are designed to support a high occupancy rate and encourage customers to remain with Fabege. Satisfi ed customers help to improve our net operating income. Property Management Property Development

Create growth

Fabege aims to acquire properties that offer better growth opportunities than existing investment properties in its portfolio. As a signifi cant player in a number of select sub-markets, Fabege has acquired in-depth experience and knowledge about the markets, plans for development, other players and individual properties. The company continuously monitors and analyses developments with a view to exploiting opportunities to add value to its property portfolio. Acquisitions

Transactions Read more on page 14

Adding value

Sales

Property development in properties with growth potential is a key element of Fabege's business model, with the aim of adding value. In addition to developing and improving acquired properties, Fabege already has a number of development and project properties in its portfolio, and seeks to develop their potential as market conditions permit. The volume of projects is adapted to market demand. New builds and more extensive development projects are always based on the principles defi ned in the Environmental Building programme.

Concentrating the portfolio

Fabege aims to sell properties that are located outside its concentrated property management units or have limited pro spects for further growth. Location, condition and vacancies are key factors determining the growth potential of a property. A fully let property with modern and effi cient premises that is deemed to have limited potential for rent increases and capital growth could thus become a candidate for divestment.

Fabege's strategies

CUSTOMERS

Fabege aims to be perceived as a customer-oriented company. Th rough active property management by competent and customer-focused staff , strong customer relations will be developed and nurtured.

Th e company strives to attract fi nancially robust companies active in a wide range of industries.

PORTFOLIO

Th e core of Fabege's operations comprises commercial properties in Stockholm inner city, Solna and Hammarby Sjöstad. Fabege aims to strengthen its position in these market segments and concentrate its properties in management-effi cient units. Th e company intends to acquire properties off ering strong potential in prioritised areas. Th e property portfolio is to be continuously improved through acquisitions, property development and sales.

PROPERTY DEVELOPMENT

Fabege seeks to develop and realise the potential of its existing property portfolio. Development pertains not only to individual properties but also to entire locations and urban districts. Project investment is designed to raise the status in priority locations.

BRAND

Th e Fabege brand should support the company's business, attract new customers, add value and contribute to achieving the company's goals. Strengthening the brand is crucial to the company's continued success. Fabege works continuously to enhance the company's image among its priority stakeholders by raising awareness and providing insight into its activities.

Developing Fabege's intangible assets also involves building strong brands in the company's prioritised areas, such as Hammarby Sjöstad, Solna Business Park and Arenastaden in Solna, as well as for individual properties or concepts.

HUMAN RESOURCES

A key success factor for Fabege is its ability to attract and retain the right employees. Fabege aims to be the best employer for the most competent employees. Th e

company works to ensure that its core values (see page 55) colour the way we behave, both internally and externally in relations with customers and other stakeholders.

Our employees should be able to work in an open environment that fosters commitment and individual initiative through clearly defi ned targets, delegated responsibility and rewards for excellence. Fabege places a strong emphasis on caring for its workforce and on creating a pleasant and safe work environment.

RISK AND EFFICIENCY

Risk exposure is to be limited and controlled as far as possible in terms of the choice of tenants, lease terms, business partners and business objects.

Th e company's funding arrangements must be stable, carefully evaluated and cost-eff ective.

Fabege should also maintain continued high cost effi ciency and seek continuous improvements.

5

A business governed by objectives

Fabege's operations are governed by objectives at all levels of the organisation. The objectives are broken down, developed and established in the various operating areas and at the employee level. Measurement and performance monitoring are conducted regularly.

OVERRIDING OBJECTIVE

Fabege's overriding objective is to create and realise values and provide shareholders with the best overall return among property companies listed on the Stockholm Stock Exchnage. Th e total return on Fabege's share in 2012 was 28 per cent (calculated as the share price performance including reinvested dividends).

FINANCIAL OBJECTIVES

Th e company's key fi nancial objectives

adopted by the Board are profi tability (measured as the return on equity), equity/assets ratio and interest coverage ratio. Fabege is to sustainably be among the most profi table listed property companies. Th e aim for the equity/assets ratio is at least 30 per cent, with an interest coverage ratio of at least 2.0, including realised changes in value. At 31 December 2012, the return on equity was a negative 0.8 per cent, following a provision of SEK 1,900m for ongoing tax matters, while the equity/ assets ratio was 34 per cent and the interest coverage ratio was 2.3.

Return on equity

The negative return for 2012 was due to the provision of SEK 1.9bn posted for ongoing tax cases.

Equity/assets ratio

Although the equity/assets ratio declined by 5 percentage points during 2012 due to the decision to post a provision of SEK 1.9bn for ongoing tax cases, the ratio continued to comfortably exceed the target of 30 per cent.

Interest coverage ratio

The interest-coverage ratio improved and is well above the target of 2.0.

BUSINESS FOCUS IN 2013

  • Increase profi tability through greater customer orientation.
  • Strengthen cash fl ow in the management portfolio.
  • Continue the rapid pace in portfolio development.
  • Create value growth through projects and "attractive properties in good locations".
  • Signifi cant contributions to earnings in all areas of operations.
  • Raise the total return in the portfolio.

PORTFOLIO MANAGEMENT AND EFFICIENCY

A key objective for Fabege is to generate strong net lettings. Retaining existing customers through a high retention rate is profi table. New lettings are signifi cant in reducing the vacancy rate and for enabling project investments in conversions and new builds. Net lettings amounted to SEK 141m in 2012.

Fabege aims to retain a high level of cost-effi ciency and to be the leading player compared with other Swedish property companies. To improve operational effi ciency and achieve its fi nancial targets, the company continuously implements various forms of process improvements. Fabege aims to create an atmosphere in which the initiative to develop processes and procedures is leveraged. Work on process improvements continued in 2012.

One long-term objective is to raise the surplus ratio to 70 per cent. For 2012, the surplus ratio was 68 per cent (68). Fabege believes that the target of 70 per cent will be attained during 2013.

Fabege aims to invest at least SEK 1,000–1,500m annually in the company's project portfolio. New projects

Surplus ratio 30 40 50 60 70 80 08 09 10 11 12 % Target: 70%

The surplus ratio has improved steadily and Fabege believes that the target of 70 per cent will be attained during 2013.

should generate a return of at least 20 per cent as a result of value growth. In 2012, SEK 2,034m was invested in the current portfolio. Th e return on invested capital was 39 per cent.

Fabege seeks to generate a high total return on its property portfolio through acquisitions, property development and sales. In 2012, the total return (net operating income and value changes in relation to the average property value) was 9.4 per cent.

ENVIRONMENT AND ENERGY

Th e objective is to reduce energy consumption by 20 per cent from 2009 to 2014, corresponding to an annual reduction of 4 percentage points. Th e accumulated reduction as of 2012 was 14 per cent.

HUMAN RESOURCES

Fabege aims to be an attractive employer – where employees have a sense of commitment and participation, as well as being off ered the potential to develop in the company. Th e boundaries and objectives for each employee's area of responsibility should be clearly defi ned and established. Fabege's employees perform

During 2012, Fabege reduced its consumption of heat by a further 4 per cent.

on the basis of the company's core values. (See further on page 55.)

CUSTOMER MIX

Fabege has some 1,500 leases in its portfolio. To minimise risks, Fabege aims to attain a balanced mix of stable customers from various market segments. In terms of value, the company's 15 largest tenants account for approximately 30 per cent of the total lease value, and, in most cases, these leases have a duration that signifi cantly exceeds the average in the company's portfolio.

CUSTOMER RELATIONS

Fabege aims to increase profi tability by having a more customer-oriented organisation. Th e target for 2013 is to attain a top ranking in the Fastighets barometern's customer satisfaction index (CSI) survey and be a natural choice for current and potential customers. During the year, the company conducted a customer survey that resulted in a number of activities aimed at better meeting customers' requests and requirements. Th e ultimate objective is to off er the customer an even superior product and service, thereby forging stronger customer relations.

Energy consumption Satisfi ed Customer Index

Three customer satisfaction surveys have been implemented in the past two years. For 2013, the target will be adjusted upwards.

The business Creating value in three areas

Fabege's active and customer-oriented property management operations are complemented by continuous property development and strategic acquisitions and sales.

THE BUSINESS AREAS' CONTRIBUTION TO EARNINGS IN 20121)

PROPERTY MANAGEMENT PROPERTY DEVELOPMENT TRANSACTION

54% 38% 8%

THE BUSINESS AREAS' RETURN IN 2012

PROPERTY MANAGEMENT
Surplus ratio
PROPERTY DEVELOPMENT
Return on project portfolio
TRANSACTIONS
Return on transactions
68% OUTCOME 39%
OUTCOME
11%
OUTCOME
TARGET 70% TARGET 20% TARGET 10%

Property Management

Property management operations are hallmarked by high occupancy rates and favourable tenant relations. Fabege's aim is to combine high technical expertise with customer proximity and a service-focused approach. By these means, long-term stable relations are developed with satisfied customers, which is a crucial success factor.

Customers represent a core factor in Fabege's property management operations. Th e company seeks to act as the customer's partner and a co-player in the event of changes in customer operations. Th is is achieved though long-term work and a close customer dialog.

Property management is Fabege's largest operational area. Operations are divided into geographic areas in which each independent unit has considerable responsibility and the ability to take decisions promptly. Each submarket is responsible for the operation and development of properties, as well as for customer contacts. Each team includes an operations manager and property engineers with solid technical expertise. Fabege also off ers specialist expertise in environmental issues and energy consumption. A total of 81 of Fabege's 129 employees are active in Property Management.

DURING THE YEAR

Customer-orientation programmes continued during 2012. A key component of these eff orts was the focus on directing customer surveys at all customers. In response to the emerging requests, Fabege's procedures were improved in a number of respects.

One example was the introduction of a new fault-reporting system that, among other features, ensures a response to all fault reporting. In addition, the introduction commenced of the design of more extensive and standard communication of customer information concerning, for example, changes in properties or surroundings.

A more distinct system was introduced for the division of responsibility among Fabege's various units in terms of customer contact. Customers must be clearly aware of the identity of their contact person at Fabege and who is responsible for resolving any problems though all phases,

such as lease signing, customisation of premises, occupancy and management.

Th e result of the various measures was refl ected in increased customer satisfaction during the year.

Eff orts to extend and renegotiate leases with existing customers were successful. In 2012, a number of major leases for project properties were signed, primarily in Arenastaden. Overall, this meant that the occupancy rate rose from its already high level.

FOCUS IN 2013

Th e aim in 2013 will be to further improve customer orientation. A key feature of these eff orts will be the strengthening of proactive programmes, aimed at ensuring better identifi cation of customer requests and at an earlier stage.

Brand-building programmes will also continue in a bid to retain and raise the attractiveness of Fabege in terms of individual premises and locations.

Fabege Luma

The central location of the former Luma industrial property makes it something of a "central town church" in Hammarby Sjöstad, Stockholm. This is a focal point for many of the features that make the area attractive for creative service companies, with appealing offi ces in previously industrial premises, close to the waterside and green spaces.

During the year, a conversion was completed that further raised the

Fabege Apotekaren

2012 saw the completion of the conversion of the Apotekaren 22 property at the junction of Tulegatan/Rådmansgatan in central Stockholm. The property consists of a number of buildings dating from the 19th to the 21th century, contributing to its exciting and varying character. This was previously the location of a number of TV studios, and an electric turbine facility designed by Ferdinand Boberg for the Stockholm Electricity Supply Board. Several tenants moved in during the year, including Unibet, Företagarna, Landahl Advokatbyrå and Aveqia.

property's profi le in the area. An extension made the entrance more elegant and distinct. Inside the entrance, a previously unused space was replaced by a welcome lounge, café and reception, which promptly became a natural and lively rendezvous point. A new high-class restaurant was also opened. Several new tenants moved in during the year, including the Swedish Coast Guard.

1) In the rental value, time limited deductions (in terms of the current annual rental value at 31 December 2012) of approximately SEK 210m were not deducted.

Property Development

By means of property development, Fabege seeks to reduce vacancies and raise rental levels in the property portfolio, thereby increasing cash flow and value growth. Operations encompass not only the development of individual properties but also the long-term development of districts.

Fabege has vast expertise and extensive experience from running development projects. One objective is to attract longterm tenants to not yet fully developed properties that can be customised to meet specifi c customer requirements.

Land and properties are acquired, developed and then transferred to the Group's investment portfolio or sold. Long-term planning is frequently undertaken in cooperation with the particular municipality, creating joint visions for optimal district planning. New builds and more extensive project development are undertaken in line with the principles of, for example, the Sweden Green Building Council (SGBC).

Responsibility for new builds and conversion projects, procurement and followup rests with the Projects Department, which comprises 13 employees and is divided into two groups: the Projects unit and Tenant Adaptations unit. Th e Projects Department is self-suffi cient in terms of project expertise, while construction services are procured externally. Th e Tenant Adaptations unit takes care of minor adjustments. Th is operation is extremely signifi cant for customer satisfaction, since the premises can be customised to match tenant requirements with a limited investment. Th e development of properties is expected to provide a substantial contribution to group earnings.

DURING THE YEAR

Total project investments in 2012 amounted to SEK 2,034m.

Over the course of 2012, a number of major conversion projects were completed,

Fabege Hotel by Maude

During 2012, Fabege converted part of a property to form a 65-room hotel in Solna Business Park. The new facility – Hotel by Maude – is a complement to the existing Maude's Hotel, which offers 63 rooms and is a signifi cant component in the broader offering of corporate services in Solna Business Park.

The new hotel project is an example of how Fabege's size and endeavour to nurture long-term partnerships facilitate business expansion for customers. The new hotel opened in January 2013.

including the properties Klamparen 10 at Kungsholmen (Stockholm), Uarda 1 and Uarda 5 in Arenastaden and Apotekaren 22 and Bocken 39 in Stockholm city. Th e occupancy rate for these projects was generally high when they were transferred to Property Management. All of these projects were completed within the planned time schedule and cost framework.

Projects in progress > SEK 50m, as of 31 December 2012

Property designation Type of property Location Completion Rental
area, sqm
Occupancy
rate, % area1)
Estimated
rental value2)
Carrying
amount
31 Dec. 2012
Estimated
investment,
SEKm
Of which
accrued,
SEKm
Nöten 4 Offi ce Solna Strand Q1-2014 51,026 92 96 880 690 328
Skeppshandeln 1 Hotel Hammarby Sjöstad Q2-2014 13,710 83 41 154 549 103
Uarda 1 3) Offi ce Arenastaden Q4-2012 41,079 64 83 920 542 459
Total 105,815 87 220 1,954 1,781 926
Other Land and Project Properties 538
Other Development Properties 302
Total Project, Land and Development properties 2,794

1) Operational occupancy rate as of 31 December 2012.

2) For the largest on-going projects, annual rent can increase to SEK 220m (fully let) from SEK 55m in current annual rent as of 31 December 2012. 3) Information regarding area, rental value and carrying value pertain to the entire property. The investment pertains only to part of the property.

Fabege Svea Ekonomi

The possibility of creating long-term customer relations depends on such factors as Fabege's ability to offer new solutions that match the growth of customer operations or other changes. One example is Svea Ekonomi, which has been a long-term tenant in Fabege's premises near the Råsunda football stadium and in a number of premises in Solna. As a result of the expansion of operations, these prem-

ises proved insuffi cient, although the company wished to remain in the vicinity.

The solution was that Svea Ekonomi relocated to the Uarda 1 property in Arenastaden at year-end 2012, where the entire company – with some 350 employees – has 10,000 sqm at its disposal. The new premises were designed with employee satisfaction in mind, and feature a gym and a "living-room" that extends throughout the storey facing the inner courtyard.

Th e projects designated Nöten 4, Solna Strand and Skeppshandeln 1, Hammarby Sjöstad were initiated during the year and are planned for completion during 2014.

During 2012, a more distinct process for the handover of customer responsibility among the various Fabege units was introduced via various phases such as lease signing, premises customisation, occupancy and management.

FOCUS IN 2013

Th e aim is to maintain project volumes at a high level. Th e focus is on Arenastaden, but major projects will also be conducted at Hammarby Sjöstad and Solna Business Park. New builds will account for a larger share of projects compared with recent years. Future new production will be designed to meet the requirements of the BRE Environmental Assessment Method (BREEAM).

Fabege conducts 80–90 tenant adaptations annually

Before a tenant moves into an existing property, adaptation of the premises is frequently conducted to suit tenant requirements. This may, for instance, involve moving walls, creating more conference rooms or opening up spaces to create open landscape offi ces. Minor adaptations are also undertaken in conjunction with the renegotiation of leases.

These types of conversions are undertaken by the Tenant Adaptations Group, which consists of experienced project

managers who are responsible for the building process up to the occupancy date. During a normal year, 80–90 adaptations are conducted in close cooperation with tenants and building contractors.

These activities are of major importance for customer satisfaction, since premises – at a limited investment – can frequently be made more appropriate to customer requirements.

Transactions

Fabege's third cornerstone is Business Development, which encompasses transactions, analyses, valuations and portfolio and business development. Acquisitions and sales are a natural component of operations. The company continuously analyses its property portfolio to identify opportunities to create value growth.

Astutely analysed acquisitions and sales have created major value for Fabege over the years. A basic factor for the transactions business is the analysis of the potential for earnings growth from various properties. Location, condition, rent levels and vacancy rates are major factors underlying growth potential. Analyses lead to the acquisition of properties for which growth potential is deemed favourable, and to the sale of properties off ering limited potential for rent increases and value growth.

Fabege's extensive experience and indepth knowledge of urban districts, properties, urban development plans and the market's other players provide excellent conditions for sound assessments of growth potential. As a major market player, Fabege has good relations with public authorities and decision makers.

Th is department, which has ten em ployees, conducts transactions, analyses, valuations, and purchases as well as portfolio and business development.

Valuation of the property portfolio is undertaken by internal valuation experts, supported by independent valuation institutions.

DURING THE YEAR

Five properties were divested at a total value of SEK 1,448m. Th e remaining 50 per cent of an already partly owned property was acquired for SEK 150m, through an exchange transaction with the insurer, Gamla Livförsäkringsbolaget SEB Trygg Liv. A sizeable housing development right in Hammarby Sjöstad was divested. During the fourth quarter, the Klamparen 10 property in Kungsholmen, Stockholm, was divested.

FOCUS IN 2013

Th e concentration of the property portfolio is essentially complete. Th e focus is now on consolidating the company's strong position in priority submarkets, namely, Stockholm inner city, Hammarby Sjöstad and Solna. Any potential acquisitions will be made in these markets.

CHANGES IN THE PROPERTY PORTFOLIO, JANUARY–DECEMBER 2012

Property sales
Property name Location Category Lettable
area, sqm
Quarter 1
No sales
Quarter 2
Läraren 5 Norrmalm Offi ce 4,300
Båtturen 1 Hammarby Sjöstad Land 0
Linjefarten 1 Hammarby Sjöstad Land 0
Quarter 3
No sales
Quarter 4
Klamparen 10 Kungsholmen Offi ce 22,530
Berga 6:558 Åkersberga Land 0
Total property sales 26,830
Property acquisitions
Property name Location Category Lettable
area, sqm
Quarter 1
No acquisitions
Quarter 2
Islandet 3 Norrmalm Offi ce 4,327
Quarter 3
No acquisitions
Quarter 4
No acquisitions
Total property acquisitions 4,327

Investment market

In 2012, transaction activity in the Swedish property market increased, particularly towards year-end. Investors showed great interest, mainly in office and residential properties in good locations. Stockholm accounted for 44 per cent of the transaction volume, and the interest shown by foreign investors rose somewhat.

Transactions activity in the Swedish property market was high during the year. Th e volume amounted to SEK 106bn, the highest level since 2008. Activity was particularly high in December, resulting in a transaction volume of nearly SEK 42bn for the fourth quarter. For the full-year, Stockholm accounted for 44 per cent of the total Swedish transaction volume. In recent years, Stockholm's portion has remained relatively stable at about 50 per cent.

Transactions primarily pertained to offi ce and residential properties in good locations. Th e offi ce segment accounted for nearly 40 per cent of the total volume. Th is refl ected a renewed interest shown by investors in offi ce properties following a slackening in 2009–2010, when interest in residential properties with stable cash fl ows increased. Fabege's entire property

portfolio is focused on offi ce properties in good locations.

Th e market is dominated by institutions and pension funds, which accounted for more than 40 per cent of acquisitions, compared with 15–25 per cent in the years leading up to the fi nancial crisis. Th is investor group seeks stable returns through secure cash fl ows which, in 2012, led mainly to investments in housing in regional capitals, offi ce properties in prime locations in Stockholm City and properties with public-sector tenants on long-term leases.

Foreign interest increased slightly and international investors accounted for nearly 20 per cent of the transaction volume. Key players included the Carlyle Group, Citycon and the Canada Pension Plan Investment Board. Th e foreign investors' share of the transaction volume has

gradually increased in recent years but remained far lower in 2012 than the average levels of about 50 per cent that existed in 2002–2007.

Newsec has made the assessment that in a scenario where the global economy begins to recover in 2014, yield requirements in the most attractive property segments will have bottomed out in three to fi ve years' time. Th e best-earning segment will then be properties with stable cash fl ows in secondary locations.

Yield requirements, % 2012 2011
Stockholms inner city 4.25–5.00 4.40–4.90
Stockholms inner city,
outside city core
4.75–5.25 4.90–5.50
Solna Business Park 5.50–6.00 5.50–6.00
Arenastaden 5.50–6.25 5.50–6.00
Hammarby Sjöstad 6.00–6.50 6.10–6.60

Source: Newsec

Market and property portfolio Growth in attractive and expansive markets in the Stockholm region

Fabege's property portfolio comprises commercial premises with a high concentration of properties in Stockholm inner city, Solna and Hammarby Sjöstad.

17

Market overview

In 2012, the Stockholm office market remained robust despite an economic downturn resulting in slower economic growth in Sweden. Companies are demanding high quality, with modern, flexible offices in attractive locations.

Th e Greater Stockholm offi ce market comprises approximately 12.0 million sqm, of which 6.2 million sqm is located in the inner city. Th e global outlook in 2012 was marked by debt problems in Europe. From the peaks noted in 2010 and 2011 (6.6 and 3.7 per cent, respectively), economic growth in Sweden declined to 1.0 per cent. However, the Swedish economy remained stable compared with several other European countries. Interest rates continued to fall from already low levels.

Th e global uncertainty did not aff ect the Greater Stockholm offi ce market to any great extent. One explanation was the continued population growth. Between 2000 and 2010, the percentage rate of population growth in the region was nearly twice as high as in the rest of Sweden. Another explanation was that the main focus of the Greater Stockholm business community is on the services sector, which has been less sensitive to the economic downturn than industry. Th e largest segments in Stockholm's services sector are banking and fi nance, IT and other consulting activities. A stable labour market in these areas lays the foundation for continued stability in the offi ce market.

NEW PRODUCTION

In 2012, almost 130,000 sqm of offi ce space was completed in Greater Stockholm. Historically, this is considered a normal level, but it entailed a signifi cant increase from new production in 2011, which totalled 40,000 sqm. Essentially all of the newly produced offi ce space had been leased by early 2013.

A number of major tenants have announced that they will be relocating from the city to an inner suburb. Between 2013 and 2016, Swedbank, Nordea, SEB and the Swedish Social Insurance Agency will relocate their offi ce premises. Th ese

four companies will vacate offi ce space totalling about 160,000 sqm, corresponding to nearly 10 per cent of the total offi ce space in the city. Th e empty properties will be converted and upgraded.

Several large companies have also relocated from offi ce properties in outer-lying suburbs to more established business parks in an inner suburb or the inner city. In pace with this trend, the number of conversion projects has grown. At the end of 2012, a number of such properties were in the planning or project phase, such as Vattenfall's former head offi ce in Råcksta,

and offi ce properties in Älvsjö and at Telefonplan, which were vacated by Ericsson.

RENTAL MARKET

Activity in Stockholm's offi ce rental market stagnated slightly in 2012, mainly due to an expected economic decline. Rents continued to rise, although not at the same pace as in 2011. Offi ce rents in the Central Business District (CBD) increased SEK 100/sqm and amounted to SEK 4,500/sqm at year-end. Th e vacancy rate in the CBD continued to fall from an already low level to 4.0 per cent (4.5). In

Source: Newsec

other parts of the inner city, the vacancy rate remained unchanged at 9.5 per cent.

Attractive premises in inner-city locations, primarily in the city centre, are still in short supply and are rapidly disappearing from the market. In less attractive submarkets and for outdated premises, rent deductions and/or conversions are being requested in renegotiations.

Modern and fl exible premises are in demand among tenants, which is impacting the older portfolio. Effi cient premises generate lower total workplace costs, providing opportunities for higher rent per square metre. Th e gap between modern and outdated premises is expected to continue widening in future, in terms of both vacancy rates and rents.

Th e strong offi ce market in the city, combined with a low injection of newly built offi ce space, is driving up offi ce rents in locations near the city. In the inner city area outside the CBD, market rent has risen SEK 400/sqm since 2009 and amounted to SEK 2,700/sqm at year-end 2012.

Newsec estimates that in 2013 the market rent for modern and space-effi cient offi ce properties in Stockholm City will decline by approximately SEK 150/sqm from the current level of SEK 4,500/sqm. Th is is mainly due to general economic instability and the eff ect of future vacancies. In other parts of the inner city, the level is expected to remain unchanged in 2013.

COMPETITION

A large number of property companies, institutions and private property owners are focused on types of properties and geographic areas that, to varying degrees, overlap with Fabege's focus. Th e markets are thus subject to tough competition.

Fabege is a niche player in the property market, and supplements the institutional ownership in Stockholm. Fabege has expertise and experience in property development and management, and in identifying customers for its development projects. What many institutional property owners consider a risk can oft en pres-

Catena

ent an opportunity for Fabege by creating added value through development. Th is enables Fabege to sell fully developed properties with stable cash fl ows, and instead acquire properties with development potential.

In the rental market, the location and condition of properties are key competitive advantages. Customers are demanding modern, effi cient premises in attractive locations which, to a high degree, hallmark Fabege's property portfolio. A high geographic concentration and a focus on offi ces generate excellent knowledge of the submarkets on which the company focuses and enables development of entire areas.

Another key competitive advantage is the ability to satisfy customer demands by off ering a high degree of customisation of premises. Customer proximity is the key. Environmental issues are another, in creasingly signifi cant, competitive tool. Fabege has long had a strong focus on the environment and sustainability.

Streamlining and concentration, Swedish property companies 2012

As a result of efforts in recent years to streamline and concentrate the property portfolio, Fabege is now one of the most specialised companies in the Swedish property market.

Source: Leimdörfer

Competitors, key fi gures 2012

Investment focus Main geographic market Owner Market
value, SEKm
No. of
properties
'000 sqm SEKm Occupancy,
%
Offi ce, retail Stockholm Listed 31,636 95 1,130 1,869 92
Offi ce, retail Stockholm, Uppsala,
Gothenburg, Malmö, Lund
1–4 AP-fonden 84,074 193 2,601 5,969 93
Offi ce, retail, residential Stockholm, Gothenburg, Malmö Skandia Liv 30,455 121 1,166 2,194 92
Offi ce, retail Stockholm, Gothenburg Listed 23,058 n.a 367 1,542 96
Offi ce, retail, residential Stockholm, Gothenburg AMF Pension 40,000 34 636 2,000 n.a
Offi ce, retail Stockholm Länsförsäkringar 9,690 42 284 583 91
Lettable area,
Rental income,

1) Figures pertain to 2011.

Stockholm inner city is the largest office market in the Nordic region. Transport facilities is excellent and the service level high. The inner-city office market comprises a total surface area of approximately 6.2 million sqm.

For many companies, a central location for their offi ces is a high priority, as refl ected in the extremely strong demand for offi ces in Stockholm inner city. Tenants are predominantly fi nance companies, law fi rms and consultancies.

Fabege is the second-largest property owner in the area with 37 properties comprising a total fl oor space of approximately 475,000 sqm. Th e portfolio features modern offi ces and retail outlets in prime locations. Currently, offi ces account for 75 per cent of the premises and represent a market share of 6 per cent.

Fabege's portfolio is mainly concentrated in the area around Kungsgatan (fi ve properties) and Drottninggatan (eight properties). In the Norrtull/Norra station area, Fabege owns fi ve properties, of

which the Wenner-Gren Centre is best known. On Kungsholmen, Fabege's holding includes the DN tower block.

In 2012, conversion of the Bocken 39 property on Lästmakargatan was completed. Eff orts to revitalise Lästmakargatan, which has a very central location, have been under way for several years. Th e Apotekaren (Tulegatan/Rådmansgatan) project was also completed during the year.

Hallmarks of 2012 continued to be strong demand and low vacancy ratios. Th e rental value of the portfolio is SEK 1,197m, representing about 53 per cent of the Group's total rental value. At year-end 2012, the economic occupancy rate in the area was some 93 per cent.

Fabege is the second largest commercial property owner in the inner city of Stockholm, with 37 properties comprising 475,000 sqm of floor space.

Retail 7% Office 85% Industrial/ warehouse 2% Other 6% Rental value by category

Lettable area by category

Key fi gures 2012
No. of properties 37
Market value, SEKm 16,950
Lettable area, '000 sqm 475
Financial occupancy rate, % 93
Remaining contract term, years 3.2
Rental value, SEKm 1,197
Largest tenants sqm
Bonnier Dagstidningar AB 28,000
OMX AB 28,000
Lantbrukarnas Ekonomi AB 12,000
Carnegie Investment Bank AB 10,000
Praktikertjänst AB 8,000

MARKET OVERVIEW, STOCKHOLM INNER CITY

In 2012, offi ce rents rose to SEK 4,500/ sqm (4,400) in the central business district (CBD). In the inner city, not including the CBD, offi ce rents rose to SEK 2,700/sqm (2,650). At year-end 2012, the market rent for offi ces in the CBD ranged from SEK 3,800/sqm to SEK 5,300/sqm. In the inner city outside the CBD, rents were considerably lower and ranged from SEK 2,000/sqm to SEK 3,400/sqm.

In the CBD, the vacancy rate declined from an already low level of 4.5 per cent

to 4.0 per cent. In the inner city, not including the CBD, the estimated vacancy rate remained unchanged at 9.5 per cent.

Yield requirements for offi ce properties in the CBD were between 4.25 and 5.0 per cent. Yield requirements were slightly higher in other parts of the inner city, ranging from 4.75 to 5.25 per cent.

Newsec estimates that the market rent for modern and space-effi cient offi ce properties in the CBD will fall from a level of SEK 4,500/sqm to approximately SEK 150/sqm in 2013.

Th is is mainly due to general economic instability and the eff ect of future vacancies. In other parts of the inner city, market rent is expected to remain unchanged in 2013.

Market rate and vacancy rate

Market rate,
SEK/sqm
Occupancy
rate, %
Stockholm inner city 3,800 – 5,300 96
Outside city 2,000 – 3,400 93

Source: Newsec

Hammarby Sjöstad

Fabege's share of the office market in Hammarby Sjöstad

69 %

A unique waterside location and old industrial properties make Hammarby Sjöstad one of the most attractive areas in Greater Stockholm. The office market amounts to a surface area of approximately 120,000 sqm.

Th e waterside location, combined with excellent transport facilities and easy access to green areas and the inner city, makes Hammarby Sjöstad a very attractive area for both residential and commercial purposes. Offi ce premises in the area have largely been created by converting old industrial properties. Th e unique character of both the premises and the area serves as a magnet for creative services companies.

In 2012, eff orts to develop Hammarby Sjöstad into an attractive offi ce market continued. A key feature of this work was the development of an old, centrally

located light-bulb factory, the Luma property, with the aim of making it an even more signifi cant icon for the area. Th e attractiveness of Luma as a meeting place will considerably increase when the New Carnegie brewery moves into the property at the end of 2013, with an operation comprising a restaurant and beer school as well as the brewery.

A hotel is currently under construction in the Skeppshandeln area with occupancy scheduled for the fi rst half of 2014.

In 2012, long-term development work in the area could be detected from clearly growing interest from potential tenants.

Fabege is the largest commercial property owner in Hammarby Sjöstad, with 13 properties comprising 126,000 sqm of floor space.

Th e vacancy rate declined and rental levels rose.

Fabege owns 13 commercial properties in Hammarby Sjöstad, comprising a surface area of 126,000 sqm and is thus the largest holder of commercial premises in the area. Th e rental value is SEK 205m, representing 9 per cent of the company's total rental value. Offi ces account for 66 per cent of Fabege's premises, corresponding to 69 per cent of the offi ce market. At year-end 2012, the occupancy rate in the area was approximately 88 per cent.

MARKET OVERVIEW, HAMMARBY SJÖSTAD

Hammarby Sjöstad has been one of the largest development areas in Greater Stockholm over the past decade. Th e area is characterised by an offi ce market still under development. In recent years, high-quality offi ce space has emerged and driven the rental trend.

Th e vacancy rate in the area remains relatively high and was unchanged at 20 per cent in 2012 Newsec estimates that the vacancy rate will decline 2 percentage points, to 18 per cent, in 2013.

At year-end, market rents ranged from SEK 1,500/sqm to SEK 2,100/sqm. Rents are expected to rise slightly in 2013. At the end of 2012, yield requirements ranged from 6.0 to 6.5 per cent, which was slightly lower than in the preceding year.

Market rents and occupancy rate

Market rents, SEK/sqm 1,500 – 2,100
Occupancy rate, % 80

Source: Newsec

Lettable area by category

Key fi gures 2012
No. of properties 13
Market value, SEKm 2,515
Lettable area, '000 sqm 126
Financial occupancy rate, % 88
Remaining contract term, years 2.8
Rental value, SEKm 205
Largest tenants sqm
Riksbyggen Ekonomiska Förening 4,000
Point Transaction Systems AB 4,000
Upplands Motor AB 4,000
Nets Sweden AB 3,000
Rösjötorp Utbildning AB 2,000

Solna is characterised by a positive business climate and strong population growth. One of Scandinavia's most exciting new districts is emerg ing in Arenastaden. The offi ce mar ket in Solna totals a surface area of approximately one million sqm.

Fabege is the largest owner of commercial properties in Solna. It owns 37 properties in Solna, comprising a total surface area of 503,000 sqm, with offi ces accounting for 74 per cent of the premises. Th is represents a market share of about 37 per cent of the offi ce market. Th e rental value is approximately SEK 840m, corresponding to 37 per cent of the company's total rental value.

ARENASTADEN

Fabege owns almost 100 per cent of the offi ce space in Arenastaden and thus plays a central role in the development of an attractive mix of offi ces, retail stores, housing and green areas. Th e Friends Arena was inaugurated in October and the construction of Scandinavia's largest shopping centre, the Mall of Scandinavia, commenced during the year. Th e mall is scheduled for completion in autumn 2015. Th e largest tenants that moved into Arenastaden during the year included Vattenfall, Carlsberg Sweden and Svea Ekonomi. Th e area has excellent transport facilities as a result of the planned expansion of commuter trains, the light railway system and buses, which also provides proximity to Stockholm Arlanda Airport and the E4 motorway.

In pace with development of the area, levels of interest and rents are rising. In

early 2013, the occupancy rate was approximately 91 per cent.

SOLNA BUSINESS PARK

Solna Business Park is an established business park where a number of major companies, including ICA, Evry and Coop, have their head offi ces. Since Fabege owns a large number of the properties, opportunities for tenants to expand in the area are favourable. As a major property owner, Fabege can also infl uence the development of properties and the area.

Th e range of transport facilities options is second best to Stockholm Central Station in the Stockholm region. When construction of the new Tvärbanan light rail service is completed in 2013, Solna Business Park will be served by inter-city trains, commuter trains, the underground, light rail and buses. Th e Mälarbanan commuter rail

Fabege is the largest commercial property owner in Solna with 37 properties comprising a total of 503,000 sqm of floor space.

Rental value by category

Lettable area by category

Key fi gures 2012
No. of properties 37
Market value, SEKm 11,904
Lettable area, '000 sqm 503
Financial occupancy rate, % 90
Remaining contract term, years 4.8
Rental value, SEKm 840
Largest tenants sqm
Vattenfall AB 43,000
Ica Fastigheter AB 27,000
Peab Sverige AB 18,000
Evry AB 15,000
COOP Sverige Fastigheter AB 15,000

service provides easy access from Västerås and Enköping. Bromma airport is close by.

Th e area has a broad off ering of business services including cleaning, offi ce supplies, fruit baskets, plant services, security, catering, conference and hotel activities. A range of conveniences are also available that simplify the everyday lives of employees, such as a gym, pharmacy, restaurants, hairdressing salon, ATM and dry cleaning.

At the end of 2012, the occupancy rate in the area was approximately 93 per cent.

OTHER PARTS OF SOLNA

Fabege also owns a smaller number of properties in other parts of Solna. In 2013, work commenced on the conversion of Råsunda Football Stadium into an offi ce and residential area, where Fabege will have opportunities to develop 20,000 sqm of offi ce space.

MARKET OVERVIEW, SOLNA

Solna has an established business culture, an attractive offi ce market and excellent transport facilities. Th e most attractive sub-areas are Solna Business Park, Frösunda and Arenastaden. Th e development of Hagastaden and the New Karolinska Hospital will link Solna with Stockholm. In 2012, offi ce space was primarily added in Arenastaden.

At year-end, market rents ranged from SEK 1,800/sqm to SEK 2,000/sqm in Solna Business Park, and from SEK 1,600/sqm to SEK 2,200/sqm in Arenastaden.

In Solna Business Park, yield requirements ranged from 5.5 to 6.0 per cent at the end of 2012. Th e corresponding

fi gures in Arenastaden were between 5.5 and 6.25 per cent.

At the end of 2012, the vacancy rate was 10 per cent in Solna Business Park and 12 per cent in Arenastaden. Newsec estimates that the vacancy rate in Arenastaden will decline to 10 per cent in 2013.

Market rate and vacancy rate

Market rate,
SEK/sqm
Occupancy
rate, %
Arenastaden 1,600 – 2,200 88
Solna Business Park 1,800 – 2,000 90

Source: Newsec

FABEGE IN ARENASTADEN

During 2012, a series of key steps were taken in the development of Arenastaden towards making it a complete city district, with attractive workplaces and a broad range of services. One such step was the opening of Friends Arena, which generated sharply increased public attention for the area.

During the year, the ground-breaking ceremony took place for the Mall of Scandinavia, which will open in 2015 and be Scandinavia's largest shopping mall. Furthermore, a number of major tenants moved in at Arenastaden, at the same time as local services in the area were improved. Overall, these developments led Fabege to note a clear increase in interest among potential tenants.

Fabege owns most of the existing commercial offi ce properties in Arenastaden, comprising about 166,000 sqm in investment properties and 12,000 sqm in current projects. As a result, Fabege off ers a broad off ering of premises to meet the requirements of various customers. In the years ahead, Fabege has the potential to build more than an additional 250,000 sqm of modern and eff ective offi ce space.

In future years, Arenastaden will be

developed to form a complete city district, with offi ce facilities, housing, squares, retail outlets, green areas, transport facilities and local services. Th e mix of housing, workplaces and visitors to the Mall of Scandinavia and Friends Arena entails that it will be a vibrant location throughout most of the day.

Arenastaden is strategically well positioned with good transport facilities that will be further improved in the near future. Solna Station is located in the area and when the Citybana commuter line is complete in 2017, the travel time to Stockholm Central Station will be a mere six minutes, at the same time as commuter train traffi c will become denser and integrated into the underground railway system. Th e Tvärbana light rail system will be connected to Solna Station. Th e area is also immediately adjacent to the E4 and

Fabege Vattenfall

In September, Vattenfall (a major Swedish power producer) moved into its new headquarters in the Uarda 5 property in Arenastaden. The approximately 2,300 employees were previously dispersed among three locations in Stockholm.

The property consists of four buildings inspired by the four elements, and linked by a glazed atrium. The workplaces are located furthest out in the buildings, with open spaces with couches and tables close to the atrium. A pervading theme is to create conditions for communication and spontaneous meetings.

A number of the customer's basic requirements for the new headquarters were good transport links and an environmentally classifi ed building. During the year, the Uarda 5 property was presented with the international Green Building Award by the European Commission's Joint Research Center, as well as the Sweden Green Building Award and the Swedish SBGC Gold award.

E18 motorways, while Arlanda International Airport has already become more accessible as a result of two commuter trains per hour all the way to Uppsala.

Another benefi t of the location of Arenastaden is its proximity to expansive green spaces at Råstasjön and the Royal Haga Park.

In Arenastaden, Fabege is working to ensure that the development of this city district is undertaken in a sustainable manner. Among other endeavours, this involves systematic programmes to reduce energy consumption and environmental impact in each building. All Fabege's new builds in the area are conducted in accordance with the BRE Environmental Assessment Method (BREEAM).

Friends Arena with space for65,000

spectators October 2012 saw the inauguration of Friends Arena, Scandinavia's largest arena, with, for instance, seating for 50,000 visitors for football and 65,000 for concerts. The Arena features a retractable roof and modern technology that offers a wide range of applications throughout the year. This will be the forum for various types of large-scale events and is expected to attract 1.5 million visitors annually. The commissioning of Friends Arena has considerably raised public attention and increased awareness of Arenastaden. The Arena is owned by a consortium in which Fabege has a 16.7 per cent holding.

400 rooms in new hotel

The Quality Hotel Friends, which is scheduled to open in the autumn of 2103, is being built close to Friends Arena. The hotel will feature 400 rooms, a spa, a relaxation facility, sky bar and a congress facility for 1,800 people. Quality Hotel Friends will be a key feature in the mix of activities and services in Arenastaden, not least thanks to its potential for handling conferences and other events and the combination on offer by the hotel and Friends Arena. The hotel is owned by Nordic Choice Hotels.

Arenastaden's offi ce facilities – 30,000 workplaces

At year-end 2012, Arenastaden had some 185,000 sqm of offi ce space. When fully developed, the area will offer some 450,000 sqm, corresponding to 30,000 workplaces. Arenastaden will offer companies an extensive variety of corporate services.

During the year, Vattenfall (a major Swedish power producer) moved its workforce of 2,300 employees into its new Arenastaden headquarters. The property is an example of Fabege's ambitious aim of creating sustainable

properties in economic and environmental terms. All Fabege's new builds in the area are conducted in accordance with the BREEAM Environmental Assessment Method.

Future projects include stage two and three of the Uarda 2 property, where such companies as Carlsberg Sweden and Svea Ekonomi moved into the stage one development during 2012. In addition, 40,000 sqm of offi ce space is planned to be built on top of the Mall of Scandinavia.

Mall of Scandinavia with 250 shops and restaurants

October 2012 saw the ground-breaking ceremony for Mall of Scandinavia, which will be the largest complete shopping mall in Scandinavia. Unibail Rodamco will own, build and operate the mall. With an area of about 101,000 sqm, on three storeys, the mall will house 250 stores and restaurants. The area is larger than such famous Stockholm stores as NK, Åhlens, Gallerian Mall, Sturegallerian Mall and Pub in combination.

Mall of Scandinavia will open in autumn 2015 and will make a considerable contribution to creating a vibrant city district in Arenastaden, partly due to its wide-ranging offering for those who live and work in the district, and to the large number of visitors to the mall.

3,000 new housing units

When fully complete, Arenastaden will include approximately 3,000 new fl ats. The fi rst residential building is expected to be ready for occupancy in spring 2014. The fi rst stage consists of fi ve residential buildings, with the last of these planned for occupancy in 2018. These buildings will enjoy an attractive location between Friends Arena and the green belt around Råstasjön.

Property portfolio

Fabege's properties are concentrated to three sub-markets: Stockholm inner city, Solna and Hammarby Sjöstad. A full 99 per cent of the property portfolio is located within a radius of five kilometres of the centre of Stockholm.

Property-related key fi gures

2012 2011 2010
No. of properties 95 97 103
Lettable area, '000 sqm 1,130 1,107 1,138
Financial occupancy
rate, %
92 90 88
Rental value, SEKm 2,260 2,098 2,061
Surplus ratio, % 68 68 67

Rental value by category, total SEK 2,260m

Lettable area by category, total 1,130,000 sqm

Th e property portfolio mainly comprises commercial premises. Offi ces account for 74 per cent of the total lettable area. In addition to offi ces, the portfolio includes retail, industrial/warehouse and residential space and hotel and garage space. Th e largest sub-market, Stockholm inner city accounts for 53 per cent of the total market value and 53 per cent of the rental value.

On 31 December 2012, Fabege's portfolio comprised 95 properties with a total lettable area of 1.1m sqm. Th e market value was SEK 31.6 bn and the rental value SEK 2.3bn.

CHANGES

During 2012, fi ve properties were divested and one property was acquired. Th e divested properties were Läraren 5, Båtturen 1, Linjefarten 1, Klamparen 10 and Berga 6:558. During the second quarter, the remaining 50 per cent of the previously half-owned property Islandet 3 (Centralbadet) was acquired. A further two properties in Hammarby Sjöstad – Skeppshandeln 1 och Luma 3 – were added through property regulations. See table on page 14.

CUSTOMERS

Th e customer portfolio is well diversifi ed with a large number of tenants from a

Fabege's properties are concentrated to the Stockholm region and are subdivided into three prioritised sub-markets: Stockholm inner city, Solna and Hammarby Sjöstad. A full 99 per cent of the property portfolio is located within a radius of fi ve kilometres of the centre of Stockholm.

wide range of industries, representing a mix of private businesses and public sector organisations. On 31 December 2012, the 15 largest tenants by value accounted for 28 per cent of the total contracted rental value.

Fabege's 15 largest tenants by value

  • Vattenfall
  • Bonnier Dagstidningar
  • OMX
  • ICA
  • Carnegie Investment Bank
  • PEAB
  • Evry AB
  • COOP

  • Praktikertjänst

  • Swedish Tax Agency
  • SEBE Parkering
  • Svenska Spel
  • LRF
  • The Swedish Migration Board
  • Cybergymnasiet Nacka AB

On 31 December 2012, the 15 largest tenants by value represented a total contract value of SEK 632m, or 28 per cent of the total contractual rental value.

Breakdown by lettable area, per 31 December 2012

'000 sqm Offi ce Retail Industrial/
warehouse
Hotel Residential Garage Total
Stockholm inner city 356 28 27 8 11 45 475
Solna 371 37 35 9 2 49 503
Hammarby Sjöstad 84 10 24 0 1 8 127
Other markets 20 1 4 0 0 0 25
Total 831 76 90 17 14 102 1,130

Maturity structure of commercial leases, 31 December 2012

Due,
year
No. of
leases
Area,
sqm
Contracted
annual
rent, SEKk
Share,
%
2013 417 184,005 378,980 19
2014 324 142,485 324,751 16
2015 317 179,389 425,220 22
2016 145 97,131 227,230 12
2017+ 106 258,381 621,680 31
Total 1,309 861,391 1,977,861 100

Average remaining lease term by sub-market, 31 December 2012

Area No. of
properties
No. of
leases
Lease
term
Stockholm inner city 37 643 3.2
Solna 37 365 4.8
Hammarby Sjöstad 13 289 2.8
Other markets 8 12 3.9
Total/average 95 1,309 3.8
Property portfolio changes Fair value,
SEKm
No.
Property portfolio, 1 Jan 2012 29,150 97
+ Acquisitions 273 1
+ Property settlements 0 2
+ New builds, extensions and
conversions
2,039
– Sales –1,235 –5
+/– Unrealised changes in value 1,409
Property portfolio, 31 Dec 2012 31,636 95
Property portfolio 31 December 2012 1 January – 31 December 2012
No. of
properties
Lettable
area,
'000 sqm
Market
value,
SEKm
Yield, % Rental
value2),
SEKm
Financial
occupancy
rate, %
Rental income,
SEKm
Property
expenses,
SEKm
Net operating
income,
SEKm
Property holdings
Investment properties1) 74 1,018 28,842 5.62 2,152 93 1,956 –484 1,472
Development properties1) 6 37 302 6.34 29 62 19 –13 6
Land and project properties1) 15 75 2,492 6.28 79 65 34 –12 22
Total 95 1,130 31,636 5.67 2,260 92 2,009 –509 1,500
Inner city 37 475 16,950 5.32 1,197 93 1,089 –277 812
Solna 37 503 11,904 6.03 840 90 736 –170 566
Hammarby Sjöstad 13 126 2,515 6.27 205 88 168 –55 113
Other markets 8 26 267 7.00 18 85 16 –7 9
Total 95 1,130 31,636 5.67 2,260 92 2,009 –509 1,500
Expenses for lettings, project development and property administration –115
Total net operating income after expenses for lettings, project development and property administration 1,3853)

1) See defi nitions on page 100. 2) In the rental value, time limited deductions (in terms of the current annual rental value at 31 December 2012) of SEK 210m were not deducted.

3) The table refers to Fabege's property portfolio on 31 December 2012. Income and expenses were recognised as if the properties were owned for the entire period. The difference between recognised net operating income above, SEK 1,385m, and net operating income in profi t or loss, SEK 1,264m, were explained by net operating income from divested properties being excluded, and acquired/ completed properties being adjusted upwards as if they were owned/completed during the period of January–December 2012.

Valuation of the property portfolio

The unrealized change in the value of Fabege's property portfolio amounted to SEK 1,409m during the year. The increase was the result of rising rent levels, reduced vacancy rates and development gains in project operations.

At 31 December 2012, the recognised value of the properties was SEK 31.6bn (29.2). Th e average discount rate for the portfolio was 7.8 per cent (7.9) and is based on the nominal interest rate on fi veyear government bonds plus a premium for general property-related risk general risk for properties and for object-specifi c premiums. Th e weighted required yield at the end of the calculation period was 5.7 per cent (5.7).

CHANGES IN VALUE

Unrealised changes in value during the year amounted to SEK 1,409m (1,093). Th e change in value corresponds to a value increase of approximately 4.8 per cent. Th e change in value was due to rising rent levels and a decrease in vacancies in the investment-property portfolio, as well as to development gains in project operations.

VALUATION POLICIES

All properties are externally valued at least once a year by independent appraisers. Since 2000, property valuations have been conducted in accordance with the guidelines established by the Swedish Property Index. In 2012, the properties were valued by Newsec Analys AB. Th e properties are valued continuously throughout the year. Each quarter, internal valuations are also conducted of parts of the portfolio, as well as an internal overall value assessment of the entire portfolio. Th e internal valuation is performed using the same methodology as the external valuations.

PROPERTY CATEGORIES

Valued properties are divided into the following categories:

  • Investment Properties in normal operation are subject to cash-fl ow valuation.
  • Project Properties undergoing major redevelopment with contracted tenants are subject to cash-fl ow valuation.
  • Other Project Properties and undeveloped land are valued according to the location-price method.

INVESTMENT AND PROJECT PROPERTIES

For Investment Properties and Project Properties, a cash-fl ow model is normally

used whereby net operating income less the remaining investment is present valued over a fi ve- or ten-year calculation period. Th e residual value at the end of the calculation period is also present valued.

All premises are subject to an individual market-based assessment of rents. For leased premises, an estimated market rent is used for the cash fl ow calculations aft er the expiration of the lease. Th e assessment of such factors as market rents, future running costs and investments is performed by external appraisers using information obtained from Fabege. Operating and maintenance expenses are based on historical results, and on budget fi gures and statistics pertaining to similar properties. Cash fl ow analyses with calculation periods exceeding fi ve years are applied if deemed motivated due to long leases.

OTHER PROJECT PROPERTIES

Valuations of Other Project Properties are based on the prevailing planning conditions and listed price levels in connection with the sale of undeveloped land and development rights. Th e value of on-going new builds is generally deemed to correspond to the property's market value plus an amount for incurred project expenses.

Valuation data

Each property is valued separately without taking portfolio effects into account. External property valuations are based on the following valuation data:

  • Quality-assured information from Fabege concerning condition, location, leases, running and maintenance costs, vacancies, lease duration and planned investments, as well as an analysis of current tenants.
  • Current assessments of trends in rents, vacancies and required yields for relevant geographic markets as well as normalised running and maintenance costs.
  • Information from public sources concerning the land area of the properties, leaseholds and detailed development plans for undeveloped land and developable properties.
  • Properties are inspected regularly and all properties have been inspected in the past three years. The objective is to assess the standard and condition of the properties, as well as activities in the premises. For larger conversions or other major value-impacting events, new inspections are conducted in connection with the external valuation.

Fabege's ten largest properties by value

Property Area sqm
Apotekaren 22 Norrmalm 27,508
Bocken 39 Norrmalm 19,909
Bocken 35 & 46 Norrmalm 15,362
Fräsaren 11 Solna Business Park 39,383
Fräsaren 12 Solna Business Park 36,526
Ladugårdsgärdet
1:48
Värtahamnen 37,765
Luma 1 Hammarby Sjöstad 39,270
Smeden 1 Solna Business Park 45,804
Trängkåren 7 Marieberg 76,711
Uarda 5 Arenastaden 44,269

Market value and yields by sub-market

Market value,
31 Dec 2012 ,
Yield,
Sub-market (SEKm) % %
Stockholm inner city 16,950 53 5.3
Solna 11,904 38 6.0
Hammarby Sjöstad 2,515 8 6.3
Other Markets 267 1 7.0
Total 31,636 100 5.7

Unrealised value changes, properties

The properties' expected future cash fl ow during the selected calculation period is measured as follows:

  • + Rent payments
  • Running costs (including property tax and ground rent)
  • Maintenance costs
  • = Net operating income
  • Less investments
  • = Cash fl ow

Property listing

Stockholm inner city 31 December 2012

Construction year
Leasehold
Offices, sqm Retail, sqm Industrial/ warehouse, sqm Residential, sqm
Hotels, sqm
Parking/ Total lettable
other, sqm
Assessed value,
Property name Area Street address area, sqm
SEK '000
STOCKHOLM INNER CITY
1 Apotekaren 22 Norrmalm Döbelnsg 20, 24,
Kungstensg 21–23, Rådmansg
40,42, Tuleg 7,11,13
1902/2002 24,962 680 1,832 0 0 35 27,509 535,000
2 Barnhusväderkvarnen 36 Norrmalm Rådmansg 61–65,
Drottningg 87–93, Tegnérg 32,
Tegnérlunden 4
1963 13,889 1,253 1,536 0 0 8,965 25,643 437,000
3 Bocken 35 Norrmalm Lästmakarg 22–24 1951 14,616 301 445 0 0 0 15,362 596,000
4 Bocken 39 Norrmalm Lästmakarg 10,20,
Kungsg 7–15, Norrlandsg 23
1931 14,944 3,094 1,651 0 0 220 19,909 656,000
5 Bocken 46 Norrmalm Regeringsg 56, Lästmakarg 26 1977 0 0 0 0 0 0 0 0
6 Bocken 47 Norrmalm Lästmakarg 8, Norrlandsg 23 x 1929 531 665 0 0 0 0 1,196 30,800
7 Bocken 52 Norrmalm Lästmakarg 14 145 0 0 2,226 0 0 2,371 41,800
8 Drabanten 3 Kungsholmen Kungsbroplan 3,
Kungsbro Strand 29–33
1907 6,478 0 73 0 0 0 6,551 129,000
9 Duvan 6 Norrmalm Klara Södra Kyrkog 1,
Klara Västra Kyrkog 16
1975 9,579 0 85 0 0 211 9,875 308,000
10 Fenix 11) Norrmalm Barnhusg 3 x 1929 3,368 48 255 0 0 0 3,671 84,000
11 Fiskaren Större 3 Södermalm Götg 21 1930 235 993 0 1,375 0 0 2,603 52,000
12 Getingen 13 Vasastan Sveav 149–151,
Ynglingag 6–8
x 1963 10,735 610 2,585 0 0 2,415 16,345 213,000
13 Getingen 14 Vasastan Sveav 143–147,
Ynglingag 2–4
x 1953 11,177 0 315 0 0 1,231 12,723 166,000
14 Getingen 15 Vasastan Sveav 159, Ynglingag 14–16 x 1963 12,634 2,970 7,072 0 0 10 22,686 90,980
15 Glädjen 12 Stadshagen Franzéng 6,
Hornsbergs Strand 17
x 1949 12,337 0 0 0 0 0 12,337 255,000
16 Glädjen 132) Stadshagen x 0 0 0 0 0 0 0 53,000
17 Grönlandet Södra 13 Norrmalm Adolf Fredriks Kyrkog 8,
Walling 1
1932 8,193 0 0 0 0 0 8,193 258,000
18 Hägern Mindre 7 Norrmalm Drottningg 27–29,
Brunke bergsfaret 20–22,
Klara Östra Kyrkog 6, Vattug 6
x 1971 8,931 1,675 529 0 0 2,167 13,302 357,000
19 Islandet 3 Norrmalm Holländarg 11–13 x 1904 8,397 0 0 0 0 255 8,652 199,000
20 Kolonnen 7 Södermalm Götg 95, Ölandsg 42 1965 2,161 116 67 1,082 0 345 3,771 72,000
21 Ladugårdsgärdet 1:48 Värtahamnen Tullvaktsv 5–23 1930/49 37,877 0 0 0 0 0 37,877 574,532
22 Lammet 17 Norrmalm Bryggarg 4, G:a Brog 13,
Korgmakargr 2,4,6
x 1982 5,326 418 738 0 0 479 6,961 230,000
23 Läraren 13 Norrmalm Torsg 4 1904/29 6,837 0 0 0 0 0 6,837 189,000
24 Mimer 5 Vasastan Hagag 25 A–B, Vanadisv 9 1957 11,672 0 75 0 0 5 11,752
25 Murmästaren 7 Kungsholmen Kungsholmstorg 16,
Hantverkarg 31
1898 2,519 472 79 0 0 0 3,070 64,800
26 Norrtälje 24 Norrmalm Engelbrektsg 5–7, Rimbog 2–6 1881 6,354 0 173 0 0 526 7,053 232,000
27 Ormträsket 10
28 Oxen Mindre 33
Vasastan
Norrmalm
Sveav 166–170, 186
Luntmakarg 18,
1962/1967
1979
13,565
9,253
3,491
0
494
154
0
2,823
0
0
2,071
708
19,621
12,938
281,000
247,000
Malmskillnadsg 47
29 Pan 1 Gamla Stan St Nyg 40, L Nyg 23 1929 2,326 721 0 102 0 0 3,149 74,470
30 Paradiset 23 Stadshagen Strandbergsg 53–57,
Nordenfl ychtsv 66–68
1944 8,830 316 3,017 0 0 1,655 13,818 164,000
31 Paradiset 27 Stadshagen Strandbergsg 59–65,
Nordenfl ychtsv 70–74
1959 20,023 4,038 1,006 0 0 2,229 27,296 377,000
32 Pilen 27 Norrmalm Bryggarg 12A 1907 1,965 0 116 0 0 0 2,081 58,400
33 Pilen 31 Norrmalm Gamla Brog 27–29, Vasag 38 x 1988 5,103 1,134 60 0 2,577 571 9,445 249,000
34 Resedan 3
35 Sparven 18
Vasastan
Östermalm
Dalag 13, Odeng 76
Birger Jarlsg 21–23, Kungsg 2,
1929
1929
2,473
1,906
0
1,642
0
30
1,007
0
0
5,097
2
0
3,482
8,675
0
290,000
36 Trängkåren 7 Marieberg Norrlandsg 28–30
Gjörwellsg 30–34, Rålambsv
1963 49,976 1,927 4,761 0 0 20,049 76,713 895,100
37 Ynglingen 10 Östermalm 7–15, Wennerbergsg 9
Jungfrug 23, 27, Karlav
58–60, Sibylleg 30–34
1929 7,020 1,308 298 2,399 0 526 11,551 288,400
TOTAL STOCKHOLM INNER CITY 356,337 27,872 27,445 11,014 7,674 44,675 475,016 8,748,282

The list of properties contains all properties owned by Fabege at 31 December 2012.

Unless otherwise stated, the property is classifi ed as an investment property, meaning a property under regular and active management.

1) Development property – Properties in which a conversion or extension is in progress or planned that has a signifi cant impact on the property's net operating income. Net operating income is affected either directly by the project or by limitations on lettings prior to impending development work.

Property listing

Solna 31 December 2012

Construction year
warehouse, sqm
Residential, sqm
Assessed value,
Offices, sqm
Total lettable
Hotels, sqm
Retail, sqm
Industrial/
other, sqm
area, sqm
SEK '000
Parking/
Property name
Area
Street address
SOLNA, ARENASTADEN
1 Farao 8
Arenastaden
Dalv 12, Pyramidv 11
2001
5,211
250
0
0
0
0
5,461
68,915
2 Farao 141)
Arenastaden
Dalv 10, Pyramidv 9
1967
8,879
344
1,082
0
0
1,174
11,479
83,400
3 Farao 15
Arenastaden
Dalv 6–8, Pyramidv 5
1981
6,427
708
1,016
0
0
1,020
9,171
83,496
4 Farao 16
Arenastaden
Dalv 4, Pyramidv 3
1973
2,721
1,613
1,402
0
0
540
6,276
53,600
5 Farao 17
Arenastaden
Dalv 2, Pyramidv 1
1975
4,652
0
509
0
0
560
5,721
39,600
6 Farao 192)
Arenastaden
0
0
0
0
0
0
0
0
7 Farao 20
Arenastaden
Pyramidv 7
1964
7,260
0
127
0
0
375
7,762
103,400
8 Kairo 1
Arenastaden
Pyramidv 2
1983
10,741
0
0
0
0
0
10,741
117,600
9 Nationalarenan 82)
Arenastaden
0
0
0
0
0
0
0
17,400
10 Pyramiden 32)
Arenastaden
Pyramidv 4–6, Magasinsv 4
0
0
0
0
0
0
0
5,800
11 Pyramiden 4
Arenastaden
Pyramidv 2D
1960
2,999
0
70
0
0
10
3,079
43,000
12 Signalen 32)
Arenastaden
Kolonnv 22
0
0
0
0
0
0
0
37,168
13 Stigbygeln 2
Arenastaden
Gårdsv 6, Rättarv 5
1955
8,898
0
0
0
0
0
8,898
102,000
14 Stigbygeln 3
Arenastaden
Gårdsv 8
1960
4,814
0
998
0
0
0
5,812
63,400
15 Stigbygeln 5
Arenastaden
Gårdsv 10 A, B
1963
6,806
0
50
0
0
570
7,426
83,800
16 Stigbygeln 6
Arenastaden
Gårdsv 12–18
2001
9,113
581
332
0
0
6
10,032
174,800
17 Tygeln 3
Arenastaden
Gårdsv 13–21
2001
4,397
0
0
0
0
5,100
9,497
74,073
18 Tömmen 2
Arenastaden
Gårdsv 2
0
0
0
0
0
2,610
2,610
0
19 Uarda 12)
Arenastaden
Dalv 20, 22–30, Lokev 11–15,
1987
16,684
550
4,323
0
0
0
21,557
63,000
Evenemangsg 31A
20 Uarda 4
Arenastaden
Dalv 14–16
1992
6,371
0
1,588
0
0
0
7,959
98,600
21 Uarda 5
Arenastaden
Magasinsv 1, Evenemangsg 13
1978
42,989
1,280
0
0
0
0
44,269
339,000
TOTAL ARENASTADEN
148,962
5,326
11,497
0
0
11,965
177,750 1,652,052
SOLNA BUSINESS PARK
22 Fräsaren 10
Solna Business Park
Svetsarv 24
1964
6,990
4,241
285
0
0
56
11,572
116,800
23 Fräsaren 11
Solna Business Park
Englundav 2–4, Svetsarv 4–10
1962
33,118
0
1,815
0
1,840
2,610
39,383
418,000
24 Fräsaren 12
Solna Business Park
Svetsarv 12–20, 20A
1964
19,404
10,109
173
0
0
6,840
36,526
446,000
25 Sliparen 11)
Solna Business Park
Ekensbergsv 115, Svetsarv 1–3
1963
1,559
0
3,204
0
0
0
4,763
17,151
26 Sliparen 2
Solna Business Park
Ekensbergsv 113, Englundav 3–5
1964
17,238
0
2,205
0
0
3,315
22,758
210,000
27 Smeden 1
Solna Business Park
Englundav 6–14, Smidesv 5–7,
1967
34,498
5,009
1,416
467
0
3,709
45,098
425,406
Svetsarv 5–17
28 Svetsaren 1
Solna Business Park
Englundav 7-13, Smidesv 1-3
1964
29,660
329
3,564
0
0
6,090
39,643
345,000
29 Yrket 3
Solna Business Park
Smidesv 2-8
1982
4,864
0
1,076
0
0
1,470
7,410
32,725
TOTAL SOLNA BUSINESS PARK
147,331
19,688
13,738
467
1,840
24,090
207,153 2,011,082
SOLNA, OTHER
30 Järvakrogen 32)
Frösunda
Enköpingsv 1, Mäster Simons v 2,
0
0
0
0
0
0
0
4,098
Regementsg 4
31 Nöten 42)
Solna Strand
Solna strandv 2–60
1971
38,796
728
8,368
0
0
5,826
53,718
440,000
32 Orgeln 7
Sundbyberg
Järnvägsg 12–20, Lysgränd 1,
1966
23,013
3,887
166
0
0
2,399
29,465
301,000
Roseng 2,4 , Stureg 11–19
33 Planen 4
Råsunda
Bollg 1–5, Solnav 102 A–C
1992
4,509
389
125
0
0
1,381
6,404
61,800
34 Rovan 1
Huvudsta
Storg 66, 70A–C, 74A, 76A, 78
1972
1,825
5,981
58
0
0
2,852
10,716
84,400
35 Rovan 2
Huvudsta
Storg 64
1972
0
0
0
1,227
7,645
0
8,872
114,000
36 Skogskarlen 1
Bergshamra
Björnstigen 81–83, Pipersv 2A–B
1929/1971
7,064
814
689
0
0
195
8,762
104,800
37 Skogskarlen 3
Bergshamra
Pipersv 2 C
0
0
0
0
0
0
0
1,857
TOTAL SOLNA, OTHER
75,207
11,799
9,406
1,227
7,645
12,653
117,937 1,111,955
TOTAL SOLNA
371,500
36,813
34,641
1,694
9,485
48,708
502,840 4,775,089

The list of properties contains all properties owned by Fabege at 31 December 2012.

Unless otherwise stated, the property is classifi ed as an investment property, meaning a property under regular and active management.

1) Development property – Properties in which a conversion or extension is in progress or planned that has a signifi cant impact on the property's net operating income. Net operating income is affected either directly by the project or by limitations on lettings prior to impending development work.

Property listing

Hammarby Sjöstad 31 December 2012

Property name Area Street address Construction year
Leasehold
Offices, sqm Retail, sqm Industrial/ warehouse, sqm Residential, sqm
Hotels, sqm
Parking/ Total lettable
other, sqm
Assessed value,
area, sqm
SEK '000
HAMMARBY SJÖSTAD
1 Fartygstrafi ken 2 Hammarby
Sjöstad
Hammarby Allé 91–95 1955 6,808 1,768 156 0 0 1 8,733 101,000
2 Godsfi nkan 1 Hammarby
Sjöstad
Heliosg 22–26 x 1990 7,744 0 75 0 0 24 7,843 71,959
3 Hammarby Gård 7 Hammarby
Sjöstad
Hammarby Allé 21, 25,
Hammarby Kajv 2–8, 12–18
1937 8,403 586 296 0 0 1,230 10,515 162,200
4 Korphoppet 1 Hammarby
Sjöstad
Hammarby Fabriksv 41–43,
Virkesv 24–26
1949 4,757 754 7,840 0 0 750 14,101 35,372
5 Korphoppet 51) Hammarby
Sjöstad
Hammarby Fabriksv 37–39,
Virkesv 20
x 1968 0 1,127 1,771 0 0 65 2,963 7,433
6 Korphoppet 6 Hammarby
Sjöstad
Hammarby Fabriksv 33 x 1988 0 428 4,254 0 0 0 4,682 28,800
7 Luma 1 Hammarby
Sjöstad
Ljusslingan 1–36, Glödlampsgränd
1–6, Lumaparksv 2–21, Kölnag 3
1930 30,405 1,359 2,335 691 0 3,848 38,638 207,425
8 Luma 32) Hammarby
Sjöstad
0 0 0 0 0 0 0 0
9 Skeppshandeln 12) Hammarby
Sjöstad
0 0 0 0 0 0 0 0
10 Trikåfabriken 4 Hammarby
Sjöstad
Hammarby Fabriksv 25,
Virkesv 8–10
1991 5,395 3,464 763 0 0 976 10,598 80,800
11 Trikåfabriken 8 Hammarby
Sjöstad
Hammarby Fabriksv 29,
Virkesv 12, Heliosg 1–3
1930 10,068 692 4,219 0 0 12 14,991 60,400
12 Trikåfabriken 9 Hammarby
Sjöstad
Hammarby Fabriksv 19–21,
Virkesv 2–4
1928 9,705 267 1,623 0 0 816 12,411 43,249
13 Trikåfabriken 121) Hammarby
Sjöstad
Hammarby Fabriksv 27 1942 742 0 201 0 0 205 1,148 4,355
TOTAL HAMMARBY SJÖSTAD 84,027 10,445 23,532 691 0 7,927 126,622 802,993

The list of properties contains all properties owned by Fabege at 31 December 2012.

Unless otherwise stated, the property is classifi ed as an investment property, meaning a property under regular and active management.

1) Development property – Properties in which a conversion or extension is in progress or planned that has a signifi cant impact on the property's net operating income. Net operating income is affected either directly by the project or by limitations on lettings prior to impending development work.

Hammarby Sjöstad cont.

Property listing

Other 31 December 2012

Property name Area Street address Leasehold Construction year
Offices, sqm
Retail, sqm Industrial/ warehouse, sqm Residential, sqm
Hotels, sqm
Parking/ Total lettable
other, sqm
area, sqm
Assessed value,
SEK '000
OTHER, NORTH STOCKHOLM
Hammarby Smedby 1:4642) Upplands Väsby Johanneslundsv 3–5 0 0 0 0 0 0 0 0
Hammarby Smedby 1:4722) Upplands Väsby Johanneslundsv 3–5 0 0 0 0 0 0 0 5,600
Masugnen 7 Bromma Karlsbodav 18–20 1991 10,813 0 98 0 0 516 11,427 36,400
Tekniken 12) Sollentuna 0 0 0 0 0 0 0 6,600
Ulvsunda 1:1 Bromma Flygplansinfarten 27 x 2004 0 0 1,241 0 0 0 1,241 0
Vallentuna Rickeby 1:3272) Vallentuna 0 0 0 0 0 0 0 293
TOTAL NORTH STOCKHOLM 10,813 0 1,339 0 0 516 12,668 48,893
OTHER, SOUTH STOCKHOLM
Pelaren 12) Globen Pastellv 2–6 0 0 0 0 0 0 0 4,208
Söderbymalm 3:4051) Haninge Nynäsv 65, Stores Gränd 20–22 1972 9,240 1,386 2,351 0 0 40 13,017 60,500
TOTAL SOUTH STOCKHOLM 9,240 1,386 2,351 0 0 40 13,017 64,708
TOTAL OTHER 20,053 1,386 3,690 0 0 556 25,685 113,601

The list of properties contains all properties owned by Fabege at 31 December 2012.

Unless otherwise stated, the property is classifi ed as an investment property, meaning a property under regular and active management.

1) Development property – Properties in which a conversion or extension is in progress or planned that has a signifi cant impact on the property's net operating income. Net operating income is affected either directly by the project or by limitations on lettings prior to impending development work.

Opportunities and risks

All business activities are associated with a certain measure of risk, which also generates opportunities. Fabege has limited risk exposure and, to the extent possible, this is controlled when choosing investment objects, tenants, lease terms, financing terms and business partners.

1 INVESTMENT-PROPERTY PORTFOLIO Cash fl ow is primarily aff ected by changes in rental income and property expenses.

Rental income

Employment fi gures and developments in the Stockholm offi ce market are of considerable signifi cance for Fabege's operations. Increased demand leads to lower vacancies and rising rents. Vacancies and rents are also impacted by new production.

Th e full impact of changes in rents is not felt in any single year. New leases normally have a term of three to fi ve years, are subject to nine months' notice and have an index clause linked to infl ation. Normally, about 20 per cent of the lease portfolio is renegotiated each year. Th e company's lease portfolio is currently deemed to be in line with market levels.

Fabege works closely with its customers and is receptive to their changing needs. Th e risk of increased vacancies in the investment-property portfolio is deemed minor considering the portfolio's central locations and stable customers. Th e lease portfolio is spread among many diff erent sectors and companies of diff ering sizes. Th e largest tenants are all stable companies and account for a limited portion of the total number of tenants. Fabege's credit policy governs the checks and assessments that are made of the customers' ability to pay with the aim of limiting the credit risk. Th e tenants are highly solvent and rent losses are negligible. Th is is partly due to favourable credit ratings and partly due to excellent procedures that quickly identify late payers.

Fabege's portfolio of modern offi ce premises in central locations generates a stable cash fl ow from management operations. Th e premises of development properties are kept vacant during the development period and while this practice negatively impacts cash fl ow during the period, the development simultaneously leads to increased value.

Property expenses

Property expenses include running and maintenance costs, property tax, ground rent and expenses for administration and lettings. Regular running costs largely comprise tariff -based expenses such as heating, electricity and water. Fabege is pursuing a successful eff ort to reduce its consumption of heating, electricity and water, with a target of achieving 20 per cent lower consumption over a fi ve-year period beginning in 2009. Th e company

also conducts regular lease negotiations and procurements aimed at reducing costs. A large portion of property expenses is paid for by tenants, thus reducing the company's exposure. Th e standard of the investment-property portfolio is deemed to be high.

Key figures in Fabege's investmentproperty portfolio

In 2012, the rental market in Stockholm was strong and the key fi gures with the greatest impact on cash fl ow in the investment-property portfolio improved. Th e occupancy rate in the overall portfolio, including project properties, increased to 92 per cent (90). In the investment-property portfolio, the occupancy rate rose to

93 per cent (92). Th e rents in renegotiated leases increased 7 per cent on average. Net lettings amounted to SEK 141m, which will have a positive impact on rental income and key fi gures in 2013 and 2014. Customer bad debts totalled SEK 4m, corresponding to 0.2 per cent of rental income.

In 2012, the share of cancellable leases was 24 per cent, corresponding to annual rent of SEK 442m, of which SEK 294m was extended by existing tenants. At yearend, Fabege's average remaining term for commercial leases was 3.7 years. In 2013, only 19 per cent of leases, corresponding to a rental value of SEK 395m, fall due for either cancellation or re-negotiation. During 2013, the occupancy rate in the portfolio will increase through a positive net of occupancies/vacancies. With the exception of the previously announced termination of Praktikertjänst's lease, none of the ten largest customers are due for renegotiation or relocation in 2013.

In terms of costs, work continued on reducing energy consumption, which is the largest cost item. During 2012, energy consumption declined 4 per cent. Th e aim for 2013 is an additional 4 per cent reduction. Running, repair and maintenance costs per sqm were an average of SEK 263 (260).

2 PROJECT PORTFOLIO

Risks in the project portfolio primarily pertain to risks related to time schedules and the cost level in the procurement process for construction services. Project properties have a high occupancy rate, which reduces the risk of vacancies and the loss of cash fl ow when the properties are completed and transferred to property management.

Fabege annually conducts project-procurement processes involving signifi cant amounts. Fabege's Project Managers, who possess extensive experience and expertise, are responsible for these procurement processes, which are conducted with the support of framework programmes, framework agreements and agreement templates.

See the compiled sensitivity analysis on page 41.

Key figures for the project portfolio

In 2012, Fabege conducted fi ve major new builds and conversion projects, of which four were completed and transferred to the investment-property portfolio. All projects were within budget and completed on schedule. Two major new builds and conversion projects were started. Th e projects are expected to generate a direct yield of approximately 7–9 per cent on the total capital invested. Fabege's objective is for project investments to generate value growth of at least 20 per cent on invested capital. In 2012, Fabege invested SEK 2,034m in the project portfolio, which generated value growth of SEK 784m, corresponding to a yield of 39 per cent. Th e income potential of the three remaining major projects totals about SEK 165m, of which SEK 145m is backed by leases. Th e occupancy rate in the project portfolio was 87 per cent at year-end.

Th e market value of the project properties was SEK 2.8bn at 31 December 2012.

Properties are recognised at fair value and changes in value are recognised in profi t or loss. Th e property value is determined according to generally accepted methods. About 25 per cent of Fabege's portfolio has its value appraised externally at the end of each quarter. Th e value of the remaining properties is appraised internally based on the external valuations. Accordingly, the entire property portfolio is subject to external valuation at least once a year. Changes in rents, vacancies and yield requirements in the market have an impact on the value of the properties. Th e value of the property portfolio results in part from how Fabege develops its property portfolio through its leasing and customer structure and through property improvements, and in part from external factors that impact demand. Stable customers and modern premises in prime locations provide a strong foundation for maintaining property values, even during economic downturns. Th e continued advancement of project and development properties creates value growth in the portfolio. Th e market price is impacted by expected future net operating income and the potential buyer's yield requirements, as well as access to and the terms and conditions of fi nancing.

Key figures for the property portfolio

In 2012, the value of the property portfolio increased. A higher occupancy rate and improved cash fl ows, as well as declining direct yield requirements positively impacted the value trend of the properties. Unrealised value changes in the investment-property portfolio totalled SEK 625m. In parallel, the project portfolio contributed SEK 784m to value growth. Th e average yield requirement in the portfolio was 5.7 per cent (5.7) at year-end. Th e combined market value was SEK 31.6bn at year-end, corresponding to about SEK 28,000 per sqm. Th e portfolio includes wholly or jointly owned development rights (offi ces and housing) for about 525,000 sqm with an average carrying amount of between SEK 3,000 and 5,000 per sqm. In 2012, the direct yield on the properties was 4.2 per cent and the total yield was 9.4 per cent.

Property ownership is highly capital intensive and interest expenses comprise Fabege's single largest cost item.

Interest expenses and financial instruments

Th e interest rate risk refers to the risk that changes in market interest rates will impact Fabege's borrowing costs. Th e fi xing of interest rates complies with the company's fi nance policy on the basis of the estimated interest rate trend, cash fl ow and capital structure. Fabege employs fi nancial derivatives, mainly in the form of interest rate swaps, to limit the interest rate risk and, to enable fl exibility, in infl uencing the loan portfolio's average fi xed-rate period.

Derivative instruments are recognised at fair value. If agreed interest rates deviate from the market interest rate, a theoretical surplus or defi cit value arises which is recognised in profi t or loss.

Interest-bearing liabilities and financial risks

Th e property sector is capital intensive and requires a functioning capital market. Th e liquidity risk refers to the borrowing requirement that can be covered by refi nancing or new borrowing in stretched market conditions. Fabege aims to strike a balance between short and long-term borrowing divided among a number of sources of funding. Long-term credit facilities, with fi xed terms and conditions, and revolving credit facilities have been signed with lenders to reduce liquidity risk. Re-negotiations are always initiated well ahead of schedule. Any issues that may arise are identifi ed at an early stage through Fabege's long-term relations built on mutual trust with its fi nanciers.

Key figures for the loan portfolio

At year-end, the fi xed-rate period of the loan portfolio was about 3.4 years. Th e average maturity period at year-end was 5.1 years and available unutilised credit facilities amounted to SEK 4.0bn. In 2013, SEK 7.8bn of Fabege's long-term facilities will be re-negotiated. Also refer to the Financing section on page 42. In 2012, Fabege increased the portion of its funding in the bond market.

Deferred tax and tax-loss carryforwards Fabege recognises deferred tax liabilities resulting from the diff erence between market value and the taxable residual value of properties. However, sales are normally conducted by packaging property into a limited liability company, thus resulting in a lower eff ective tax rate.

Tax cases

Fabege is pursuing several tax cases in the Administrative Court and the Administrative Court of Appeal related to property sales through limited partnerships. Th e combined year-end exposure amounted to SEK 2.7bn, for which a provision of SEK 1.9bn has been posted. On-going tax cases are described in further detail in the Directors' Report on page 60.

Environment

Under the Swedish Environmental Code, commercial businesses are responsible for any contamination or other environmental damages, and for the remediation thereof. Th e Swedish Environmental Code also stipulates that even if a commercial business is unable to pay for the remediation of a property, the party who owns the property is responsible. Accordingly, Fabege could be subject to such remediation requirements. However, Fabege deems this risk to be minor since its property portfolio primarily comprises commercial offi ce premises.

Fabege continuously investigates and identifi es potential environmental risks in its property portfolio. Action plans are prepared for such risks arising.

Sensitivity analysis

FACTOR CHANGE AND EFFECT FABEGE'S ASSESSMENT
INVESTMENT-PROPERTY
PORTFOLIO
1
• A 1-percentage point change in the occupancy
rate generates an earnings eff ect of SEK 22.5m.
• A 1-per cent change in the rental value
generates an earnings eff ect of SEK 22.6m.
• A 1-per cent change in property expenses
generates an earnings eff ect of SEK 6.1m.
With modern properties in prime locations
there is a low risk of increased vacancies.
Completed projects and positive net let
tings will contribute to stronger cash fl ow
and an improved occupancy rate in 2013.
PROJECT PORTFOLIO
2
• A 1-per cent change in the cost level of project
investments generates an earnings eff ect of
SEK 15m.
• A 1-percentage point change in the return on
capital invested generates an earnings eff ect of
SEK 15m.
Cost frames and schedules will be adhered
to in the major projects. Fabege does not
envisage any major risk of increasing con
struction costs. Th e high occupancy rate
in the projects means limited risk.
PROPERTY VALUES
3
• A 1-per cent change in the property value
generates an earnings eff ect of SEK 316m,
excluding deferred taxes, and SEK 247m
including deferred taxes.
• A 1-per cent change in the property value will
result in a change in the equity/assets ratio of
0.4 per cent and of 0.6 per cent in the loan-to
value ratio.
• A change in rent per sqm of SEK 100 would
theoretically generate a value change of about
SEK 2.0bn.
As a result of low initial values for project
properties and development rights, sub
stantial potential exists for creating value
through project investments. Improved
cash fl ows will contribute to stronger
property values moving forward. Mean
while, there is considerable uncertainty
concerning the market's yield require
ments. Fabege believes that property val
ues in the company's submarkets will be
stable in 2013.
FINANCING
4
• A 1-percentage point change in the market
interest rate will generate an earnings eff ect of
SEK 10m (refers to 2013).
By interest-hedging about 80 per cent of
the loan portfolio, interest-rate changes
have a limited impact on Fabege's borrow
ing costs. Fabege believes that its available
facilities are suffi cient and that the exist
ing agreements will be refi nanced.
OTHER
5
• If Fabege loses its tax cases, as described above,
and is forced to pay the entire amount of the
provision posted, its equity/assets ratio will
remain at 34 per cent while the loan-to-value
ratio will rise to 63 per cent. Fabege can man
age this risk without contravening the cove
nants in its loan agreement with banks and has
the facilities available and the margins for
managing any such payment.
Th e ongoing processes in the Administra
tive Court of Appeal are expected come to
an end in the winter/spring of 2013. It is
Fabege's assessment that a negative out
come will not result in greater exposure
than the provision already posted of SEK
1.9bn.

Financing

Fabege's properties represent significant values. Accordingly, the loan-to-value ratio, the choice of capital structure and financing policy are of the utmost importance. Fabege's financing operations are governed by the company's financial policy, which is established by the Board of Directors. Long-term credit lines facilitate secure and flexible financial management and the fixed-rate period provides additional stability to cash flow.

CAPITAL STRUCTURE

Since Fabege aims to have a strong fi nancial position, the balance between shareholders' equity and borrowed capital is a key issue. Th e company's objective is to achieve an equity/assets ratio of at least 30 per cent and an interest coverage ratio of at least 2.0.

FINANCE FUNCTION

Th e treasury department, which is a central unit in the Parent Company, is responsible for the Group's borrowing, liquidity management and fi nancial risk exposure.

FINANCE POLICY

Financing operations are governed by the company's fi nance policy, which is established by the Board of Directors. Th e primary task of fi nancial management is to ensure that the company always maintains stable, well-balanced and cost-effi cient funding. Th e fi xed-rate period must take into account circumstances at any given time. Potential currency exposures must be minimised. Th e policy also states the counterparties that the company is permitted to deploy while governing the authority and delegation of responsibility for the organisation.

SUPPLY OF CAPITAL

Fabege's supply of capital largely derives from three sources: shareholders' equity, interest-bearing liabilities and other liabilities.

SHAREHOLDERS' EQUITY

At year-end, shareholders' equity amounted to slightly more than SEK 11bn, which, in relation to total assets of about SEK 34bn, corresponded to an

equity/assets ratio of 34 per cent. Th is far exceeds the company's target of 30 per cent.

INTEREST-BEARING LIABILITIES

Access to long-term and stable fi nancing is crucial to the pursuit of a sustainable business. Fabege values long-term relations based on mutual trust with its creditors. Th e company has decided to sign long credit agreements with some of the largest banks in the Nordic region. Th e largest lenders are Swedbank, Nordea, Handelsbanken, SEB, Nykredit, and Realkredit Danmark. Th e credit agreements enable the company to borrow funds as needed within a predetermined framework, and to govern the terms in the form of, for example, the margins that are to apply in the coming years. In a property company, liquidity varies signifi cantly over a year, since rent payments are made quarterly while running costs are relatively evenly allocated over time. Because the type of revolving credit facility primarily used by Fabege can be used as needed, it is extremely well adapted to our operations and enables the avoidance of surplus liquidity. During the year, a borrowing agreement totalling SEK 1.5bn was extended. New facilities of SEK 1.8bn

were raised, of which SEK 0.8bn through the bond market via the co-owned company Svensk Fastighetsfi nansiering AB (SFF). At 31 December, unutilised credit facilities amounted to SEK 4.0bn. Fabege's loan agreements at 31 December 2012 had an average remaining term of 5.1 years and are renegotiated continuously well in advance of maturity. During 2013, loan agreements of SEK 7.8bn will be renegotiated.

Commercial paper programme

As a supplement to traditional bank fi nancing, Fabege is active in the Swedish commercial paper market, with commercial paper worth SEK 5bn. Th e company guarantees access to unutilised credit facilities to cover all commercial paper outstanding at any given time. At yearend, SEK 2.7bn of the programme had been utilised.

Bond programme

In December 2011, Fabege issued a bond programme with a total framework of SEK 5bn through the co-owned SFF as part of eff orts to further diversify sources of funding and be well placed with regard to any reduced possibilities for obtaining

Financing, 31 December 2012

Unutilised facilities SEK 4.0bn Bank financing SEK 14.3bn Bond loans SEK 1.0bn Commercial paper SEK 2.7bn

Fabege endeavours to achieve a strong fi nancial position combined with a healthy balance between equity and borrowed capital. Access to long-term, stable fi nancing is of vital importance to the operations. At the end of 2012, bank fi nancing accounted for 65 per cent of borrowing. Fabege had unutilised credit facilities of SEK 4bn. The average loan maturity was 5.1 years.

bank fi nancing at a reasonable cost. Th rough the programme, Fabege borrows SEK 1bn in the capital market. Th e bonds are secured by collateral in property mortgage deeds. SFF is jointly owned by Fabege, Wihlborgs and Peab. Fabege owns 33.3 per cent of the company.

In December 2012, Fabege issued, through the co-owned company Visio Exploatering AB, property bonds in a total amount of SEK 1.3bn via Svensk FastighetsFinansiering II AB (SFF II). Visio Exploatering AB is co-owned by Fabege and Peab and has the task of further developing Arenastaden.

OTHER LIABILITIES

Other liabilities mainly comprise noninterest-bearing liabilities, such as accounts payable, deferred tax liabilities and prepaid expenses and accrued income.

COVENANTS

Fabege's obligations concerning covenants are similar in the various credit agreements and stipulate an equity/assets ratio of at least 25 per cent and an interest coverage ratio of at least 1.5. At property level, the loan-to-value ratio varies between 60 and 75 per cent, depending on the type of property and fi nancing.

are important parameters in Fabege's fi nance operation.

COLLATERAL

Fabege's borrowing is largely guaranteed by property mortgage deeds. Shares in property-owning subsidiaries are also deployed as collateral to a lesser extent. Some unsecured borrowing is also undertaken. Th e distribution of collateral is presented in the diagram to the right.

FIXED-RATE PERIOD

As part of eff orts to ensure a greater degree of stability in cash fl ow, Fabege increased the fi xed-rate period through additional swap agreements of SEK 2bn during the year. At 31 December 2012, 81 per cent of the portfolio was fi xed with an average fi xed-rate period of 3.4 years. Th e fi xed-rate period is set utilising interestrate swaps. Th e market value of these instruments is measured on an on-going basis and changes in value are recognised in profi t and loss. Th e change in value is of an accounting nature and has no impact on the cash fl ow. At the due date, the market value is always zero. Read more about interest-rate derivatives and the valuation thereof in Note 3 on page 75.

Goal Outcome Equity/assets ratio, % >30 34 Financial objectives, 31 December 2012

Interest coverage ratio,
multiple >2.0 2.3
Loan-to-value ratio, % <60 57

Supply of capital

A high equity/assets ratio and low debt/equity ratio create security.

Loan maturity structure,

31 December 2012 Credit
agreements,
SEKm
Drawn,
SEKm
Commercial paper
programme 5,000 2,740
< 1 year 8,348 3,910
1–2 years 710 710
2–3 years 5,805 4,022
3–4 years 2,041 2,041
4–5 years 110 110
> 5 years 4,976 4,502
Total 26,990 18,035

Unutilised credit facilities totalled SEK 3,955m and the average maturity was 5.1 years.

Allocation of collateral

Mortgage deeds to properties 84%

Most borrowing is secured by mortgage deeds to properties.

Interest rate maturity structure,

31 December 2012 Average Share,
%
Amount,
SEKm
interest
rate, %
< 1 year 5,129 6.161) 28
1–2 years 1,206 2.48 7
2–3 years 0 0.00 0
3–4 years 2,100 2.53 12
4–5 years 6,100 3.26 34
> 5 years 3,500 2.48 19
Total 18,035 3.80 100

1) The average interest rate for the < 1 year period includes the margin for the entire debt portfolio because the company's fi xed-rate period is established using interest rate swaps, which are traded without margins.

Sustainability report Responsible enterprise

Pro-active environmental work is a success factor for Fabege. Fabege's principal environmental measures are linked directly to the company's core business.

Carbon dioxide emissions

since 2002

–90%

Sustainable highlights 2012

It was decided that as of 2013 new builds of offi ce buildings are to confi rm to the requirements of the BREEAM environmental system. ne

A more effi cient purchasing process led to enhanced control of suppliers in terms of sustainability.

Fabege was named winner of the Joint Research Centre's annual GreenBuilding Award in the new buildings category for Uarda 5 by the Director-General of the European Commission.

56 Green Leases were signed.

Heating consumption was

below the industry average 50%

95%

renewable energy

A few words from the CEO Solid commit ment to sustainability

Th e company works proactively, together with our customers, to promote sustainable urban development. Two areas in which we have major opportunities to make a signifi cant impact are without doubt the energy consumption of existing properties and innovative solutions in projects. I am proud of our achievements in these areas. Th rough working with structured optimisation of operations over a ten-year period, we have succeeded in reducing energy consumption per sqm by approximately 4.5 per cent per year. Th is has been achieved in parallel with an increase in the use of cooling, which is highly energy intensive. I can still see major opportunities for us to become even more energy effi cient by, for example, encouraging behavioural changes and investments in new technology.

A key driving force behind these major improvements comprises the environmental gains that so clearly go hand-in-hand with cost savings for both Fabege and our customers. Th is also applies to Green Leases which, in partnership with our tenants, we use as a tool to place the focus on and to collaborate around environmental issues.

As part of furnishing our properties with a clear environmental profi le, we use various environmental classifi cation systems and certifi cation systems. For example, in 2012, we decided that from 2013, all new builds of offi ce buildings are to be constructed so that they conform to the requirements of the BREEAM environmental system, in parallel, the minimum requirements for major redevelopments are to comply with the GreenBuilding level and the Silver level of the Sweden Green Building Council. I would also like to mention that Vattenfall's new head offi ce in Arenastaden won several accolades for energy consumption.

During the year, we continued to develop our purchasing work. Th is resulted in a more effi cient procedure and enhanced control of suppliers. As part of the on-going eff orts to raise supply quality and to ensure that suppliers meet Fabege's new, raised requirements, about 20 suppliers were subjected to a detailed examination from a sustainability perspective. Th e examination showed that these suppliers are working actively with sustainability issues.

Our relationships with customers, employees, suppliers, contractors and the public must be characterised by responsibility and good business ethics. In 2011, as part of this strategy, Fabege joined the UN initiative Global Compact, whose policies continue to serve as guidelines for our behaviour with regard to human rights, labour rights, the environment and anti-corruption.

I am proud of the commitment to sustainability issues that exists in our organisation.

CHRISTIAN HERMELIN Chief Executive Officer

Successful environmental initiatives

Fabege pursues goal-oriented, systematic and preventive environmental work. The clearest examples are the successful energy-efficiency enhancements that combine positive environmental effects with cost-savings for both tenants and Fabege.

KEY ENVIRONMENTAL ISSUES FOR FABEGE:

  • Systematic energy-effi ciency eff ort
  • Select sustainable materials and chemicals that reduce environmental impact
  • Environmental classifi cation of all new builds and major refurbishments
  • Create a healthy indoor climate in parallel with optimised energy use

Fabege's environmental work has generated extremely positive results. Since 2002, carbon dioxide emissions have been reduced by more than 90 per cent, from about 40,000 tonnes to about 3,300 tonnes (4,000). Th is was achieved through systematic energy optimisation, conversions from oil to district heating and conversions from proprietary cooling machines to district cooling. Th e transition to Green electricity and changes in the property portfolio have also contributed to this development. During the same period, energy consumption was reduced by more than 40 per cent.

Th e substantial decrease in energy consumption was achieved despite increased use of air conditioning and process cooling in offi ce premises in the past few years. Th e improvement was attributable to increased solar heat gain co-effi cients (SHGC) in

pace with the greater use of glass facades as well as increased tenant requirements regarding comfort. Fabege works together with its tenants to meet user needs, comfort requirements, architecture and a favourable energy performance.

During the year, Fabege reduced its heating consumption by an additional approximately 4 (11) per cent and is thus currently about 50 per cent below the average reported by the Swedish Energy Agency for the Stockholm County climate zone. Fabege's systematic eff orts mean that the company has already reached the EU's energy-effi ciency targets for heat: a decrease of 50 per cent by 2050.

In 2012, work to reduce total energy consumption continued as part of the eff orts to attain a 20 per cent decrease from 2009 to 2014. In line with the aim of reducing energy consumption, tenant dialogues were intensifi ed without making any compromises on comfort or wellbeing. One example was the advice provided concerning how the placement of furniture aff ects the fl ow of heat and cooling in a property and, accordingly, the perception of the indoor climate. During the year, the competence of Fabege's property-management organisation was raised in the area of obtaining a sustainable indoor climate.

Guidelines for environmental work are included in Fabege's environmental policy. For several years, procedures, inspections and test results have been gathered in a database that enables self-controls.

SUSTAINABLE URBAN DEVELOPMENT

Fabege pursues the long-term development of attractive areas and city districts. Th e company's development projects are aimed at producing vibrant areas featuring a favourable mix of offi ces, stores and residential units, as well as excellent transport links and consideration for the environment. Fabege conducts its development projects in close cooperation with municipalities and other stakeholders. Th e company also participates in several networks for which the common aim is to reduce the environmental and climate impact caused by properties and city districts. Examples of these networks include BELOK, the Sweden Green Building Council and the Climate Pact. Fabege is also a member of the sector-specifi c Property Owners' reference group for green

Energy and environmental targets 2012

To reduce energy consumption as much as possible is an important environmental goal for Fabege. Energy effi ciency offers the best opportunity to achieve this objective.

Fabege's aims are: A minimum reduction of 20 per cent by 31 December 2014, based on energy consumption levels in 2009, with unchanged indoor climate conditions. This amounts to an annual reduction of about 4 per cent. From 2002 to 2009, energy consumption was reduced by about 5 per cent annually. From 2010 to 2012, the annual reduction was 4 per cent. This means that Fabege is meeting the target in 2014. This positive trend is attributable to intensive work focused on operational optimisation and investments in energy-effi cient technology.

leases. Th ose environmental classifi cation systems that Fabege applies in its property development activities contribute to creating sustainable urban development.

Opportunities for tenants to infl uence personal travel requirements represent another key element. In addition to the close proximity of properties to public transport services, Fabege off ers pool bicycles to all tenants in the Solna Business Park and, in Arenastaden, electrical outlets for electric vehicles have been installed by the tenant Vattenfall. Fabege works continuously to reduce the environmental impact of transport, and all of the company's service vehicles are ecocars. In order to maintain the favourable trend, Fabege engages in active dialogue with various parties that work to promote sustainable travel.

PROPERTIES WITH AN ENVIRONMENTAL PROFILE

Demand is rising for sustainable properties. When acquiring properties, Fabege has a routine of analysing the property's energy consumption and environmental impact. A building's energy performance and improvement potential are becoming increasingly important in assessing its market value.

For new builds and major refurbishments, Fabege off ers various systems of environmental classifi cation and certifi cation. For a number of years, classifi cation in accordance with the SGBC principles has been the minimum level. It was decided in 2012 that as of 2013 new builds of offi ce buildings are to be constructed so that they also conform to the requirements of the BREEAM environmental classifi cation system.

Minimum requirements in Property Owners' Green Leases:

  • Exchange of information regarding environmental ambitions and environmental efforts
  • Yearly consultations and follow-up meetings
  • Development and follow-up of action plans
  • Written environmental information to the tenants' employees
  • Review of the energy declaration
  • Exchange of information regarding resource use
  • Optimisation of operating times
  • Renewable electricity
  • Information regarding optimal location of workplaces
  • Furnishing plan and information about changed use of premises
  • Green thinking when selecting materials
  • Appliances with low energy consumption
  • Reporting of any building materials and furnishings that are dismantled and disposed of
  • Green thinking for maintenance, management and operation

Sweden Green Building

Council is a certifi cation system based on regulations from the Swedish construction industry and public agencies, as well as Swedish construction practices. Certifi cation provides a guarantee of a building's critical qualities in terms of energy, the indoor environment and materials.

GreenBuilding is an EU

i nitiative to promote reduced energy consumption. To gain certifi cation, the building must use 25 per cent less energy than previously, or compared with the requirements of the National Board of Housing, Building and Planning.

BRE Environmental Assessment

Method (BREEAM) is an environmental classifi cation system that originated in the UK. The system encompasses project management, the building's energy use, indoor climate conditions, water consumption and waste management, as well as land use and the building's impact on the surrounding area.

Fabege Farao 8

In April 2013, Apoteket's head offi ce will move into the Farao 8 property in Arenastaden. The property was acquired by Fabege at the end of 2011. In 2012, a redevelopment was completed that comprised a facade renovation and minor adaptations of the general layout, but which primarily focused on energy effi ciency. This included the installation of new ventilation and new control systems for heating/cooling. The aim is to halve energy consumption.

Heating in Fabege premises

Over time, Fabege's systematic efforts to optimise running costs have reduced energy use in our properties drastically. Fabege's heating consumption in 2012 averaged 66 kWh/sqm LOA (70) and 63 kWh/sqm Atemp temperature corrected (66), 50 per cent lower than the industry average. (SCB value for 2012 as yet unavailable.)

Carbon dioxide emissions

CO2 emissions have been reduced drastically as a result of energy optimisation, conversion from oil to district heating, the choice of renewable electricity and a changed property portfolio.

Consumption statistics, total 2012
Total energy consumption, MWh 150,874
Purchased energy, MWh1) 146,171
Of which
District heating, uncorrected 69,800
Cooling 21,348
Electricity 55,023
Water consumption, cbm 533,316
Renewable energy, MWh (93%) 140,699
CO2 emissions, tonnes (heating,
electricity, cooling)
3,317
District heating
consumption
63 kWh/sqm Atemp2)
Temperature corrected
62 kWh/sqm Atemp2)
Uncorrected
66 kWh/sqm LOA3)
Temperature corrected

1) Figures based on identical portfolio

2012:76 properties, 1,055,025 sqm LOA. 2) Atemp district heating, identical portfolio

2012: 74 properties, 1,117,743 sqm. 3) LOA district heating, identical portfolio

2012: 74 properties, 1,040,598 sqm.

During the year, Fabege developed three major projects with SGBC as the system: the properties Uarda 1 (Gold), Uarda 5 (Gold) and Nöten 4 (Silver). Uarda 5 was completed during the year and the tenant Vattenfall moved in. To date, Fabege has classified five properties in accordance with GreenBuilding, the latest of which is Uarda 5. GreenBuilding focuses on energy efficiency and the certificate means that the building uses a minimum of 25 per cent less energy than required according to the Swedish National Board of Housing, Building and Planning's regulations.

The property management industry has an important mission of supporting the sustainability efforts of its tenants. Fabege's energy experts offer energy-saving information and all Fabege tenants are free to choose Green Electricity Contracts and Green Leases, which offer the customers renewable electricity at a competitive price, as well as energy advisory services intended to provide lower electricity costs. Fabege has noted increasing demand for Green Leases and intends to meet this need. In 2012, 56 Green Leases were signed.

GREEN ELECTRICITY

Environmentally certified hydroelectric power from Vattenfall's Nordic plants accounts for all electricity supplied to Fabege's properties1).

Norrenergi supplies "Good Environmental Choice" district heating and district cooling to the properties in Solna and Sundbyberg.

ENVIRONMENTAL CONTROL OF THE BUILDING PROCESS

In projects and developments, Fabege's overriding environmental programme is integrated into Fabege's framework programme to address factors such as the technical process, selection of material, waste management and the construction method. The aim is to express Fabege's environmental policy through environmental control of the building process. When a building is redeveloped or renovated, a demolition plan is drawn up. In all projects, a plan for the handling of waste products is prepared together with the building and waste management contractors. In new builds and

1) This does not apply to vacated premises (vacant premises), which are automatically supplied with electricity by Fortum. redevelopment projects, requirements are in place that only permit building materials and products with limited environmental impact to be used.

CONTINUOUS IMPROVEMENT IN WASTE MANAGEMENT

Fabege offers effective waste management in its properties. In connection with acquisitions or tenant adaptations, Fabege explores the existence of space for sorting

Fabege Environmental award

Fabege receives environmental award for Uarda 5

Fabege was named the winner of the Joint Research Centre's annual GreenBuilding Award in the new buildings category for Uarda 5 by the Director-General of the European Commission in spring 2012. Fabege was very pleased and proud to accept the award and considers it external recognition of our ability to deliver on our ambitions and promises.

The Sweden Green Building Awards are given to green construction projects in the various certification systems: SGBC, Green Building, BREEAM and LEED. For the first time, the prize was given for the Green Building new buildings category and was awarded to Fabege for Uarda 5.

The rationale was:

Uarda 5 is a building that through the use of innovative and well-conceived building materials, construction methods and operating solutions has succeeded in reducing energy consumption to 64 per cent below the level specified in the National Board of Housing, Building and Planning's building regulations. One example of our environmental and energy adaptations in Uarda 5 is a perimeter climate system that satisfies the criteria for passive buildings, which includes: sedum roofs, electricitygenerating solar cells, solar water-heating panels, free cooling and energy-efficient lifts and light sources.

at source in order to optimise waste management in relation to fl ows of materials, transportation, fl oor plans and other factors. An average of fi ve types of waste are sorted for recycling in Fabege's properties and the company strives to recycle and recover when and wherever possible. For the past four years, Fabege has worked with a waste management contractor that maintains direct contact with the tenants for more customised tenant service.

Transport needs have also been reduced by working with only a few contractors. Th is work has resulted in reduced volumes of waste, a reduction in carbon dioxide emissions and reduced costs.

FABEGE'S ENVIRONMENTAL ORGANISATION

Responsibility for Fabege's environmental policy rests with the CEO and Group management. Th e operational activities

are supported by environment and energy experts. Th e Environment & Energy Department works as a resource and skills pool for the company's Property Management, Projects, Business Development and Communications departments. Th e department leads and participates in training and investigations, drives competence development and contributes with energy adaptations for property management and major projects.

Committed employees build customer relations

Employee competency and commitment are crucial in building long-term relations with satisfied customers. Fabege endeavours to make all employees feel like they are participating in the company's development.

Fabege aims to combine high technical competency with service-mindedness, thereby creating favourable customers relations. Such relations are created primarily in the tenants' daily contact with property engineers and others involved in running the property. Consequently, Fabege attaches considerable importance to making all employees feel they are participating in creating Fabege's customer off ering and have a role to play in customer relations. During the year, all employees actively worked with customer understanding and customer service. Th ese eff orts is continuing during 2013.

With its fl at organisational structure and short decision-making paths, Fabege has empowered its employees to act quickly and independently. Th e company is characterised by an entrepreneurial spirit that encourages personal initiative and innovative thinking. Fabege off ers the same resources as major corporations, but maintains the small company's close proximity and personal relations to its customers.

A CAREER AT FABEGE

Fabege aims to attract, develop and retain talented employees. Our employees should be able to develop and grow professionally through new or diversifi ed work areas and assignments. Working in project groups creates opportunities for both knowledge exchange and development.

Internal recruitment is one way of stimulating skills development and the progress of employees and the organisation. Fabege's employees have considerable opportunities to transfer among various functions within the organisation. Individual job performance and interests determine the development of each employee.

Individual career development plans form the basis of every employee's professional development. In conjunction with performance appraisal reviews, employees and their manager jointly defi ne a set of personal targets and monitor previous plans. Operational goals and the employee's role form the basis for setting objectives.

Personal initiative and personal responsibility characterise Fabege employees, who are expected to develop their potential for further development, thereby making an optimal contribution to operations. Fabege endeavours to make all employees feel they have the opportunity to realise a concept.

RECRUITMENT

To safeguard future recruitment requirements, Fabege is committed to building relations with students. During 2012, Fabege participated in labour market days and worked to strengthen the company's

brand as an attractive employer. Th e company continuously off ers traineeships and thesis projects to give young people an insight into working life and the property industry. Fabege is actively involved in the Swedish Property Sector's Market Council, a forward-looking initiative to raise awareness among today's youth of the property sector's potential. Among other projects, the Council is striving to develop a professional training curriculum for property engineers, since the market foresees a forthcoming shortage in this fi eld due to the large number of future retirements.

DIALOGUE AND WELL-BEING

To create an attractive and inspiring workplace, Fabege encourages employees to engage in active and open dialogue. Leadership is crucial in defi ning how well Fabege manages to create this corporate culture.

Fabege regularly conducts an extensive survey to gauge how employees view the

Fabege Swedish Cancer Society

Team spirit, sweat and fi ghting spirit provided SEK 30,000 for the Swedish Cancer Society

Almost half of the Fabege's workforce took part in the 2012 Stockholm Triathlon Sprint, with many others attending to lend their support. This campaign started when an employee was diagnosed with cancer in the summer of 2011, which was followed by a long journey and battle to overcome the illness. When the much-longed-for medical opinion was received in spring 2012 – namely that all of the symptoms had been cured – the employee decided to challenge all Fabege employees to participate in the Stockholm Triathlon. Company Management decided to treat the employees to the starting fee and to donate an equal sum to the Swedish Cancer Society, making a grand total of SEK 30,000.

Human resources strategy

It is crucial for the company's future success to be able to attract and retain the right employees. Fabege aims to be the best employer for employees with the best competencies. The company's core values (SPEAK) should hallmark the working approach both internally and in relation to customers and other stakeholders.

Employees should work in an open environment that encourages commitment and initiative by means of defi ned targets, delegation of responsibility and performance rewards. Fabege is to focus on employee care, well-being and a safe work environment.

Read more about SPEAK on page 55.

Fabege provides a safe and healthy work environment. Th e company's occupational health and safety committee, which includes managers and employees from various occupational areas, is responsible for ensuring the continuous development of the work environment. Fabege works proactively on physical and mental well-being at work. Procedures are reviewed continuously, with documentation available for all employees.

SAFE WORK ENVIRONMENT

HEALTH, FITNESS AND BALANCE

being an attractive employer.

fi ve years aft er allocation.

PROFIT-SHARING

INCREASED PARTICIPATION THROUGH

Fabege runs a profi t-sharing scheme as part of eff orts to increase the employees' involvement in the business and underscore their signifi cance to the company's earnings. Allocations are made in the form of Fabege shares based on the company's profi tability and return on equity. Shares are tied up for

Over a number of years, Fabege has worked with target-oriented health and fi tness programmes, and encourages staff to exercise and stay fi t. In 2012, all employees were off ered the opportunity of exercising with colleagues during work hours. Fabege has a group health insurance policy, which ensures that all employees gain prompt access to professional care in case of illness. Off ering a sound balance between work and leisure is a key aspect in Fabege's aim of

company. Th e response rate in the latest survey was 99 per cent. Th e survey uses a method that measures how the prevailing working conditions aff ect employees in terms of a performance. Th e performance rating in 2012 was 3.9, an improvement compared with previous surveys. Th e performance rating for the industry as a whole was 3.4.

Fabege also has an innovation group with representatives from the various parts of the business who meet regularly to raise new ideas, questions and discuss future solutions.

EQUAL OPPORTUNITIES

Fabege seeks to promote an equal gender balance, and give women and men the same opportunities for recruitment to various positions in the company. An even balance is important to the supply of skills and for ensuring that Fabege is viewed as an attractive employer. Although the property industry has traditionally been viewed as male dominated, a growing number of women are currently being attracted to the industry. However, in certain job categories, such as property engineers, recruitment remains dominated by men. Fabege is working proactively with various industry organisations to increase interest in the industry generally. At year-end, one out of fi ve members of Fabege's Group Management team was a woman, or 20 per cent (20). Th e total proportion of women working at Fabege was 35 per cent (35).

Age structure in the Fagebe Group 2012

Total Age 20–29 30–39 40–49 50–59 60–69
Women 35% 11% 40% 27% 16% 6%
Men 65% 7% 31% 38% 20% 4%
Total 100% 8% 34% 34% 19% 5%

No. of employees, average

Staff in each area

At year-end 2012, Fabege had 129 (122) employees, of whom 63 (62) per cent were engaged in property management, 19 (17) per cent in business/project development and 18 (21) per cent in administration/management. All employees are covered by collective agreements.

Staff turnover, %

Gender distribution in executive positions

Suppliers subjected to rigorous demands

During 2012, Fabege continued to develop its purchasing procedures. This resulted in a more efficient process and improved control from a sustainability viewpoint.

Fabege suppliers

Activities during 2012

  • Suppliers subject to distinct requirements
  • 20 selected suppliers sustainability examined
  • Reduced number of suppliers for improved reliability

Th e purchasing process is based on high business ethics, consideration for human rights, entrepreneurship, competition, objectivity and equal treatment. Fabege's purchasing policy clarifi es its position for suppliers, its employees and other stakeholders. Fabege has adopted the UN Global Compact and has thus voluntarily pledged to comply with and promote its ten principles.

Fabege's supplier base comprises about 1,500 suppliers who are monitored by a credit rating company. Th e objective is to promptly identify any fi nancial divergences that could indirectly impact on delivery. To gain better supervision and superior control, a programme is in progress to reduce the supplier base to about 1,200 suppliers.

During 2012, 35 supplier agreements were renegotiated. Th e objective was to enhance quality control and ensure that suppliers meet Fabege's new, higher requirements in such areas as insurance

cover, environmental programmes and code of conduct. During recent years, the number of suppliers has been reduced from about 4,500 to approximately 1,500. As a result, Fabege has become a larger and more signifi cant customer among the remaining suppliers, while both control and cooperation have improved.

Quarterly quality surveys are conducted for selected suppliers as part of eff orts to check that the supply level matches agreements. Th e results are used in a dialogue with the supplier and represent a key feature in the creation of longterm relations.

An external inspector was commissioned to conduct a detailed analysis of 20 selected suppliers active in building, security, lift s, snow removal, land maintenance, roof cleaning, maintenance of premises and waste management. Th e analysis included quality plans, environmental policy, work environment and collective agreement affi liation, as well as health and safety. Th e aim was to contribute to the development of the supplier's sustainability programmes. Th e analysis confi rmed that the selected suppliers work actively with sustainability issues.

CONTROL OVER CONSTRUCTION SITES

Construction sites are risk-fi lled environments and Fabege focuses keenly on health and safety issues in a bid to reduce workplace incidents and accidents. At all construction sites, applicable legislation must be complied with and safety procedures observed. Continuous audits are conducted during the course of all projects. Fabege procures construction contractors from suppliers that meet the company's stringent risk-management requirements. Cooperation with contractors is assessed regularly. No serious accidents occurred at construction sites during 2012.

By means of distinct requirements and better controls, Fabege spreads rings on the water in respect of the suppliers' sustainability efforts.

Business ethics

SYSTEMATIC SUSTAINABILITY PROGRAMMES

Fabege has a sustainability team that is to support business sustainability by identifying relevant sustainability issues and ensuring that Fabege manages them appropriately, as well as providing the direction for eff orts, facilitating the exchange of knowhow and raising awareness. Th e group includes representatives from Group Management, Communications, Environment, Purchasing, Business Administration, HR and Property Management.

During the year, Fabege decided to initiate a more focused dialogue with stakeholders, in addition to everyday activities. Th e dialogue was pursued during the autumn of 2012 with the objective of gaining better understanding of how Fabege's sustainability programmes are perceived by its stakeholders. Fabege can confi rm that the company's sustainability programmes are appreciated by those who are aware of them, but that information regarding Fabege's sustainability programmes does not reach all stakeholders. Th us, in addition to pursuing its daily systematic eff orts, Fabege aims to further develop its sustainability communications.

FABEGE'S BUSINESS ETHICS PROGRAMME

Business ethics is a signifi cant issue for construction and property industries. Fabege's core values and code of conduct represent the basis for all employee behaviour. In 2011, Fabege affi liated to the UN Global Compact and thus adopted a new Code of Conduct. Fabege has identifi ed Project Development as the company's business area that entails the greatest risk in relation to the company's undertaking to the UN Global Compact. As a result, Project Development has formulated more detailed and operationally appropriate guidelines for Fabege's Code of Conduct.

Fabege also has a fraud policy and a whistleblower function to facilitate the reporting of unethical behaviour or improprieties at the workplace. It is the responsibility of each department manager to anchor support for the Code of Conduct.

Discussions in the company have been pursued concerning business ethics issues. From this starting point, Fabege seeks to

gain a shared view of business ethics throughout the company.

Eff orts to establish sound business ethics rest with each individual employee. Fabege's Business Ethics Council supports everyday operations in this respect. Th e Council is charged with supervising work, monitoring relevant industry issues and providing guidance on specifi c issues. Th e Council comprises representatives from Business Development, Property Management, Projects, HR, Communications and Business Administration.

A programme has been in progress since 2011 to increase the organisation's knowledge of business ethics and anti-corruption. Examples of such activities have been that all employees have been invited to lectures and group seminars involving corruption legislation. Employees are also provided with on-going information regarding issues that are discussed in the Sustainability Group and Business Ethics Council.

Since 2011, the Chairman of the Fabege Board has been involved in a legal process concerning a project in which Fabege is one of the part owners. Th e initial proceedings resulted in an acquittal, but the prosecutor elected to appeal the verdict and the case will be tried during 2013.

FABEGE'S CODE OF CONDUCT

Fabege's objective includes maintaining long-term relations with the company's stakeholders, providing a healthy work environment for employees and maintaining high business ethics in its operations. Th e Code of Conduct illuminates in Fabege's

Fabege Solna stad

Appetising seminars

During the year and in cooperation with Solna City, Fabege began to organise breakfast seminars for tenants in Solna Business Park. The initial seminars dealt with energy consumption and the recycling of food waste. Seminars on the traffi c situation in Solna and social responsibility are planned for the spring of 2013.

position in matters involving human rights, employment condition, environment, business ethics and communication.

A given ground for the Code of Conduct is that Fabege must respect all applicable laws and other regulations as well as generally accepted business practices, and comply with international standards on human rights, labour and the environment in accordance with the UN Global Compact's ten principles.

Th e Code of Conduct encompasses all Fabege employees regardless of position. Th e Board of Directors and Group Management have a special responsibility for ensuring application of the Code of Conduct. Its content is revised and monitored annually by Group Management. All managers with personnel responsibility are responsible for ensuring that the Code of Conduct is understood and complied with in their particular department/ sphere of responsibility. All employees have access to all of Fabege's policy documents via the company's intranet.

Th e Code of Conduct in its entirety is available on the fabege.se website.

Fabege Bee Urban

50,000 new tenants move to Luma

Bee Urban – a project designed to stimulate pollination – provides 50,000 new tenants to Hammarby Sjöstad. They will live in a bee hive on the roof of the Luma property.

Did you know that about one-third of what we eat is pollinated by a honeybee? The demise of bees would mean that we would not have access to fruit or vegetables. Reports worldwide in recent years indicate that bees are increasingly diminishing or dying out to a greater extent than usual.

On 6 August, and with the assistance of Bee Urban, 50,000 new tenants moved into Luma. The aim is to contribute to biological diversity and the pollination effect, thereby helping to put in place a remedy for bee deaths.

Fabege – a committed company

Fabege is involved in various ways in the local communities in which the company has its properties, as well as in projects that change the conditions for people in more remote places.

RETOY

In Hammarby Sjöstad, Fabege supports Retoy, a project focused on sustainability and human rights. Using various games, the project aims to teach children and parents about the Children's Convention, sustainable consumption and global ramifi cations. Retoy is active through the Play for Sustainability Collection Foundation, which also includes the cooperation of the Stockholm City Library, UNICEF and the Museum of Science and Technology.

FABEGE SUPPORTS SOS CHILDREN'S VILLAGES

Fabege has fi nanced the construction of a family house in the Cibitoke SOS Children's Village in Burundi, Africa, and the company continues to assume responsibility for current costs for the house and its family, which consists of an SOS mother and ten children ranging in age from 2 to 10. Overall, the village provides approximately 150 children with a new home, a new family, education and a chance for a dignifi ed life. It also includes schools and a medical clinic accessible to children living in the village and the surrounding area.

CLOWNS WITHOUT BORDERS

Clowns Without Borders off ers "laughter where it is most needed". Th e organisation, which is international and non-profi t making, aims to create hope and joy among exposed children. In the case of children in war-stricken areas, for instance, it is crucial to be able to laugh and forget everyday events. Using culture as a peace-making tool and by means of acrobatics and performances, the group works on strengthening the child's selfesteem and identity. During the past year, Fabege commenced cooperation with Clowns Without Borders.

Anthony Cooks, operational manager at Fabege, is a member of Clowns Without Borders and participated in the performance at Fabege's spring event.

Customer proximity

We build trust and long-term customer relationships by arriving in time, doing our homework and providing the best possible service based on the customer's requirements.

We get to know customers, employees and suppliers through an open, attentive and personal approach.

Business orientation

We set and gain acceptance for clear goals and we actively follow them up.

We act with competence and look for win-win solutions.

We make sure we use all accessible resources, be it within knowledge, skills or tools.

Speed

We are effi cient, we prioritise fast decisions, provide prompt feedback and offer simple solutions.

We act with clarity, we make things happen, and make sure deadlines are met.

SPEAK Our core values

Informality

We show respect by being open and attentive to our colleagues, customers and suppliers.

We are more important than I. We are team players and strive to work together and ensure cohesion in the team.

We are humble and show courage by daring to ask for help and sharing our knowledge with others.

Entrepreneurship

We see opportunities and do not get hindered by problems.

We are creative, encourage new ideas and dare to try unconventional solutions.

We show our commitment by ensuring that adopted decisions are implemented.

About Fabege's 2012 sustainability report

This is Fabege's second sustainability report according to the GRI guidelines for voluntary reporting of sustainability information. Fabege reports on its sustainability work annually and the sustainability report is included as part of Fabege's 2012 Annual Report, which pertains to the 2012 financial year. Fabege reports in accordance with level C, GRI version 3.0. The information in the sustainability report has been reviewed by a third party, who confirms that it fulfils GRI's information requirements for application level C.

has been selected on the basis of Fabege's most significant issues, given its operations and their impact relationship on the environment and society. Fabege's sustainability team, with representatives from various parts of the organisation, has identified the significant issues. In addition, views presented during the year's stakeholder dialogue have also been taken into account. Fabege aims for the sustainability report and the 2012 Annual Report to satisfy its stakeholders' information requirements and to provide a comprehensive overview of Fabege's economic, environmental and

social work and results.

Unless otherwise indicated, the information pertains to the entire Fabege Group. In other cases, clarifying comments are provided in the GRI Index for each indicator.

This Index includes the standard information that is mandatory for application level C, additional standard information that Fabege has decided to report on and all core indicators in GRI's protocol 3.0, as well as the indicators from the Construction and Real Estate Sector Supplement (CRESS) upon which Fabege reports.

The content of the sustainability report

Comments

to the index are available in the Sustainability report at www.fabege.se.

Key

Reference www/GRI Index = complete GRI Index on Fabege's website.

Fully reported Not reported
-- -- ---------------- --------------

Partly reported Not relevant to Fabege's operations

Standard information/indicators Reference
1 STRATEGY AND ANALYSIS
1.1 Comments by the CEO 45
1.2 Risks and opportunities 2, 44–49, 52–53
2 ORGANISATION
2.1 Name of the organization 60
2.2 Primary brands, products and/or services Cover–1, 8–17
2.3 Operational structure Cover, 53
2.4 Location of headquarters 83
2.5 Countries where the Group operates Cover, 1
2.6 Nature of ownership 95–96
2.6 Markets served Cover, 1
2.8 Scale of the reporting organization Cover–1
2.9 Significant changes during the reporting period www/GRI Index
2.10 Awards received during the reporting period 48

3 REPORT PARAMETERS

Report profile
3.1 Reporting period 56
3.2 Date of most recent report www/GRI Index
3.3 Reporting cycle 56
3.4 Contact persons 98
Scope and boundary of report
3.5 Process for defining report content 56
3.6 Boundary of the report 56
3.7 Specific limitations on the scope or boundary
of the report
56
3.8 Basis for reporting on joint ventures 56, 72–73
3.10 Explanation of the reasons for and effect of any
restatements of information
www/GRI Index
3.11 Significant changes in the scope, boundary or
measurement methods compared with reports in
prior years
www/GRI Index
Standard information/indicators Reference
Assurance
3.12 GRI Index www/GRI Index
3.13 Policy and current practice regarding external
verification
56
4 GOVERNANCE, COMMITMENTS AND STAKEHOLDER RELATIONSHIPS
Governance
4.1 Governance structure of the organization 83–91
4.2 Chairman's position 86, 90–91
4.3 Number of independent, non-executive
Board members
86, 90–91
4.4 Mechanisms for shareholders and employees to
provide recommendations or directions to the
Board or management
50, 53, 81
4.8 Internally prepared policies and guidelines 46, 48, 51–53, 84
4.12 Externally charters, principles or other initiatives 45–48, 52–53
4.13 Memberships in associations 50
Stakeholder engagement
4.14 List of stakeholder groups 50–53, 56
4.15 Basis for identification and selection of stakeholders 53, 56
4.16 Approach for the stakeholder dialogue 50, 52–53, 56
4.17 Key topics and concerns that have been raised
through stakeholder engagement, and how the
organization has responded to these
52–53

INDICATORS

ECONOMIC PERFORMANCE INDICATORS
EC1 Direct economic value generated and distributed 70
EC2 Financial implications and other risks and
opportunities due to climate change
2, 45–49
EC3 Coverage of the organization's defined-benefit
plan obligations
70, 76
EC4 Significant financial assistance received from
government
www/GRI Index
EC6 Policy, practices, and proportion of spending on
locally-based suppliers at significant locations of
operation
EC7 Procedures for local hiring of employees and
senior management team
www/GRI Index
EC8 Development and impact of infrastructure
investments and services provided primarily
for public benefit
48
ENVIRONMENTAL PERFORMANCE INDICATORS

EN1 Materials used by weight or volume

EN2 Percentage of materials used that are recycled
input materials
Standard information/indicators Reference
Energy
EN3 Direct energy consumption by primary energy source
EN4 Indirect energy consumption by primary energy
source
44, 46, 48
EN5 Energy saved due to conservation and effi ciency
improvements
44–48
EN6 Intiatives to provide energy effi cient or renewable
energy based products and services
2, 45–48
EN7 Initiatives to reduce indirect energy consumption
and reductions achieved
45–48
EN8 Total water withdrawal by source 48
Biodiversity
EN11 Location and size of land owned, leased, mana
ged in, or adjacent to, protected areas and areas
of high biodiversity value outside protected areas
EN12 Description of signifi cant impacts of activities,
products, and services on biodiversity in protected
areas and areas of high biodiversity value outside
protected areas
Emissions, Effl uents and Waste
EN16 Total direct and indirect greenhouse-gas emissions 48
by weight
EN17 Other relevant indirect greenhouse-gas emissions
by weight
EN18 Initiatives to reduce greenhouse gas emissions and
reductions achieved
2, 44–49
EN19 Emissions of ozone-depleting substances by weight
EN20 NO, SO, and other signifi cant air emissions by
type and weight
www/GRI Index
EN21 Total water discharge by quality and destination www/GRI Index
EN22 Total weight of waste by type and disposal method 48–49
EN23 Total number and volume of signifi cant spills www/GRI Index
Products and Services
EN26 Initiatives to mitigate environmental impacts of pro
ducts and services, and extent of impact mitigation
42–47
EN27 Percentage of products sold and their packaging
materials that are reclaimed by category
Other
EN28 Monetary value of signifi cant fi nes and total number
of non-monetary sanctions for noncompliance with
environmental laws and regulations
www/GRI Index
EN29 Signifi cant environmental impacts of transportation www/GRI Index
SOCIAL INDICATORS
Labour practices and decent work
LA1 Total workforce by employment type, employment 51
contract, and region
LA2 Total number and rate of new employee hires and
employee turnover by age group, gender, and
region
51, www/GRI Index
Relation between employees and management
LA4 Percentage of employees covered by collective
bargaining agreements
51
LA5 Minimum notice period(s) regarding signifi cant
operational changes
www/GRI Index
Occupational health and safety
LA6 Percentage of workforce represented in formal
work-environment committees Work environment
– Health and safety
50
LA7 Rates of injury, occupational diseases, lost days,
and absenteeism, and number of work-related
51
fatalities by region and by gender
LA8 Education, training, counselling, prevention
and risk–control programmes in place to assist
workforce members, their families, or community
members regarding serious disease
www/GRI Index
Standard information/indicators Reference
Education
LA10 Average hours of training per year per employee
by gender, and by employee category
LA12 Percentage of employees receiving regular career
development reviews
50, www/GRI Index
Diversity and equal opportunity
LA13 Composition of governance bodies and break
down of employees per employee category by
indicators of diversity
51, 76, 90–91
LA14 Ratio of basic salary of men to women by
employee category
Human rights
HR1 Percentage and total number of signifi cant investment
agreements that have undergone human-rights
screening
HR2 Percentage of signifi cant suppliers that have under
gone human-rights screening, and actions taken
www/GRI Index
Non-discrimination
HR4 Total number of incidents of discrimination and
corrective actions taken
www/GRI Index
Freedom of association and collective bargaining
HR5 Operations identifi ed in which the right to exercise
freedom of association and collective bargaining
may be at signifi cant risk and actions taken
45, 52,
www/GRI Index
HR6 Operations identifi ed as having signifi cant risk
for incidents of child labour and actions taken
45, 52,
www/GRI Index
HR7 Operations identifi ed as having signifi cant risk
for incidents of forced labour and actions taken
45, 52,
www/GRI Index
Society
SO1 Design and scope of programmes and practices
that assess and manage the impacts of operations
on society/communities
46–47,
www/GRI Index
SO2 Percentage and total number of business units
analysed for risks related to corruption
www/GRI Index
Corruption
SO3 Percentage of employees trained in anti-corruption
policies and procedures
53, www/GRI Index
SO4
Politics
Actions taken in response to incidents of corruption www/GRI Index
SO5 Public policy positions and participation in
lobbying
www/GRI Index
Anti-competitive behaviour
SO7 Legal actions for anti-competitive behaviour,
anti-trust and monopoly practices
53
Compliance
SO8 Monetary value of fi nes and number of sanctions
for noncompliance with laws and regulations
53, www/GRI Index
Customer health and safety
PR1 Life-cycle stages in which health and safety
impacts of products and services are assessed and
the percentage of products and services subject to
such procedures
46–49
Product and service labelling
PR3 Type of product and service information required
by procedures, and percentage of products and
services subject to such information requirements
47
Product development
PR5 Practices related to customer satisfaction, including
results of surveys
7, 16
Market communications
PR6 Programs for adherence to laws, standards, and
voluntary codes related to marketing communica
tions, including advertising, PR and sponsorship
53
CRESS
CRE 8 Type and number of sustainability certifi cation,
rating and labelling schemes for new construction,
management, occupation and redevelopment.
44–48

The 2012 fi nancial year

Quarter 1 January–March 2012

  • The rental market remained strong with healthy demand for offi ce premises in Stockholm.
  • New lettings totalled SEK 108m (40). During the quarter, several agreements in the project portfolio were signed, of which the largest pertained to the Swedish Tax Agency (net SEK 60m). Net lettings amounted to SEK 88m (13).
  • Profi t from property management rose to SEK 125m (113). The increase was primarily attributable to rental growth through solid net lettings and completed projects as well as to lower costs stemming from a milder winter.
  • The surplus ratio was 64 per cent (62).
  • The property portfolio showed continued unrealised value growth of SEK 406m (291), of which projects accounted for SEK 222m (65).
  • The defi cit value in the derivative portfolio was reduced by SEK 220m (109) due to rising long-term interest rates.
  • After-tax profi t for the quarter was SEK 561m (378).

Quarter 2 April–June 2012

  • The rental market remained strong with healthy demand for offi ce premises in Stockholm.
  • New lettings amounted to SEK 76m (59). During the quarter, several agreements in the project portfolio were signed. Net lettings amounted to SEK 43m (47).
  • Profi t from property management was SEK 157m (157). Increased rental income from healthy net lettings and completed projects was offset by somewhat higher operating expenses and higher net interest expense.
  • The surplus ratio was 70 per cent (72).
  • The property portfolio showed continued unrealised value growth of SEK 403m (250), of which projects accounted for SEK 293m (65).
  • The defi cit value in the derivative portfolio rose SEK 120m (71) due to falling long-term interest rates.
  • In light of the Supreme Administrative Court's verdict in what is known as the Cyprus case and the ensuing uncertain legal scenario, Fabege has resolved to post a provision of SEK 1,900m for ongoing tax cases.
  • The after-tax result for the quarter was a loss of SEK 1,387m (profi t: 278).
  • Three properties were sold for a combined consideration of SEK 476m.

Financial reporting 2012

Contents Page
Directors' report 60
Consolidated, Statement of comprehensive income 66
Consolidated, Statement of fi nancial position 67
Consolidated, Statement of changes in equity 68
Consolidated, Cash fl ow statement 69
Parent Company, Profi t and loss acccounts 70
Parent Company, Balance sheets 70
Parent Company, Statement of changes in equity
Parent Company, Cash fl ow statement
Notes
Note 1
General information
72
Note 2
Accounting policies
72
Note 3
Financial instruments and fi nancial risk management
75
Note 4
Signifi cant estimates and assessments
for accounting purposes 75
Note 5 Reporting by segment 76
Note 6 Employees and salary expenses, etc. 76
Note 7 Rental income 77
Note 8 Property expenses 77
Note 9 Central administration and marketing 77
Note 10 Realised and unrealised changes in value,
investment properties 77
Note 11 Profi t/loss from other securities and receivables
that are fi xed assets 77
Note 12 Interest income and interest expenses 78
Note 13 Changes in value, shares 78
Note 14 Tax on profi t for the year 78
Note 15 Investment properties 78
Note 16 Equipment 79
Note 17 Interests in associated companies 79
Note 18 Receivables from associated companies 79
Note 19 Other long-term securities holdings 79
Note 20 Other long-term receivables 80

Quarter 3 July–September 2012

  • The rental market remained strong with healthy demand for offi ce premises in Stockholm.
  • New lettings amounted to SEK 48m (62). During the quarter, several agreements in the project portfolio were signed. Net lettings amounted to SEK 15m (51).
  • Profi t from property management was SEK 154m (133). Increased rental income from strong net lettings and completed projects was countered by somewhat higher operating expenses and higher net interest expense due to greater indebtedness.
  • The surplus ratio was 72 per cent (69).
  • The property portfolio showed continued unrealised value growth of SEK 255m (231), of which projects accounted for SEK 102m (70).
  • The defi cit value in the derivative portfolio rose SEK 233m (301) due to falling long-term interest rates.
  • Interest rates were hedged on a further SEK 2bn through interest-rate swaps extending over fi ve and seven years, respectively.
  • After-tax profi t for the quarter was SEK 118m (72).

Quarter 4 October–December 2012

  • The rental market remained stable with healthy demand for offi ce premises in Stockholm.
  • New lettings amounted to SEK 56m (80). Following the expected termination of Praktikertjänst's fi xed-term lease, net lettings declined SEK 5m (increase: 19).
  • Profi t from property management was SEK 257m (161). Increased rental income from strong net lettings and completed projects was countered by somewhat higher operating expenses and higher net interest expense due to greater indebtedness. Profi t from participations in associated companies was SEK 137m (8), most of which concerned items of a nonrecurring nature.
  • Increased costs during the quarter led to a surplus ratio of 65 per cent (69).
  • The property portfolio showed continued unrealised value growth of SEK 345m (321), of which projects accounted for SEK 167m (218).
  • The defi cit value in the derivative portfolio rose SEK 57m (134) due to falling long-term interest rates.
  • After-tax profi t for the quarter was SEK 620m (413).
  • Two properties were sold for a combined consideration of SEK 972m.
Note 21 Trade receivables 80
Note 22 Other receivables 80
Note 23 Shareholders' equity 80
Note 24 Overdraft facility 80
Note 25 Liabilities by maturity date 80
Note 26 Derivatives 80
Note 27 Deferred tax liability/asset 81
Note 28 Provisions 81
Note 29 Other liabilities 81
Note 30 Accrued expenses and deferred income 81
Note 31 Assets pledged as security and contingent liabilities 81
Note 32 Interest paid 81
Note 33 Changes in working capital 81
Note 34 Cash and cash equivalents 81
Note 35 Related-party transactions 82
Note 36 Dividend per share 82
Note 37 Adoption of the Annual Report 82
Note 38 Net turnover 82
Note 39 Operating expenses 82
Note 40 Profi t/loss from shares and interests in 82
Note 41 Shares and interests in Group companies 82
Note 42 Fees and compensation to auditors 82
Note 43 Events after the balance sheet date 82
Corporate Governance Report 83
The Board of Directors and Auditor 90
Goup Management 90
Signing of the Annual Report 92
Auditor's Report 93

Directors' Report

The Board of Directors and Chief Executive Officer of Fabege AB (publ), company registration number 556049–1523, hereby present their 2012 Annual Report for the Group and the Parent Company.

THE BUSINESS

Fabege is one of Sweden's leading property companies focusing on commercial premises. Th e business is concentrated to a small number of fast-growing priority sub-markets in the Stockholm region. Fabege manages and improves its existing properties while continuously developing its portfolio through sales and acquisitions. Realising value is an integral and key part of the business.

Th e transactions and investments made in 2012 continued to refl ect the focus on property holdings in the submarkets of Stockholm inner city, Solna and Hammarby Sjöstad. On 31 December 2012, Fabege owned 95 properties with a total rental value of SEK 2.3bn, lettable fl oor space of 1.1m sqm and a carrying amount of SEK 31.6bn, of which project properties accounted for SEK 2.8bn.

Commercial premises, primarily offi ces, represented 99 per cent of the rental value. Th e fi nancial occupancy rate for the portfolio as a whole was 92 per cent (90). Th e fi nancial occupancy rate for Fabege's total portfolio of investment properties was 93 per cent (92). New lettings totalled SEK 289m (241), while net lettings were SEK 141m (130).

Th e rents in renegotiated leases increased 7 per cent on average. During the year, several major leases were signed for project properties, the largest of which pertained to the Swedish Tax Agency (SEK 88m), Gant AB (SEK 15m) and Apoteket AB (SEK 10m). Several key negotiations and extensions of existing leases were conducted, including ones with Coop Sverige and Profi l Events.

REVENUES AND EARNINGS

Profi t for the year amounted SEK 2,032m (1,417). Aft er-tax profi t for the year was a loss of SEK 88m (profi t: 1,141) following a provision of SEK 1,900m posted for on going tax cases. An improvement in net operating income and positive value changes in the property portfolio contributed to profi t before tax improving compared with the preceding year. Earnings per share aft er tax amounted to a loss of SEK 0.54 (earnings: 7.01).

Rental income rose to SEK 1,869m (1,804) and the operating surplus rose to SEK 1,264m (1,227). Th e increase in rental income was attributable to positive net lettings and completed project properties. Th e surplus ratio remained unchanged at 68 per cent (68). In a comparable portfolio, rental income increased 3.5 per cent while operating income increased approximately 2.2 per cent. Positive net lettings will continue to generate

gradual growth in rental income in 2013 and 2014.

Realised changes in the value of properties amounted to SEK 167m (173), and unrealised changes in value totalled SEK 1,409m (1,093). Th e SEK 625m (675) unrealised change in the value of the portfolio of investment properties was primarily attributable to properties with increased rent levels and to a reduction in vacancy rates, as well as a marginally lower yield requirement. Th e project portfolio contributed to an unrealised change in value of SEK 784m (418), primarily due to development gains in major project properties.

Profi t from participations in associated companies was SEK 137m (9), most of which concerned items of a nonrecurring nature. Changes in the value of interestrate derivatives and equities amounted to SEK –237m (–413), and net interest expense increased to an expense of SEK 644m (expense: 609), due to greater indebtedness and somewhat rising average interest rates.

TAX

Th e tax expense for the year amounted to SEK 2,120m (expense: 276), of which SEK 1,900m was related to the provision for ongoing tax cases. Operating taxes are cal-

Property-related key fi gures

2012 2011 2010
No. of properties 95 97 103
Lettable area, '000 sqm 1,130 1,107 1,138
Financial occupancy rate, % 92 90 88
Rental value, SEKm 2,260 2,098 2,061
Surplus ratio, % 68 68 67

Business model contributions to earnings

SEKm Jan– Dec
2012
Jan–Dec
2011
Jan–Dec
2010
Profi t from Property Management 605 581 768
Changes in value (portfolio of investment properties) 625 675 579
Contribution from Property Management 1,230 1,256 1,347
Profi t from Property Management 88 –17 14
Changes in value (profi t from Property Development) 784 418 264
Contribution from Property Development 872 401 278
Contribution from Transactions
(Realised changes in value)
167 173 237
Total contributions from operations 2,269 1,830 1,862

culated at a rate of 26.3 per cent on taxable earnings. Property sales resulted in combined deferred tax income of SEK 70m. Th e adjustment of the corporate tax rate to 22 per cent resulted in deferred tax income of SEK 134m, which was recognised in the fourth quarter.

CASH FLOW

Profi t contributed SEK 752m (748) to liquidity. Aft er a decline of SEK 247m (increase: 1,198) in working capital, which varies primarily due to the impact of occupancy/fi nal settlement for acquired and divested properties, the liquidity of operating activities changed by SEK 505m (1,946). Acquisitions of and investments in properties exceeded property sales by SEK 1,261m (1,527). Accordingly, the total change in liquidity resulting from operating activities was a negative SEK 756m (419). Cash fl ow during the fullyear was charged with SEK 487m (489) for the payment of dividends. Aft er the increase in debt, consolidated cash and cash equivalents totalled SEK 200m (74).

FINANCING

Fabege employs long-term credit lines subject to fi xed terms and conditions. At 31 December 2012, these had an average maturity of 5.1 years. Th e company's lenders are the major Nordic banks.

Interest-bearing liabilities at year-end totalled SEK 18,035m (16,755) and the average interest rate was 3.80 per cent excluding and 3.93 per cent including commitment fees on the undrawn portion of committed credit facilities. Th e average fi xed interest term was 3.4 years, including the eff ects of derivative instruments.

Th e average fi xed interest term for variable-interest loans was 64 days. Following interest-rate fi xing in the third quarter, Fabege's derivatives portfolio comprises interest-rate swaps totalling SEK 7,000m with terms of maturity extending through 2021 and carrying fi xed interest at annual rates of between 1.87 and 2.73 per cent before margins, as well as cancellable swaps totalling SEK 7,550m at rates of between 2.87 and 3.98 per cent before margins and maturity between 2013 and 2018. Interest rates on 81 per cent of Fabege's loan portfolio were fi xed using fi xed-income derivatives.

Th e derivatives portfolio is measured at market value and the change in value is recognised in profi t or loss. At 31 December 2012, the recognised negative fair value of the portfolio was SEK 854m (664). Th e derivatives portfolio was measured at the present value of future cash fl ows. Th e change in value is of an accounting nature and has no impact on the company's cash fl ow. At the due date, the market value of derivative instruments is always zero.

Fabege has a commercial paper programme in an amount of SEK 5,000m. At the end of the year, outstanding commercial paper amounted to SEK 2,740m, compared with SEK 1,719m at the beginning of the year. Fabege has available long-term credit facilities covering all outstanding commercial paper at any given time. At 31 December 2012, the company had unutilised committed lines of credit of SEK 3,955m. At year-end, Fabege also had a total of SEK 1,045m in bonds outstanding within the framework of its bond programme, which was launched in Decem-

% 50 55 60 65 70 75 80 03 04 05 06 07 08 09 10 11 12 Results Target: 70% Surplus ratio

The surplus ratio has improved steadily and Fabege believes that the target of 70 per cent will be attained during 2013.

ber 2011. Th e programme, which has a limit of SEK 5,000m, was introduced via the co-owned company Svensk Fastighetsfi nansiering AB (SFF). Th e bonds are secured by collateral in property mortgage deeds. SFF is jointly owned by Fabege, Wihlborgs and Peab. Fabege owns 33.3 per cent of the company. Th e aim is to expand the company's fi nancing base with a new source of fi nancing.

In December, Fabege's co-owned company, Visio Exploatering AB, issued a covered bond in the amount of SEK 1,250m via Swedish Fastighetsfi nansiering II AB.

Net fi nancial items included nonrecurring expenses totalling SEK 15m, primarily pertaining to new mortgage deeds.

Th e total loan volume at year-end included SEK 765m in loans for projects. Th e loan volume for projects averaged SEK 1,142m during the year, of which interest of SEK 35m has been capitalised

FINANCIAL POSITION AND NET ASSET VALUE

Shareholders' equity amounted to SEK 11,404m (11,890) at year-end and the equity/assets ratio was 34 per cent (39). Shareholders' equity per share totalled SEK 70 (73). Excluding deferred tax on fair value adjustments of properties, net asset value per share was SEK 80 (84).

ACQUISITIONS AND SALES

During the second quarter, an exchange transaction was completed with Gamla Livförsäkringsbolaget, SEB Trygg Liv whereby the previously resolved divestment of land in Hammarby Sjöstad to Oscar Properties was fi nalised. During the fourth quarter, the property on Klamparen 10, Kungsholmen, was sold to KLP.

Equity/assets ratio

Although the equity/assets ratio declined by 5 percentage points during 2012 due to the decision to post a provision of SEK 1.9bn for ongoing tax cases, the ratio continued to comfortably exceed the target of 30 per cent.

Rental income and net operating income

Rental income increased in 2012 as a result of positive net lettings and completion of project properties.

An additional minor land site in Åkersberga was divested. A total of fi ve properties were divested for SEK 1,448m during the year and the remaining 50 per cent of an already co-owned property was acquired for SEK 150m. Th e transactions generated profi t of SEK 167m (173) before taxes and SEK 237m (166) aft er taxes.

INVESTMENTS IN EXISTING PROPERTIES AND ONGOING PROJECTS

During 2012, decisions were made on major project investments for SEK 2,379m (1,818). Investments of SEK 2,023m (1,457) during the year in existing properties and projects pertained to land, new builds, extensions and conversions.

In 2012, the following major property projects were completed: Bocken 39 (Lästmakargatan), Uarda 5 (Arenastaden), Apotekaren 22 (Norrmalm) and Klamparen 10 (Kungsholmen). Th e approved investments in the projects Nöten 4 (Solna Strand) and Skeppshandeln 1 (Hammarby Sjöstad) are proceeding according to plan.

PARENT COMPANY

Sales during the year amounted to SEK 100m (102) and profi t before appropriations and tax was SEK 357m (1,389). Net fi nancial items included dividends from subsidiaries of SEK 800m (2,000). Net

investments in property, equipment and shares totalled a cost of SEK 336m (income: 5).

SHARES AND SHARE CAPITAL

Fabege's share capital at year-end was SEK 5,097m (5,097), represented by 165,391,572 shares (165,391,572). All shares carry the same voting rights and entitle the holder to the same share of the company's capital. Th e quotient value was SEK 30.82 per share.

Th e following indirect or direct shareholdings in the company represent one tenth or more of the votes for all shares in the company:

Shareholding 31 Dec 2012 Share of votes, %
Brinova Inter AB 15.1

Th rough Fabege's profi t-sharing fund and the Wihlborgs & Fabege profi t-sharing fund, the employees of Fabege own a total of 434,879 shares, representing a stake of 0.26 per cent in the company.

ACQUISITION AND DIVESTMENT OF TREASURY SHARES

Th e 2012 AGM passed a resolution empowering the Board, no later than up to the next AGM, to buy back and transfer shares in the company. Share buybacks are subject to a limit of 10 per cent of the total number of outstanding shares at any time. No shares were repurchased during the year. Following a decision by the Board, 1,330,374 treasury shares were divested at year-end on the Stockholm Stock Exchange. At 31 December 2012, the company held 1,836,114 treasury shares, representing 1.1 per cent of the total number of registered shares. Following yearend, all treasury shares were divested.

ASSET MANAGEMENT

Capital structure

Fabege's asset management activities are designed to generate the best return for shareholders among property companies listed on the Stockholm Stock Exchange. Th e company seeks to optimise its equity/ debt ratio to ensure that its capital base is suffi cient in relation to the nature, scope and risks of the business. Under its adopted targets for capital structure, the company aims to have an equity/assets ratio of at least 30 per cent and an interest coverage ratio of at least 2.0 (including realised changes in value).

Current key fi gures are shown in the fi ve-year summary on page 99.

Debt management

Th e main task of Fabege's debt-management activities is to ensure that the com-

RISKS AND UNCERTAINTIES

Risks and uncertainties relating to cash fl ow from operations are primarily attributable to changes in rents, vacancies and interest rates. Another source of uncertainty is changes in the value of the property portfolio. A detailed description of the impact of these changes on consolidated cash fl ow and the company's key fi gures is given in the sensitivity analyses.

Financial risk, defi ned as the risk of insuffi cient access to long-term funding through loans, and Fabege's management of this risk are described in Note 3.

Th e sensitivity analysis refers to Fabege's property holdings and balance sheet on 31 December 2012. It shows the eff ects on the Group's cash fl ow and profi t aft er fi nancial items on an annualised

basis aft er taking account of the full eff ect of each parameter. Earnings are also aff ected by realised and unrealised changes in the value of properties and derivatives.

Sensitivity analysis – cash fl ow and earnings

Change Effect, SEKm
Rental income, total 1% 18.7
Rental level,
commercial income
1% 19.8
Financial occupancy rate, % 1%-point 22.5
Property expenses 1% 6.1
Interest expenses 20131) 1%-point 10.0
Interest expenses,
longer-term perspective2)
1%-point 180.0

1) The effect of the change in interest expenses in 2013 presupposes a 1 per cent change in the interest-rate curve and an unchanged loan volume and period of fi xed interest, with impact as of 1 January 2013.

2) Change of 1 per cent in total outstanding loan volume.

Rental income

Fabege's property portfolio is highly concentrated to sub-markets with good growth prospects in Stockholm inner city, Solna and Hammarby Sjöstad. Since commercial premises with an emphasis on offi ce space account for the entire business, employment and the offi ce market trend in Stockholm are of considerable signifi cance to Fabege. Because the commercial leases have a term of several years, the full impact of changes in rents will not be felt in any single year.

New leases normally have a term of three to fi ve years and are subject to nine months' notice with an index clause linked to infl ation. Rents for the company's lease portfolio are currently deemed to be in line with market levels. Normally, about 20 per cent of the lease portfolio is

pany has a stable, well-balanced and costeffi cient fi nancial structure at all times through borrowing in the bank and capital markets. Th e company's fi nancial policy, which is described in greater detail in Note 3, defi nes how fi nancial risks should be managed.

Dividends

Under its dividend policy, Fabege aims to pay a dividend to its shareholders comprising the part of the company's profi t that is not required for the consolidation or development of the business. In current market conditions, this means that the dividend will comprise at least 50 per cent of profi t from property management activities and realised gains from the sale of properties aft er tax.

TAX SITUATION

Current tax

Tax-loss carryforwards, which are expected to reduce tax expenses in future years, are estimated at SEK 4.6bn (4.4). Payment of income tax can also be delayed through tax depreciation of the properties. In case of a direct sale of property, profi t for tax purposes, defi ned as the diff erence between the selling price and the tax residual value of the property, is realised. If the sale is made in the form of

a company, this eff ect can be reduced. It is generally expected that current tax will remain low over the next few years.

Deferred tax liability/tax asset

On 31 December 2012, the diff erence between the book and tax residual values of Fabege's property portfolio was approximately SEK 12.8bn (11.2).

Adjustment of the corporate tax rate to 22 per cent gave rise to deferred tax revenue of SEK 134m, which was recognised in the fourth quarter.

On 31 December 2012, net deferred tax liabilities were SEK 588m (390), as shown in the following specifi cation, see table.

Deferred tax attributable to SEKm
– tax-loss carryforwards –1,020
– difference between book and tax
values in respect of properties
1,799
– defi cit, derivatives –189
– other –2
Net debt, deferred tax 588

Ongoing tax cases

Th e Tax Agency has in several decisions announced that companies in the Fabege Group will have their taxable incomes increased in respect of a number of property sales made through limited partnerships. Th e transactions derive from Tornet, the old Fabege and Wihlborgs during the years 2003–2005.

At 31 December 2012, the total increase in taxable income remained unchanged at SEK 8,368m (8,368). Th e decisions have resulted in a combined tax demand, including miscellaneous charges and fees, of SEK 2,704m (2,681).

On 30 May 2012, the Supreme Administrative Court (SAC) announced a verdict in what is known as the Cyprus case. Th e SAC's ruling entails that the Swedish Tax Evasion Act was deemed applicable in the Cyprus case and that the transaction has to be taxed. In view of the verdict by the SAC and the uncertain legal position that has arisen, Fabege has decided to post a provision of SEK 1,900m. Th is assessment is based on a review and evaluation of each individual case. Th e diff erence in relation to the demand made by the Swedish Tax Agency (STA) is based on matters that are evidently unrelated to SAC's verdict and what Fabege deems to be erroneous reasoning in the STA's argumentation. Th e remaining amount pursuant to the STA's total requirements, i.e. approximately SEK 800m, will be recognised as a contingent liability, as in previous fi nancial statements.

In summary, Fabege strongly contests the tax demands resulting from the Tax Agency's and Administrative Court's decisions and has appealed the decisions.

renegotiated each year. At year-end, Fabege's average remaining term for commercial leases was 3.8 years.

Property expenses

Property expenses include running and maintenance expenses, property tax, ground rent and expenses for administration and lettings. Running costs largely consist of tariff -based expenses such as heating, electricity and water. Fabege is pursuing a structured eff ort to reduce its consumption of heating, electricity and water, with a target of achieving 20 per cent lower consumption over a fi ve-year period as of 2010. Fabege also conducts lease negotiations and works continuously to optimise running costs. A large share of the Group's expenses is passed on to the

tenants, which reduces exposure. Th e standard of the property management portfolio is deemed to be high.

Interest expenses

Th e strategic focus is to ensure stable, well-balanced and cost-eff ective fi nancing. Fabege employs fi nancial instruments, mainly in the form of interest-rate swaps, to limit the interest-rate risk and fl exibly adjust the average fi xed-rate term of the loan portfolio. At year-end, the fi xed-rate term of the loan portfolio was about 3.4 years. Changes in the value of derivatives are recognised in profi t or loss.

Property values

Properties are recognised at fair value and changes in value are recognised in profi t

or loss. Fabege's properties are concentrated to central Stockholm and near-by areas. As a result of stable customers and modern premises in good locations, Fabege's prospects for maintaining property values even in a weaker economic climate are good. Continued development of project properties generates capital growth in the portfolio. Th e table below shows the eff ect on earnings, equity/assets ratio and loan-to-value ratio of a 1 per cent change in the value of a property.

Sensitivity analysis – property value

Change
in value
before tax, %
Impact on
earnings,
SEKm
Equity/
assets
ratio, %
Loan-to
value ratio
properties, %
+1 247 34.2 56.4
0 0 33.8 57.0
–1 –247 33.4 57.6

Fabege is adhering to its view that the sales were accounted for and declared in compliance with applicable rules. Fabege believes that the Swedish Tax Agency and the Swedish Administrative Court have disregarded several key aspects and that the verdicts are thereby incorrect.

Fabege also contends that SAC's verdict in the Cyprus case is not immediately applicable to Fabege's cases, since there are both organisational and commercial reasons for why the transactions under review were implemented in this manner. Th is belief is shared by external legal experts and tax advisors who have analysed the divestments, the STA's argumentation and the verdicts concerned.

Th e various partners of the limited partnerships reported and declared their share of the proceeds in full compliance with applicable tax rules. Th e sales resulted in low income tax, but it should be pointed out that in the Tax Agency's own opinion it is perfectly permissible and acceptable to sell commercial properties tax-free in packaged form; meaning that the small amount of tax resulting from the sales was neither unexpected nor controversial. Th e manner in which the properties were sold was chosen exclusively for business reasons, and not to reduce the amount of tax payable. Th e most immediate alternative, which was to sell the properties through limited liability companies, would not have resulted in a higher tax charge for any company in the Group. Th e type of property transaction, through a trading/limited partnership, on which the Tax Agency has based its tax rulings has been common practice in the industry.

Th e processes have now been passed on to the Swedish Administrative Court of Appeal and Fabege has been granted a respite for the payment of taxes until the Swedish Administrative Court of Appeal has issued a verdict. A verdict is expected in the fi rst half of 2013. Backed by a strong balance sheet and available facilities, Fabege is capable of coping with potential forthcoming payments.

All of the transactions completed by the Fabege Group on the basis of the socalled Holland solution are now subject to review. Since Fabege does not believe that

the Tax Agency will make further claims, it believes that the above fi gures concerning increased taxes and tax demands will not rise. Any changes in current assessments and any court rulings will be announced through separate press releases. Th e status of ongoing cases is always reported in interim reports.

THE WORK OF THE BOARD OF DIRECTORS

A separate description of the work of the Board of Directors is given in the Corporate Governance Report on page 83.

ENVIRONMENT

Fabege does not conduct activities that are subject to permit and notifi cation requirements under Chapter 9, Section 6 of the Environmental Code. Of Fabege's tenants, only a few conduct such activities. More information about Fabege's environmental work is given in the Sustainability Report on page 44.

HUMAN RESOURCES

Th e average number of employees in the Group during the year was 119 (124), including 39 (44) women and 80 (80) men. A total of 30 people were employed in the Parent Company (32). At year-end, the number of employees was 129 (122), including 45 (43) women. See also page 76, Note 6. Th e retirement age is 65. Pension benefi ts should be equivalent to the ITP supplementary pension plan for salaried employees in industry and commerce or be contribution-based with a maximum contribution of 35 per cent of the pensionable salary. Termination salary and severance pay must not exceed 24 months in total.

GUIDELINES FOR REMUNERATION AND OTHER EMPLOYMENT TERMS FOR MANAGEMENT

Company management is defi ned as the Chief Executive Offi cer and other senior executives in Group Management. All Directors, with the exception of the CEO, are responsible for preparing a draft statement of principles governing remuneration and other terms of employment for company management, and for preparing decisions on the CEO's remuneration and other terms of employment.

Th e 2012 AGM resolved to adopt the following guidelines for compensation and other terms of employment for management:

Remuneration is to be market aligned and competitive. Responsibility and performances that coincide with shareholders' interests are to be refl ected in the remuneration. Th e fi xed salary is to be reevaluated annually. In addition to fi xed salary, remuneration may be paid for target-related performance. Such remuneration is to depend on the extent to which pre-defi ned targets have been achieved within the framework of the company's activities. Th e targets comprise fi nancial and non-fi nancial criteria. Remuneration in addition to fi xed salary is to be subject to a ceiling and tied to the fi xed salary. Variable remuneration is limited to a maximum of three (3) monthly salaries.

Variable remuneration paid to company management must not exceed a maximum total annual cost for the company of SEK 2.1m (excluding social security fees), calculated on the basis of the number of persons who currently constitute senior executives. Other benefi ts, where applicable, may only constitute a limited portion of the remuneration.

Th e company has a profi t-sharing fund covering all employees of the company. Allocations to the profi t-sharing fund are to be based on the achieved return on equity and be subject to a ceiling of one (1) base amount per year per employee.

Th e retirement age is 65. Pension benefi ts should be equivalent to the ITP supplementary pension plan for salaried employees in industry and commerce or be of the defi ned-contribution type with a maximum contribution of 35 per cent of pensionable salary. Termination salary and severance pay must not exceed 24 months in total.

Information about remuneration paid to senior executives in 2012 is provided in Note 6.

Th e Board proposes unchanged principles governing variable remuneration ahead of the 2013 Annual General Meeting. A complete version of the Board's proposal will be included in the AGM documents, which are published on Fabege's website.

OUTLOOK FOR 2013

Both the rental market and transaction market strengthened during 2012. Th e development of the portfolio and the favourable net lettings trend enable Fabege to continue to generate and deliver contribution to profi t from all parts of its business model, meaning Property Management, Property Development and Transactions. Fabege is well equipped with a strong balance sheet and a well-situated property portfolio with healthy development potential. Despite weaker economic conditions and greater global uncertainty, we look forward to continued strong results in 2013, including:

  • Strengthening cash fl ow in the investment-property portfolio
  • Positive net lettings
  • Continued high rate of improvement in the portfolio
  • Value growth through projects and "attractive properties in good locations".

APPROPRIATION OF RETAINED EARNINGS

Shareholders at the Annual General Meeting are asked to decide on the appropriation of:

SEK
Retained earnings 1,721,058,046
Profi t for the year 335,735,891
Total 2,056,793,937

Th e Board of Directors and the Chief Executive Offi cer propose that the amount be allocated as follows:

SEK
496,174,716
1,560,619,221
2,056,793,937

Th e dividend amount is based on the total number of shares outstanding on 20 February 2013, i.e. 165,391,572 shares, and is subject to alteration up to and including the record date, depending on the buybacks of treasury shares.

STATEMENT OF THE BOARD OF DIRECTORS ON THE PROPOSED DIVIDEND

Grounds

Th e Group's equity has been calculated in compliance with IFRS standards, as adopted by the EU, the interpretations of these (IFRIC) and Swedish law through the application of Recommendation RFR 1 Supplementary Accounting Rules for Corporate Groups of the Swedish Financial Reporting Board. Th e Parent Company's equity has been calculated in accordance with Swedish law, applying recommendation RFR 2 Accounting for Legal Entities of the Swedish Financial Reporting Board. Th e Board of Directors has established that the company will have full coverage for its restricted equity aft er the proposed dividend. Th e Board considers

that the proposed dividend is defensible based on the criteria contained in the second and third paragraphs of Section 3 of Chapter 17 of the Swedish Companies Act (nature, scope and risks of the business, consolidation requirements, liquidity and other fi nancial circumstances). Th e Board would like to make the following comments pertaining thereto:

Nature, scope and risks of the business

Th e Board estimates that the company's and the Group's equity aft er the proposed dividend will be suffi cient in view of the nature and scope of the business and the associated risks. In this context, the Board has taken account of the company's equity/assets ratio, historical and budgeted performance, investment plans and the general economic environment.

Consolidation requirements, liquidity and other financial circumstances Consolidation requirements

Th e Board has made a general assessment of the company's and the Group's fi nancial position and its ability to meet its obligations. Th e proposed dividend constitutes 4.8 per cent of the company's equity and 4.3 per cent of consolidated equity. Th e stated target for the Group's capital structure – a minimum equity/assets ratio of 30 per cent and an interest coverage ratio of at least 2.0 – will be achieved even aft er the proposed dividend. In view of the current situation on the property market, the equity/assets ratio of the company and the Group is favourable. Against this background, the Board considers that the company and the Group are in a good position to take advantage of future business opportunities and withstand any losses that may be incurred. Planned investments have been taken into account in the proposed dividend payment. Nor will the dividend have any signifi cant impact on the company's or the Group's ability to make further commercially motivated investments in accordance with the adopted plans. In the Parent Company, some assets and liabilities have been measured at fair value in accordance with Chapter 4, Section 14 of the Swedish Annual Accounts Act.

Th e impact of this valuation, which reduced equity in the Parent Company by SEK 148m (reduction: 289), has been taken into account.

Liquidity

Th e proposed dividend will not aff ect the company's and the Group's ability to meet its payment obligations in a timely manner. Th e company and the Group have good access to liquidity reserves in the form of short and long-term credit. Agreed credit lines can be drawn at short notice, which means that the company and the Group are well prepared to manage variations in liquidity as well as any unexpected events.

Other financial circumstances Th e Board of Directors has assessed all other known circumstances that could be signifi cant to the company's and the Group's fi nancial position and that have not been addressed in the above. No circumstance has been discovered in the course of the assessment that would cast doubt on the defensibility of the proposed dividend.

Stockholm, 25 February 2013

Board of Directors

Consolidated

Statement of comprehensive income

SEK millions Note 2012 2011
Rental income 5, 7 1,869 1,804
Property expenses 8 –605 –577
Net operating income 1,264 1,227
Central administration and marketing 9 –64 –63
Profi t from other securities and receivables that are fi xed assets 11 23 13
Interest income 12 1 1
Share in profi t/loss of associated companies 17 137 9
Interest expenses 12 –668 –623
Operating profi t 1–6, 16, 18, 42 693 564
Realised changes in value, investment properties 10, 15 167 173
Unrealised changes in value, investment properties 10, 15 1,409 1,093
Changes in value, fi xed income derivatives 26 –190 –397
Changes in value, equities 13 –47 –16
Profi t before tax 2,032 1,417
Tax on profi t for the year 14 –2,120 –276
Total profi t/loss for the year –88 1,141
Comprehensive income/loss attributable to Parent Company shareholders –88 1,141
Earnings per share before dilution, SEK –0.54 7.01
Earnings per share after dilution, SEK –0.54 7.01
No. of shares at end of period before dilution, millions 163.6 162.2
No. of shares at end of period after dilution, millions 163.6 162.2
Average no. of shares before dilution, millions 162.4 162.7
Average no. of shares after dilution, millions 162.4 162.7

Consolidated Statement of fi nancial position

SEK millions Note 2012 2011
ASSETS
Investment properties 15 31,636 29,150
Equipment 16 1 1
Interests in associated companies 17 810 591
Receivables from associated companies 18 248 261
Other long-term securities holdings 19 183 165
Other long-term receivables 20 157 107
Total fi xed assets 33,035 30,275
Trade receivables 21 30 15
Other receivables 22 395 299
Prepaid expenses and accrued income 49 48
Cash and cash equivalents 34 200 74
Total current assets 674 436
TOTAL ASSETS 33,709 30,711
EQUITY AND LIABILITIES
Share capital 5,097 5,097
Other contributed capital 3,017 3,017
Retained earnings incl. profi t/loss for the year 3,290 3,776
Total shareholders' equity 23 11,404 11,890
Liabilities to credit institutions 25 11,385 13,521
Derivatives 26 854 664
Deferred tax liabilities 27 588 390
Provisions 28 120 148
Total long-term liabilities 12,947 14,723
Liabilities to credit institutions 24, 25 6,650 3,234
Trade payables 176 151
Provisions 28 23 47
Tax liabilities 14 1,909 17
Other liabilities 29 107 181
Accrued expenses and deferred income 30 493 468
Total current liabilities 9,358 4,098
TOTAL EQUITY AND LIABILITIES 33,709 30,711
Assets pledged as security 31 15,436 14,416
Contingent liabilities 31 2,124 3,376

Consolidated Statement of changes in equity

Attributable to Parent Company shareholders Minority interest Total equity
SEK millions Share capital Other
contributed
capital
Retained earnings
incl. profi t/loss
for the year
Total
Opening balance, 1 January 2011 5,097 3,017 3,162 11,276 11,276
Total profi t for the year 1,141 1,141 1,141
Total income and expenses for the period 1,141 1,141 1,141
Cash dividend –489 –489 –489
Share buybacks –38 –38 –38
Closing balance, 31 December 2011 5,097 3,017 3,776 11,890 11,890
Opening balance, 1 January 2012 5,097 3,017 3,776 11,890 11,890
Total profi t for the year –88 –88 –88
Total income and expenses for the period –88 –88 –88
Cash dividend –487 –487 –487
Divestment of treasury shares 89 89 89
Closing balance, 31 December 2012 5,097 3,017 3,290 11,404 11,404

Consolidated Statement of cash fl ows

SEK millions Note 2012 2011
OPERATING ACTIVITIES
Net operating income and realised changes in the value of existing properties excluding depreciation 1,431 1,407
Central administration –64 –63
Interest received and dividend 29 14
Interest paid 32 –644 –610
Income tax paid/received 0 0
Cash fl ow before change in working capital 752 748
CHANGE IN WORKING CAPITAL
Current receivables –112 1,142
Current liabilities –135 56
Total change in working capital 33 –247 1,198
Cash fl ow from operating activities 505 1,946
INVESTING ACTIVITIES
Investments and acquisition of properties –2,191 –1,986
Sale of properties, carrying amount at beginning of year 15 1,236 756
Acquisition of interests in associated companies 17 –266 –37
Acquisition of interests in other companies 19 –29
Sale of interests in associated companies 17 63
Other tangible fi xed assets –1
Other fi nancial fi xed assets –103 –230
Cash fl ow from investing activities –1,261 –1,527
FINANCING ACTIVITIES
Dividends –487 –489
Share buybacks/divestment of treasury shares 89 –38
Loans received/repayment of loans 1,280 109
Cash fl ow from fi nancing activities 882 –418
Change in cash and cash equivalents 126 1
Cash and cash equivalents at beginning of period 34 74 73
Cash and cash equivalents at end of period 34 200 74

Parent Company Profi t and loss accounts

SEK millions Note 2012 2011
Net turnover 38 100 102
Operating costs 39 –180 –193
Operating loss 1–3, 6, 16, 42 –80 –91
Profi t from shares and interests
in Group companies
40 802 2,065
Profi t from other securities and
receivables that are fi xed assets
11, 13 494 455
Changes in value,
fi xed income derivatives
26 –190 –397
Interest income 12 5 1
Interest expenses 12 –674 –644
Profi t before tax 357 1,389
Tax on profi t for the year 14 –21 158
Profi t for the year 336 1,547

No statement of comprehensive income has been prepared because the Parent Company has no transactions that should be included in other comprehensive income.

Parent Company

Balance sheets

SEK millions Note 2012 2011
ASSETS
FIXED ASSETS
Tangible fi xed assets
Equipment 16 1 1
Total tangible fi xed assets 1 1
Financial fi xed assets
Shares and interests in Group companies 41 12,992 13,328
Interests in associated companies 17 243
Receivables from associated companies 18 258
Receivables from Group companies 41,311 38,815
Other long-term securities holdings 19 8 9
Deferred tax asset 27 240 261
Other long-term receivables 20 0 4
Total fi nancial fi xed assets 55,052 52,417
TOTAL FIXED ASSETS 55,053 52,418
CURRENT ASSETS
Current receivables
Trade receivables 0 0
Other receivables 34 136
Prepaid expenses and accrued income 24 25
Total current receivables 58 161
Cash and cash equivalents 34 199 69
TOTAL CURRENT ASSETS 257 230
TOTAL ASSETS 55,310 52,648
EQUITY AND LIABILITIES
Shareholders' equity 23
Restricted equity
Share capital 5,097 5,097
Reserve fund/Share premium account 3,166 3,166
Unrestricted equity
Retained earnings 1,721 572
Profi t/loss for the year 336 1,547
Total shareholders' equity 10,320 10,382
Provisions
Provisions for pensions 28 67 68
Total provisions 67 68
Long-term liabilities
Liabilities to credit institutions 25 10,219 13,072
Derivatives 26 854 664
Liabilities to subsidiaries 27,126 25,156
Total long-term liabilities 38,199 38,892
Current liabilities
Liabilities to credit institutions 25 6,610 3,219
Trade payables 5 2
Other liabilities 3 4
Accrued expenses and deferred income 30 106 81
Total current liabilities 6,724 3,306
TOTAL EQUITY AND LIABILITIES 55,310 52,648
Assets pledged as security 31 15,334 13,107
Contingent liabilities 31 4,864 3,683

Parent Company Statement of changes in equity

SEK millions Note Share
capital
Reserve
fund
Un
restricted
equity
Total
equity
23
Equity on 31 December 2010 5,097 3,166 1,099 9,362
Profi t for the year 1,547 1,547
Total income and expenses
for the period
1,547 1,547
Cash dividend –489 –489
Share buybacks –38 –38
Equity on 31 December 2011 5,097 3,166 2,119 10,382
Profi t for the year 336 336
Total income and expenses
for the period
336 336
Cash dividend –487 –487
Divestment of treasury shares 89 89
Equity on 31 December 2012 5,097 3,166 2,057 10,320

Parent Company Cash fl ow statement

SEK millions Note 2012 2011
OPERATING ACTIVITIES
Operating loss excl. depreciation –80 –91
Interest received 499 457
Interest paid 32 –645 –629
Income tax paid
Cash fl ow before change in working capital –226 –263
Change in working capital
Current receivables 103 –136
Current liabilities –2 7
Total change in working capital 33 101 –129
Cash fl ow from operating activities –125 –392
INVESTING ACTIVITIES
Acquisition of interests in associated companies –243
Acquisition and sale of interests
in other companies
1 –4
Other tangible fi xed assets 0 0
Other fi nancial fi xed assets –1,950 738
Cash fl ow from investing activities –2,192 734
FINANCING ACTIVITIES
Dividends paid –487 –489
Group contributions received and made 336 65
Share buybacks 89 –38
Loans received/repayment of loans 2,509 125
Cash fl ow from fi nancing activities 2,447 –337
Change in cash and cash equivalents 130 5
Cash and cash equivalents
at beginning of period 34 69 64
Cash and cash equivalents
at end of period
34 199 69

Note 1 General Information

Fabege AB (publ), company registration number 556049-1523, with registered offi ce in Stockholm, is the Parent Company of a corporate group with subsidiary companies, as stated in Note 41. The company is registered in Sweden and the address of the company's head offi ce in Stockholm is: Fabege AB, Box 730, 169 27 Solna. Visiting address: Pyramidvägen 7.

Fabege is one of Sweden's leading properties companies, with a business that is concentrated to the Stockholm region. The company operates through subsidiaries and its property portfolio consists primarily of commercial premises.

Note 2 Accounting policies

The consolidated fi nancial statements have been prepared in accordance with the Swedish Annual Accounts Act, the International Financial Reporting Standards (IFRS), as adopted by the EU, and the interpretations of the International Financial Reporting Interpretations Committee (IFRIC), at 31 December 2012. The Group also applies Recommendation RFR 1 (Supplementary Accounting Rules for Corporate Groups) of the Swedish Financial Reporting Board, which specifi es the supplementary rules that are required in addition to IFRS under provisions contained in the Swedish Annual Accounts Act. The annual accounts of the Parent Company have been prepared in accordance with the Annual Accounts Act, Recommendation RFR 2 Accounting for Legal Entities of the Swedish Financial Reporting Board and statements issued by the Swedish Financial Reporting Board. The Parent Company's accounts comply with the Group's principles, except in respect of what is stated below in the section entitled Differences between the accounting policies of the Group and the Parent Company. Items included in the annual accounts have been stated at cost, except in respect of revaluations of investment properties and in respect of fi nancial instruments. The following is a description of signifi cant accounting policies that have been applied.

Consolidated fi nancial statements

Subsidiaries

Subsidiaries are those companies in which the Group directly or indirectly holds more than 50 per cent of the votes or in other ways exercises a controlling infl uence. Controlling infl uence means that the Group has the right to draw up fi nancial and operational strategies. The existence and effect of potential voting rights that can currently be used or converted is taken into account in assessing whether the Group exercises a controlling infl uence. Subsidiaries are included in the consolidated fi nancial statements as of the time when the controlling infl uence is transferred to the Group and are excluded from the consolidated fi nancial statements as of the time when the controlling infl uence ceases. The acquisition of a subsidiary is recognised in accordance with the purchase method. The purchase consideration for the business combination is measured at fair value at the acquisition date, which is calculated as the total of the fair values at the acquisition date for the assets acquired, assumed or acquired liabilities, as well as equity shares issued in exchange for control of the acquired business. Acquisition-related costs are recognised in profi t or loss as incurred. For business combinations in which the sum of the purchase consideration, any non-controlling interests and fair value at the acquisition date of prior share holdings exceeds the fair value at the acquisition date of identifi able acquired net assets, the difference is recognised as goodwill in the statement of fi nancial position. If the difference is negative, it is recognised as profi t on a bargain purchase directly in profi t or loss following retesting of the difference.

Interests in associated companies

A company is recognised as an associated company if Fabege holds at least 20 per cent and no more than 50 per cent of the votes or otherwise exercises a signifi cant infl uence on the company's operational and fi nancial control. In the consolidated fi nancial statements associated companies are recognised in accordance with the equity method. Interests in associated companies are recognised in the balance sheet at cost after adjusting for changes in the Group's share of the associated company's net assets, less any decrease in the fair value of individual interests. In transactions among Group companies and associated companies that part of unrealised gains and losses which represents the Group's share of the associated company is eliminated, except as regards unrealised losses that are due to impairment of an assigned asset.

Minority interest

For each business combination, the non-controlling interest in the acquired company is either measured at fair value or at the value of the proportional share of the non-controlling interest of the acquired company's identifi able net assets.

Recognition of income

All investment properties are let to tenants under operating leases. Rental income from the company's property management activities is recognised in the period to which it refers. Gains or losses from the sale of properties are recognised at the

date of contract unless the purchase contract contains specifi c provisions which prohibit this. Rental income from investment properties is recognised on a straightline basis in accordance with the terms and conditions of the applicable leases. In cases where a lease provides for a discounted rent during a certain period that is offset by a higher rent at other times, the resulting defi cit or surplus is distributed over the term of the lease.

Interest income is distributed over the term of the contract. Dividends on shares are recognised when the shareholder's right to receive payment is deemed to be secure.

Leasing – Fabege as lessee

Leasing agreements in which the risks and benefi ts associated with ownership of the assets are in all material respects borne by the lessor are classifi ed as operating leases. All of the Group's leases are classifi ed as operating leases. Lease payments are recognised as an expense in profi t or loss and distributed over the term of the lease on a straight-line basis.

Investment properties

All properties in the Group are classifi ed as investment properties, as they are held for the purpose of earning rental income or for capital gains or a combination of the two.

The concept of investment property includes buildings, land and land improvements, new builds, extensions or conversions in progress and property fi xtures.

Investment properties are recognised at fair value at the balance sheet date. Gains and losses attributable to changes in the fair value of investment properties are recognised in the period in which they arise in the income and expense item "Unrealised changes in value, investment properties".

Gains or losses from the sale or disposal of investment properties consist of the difference between the selling price and carrying amount based on the most recent revaluation to fair value. Gains or losses from sales or disposals are recognised in the income and expense item Realised changes in value, investment properties. Projects involving conversion/maintenance and adaptations for tenants are recognised as an asset to the extent that the work being undertaken adds value in relation to the latest valuation. Other expenses are charged to expense immediately. Sales and acquisitions of properties are recognised at the time when the risks and benefi ts associated with ownership are transferred to the buyer or seller, which is normally on the contract date.

Tangible fi xed assets

Equipment is recognised at cost less accumulated depreciation and any impairment. Depreciation of equipment is expensed by writing off the value of the asset on a straight-line basis over its estimated period of use.

Impairment

In case of an indication of a decrease in the value of an asset (excluding investment properties and fi nancial instruments, which are measured at fair value), the recoverable amount of the asset is determined. If the carrying amount of the asset exceeds the recoverable amount the asset is written down to this value. Recoverable amount is defi ned as the higher of market value and value in use. Value in use is defi ned as the present value of estimated future payments generated by the asset.

Loan expenses

In the consolidated fi nancial statements loan expenses have been recognised in profi t or loss in the year to which they refer, except to the extent that they have been included in the cost of a building project. Fabege capitalises borrowing costs attributable to the purchase, construction or production of an assets that takes a considerable amount of time to complete for its intended use or sale. The interest rate used to calculate the capitalised borrowing cost is the average interest rate of the loan portfolio. In the accounts of individual companies the main principle – that all loan expenses should be charged to expense in the year to which they refer – has been applied.

Income tax

The income and expense item "Tax on profi t for the year" includes current and deferred income tax for Swedish and foreign Group units. The current tax liability is based on the taxable profi t for the year. Taxable profi t for the year differs from recognised profi t for the year in that it has been adjusted for non-taxable and non-deductible items. The Group's current tax liability is calculated on the basis of tax rates that have been prescribed or announced at the balance sheet date.

Deferred tax refers to tax on temporary differences that arise between the carrying amount of assets and the tax value used in calculating the taxable profi t. Deferred tax is recognised in accordance with the balance sheet liability method. Deferred tax liabilities are recognised for practically all taxable temporary differences, and deferred tax assets are recognised when it is likely that the amounts can be used to offset future taxable profi ts. The carrying amount of deferred tax assets is tested for impairment at the end of each fi nancial year and an impairment loss is recognised to the extent that it is no longer probable that suffi cient taxable profi ts will be available against which the deferred tax asset can be fully or partially offset. Deferred tax is recognised at the nominal current tax rate with no discount. Deferred tax is recognised as an income or expense in profi t or loss, except in those cases where it refers to transactions or events that have been rec-

(Note 2 cont.)

ognised directly in equity. In such cases the deferred tax is also recognised directly in equity. Current deferred tax assets and tax liabilities are offset against one another when they refer to income tax payable to the same tax authority and when the Group intends to settle the tax by paying the net amount.

Foreign currencies

Transactions in foreign currencies are translated, upon inclusion in the accounts, to the functional currency at the exchange rates applying on the transaction date. Monetary assets and liabilities in foreign currencies are translated at the balance sheet date at the exchange rates applying on the balance sheet date. Any resulting foreign exchange differences are recognised in profi t or loss for the period.

In preparing the consolidated fi nancial statements, the balance sheets of the Group's foreign operations are translated from their functional currencies into Swedish kronor based on the exchange rates applying at the balance sheet date. Income and expense items are translated at the average exchange rate for the period. Any resulting translation differences are recognised in equity and transferred to the Group's translation reserve. The accumulated translation difference is transferred and recognised as part of a capital gain or loss in cases where the foreign operation is divested.

Cash fl ow statement

Fabege reports cash fl ows from the company's main sources of income: net operating income from the property management business and gains or losses from sales of properties in the company's day-to-day activities.

Provisions and contingent liabilities

Provisions are recognised when the company has a commitment and it is likely that an outfl ow of resources will be required and the amount can be reliably estimated. Contingent liabilities are recognised if there exists a possible commitment that is confi rmed only by several uncertain future events and it is not likely that an outfl ow of resources will be required or that the size of the commitment can be calculated with suffi cient accuracy.

Treasury shares

Buybacks of treasury shares are recognised as a deductible item, net after any transaction costs and tax on retained earnings, until the shares are divested or cancelled. If these common shares are subsequently divested, the amount received (net after any transaction costs and tax effects) is recognised in retained earnings.

Financial instruments

A fi nancial asset or fi nancial liability is recognised in the balance sheet when the company becomes a party to the commercial terms and conditions of the instrument. A fi nancial asset is removed from the balance sheet when the rights inherent in the agreement are realised or expire or if the company loses control over them. A fi nancial liability is removed from the balance sheet when the obligation arising from the agreement has been met or is extinguished for other reasons.

Transaction date accounting is used for derivatives while settlement date accounting is used for spot purchases and sales of fi nancial assets.

In connection with each fi nancial report the company assesses whether there are objective indications of impairment of fi nancial assets or groups of fi nancial assets. Financial instruments are recognised at amortised cost or fair value, depend-

ing on the initial categorisation under IAS 39. IFRS 7 entails requirements concerning disclosure of classes of fi nancial instruments, which are to be presented to enable reconciliation against the balance sheet. A maturity analysis of fi nancial liabilities is to be presented, which is to contain contractual payment commitments, which means it has to include interest at nominal amounts.

Calculation of fair value of fi nancial instruments

Fair value of derivatives and loan liabilities is determined by discounting future cash fl ows by the quoted market interest rate for each maturity. Future cash fl ows in the derivatives portfolio are calculated as the difference between the fi xed contractual interest under each derivatives contract and the implied Stockholm Interbank Offered Rate (STIBOR) for the period concerned. The present value of future interest fl ows arising there from is calculated using the implied STIBOR curve. For the callable swaps included in the portfolio the option component has not been assigned a value, as the swaps can only be called at par value and thus do not have an impact on earnings. Decisions to call swaps are made by the banks.

Shareholdings have been categorised as "Financial assets held for trading". These are measured at fair value and changes in value are recognised in profi t or loss. Quoted market prices are used in determining the fair value of shareholdings. Where no such prices are available fair value is determined using the company's own valuation technique.

For all fi nancial assets and liabilities, unless otherwise stated in the Notes, the carrying amount is considered to be a good approximation of fair value.

Set-off of fi nancial assets and liabilities

Financial assets and liabilities are offset against each other and the net amount is recognised in the balance sheet when there is a legal right of set-off and there is an intention to settle the items by a net amount or to simultaneously realise the asset and settle the liability.

Cash and cash equivalents

Cash and cash equivalents consist of cash assets held at fi nancial institutions. Cash and cash equivalents also includes short-term investments with maturities of less than three months from the date of acquisition that are exposed to insignifi cant risk of fl uctuations in value. Cash and cash equivalents are recognised at their nominal amounts.

Trade receivables

Trade receivables are categorised as "Loans and receivables", which means that the item is recognised at amortised cost. Fabege's trade receivables are recognised at the amount that is expected to be received after deducting for uncertain receivables, which are assessed individually. The expected maturity of a trade receivable is short, and the value is therefore recognised at the nominal amount with no discount. Impairment of trade receivables is recognised in operating expenses.

Long-term receivables and other receivables

Long-term receivables and other (current) receivables primarily consist of promissory note receivables relating to sales proceeds for properties that have been sold but not yet vacated. These items are categorised as "Loans and receivables", which means that the items are recognised at amortised cost. Receivables are recognised at the amount that is expected to be received after deducting for uncertain receivables, which are assessed individually. Receivables with short maturities are recognised at nominal amounts without discounting.

Derivatives

Fabege does not apply hedge accounting of derivatives and therefore categorises derivatives as "Financial assets or fi nancial liabilities held for trading purposes". Assets and liabilities in these categories are stated at fair value and changes in value are recognised in profi t or loss.

Trade payables

Trade payables are categorised as "Other liabilities", which means that the item is recognised at amortised cost. The expected maturity of a trade payable is short, and the liability is therefore recognised at the nominal amount with no discount.

Other liabilities

Fabege's liabilities to credit institutions and holders of Fabege commercial paper and other liabilities are categorised as "Other liabilities" and measured at amortised cost. Long-term liabilities have an expected maturity of more than one year while current liabilities have a maturity of less than one year.

Remuneration to employees

Remuneration to employees in the form of salaries, holiday pay, paid sick leave, etc. as well as pensions are recognised as it is earned. Pensions and other compensation paid after termination of employment are classifi ed as defi ned contribution or defi ned benefi t pension plans. The Group has both defi ned contribution and defi ned benefi t pension plans. Pension costs for defi ned contribution plans are charged to expense as they are incurred. For defi ned benefi t plans the present value of the pension liability is calculated using an actuarial method known as the projected unit credit method. Actuarial gains and losses are recognised in profi t or loss insofar as they exceed the higher of 10 per cent of the Group's pension assets and pension liabilities at the beginning of the reporting period. Amounts outside this band are recognised in profi t or loss during the employees' estimated average remaining period of service. Employees in the former Fabege have defi ned benefi t pension plans. As of 2005, no further accrual of this pension liability has been made. For Fabege, the new IAS 19 and the abolition of the corridor method entail that the recognised pension liability, including payroll tax, increases by SEK 23m as of 1 January 2013 (SEK 17m of 1 January 2012).

Segment reporting

Segment information is presented from the perspective of management and that operating segments are identifi ed based on the internal reports submitted to the company's chief operating decision maker. The Group has identifi ed the CEO as the chief operating decision maker, which means that the internal reports used by the CEO for monitoring the business and making decisions on the allocation of resources have been used as a basis for the presented segment information. Based on the company's internal reporting, two operating segments have been identifi ed: Property Management and Property Development. Rental income and property expenses, as well as realised and unrealised changes in value including tax, are directly attributable to properties in each segment (direct income and expenses). In cases where a property changes character during the year, earnings attributable to the property are allocated to each segment based on the period of time that the property belonged to each segment. Central administration and items in net fi nancial expense have been allocated to the segments in a standardised manner based on each segment's share of the total property value (indirect income and expenses). This also applies to tax that is not directly attributable to earnings from property management activities or sales. Property assets are attributed to each segment pursuant to the classifi cation on the balance sheet date.

Differences between the accounting policies of the Group and the Parent Company

The fi nancial statements of the Parent Company have been prepared in accordance with the Annual Accounts Act, Recommendation RFR 2 Accounting for Legal Entities of the Swedish Financial Reporting Board and statements issued by the Swedish Financial Reporting Board. Tax laws in Sweden allow companies to defer tax payments by making allocations to untaxed reserves in the balance sheet via the income and expense item appropriations. In the consolidated balance sheet these are treated as temporary differences, i.e. a breakdown is made between deferred tax liability and equity. Changes in untaxed reserves are recognised in the consolidated profi t and loss account and broken down into deferred tax and profi t for the year. Interest during the period of construction that is included in the cost of the building is only recognised in the consolidated fi nancial statements.

A Group contribution received by the Parent Company from a subsidiary is recognised under the same policies as traditional dividends from subsidiaries, i.e. as fi nancial income. Group contributions paid from the Parent Company to a subsidiary are recognised as a fi nancial expense in profi t or loss. The amendment to RFR 2 concerning Group contributions requires the company to now recognise Group contributions as fi nancial income/fi nancial expense.

Defi ned benefi t and defi ned contribution pension plans are recognised in accordance with hitherto applicable Swedish accounting standards, which are based on the provisions of the Swedish Pension Obligations Vesting Act ("Tryggandelagen").

New and revised standards and interpretations for 2012

The following new and amended standards and interpretations have come into effect and apply for the 2012 fi nancial year:

Standards:

Amendments to IFRS 7 Financial instruments: Disclosures (Disclosures related to transfers of fi nancial assets) Amendment to IAS 12 Income taxes (Deferred Tax: Recovery of Underlying Assets). The amendments to IFRS 7 Financial instruments: Disclosures increase the disclosure requirements arising from transfers of fi nancial assets.

There are no new interpretations that came into effect for the 2012 fi nancial year. Company management does not believe that the new and amended standards will have any impact on the Group's 2012 fi nancial statements.

New and amended standards and interpretations that have yet to come into effect:

Standards To be applied to the fi nan
cial year commencing:
Amendments to IAS 1
Presentation of Financial Statements
(Presentation of items in other comprehensive income) 1 July 2012 or later
Amendments to IAS 19 Employee Benefi ts 1 January 2013 or later
IFRS 13 Fair Value Measurement 1 January 2013 or later
Improvements to IFRSs 2009–2011 cycle* 1 January 2013 or later
Amendments to IFRS 7 Financial instruments: Disclosures
(Offsetting of fi nancial assets and fi nancial liabilities) 1 January 2013 or later
Amendments to IAS 32 Financial instruments: Classifi cation
(Offsetting of fi nancial assets and fi nancial liabilities) 1 January 2014 or later
IFRS 10 Consolidated Financial Statements 1 January 2014 or later
IFRS 11 Joint Arrangements 1 January 2014 or later
IFRS 12 Disclosures of Interests in Other Entities 1 January 2014 or later
Amendments to IFRS 10, IFRS 11 and IFRS 12
(transitional rules)** 1 January 2014 or later
Amendments to IAS 27 Separate Financial Statements 1 January 2014 or later
Amendments to IAS 28 Investments in Associates
and Joint Ventures 1 January 2014 or later
Investment Entities (amendments to IFRS 10, IFRS 12
and IAS 27)* 1 January 2014 or later
IFRS 9 Financial Instruments and subsequent amendments
to IFRS 9 and IFRS 7* 1 January 2015 or later

* Not yet approved for application within the EU.

** Not yet approved for application within the EU. IFRS 10, IFRS 11, IFRS 12, IAS 27 and IAS 28 will, according to the IASB, come into force in fi nancial years beginning 1 January 2013, but within the EU they will come not come into force until fi nancial years beginning on 1 January 2014 or later.

The IFRS Interpretations Committee has published the following new interpretations (IFRIC) that have not yet come into force:

Interpretations To be applied to fi nancial
years commencing:
IFRIC 20
Stripping Costs in the Production Phase of a Surface Mine 1 January 2013 or later

Interpretations

The aforementioned new and amended standards and interpretations have yet to be applied by the Group.

Amendments to IAS 19 change the recognition of defi ned-benefi t pension plans and severance pay. The most signifi cant amendments pertain to the recognition of defi ned-benefi t obligations and plan assets. The amendments require actuarial gains and losses to immediately be recognised in other comprehensive income, which entails the elimination of the corridor method. Furthermore, the interest expense and expected return on plan assets are replaced by a "net interest expense," which is to be calculated by using the discount rate on net defi nedbenefi t pension liabilities or assets. When the Group begins to apply the amendments to IAS 19, it will no longer apply UFR 4 Accounting for special employer's contribution and tax on returns, which has been rescinded by the Swedish Financial Reporting Board. The Group will instead recognise a special payroll tax according to the rules stipulated in IAS 19, which will require the actuarial assumptions that are to be made during the calculation of defi ned-benefi t pension plans to also include taxes that accrue to pension benefi ts. Company management believes that the change concerning a special payroll tax and tax on returns could impact the recognised amounts in the fi nancial statements.

Improvements to IFRSs 2009–2011 cycle comprise a change package featuring improvements to various standards and interpretations. The amendments that will come into effect for fi nancial years beginning on January 1, 2013 or later are:

– IAS 1 Presentation of Financial Statements (Clarifi cation of requirements regarding comparative information)

– IAS 16 Property Plant and Equipment (Classifi cation of servicing equipment) – IAS 32 Financial Instruments: Presentation (Tax effects of equity distributions to owners)

– IAS 34 Interim Financial Reporting (Interim reporting and segment information for total assets and liabilities). These amendments will not have any material effect on the Group's reporting.

In May 2011, the IASB published a package of fi ve standards for consolidated fi nancial statements, joint arrangements, associated companies and disclosures; three new standards: IFRS 10, IFRS 11, IFRS 12 and amendments to two existing standards: IAS 27 and IAS 28. The main requirements of these fi ve standards are described below:

IFRS 10 Consolidated Financial Statements replaces sections of IAS 27 Consolidated and Separate Financial Statements that address when and how an owner company is to prepare consolidated fi nancial statements.

IFRS 11 Joint Arrangements replaces IAS 31 Interests in Joint Ventures and SIC-13 Transfers of non-monetary assets from a joint owner to a jointly controlled entity. IFRS 11 classifi es joint arrangements as either joint operations or joint ventures. A joint operation or a joint venture is the parties' contractual rights and obligations. Under IFRS 11, the equity method is to be used for investments in joint ventures. Accordingly, the proportionate consolidation method is no longer permissible for joint ventures.

IFRS 12 Disclosure of Interest in Other Entities is to be applied to companies that hold participations in subsidiaries, joint arrangements, associated companies or structured entities that are not consolidated.

IFRS 13 Fair Value Measurement establishes a framework for measurement at fair value when so required by other standards. The standard is applicable when measuring fi nancial and non-fi nancial items at fair value. Fair value is defi ned as the price that would be received in the event of a sale of an asset or the compensation that would be received to transfer a liability in a normal transaction between market players at the time of measurement, known as the exit price. IFRS 13 requires several quantitative and qualitative disclosures concerning measurement at fair value.

The amendment to IFRS 9 Financial instruments that was issued in December 2011 requires IFRS 9 to be applied to fi nancial years commencing 1 January 2015 or later. The most signifi cant impact of IFRS 9 in terms of the classifi cation and measurement of fi nancial liabilities relates to changes in fair value that arise from changes in the credit risk of a fi nancial liability (identifi ed at fair value in profi t or loss). Under IFRS 9, for fi nancial liabilities that are classifi ed at fair value in profi t or loss, the amount of the change in fair value that results from the change in credit risk for the liability must be presented in other comprehensive income.

Company management's assessment is that the application of IFRS 9 and IFRS 13 could affect the recognised amounts in the fi nancial statements in terms of the Group's fi nancial assets and liabilities. The executive management has yet to conduct a detailed analysis of the impact of the application of IFRS 9 and IFRS 13 and is thus presently unable to quantify their impact.

THE PARENT COMPANY'S ACCOUNTING POLICIES

Amended accounting policies

The amendments to RFR 2 Accounting for Legal Entities that have come into effect had no material effect on the Parent Company's fi nancial statements. Amendments to RFR 2 that have not yet come into effect.

The Swedish Financial Reporting Board has issued an amendment to RFR 2 regarding the recognition of Group contributions which will come into effect for fi nancial years beginning on January 1, 2013 or later. This amendment means that companies can choose to recognise Group contributions in accordance with the main rule of the recommendation or an alternative rule. Under the main rule, the Parent Company is to recognise Group contributions received from subsidiaries as fi nancial income and Group contributions paid to subsidiaries as an

(Note 2 cont.)

increase in participations in Group companies. The alternative rule entails that Group contributions that the Parent Company receives from or pays to subsidiaries are recognised as appropriations.

The company applies the main rule in its reporting.

Note 3 Financial instruments and fi nancial risk management

Principles for fi nancing and fi nancial risk management.

As a net borrower, Fabege is exposed to fi nancial risks. In particular, Fabege is exposed to fi nancing risk, interest risk, currency risk and credit risk. Operational responsibility for the Group's borrowing, liquidity management and fi nancial risk exposure rests with the fi nance function, which is a central unit in the Parent Company. Fabege's fi nancial policy, as adopted by the Board of Directors, specifi es how fi nancial risks should be managed and defi nes the limits for the activities of the company's fi nance function. Fabege aims to limit its risk exposure and, as far as possible, control the exposure with regard to choice of investments, tenants and contract terms, fi nancing terms and business partners.

Financing and liquidity risk

Financing and liquidity risk is defi ned as the borrowing requirement that can be covered in a tight market. The borrowing requirement can refer to refi nancing of existing loans or new borrowing.

Fabege strives to ensure a balance between short-term and long-term borrowing, distributed among a number of different sources of funding. Fabege's fi nancial policy states that unused credit facilities must be available to ensure good liquidity. Agreements on committed long-term credit lines with defi ned terms and conditions and revolving credit facilities have been concluded with a number of major lenders. Fabege's main credit providers are the Nordic commercial banks.

The Group's borrowing is secured mainly by mortgages on properties. Since autumn 2004 the Group has been active in the Swedish commercial paper market with a commercial paper programme of SEK 5,000m. The company is aiming to become a signifi cant player in this market. At year-end 2012, Fabege had unused credit facilities of SEK 3,955m excluding the commercial paper programme.

Committed lines of credit, 31 Dec 2012

Year, maturity Committed amount, SEKm Utilised amount, SEKm
Commercial paper
programme 5,000 2,740
< 1 year 8,348 3,910
1–2 year 710 710
2–3 year 5,805 4,022
3–4 year 2,041 2,041
4–5 year 110 110
> 5 year 4,976 4,502
Total 26,990 18,035

Interest risk

Interest risk refers to the risk that changes in interest rates will affect the Group's borrowing expense. Interest expenses constitute the Group's single largest expense item. Under its adopted fi nancial policy, the company aims to fi x interest rates based on forecast interest rates, cash fl ows and capital structure. Fabege employs fi nancial instruments, primarily interest rate swaps, to limit interest risk and as a fl exible means of adjusting the average fi xed-rate term of its loan portfolio. The sensitivity analysis in the Directors' Report shows how the Group's shortterm and long-term earnings are affected by a change in interest rates. Interestbearing liabilities at 31 December were SEK 18,035m (16,755) with an average interest rate of 3.80 per cent (3.72) excluding the cost of committed lines of credit, or 3.93 per cent (3.80) including this cost. Of total liabilities, SEK 2,740m (1,719) referred to outstanding commercial paper. The total loan volume at 31 December includes loans for works in progress of SEK 76m. The loan volume for projects during the year averaged SEK 1,142m, upon which interest payment of SEK 35m was capitalised.

The average fi xed-rate term of the loans, including the effects of exercised derivatives, was 41 months (44) at 31 December. The average maturity was 5.1 years (5.9). Average leverage at year-end was 57 per cent (57). The derivatives portfolio is measured at fair value in accordance with IAS 39. The value of the portfolio is SEK –854m (–664). Realised changes in value in profi t for the year were SEK 0m (0) and unrealised changes in value SEK –190m (–397). Changes in market value occur as a result of changes in market interest rates and volatility, since the company holds structured derivative products in its portfolio. A market valuation of the loan portfolio (excl. derivatives products) shows a surplus value of SEK 2m (5). For all other fi nancial assets and liabilities, unless otherwise stated in the Notes, the carrying amount is considered a solid approximation of fair value.

At year-end, Fabege had outstanding bonds of SEK 1,045m within the framework of the bond programme launched in December 2011. The programme, which has a limit of SEK 5,000m, was introduced via the co-owned company Svensk Fastighetsfi nansiering AB (SFF). The bonds are secured by collateral in

property mortgage deeds. SFF is jointly owned by Fabege, Wihlborgs and Peab. Fabege owns 33.3 per cent of the company. The aim is to expand the company's fi nancing base with a new source of fi nancing.

Net interest expense includes SEK 15m in nonrecurring costs, due mainly to the take-out of new mortgage deeds.

Interest expenses linked to the liabilities are incurred over the course of the remaining maturities. Trade payables and other current liabilities mature within 365 days of the balance sheet date. Fabege's obligations arising from these fi nancial liabilities are largely met by rent payments from tenants, most of which are payable on a quarterly basis.

Interest rate maturity structure, 31 Dec 2012

Year, maturity SEKm Average
interest rate, %
Share, %
< 1 year 5,129 6.16* 28
1–2 year 1,206 2.48 7
2–3 year 0 0.00 0
3–4 year 2,100 2.53 12
4–5 year 6,100 3.26 34
> 5 year 3,500 2.48 19
Total 18,035 3.80 100

* The average interest rate for the < 1 year period includes the margin for the entire debt portfolio because the Company's fi xed-rate period is established using interest rate swaps, which are traded without margins.

Currency risk

Currency risk refers to the risk that Fabege's profi t and loss account and balance sheet will be negatively affected by a change in exchange rates. Under Fabege's policy, property holdings are to be fi nanced in the local currency.

Credit risk

Credit risk is the risk of loss as a result of the failure of a counterparty to fulfi l its obligations. The risk is limited by the requirement, contained in the company's fi nancial policy, that only creditworthy counterparties be accepted in fi nancial transactions. Credit risk arising from fi nancial counterparties is limited through netting/ISDA agreements and was deemed to be non-existent at year-end. As regards trade receivables, the policy states that customary credit assessments must be made before a new tenant is accepted. The company also assesses creditworthiness in respect of any promissory note receivables arising from the sale of properties and businesses, as well as concerning loans to associated companies. The maximum credit exposure in respect of trade receivables and promissory note receivables is the carrying amount.

Parent Company

Responsibility for the Group's external borrowing normally rests with the Parent Company. The company uses the funds raised to fi nance the subsidiaries on market terms.

Note 4 Signifi cant estimates and assessments for accounting purposes

The valuation at fair value of the company's investment properties involves the use of estimates and assessments that are to be regarded as signifi cant for accounting purposes (see also Note 15). The estimates and assessments made in connection with the sale of investment properties, primarily with respect to rental guarantees and promissory note receivables, are also deemed signifi cant. For rental guarantees, an assessment is made of the probability of payment and of any investment costs for preparing the premises for lets during the remaining term of the guarantee. Rental guarantees etc. are included in the balance sheet item "Provisions." When property transactions are performed, an assessment of risk transfer is made, which serves a guideline when the transaction is to be recognised. As for promissory note claims, an assessment is made that shows which amount can be expected to fl ow in.

Upon acquisition of a company, the company makes an assessment of whether the acquisition is to be regarded as an asset acquisition or a business combination. The acquisition of a company that only contains properties and has no property management organisation/administration is normally classifi ed as an asset acquisition.

In measuring loss carryforwards, the company makes an assessment of the probability that the loss can be used to offset future taxable profi t. Confi rmed tax losses are used as a basis for calculating deferred tax assets if it is highly likely that they can be used to offset future profi t.

For such fi nancial assets as interests in associated companies, promissory note receivables from associated companies and other companies, an assessment of the market value of each interest is performed and for promissory note receivables an assessment is made of the amounts expected to be received. As regards Fabege's tax cases, the assessment has been made that no additional provision other than the reserve of SEK 1.9bn is required. For more information, also refer to the description of tax cases on page 63 of the Directors' Report.

Note 5 Reporting by segment

SEKm Property
Management
Jan–Dec 2012
Development
Projects
Jan-Dec 2012
Total
Jan–Dec 2012
Property
Management
Jan–Dec 2011
Development
Projects
Jan-Dec 2011
Total
Jan–Dec 2011
Rental income 1,698 171 1,869 1,618 186 1,804
Property expenses –537 –68 –605 –507 –70 –577
Net operating income 1,161 103 1,264 1,111 116 1,227
Surplus ratio, % 68 60 68 69 62 68
Central administration and marketing –53 –11 –64 –51 –12 –63
Net interest expense –526 –118 –644 –486 –123 –609
Share in profi t/loss of associated companies 23 114 137 7 2 9
Operating profi t/loss 605 88 693 581 –17 564
Realised changes in value, properties 53 114 167 88 85 173
Unrealised changes in value, properties 625 784 1,409 675 418 1,093
Profi t before tax per segment 1,283 986 2,269 1,344 486 1,830
Change in value, fi xed income derivatives
and equities
–237 –413
Profi t before tax 2,032 1,417
Properties, market value 28,842 2,794 31,636 22,773 6,377 29,150
Occupancy rate, % 93 68 92 92 75 90

Segments are recognised from the point of view of management, divided into two segments: Property Management and Development Projects. Rental income and property expenses as well as realised and unrealised changes in value including tax are directly attributable to properties in each segment (direct income and expenses). In cases where a property changes character during the year earnings attributable to the property are allocated to either segment based on the period of time that the property belonged to the segment. Central administration and items in net fi nancial expense have been allocated to the segments in a standardised manner based on each segment's share of the total property value (indirect income and expenses). Property assets are attributed directly to the respective segments in accordance with the classifi cation at the balance sheet date.

Note 6 Employees and salary expenses, etc.

Average no. of Of which, Of which,
employees 2012 men 2011 men
Parent Company 30 12 32 12
Subsidiaries 89 68 92 68
Group, total 119 80 124 80
Salaries
and other
compensa
tion 2012
Social
security
contribu
tions 2012
Salaries
and other
compensa
tion 2011
Social
security
contribu
tions 2011
Parent Company 24 17 25 26
– of which,
pension expenses
7 12
Subsidiaries 46 23 42 21
– of which,
pension expenses
5 5
Group, total 70 40 67 47
– of which, total
pension expenses
12 17
Board
2012
Board
2011
Senior
executives
2012
Senior
executives
2011
Men 6 7 4 4
Women 2 2 1 1
Total 8 9 5 5

During the year, four major projects were completed. The properties Bocken 39, Apotekaren 22 and Uarda 5 were transferred from Property Development to Property Management. The property Klamparen 10 was completed and sold during the fourth quarter. Two properties (Nöten 4, Solna Strand and Fenix 1, Norr malm) were transferred from Property Management to Property Development following decisions concerning major investments and refurbishment. In the third quarter, the property Luma 1 (Hammarby Sjöstad), which over a number of years had undergone gradual development, was transferred to Property Management. During the fourth quarter, an additional two properties that had undergone gradual development were transferred from Property Development to Property Management.

Compensation for senior executives

The term Other senior executives refers to the four persons who together with the Chief Executive Offi cer made up executive management in 2012. As of 1 April 2011, the executive management team consists of the Chief Financial Offi cer (CEO), Executive Vice President and Chief Financial Offi cer (CFO), Director of Business Development, Director of Properties and Director of Projects. The compensation paid to senior executives is based on market terms in accordance with the guidelines adopted by the AGM. For the current composition of executive management, see page 87.

Fabege has a profi t-sharing fund covering all employees of the company. Allocations to the profi t-sharing fund are based on the achieved return on equity and are subject to a ceiling of one base amount per year per employee. For 2012, provisions of about SEK 6.6m, which is equivalent to 100 per cent of one base amount per employee including payroll tax, have been made. Other benefi ts refer to company cars, household-related services and health insurance.

Pension Pension expenses refer to the expense recognised in profi t or loss for the year. The retirement age for the Chief Executive Offi cer is 65 years. A pension premium of 35 per cent of the CEO's pensionable salary is paid during the term of employment. For other senior executives the ITP supplementary pension plan for salaried employees in industry and commerce or an equivalent plan applies and the retirement age is 65 years.

Severance pay

The contract between the company and the CEO is subject to six months' notice by either party. In case of termination by the company the CEO is entitled to 18 months' severance pay. The employment contracts of other senior executives are terminable on three to six months' notice and provide for severance pay of up to 18 months. Severance pay is only paid in case of termination by the company and is offset by other income. This applies to all persons in senior positions.

Basis of preparation

The Board of Directors with the exception of the CEO is responsible for preparing a proposal for compensation and other terms of employment for the CEO and a set of principles for compensation and other terms of employment for other senior executives.

The Board of Directors

The Directors are paid Directors' fees in accordance with the decisions of the Annual General Meeting. In 2012, total Directors' fees of SEK 2,555,000 (2,755,000) were paid. Out of this amount, the Chairman of the Board received SEK 400,000 (400,000) plus a separate fee of SEK 835,000 (835,000) for project work, and other Directors, excluding the CEO, received a total of SEK 1,320,000 (1,520,000). No other fees or benefi ts were paid to the Board.

(Note 6 cont.)

Compensation and other benefi ts to senior executives, SEK '000

Group management 2012 Salary/Fee Other
benefi ts
Pension Total
Chief Executive Offi cer 3,850 160 962 4,972
Executive Vice President 1,933 112 547 2,592
Other senior executives 4,411 219 1,059 5,689

In 2012, extra compensation/bonuses totalling SEK 806,000 (1,154,000) in total were paid to other senior executives. No other variable or share pricerelated compensation was paid to executive management.

Group management 2011 Salary/Fee Other
benefi ts
Pension Total
Chief Executive Offi cer 2,719 152 946 3,817
Executive Vice President 1,550 89 490 2,129
Other senior executives 5,020 294 1,022 6,336
2012 2011
The Board of
Directors
Fee,
Board
Director
Fee, Audit
Committee
Total Fee,
Board
Director
Fee, Audit
Committee
Total
Erik Paulsson
(Chairman)
1,235 1,235 1,235 1,235
Göte Dahlin 200 30 230
Oscar Engelbert 200 200 200 200
Eva Eriksson 200 30 230 200 200
Märta Josefsson 200 60 260 200 60 260
Pär Nuder 200 30 230 200 30 230
Svante Paulsson 200 200 200 200
Mats Qviberg 200 200 200 200
Total 2,435 120 2,555 2,635 120 2,755

Note 7 Rental income

Operating leases – the Group as lessor

All investment properties are let to tenants under operating leases and generate rental income. A breakdown by remaining maturity of future rental income attributable to non-cancellable operating leases is shown in the following table:

Group
2012 2011
Maturity:
Within 1 year 378 232
1 to 5 years 1,171 1,219
Later than 5 years 428 352
Residential, garage/parking 93 77
Total 2,071 1,880

The difference between total rents at 31 December 2012 and income, as stated in profi t or loss for 2012, is due to bought/sold properties, renegotiations and changes in occupancy rates in 2012. Leases relating to residential premises and garage/parking spaces remain in force until further notice.

Note 8 Property expenses

Group
2012 2011
Operating expenses, maintenance and tenant adaptations –310 –301
Property tax –139 –129
Ground rent –28 –29
VAT expense –13 –13
Property/project adm. and lettings –115 –105
Total –605 –577

Note 9 Central administration and marketing

Refers to executive management expenses, expenses attributable to the public nature of the company and other expenses connected to the company type. Property- and property management-related administration expenses are not included, as these are treated as property expenses.

Note 10 Realised and unrealised changes in value, investment properties

Group
2012 2011
Realised changes in value:
Sale proceeds 1,448 936
Carrying amount and expenses –1,281 –763
167 173
Unrealised changes in value:
Changes in value relating to properties
owned at 31 Dec 2012
1,289 1,088
Changes in value relating to properties
divested during the year
120 5
1,409 1,093
Total realised and unrealised changes in value 1,576 1,266

Fair value and the resulting unrealised changes in value are determined quarterly based on valuations. If a property is sold in the second to fourth quarters, the sale will give rise, in addition to the unrealised change in value, to a realised change in value based on the selling price in relation to confi rmed fair value for the last quarter.

In measuring the results for the full year, the following breakdown is instead obtained, irrespective of revaluations during the year:

Group
2012 2011
Gain from property sales, full year:
Sale proceeds 1,448 936
Carrying amount and expenditure (based on value at begin
ning of year) excl. changes in the value of sold properties
–1,161 –758
287 178
Unrealised changes in value:
Changes in value relating to existing properties 1,289 1,088
1,289 1,088
Total realised and unrealised changes in value 1,576 1,266
Breakdown between positive and negative results
Positive 1,697 1,466
Negative –121 –200
Total 1,576 1,266

Note 11 Profi t from other securities and receivables that are fi xed assets

Group Parent Company
2012 2011 2012 2011
Interest income, Group companies 494 455
Interest income, promissory notes 23 13 5 1
Total 23 13 499 456

Note 12 Interest income and interest expenses

Group Parent Company
2012 2011 2012 2011
Interest income 1 1 5 1
Total 1 1 5 1
Interest expenses –668 –623 –674 –644
Total –668 –623 –674 –644

All interest income is attributable to fi nancial assets measured at amortised cost. Interest expenses are mainly attributable to fi nancial liabilities measured at amortised cost.

Note 13 Changes in value, shares

The loss of SEK 47m (loss:16) pertained to unrealised losses of SEK 1m (0) on AIK Fotboll AB and a loss of SEK 57m (loss:16) and profi t of SEK 1m (0), respectively, on shares in Swedish Arena Management AB and Arenabolaget i Solna, as well as realised profi t of SEK 9m (0) and SEK 1m (0), respectively, on shares in Danvikstulls P-däck and Sveland.

Note 14 Tax on profi t for the year

Group Parent Company
2012 2011 2012 2011
Current tax –1
Current tax attributable to tax cases –1,900*
Total current tax –1,900 –1
Deferred tax –220 –275 –21 158
Total tax –2,120 –276 –21 158
Nominal tax (26.3%) on profi t after
fi nancial items
–534 –373 –94 –365
Tax effects of adjustment items
– Adjustment for defi cits and
temporary differences from
previous years
67 62
– Dividends from subsidiaries 210 526
– Impairment loss on interests in
subsidiaries
–88
– Tax-exempt profi t from sales of
Group companies/properties
114 39
– Current tax attributable to tax
cases
–1,900
– Revaluation of deferred tax, 22% 134 –47
– Other –1 –4 –2 –3
Total tax –2,120 –276 –21 158

* Of the SEK 1,900m, SEK 1,623m pertains to tax and SEK 277m to interest.

Note 15 Investment properties

All properties in Fabege's portfolio are externally valued at least once a year by independent external appraisers with recognised qualifi cations. The properties are valued at fair value, i.e. at their estimated market values. The property appraiser in 2012 was Newsec Analys AB. Fabege provides information about existing and future rental agreements, operations and maintenance expenses and estimated investments based on maintenance plans and estimated future vacancies to the appraisers. On-site inspections were carried out in all properties on at least one occasion during the period 2010–2012. The properties have also been inspected on site in connection with major investments or other changes that affect the value of a property.

The property valuation is based on cash fl ow statements, in which the present value of net operating incomes during a fi ve-year calculation period and the residual value of the property at the end of the period are calculated. Long-term vacancies are estimated on the basis of the property's location and condition. The appraisers' assessments of outgoing payments for running costs and regular maintenance are based on experience of comparable properties and information on historical costs provided by Fabege. Expenses are expected to increase in line with the assumed infl ation rate. Ground rents are calculated on the basis of agreements or, alternatively, in reference to market grounds rents if the ground rent period expires during the calculation period. Property tax is estimated on the basis of the general property taxation for the most recent taxation year.

The discount rate used is a nominal required return on total capital before tax. The required rate of return is based on previous experiences from assessments of the market's required returns for similar properties. The discount rate for Fabege's property portfolio is 7.8 per cent (7.9) and is based on the nominal yield on fi ve-year government bonds plus a premium for property-related risk. The risk premium is set individually based on the stability of the tenant and the length of the lease. The residual value is the market value of the leasehold/property at the end of the period of calculation, which is estimated on the basis of forecast net operating income for the fi rst year after the calculation period. The weighted required yield at the end of the calculation period is 5.7 per cent (5.7).

The market assessments were performed in accordance with guidelines issued by the Swedish Property Index.

Valuation assumptions

2.0
7.8
5.7
4.6
310

Market values, 31 December 2012

2012 Weighted
yield, %
Change in
value, %
Stockholm inner city 16,950 5.3 2.9
Solna 11,904 6.0 7.7
Hammarby Sjöstad 2,515 6.3 7.7
Other markets 267 7.0 0.1
Total 31,636 5.7 4.8
Group
2012 2011
Opening fair value 29,150 26,969
Property acquisitions 273 518
Investments in new builds, extensions and conversions 2,040 1,468
Changes in value, existing property portfolio 1,289 1,088
Changes in value relating to properties divested
during the year
120 5
Sales and disposals –1,236 –898
Closing fair value 31,636 29,150

The carrying amount/fair value and the resulting unrealised changes in value are determined quarterly based on valuations. If a property is sold in the second to the fourth quarter, the sale will give rise, in addition to the unrealised change in value, to a realised change in value that is based on the selling price in relation to confi rmed fair value for the most recent quarter.

Fabege has mortgaged certain properties, see also Note 31 "Assets pledged as security and contingent liabilities".

Note 16 Equipment

Group Parent Company
2012 2011 2012 2011
Cost at beginning of year 20 21 6 7
Investments 0 0 0 0
Sales and disposals 0 –1 0 –1
Cost at end of year 20 20 6 6
Opening depreciation –19 –18 –5 –4
Sales and disposals 0 0 0 0
Depreciation charge for the year 0 –1 0 –1
Closing accumulated depreciation –19 –19 –5 –5
Carrying amount 1 1 1 1

The Group has operating leases to a small extent for cars and other technical equipment. All agreements are subject to standard market terms and conditions.

Note 17 Interests in associated companies1)

Group Parent Company
2012 2011 2012 2011
Cost at beginning of year 591 443
Acquisition/contribution/loss 219 148 243
Cost at end of year 810 591 243
Carrying amount 810 591 243
Name/Org.no. Regd. offi ce Capital
share, % 2)
Book
value
Järla Sjö Exploatering AB
556615-3952
Stockholm 33.3 0
Råsta Administration AB
556702-8682
Stockholm 20.0 0
Projektbolaget Oscarsborg AB
556786-3419
Stockholm 50.0 2
TCL Sarl 199824012273) Luxembourg 45.0 361
Värtan Fastigheter KB 969601-0793 Stockholm 50.0 5
Global Crossing Conference Ltd
33307863594)
Stockholm 50.0 136
Catena AB (publ) 556294-1715 Stockholm 29.9 243
Nyckeln 0328 SE 517100-00695) Stockholm 33.3 63
810

1) Read more about associated companies in Note 35.

2) Applies also to the share of votes for the total number of shares.

3) Fabege's holding in Fastighets AB Tornet is indirectly owned through TCL Sarl. 4) Fabege's holding in Visio is indirectly owned through Global Crossing Conference Ltd.

5) Fabege conducts fi nancial operations in an associated company. The operation comprises fi nancing activities conducted through the raising of loans in the capital market and lending operations through the issuance of cash loans. Svensk Fastighetsfi nansiering AB (SFF) is co/ owned by Fabege, Wihlborgs and Peab. Fabege owns 33.33 per cent. The aim is to expand the company's fi nancing base with a new source of fi nancing. In December 2011, SFF launched a bond loan with a total limit of SEK 5bn. Via the bond loan, Fabege is borrowing SEK 1,045m in the capital market. The bonds are secured by collateral in property mortgage deeds.

Summary of profi t and loss account and balance sheet for associated companies, SEKm (100%)

Group
2012 2011
Profi t and loss account
Rental income 235 203
Net operating income 125 80
Profi t for the year 668 415
Balance sheet
Fixed assets 16,703 11,517
Current assets 1,055 987
Total assets 17,758 12,504
Shareholders' equity 9,581 9,297
Minorities 47
Allocations 319
Other liabilities 7,811 3,207
Total equity and liabilities 17,758 12,504

Note 18 Receivables from associated companies

Receivables from associated companies pertain to receivables for Visio Exploaterings AB of SEK 176m (0) and from Nyckeln of SEK 72m (0). For 2011, the receivables applied to Projekbolaget Oscarsborg AB in an amount of SEK 87m and for Råsta Holding AB of SEK 159m. Receivables are subject to interest rates at market terms and conditions.

Note 19 Other long-term securities holdings

Group Parent Company
2012 2011 2012 2011
Cost at beginning of year 165 152 9 6
Acquisitions/Investments 29 4
Changes in value 18 –16 –1 –1
Sales
Cost at end of year 183 165 8 9
Carrying amount 183 165 8 9
Shareholding Carrying amount
Parent Company
AIK Fotboll AB – Fabege's capital share is 18.5 per cent
and the number of shares 4,042,649
6
AIK Hockey AB under formation – Fabege's capital share
is 2 per cent and the number of shares 41,000
1
Interests in tenant-owner's associations 0
Subsidiaries
Arenabolaget i Solna AB – Fabege's capital share is 16.7 per cent
and the number of shares 167
176
Swedish Arena Management AB – Fabege's capital share is 16.7
per cent and the number of shares 167
0
Total 183

Note 20 Other long-term receivables

Group Parent Company
2012 2011 2012 2011
Maturity:
1 to 5 years after balance
sheet date
157 107 4
later than 5 years from balance
sheet date
Total 157 107 4

Group

Other long-term receivables from other co-owned companies refer to promissory note receivables.

Note 21 Trade receivables

Group
Age structure of overdue trade receivables 2012 2011
0 – 30 days 23 10
31 – 60 days 1 2
61 – 90 days 2 4
> 90 days 14 7
Of which, provisions –10 –8
Total 30 15

Note 22 Other receivables

The consolidated fi nancial statements include a current receivable from the associated company Oscarsborg of SEK 137m (0) and promissory notes that mature within one year of SEK 75m (0).

Note 23 Shareholders' equity

Outstanding shares Registered shares
No. of shares at beginning of year 162,225,084 165,391,572
Cancellation of repurchased shares
Divestment of treasury shares 1,330,374
Total 163,555,458 165,391,572

All shares carry equal voting rights, one vote per share.

The quotient value of a share is SEK 30.82.

Proposed dividend per share: SEK 3.00.

For other changes in shareholders' equity, see the consolidated and Parent Company statements of changes in equity.

Note 24 Overdraft facility

Group Parent Company
2012 2011 2012 2011
Available credit limit 120 120 120 120
Unused share –120 –120 –120 –120
Used share 0 0 0 0

Note 25 Liabilities by maturity date

Group Parent Company
Interest-bearing liabilities 2012 2011 2012 2011
Maturity up to 1 year
from balance-sheet date
6,650 3,234 6,610 3,219
Maturity 1 to 5 years
from balance sheet date
6,883 9,545 5,717 9,096
Maturity later than 5 years
from balance sheet date
4,502 3,976 4,502 3,976
Total 18,035 16,755 16,829 16,291

Non-interest-bearing liabilities are expected to become due for payment within one year. For the interest rate maturity structure, see Note 3.

Note 26 Derivatives

Group Parent Company
2012 2011 2012 2011
Short-term excess value
Long-term excess value
Total excess value
Short-term defi cit –33 –33
Long-term defi cit –821 –664 –821 –664
Total defi cit –854 –664 –854 –664
Total –854 –664 –854 –664

The Group does not apply hedge accounting, see "Financial instruments" in Note 2 Accounting policies. Derivatives are classifi ed as interest-bearing liabilities in the balance sheet and measured at fair value in compliance with level 2, IFRS 7, Section 27a, with the exception of the closable swaps and performance swaps, measured in accordance with level 3, IFRS 7. See also Note 2. Changes in value are recognised in profi t or loss under a separate item, Changes in value, fi xed income derivatives. IAS 39 has been applied also in the Parent Company since 2006.

Group Parent Company
IFRS, level 3 2012 2011 2012 2011
Acquisition value
at beginning of year
–532 –250 –532 –250
Acquisitions/Investments –77 –56 –77 –56
Changes in value –233 –282 –233 –282
Matured 56 56
Acquisition value at end of year –842 –532 –842 –532
Carrying amount –842 –532 –842 –532

The change in value of SEK –233m (–282) was attributable in its entirety to derivative instruments held by the company at the end of the year as shown in the statement of comprehensive income.

Note 27 Deferred tax liability/asset

Group Parent Company
Interest-bearing liabilities 2012 2011 2012 2011
Deferred tax has been calculated
on the basis of:
– Tax losses –1,020 –1,148 –52 –86
– Difference between
the carrying amounts and
tax bases of properties 1,799 1,708
– Derivatives –189 –175 –188 –175
– Other –2 5
Net deferred tax asset/liability 588 390 –240 –261

Total recognised tax-loss carryforwards in the Group, which have been taken into account in calculating deferred tax, are approximately SEK 4.6bn (4.4). See also the section on tax in the Directors' Report, page 63.

Note 28 Provisions

Out of total provisions of SEK 143m (195), SEK 23m (78) refers to obligations relating to rental guarantees for divested properties. Other amounts refer to stamp duties on properties that are payable upon the sale of a property, SEK 36m (34).

Rental
guarantees
Other
provisions
Provisions
for pensions
Total
At 1 Jan 2012 78 34 83 195
Provisions for the year 2 1 3
Used/paid during the year –55 –55
At 31 Dec 2012 23 36 84 143
Provisions comprise
Long-term component 0 36 84 120
Short-term component 23 23
Total 23 36 84 143

Rental guarantees

The rental guarantees have remaining maturities of up to one year. The criteria for assessing the size of provisions are described in Note 4.

Provisions for pensions

Obligations relating to defi ned contribution pension plans are met through payments to the government agencies or companies administering the plans. A number of Fabege employees have defi ned benefi t pensions under the ITP supplementary pension plan for salaried employees in industry and commerce for which regular payments are made to Alecta. These are classifi ed as defi ned-benefi t pension plans covering several employers. As there is not suffi cient information to report these as defi ned benefi t plans, they have been recognised as defi ned contribution plans. It is unclear how a surplus or defi cit in the plan would affect the size of future contributions from each participating company and for the plan as a whole. Alecta is a mutual insurance company that is governed by the Swedish Insurance Business Act as well as by agreements between employers and unions.

Fees for pension insurance policies provided by Alecta in 2012 are approximately SEK 3m (3). Alecta's surplus can be distributed to the policy owners and/or insured parties. At year-end 2012 Alecta's surplus, as expressed by the "collective funding ratio", was 129 per cent (113). The collective funding ratio is defi ned as the market value of Alecta's assets as a percentage of its commitments to policyholders calculated using Alecta's actuarial assumptions, which do not comply with IAS 19.

Fabege has a PRI (Pensionsregistreringsinstitutet) liability, which is a defi nedbenefi t pension plan. However, no new payments are being made to PRI. Defi nedbenefi t pension obligations recognised in the balance sheet comprise the present value of defi ned-benefi t pension obligations. Any actuarial gains/ losses are recognised through profi t or loss to the extent that they are outside the band. As of 2013, Fabege will apply the amended IAS 19, whereby the principal change for Fabege is the elimination of the corridor rule. This entails that all actuarial gains and losses will be recognized in other comprehensive income as they are incurred. Another change is that a single interest rate will be applied and calculated on the basis of the net of the pension liability and plan assets, instead of different interest rates for the liability and the assets. For Fabege, abolition of the corridor will result in the recognised pension liability, including payroll tax, rising by SEK 23m as at 1 January 2013 (SEK 17m as at 1 Jan 2012).

Negative amounts above refer to deferred tax assets.

Note 29 Other liabilities

In 2012, the item primarily included liabilities related to the acquisition of a property for SEK 7m (67).

Note 30 Accrued expenses and deferred income

Group Parent Company
2012 2011 2012 2011
Advance payment of rents 280 279
Accrued interest expenses 81 53 82 52
Other provisions 132 136 24 29
Total 493 468 106 81

Note 31 Assets pledged as security and contingent liabilities

Group Parent Company
Assets pledged as security 2012 2011 2012 2011
Property mortgages 13,182 12,439
Shares in subsidiaries 2,253 1,977
Promissory notes 15,334 13,107
Total 15,435 14,416 15,334 13,107
Contingent liabilities
Guarantees on behalf of
subsidiaries
3,523 2,967
Ongoing tax cases 804 2,680
Guarantees and undertakings for
the benefi t of associated companies
1,175 472 1,175 472
Other provisions 145 224 166 244
Total 2,124 3,376 4,864 3,683

The Group has pension commitments of SEK 32m (34), which are secured through a pension fund. The solvency ratio for the pension fund is 125 per cent (126). No provision has been made, as the pension commitment is fully covered by the assets of the fund.

For more information about ongoing tax cases, see the section on tax in the Directors' Report, page 63.

Note 32 Interest paid

Interest paid during the year in the Group was SEK 680m (636), of which SEK 35m (27) has been capitalised in the investment business. No capitalisation of interest has been made in the Parent Company.

Note 33 Changes in working capital

Group Parent Company
2012 2011 2012 2011
Change acc. to balance sheet –218 1,210 130 –120
Change in assets and liabilities
in respect of interest income,
dividends and interest expenses
–29 –12 –29 –9
Total –247 1,198 101 –129

Note 34 Cash and cash equivalents

Cash and cash equivalents comprise cash assets and bank balances. The Group has unused overdraft facilities, which are not included in cash and cash equivalents, of SEK 120m (120).

The Parent Company's pension provision refers to a PRI liability.

Note 35 Related-party transactions

Erik Paulsson, with his family and companies, holds controlling infl uence in Hansan AB. In 2012, consulting services totalling SEK 3m (3) were procured. Hansan paid SEK 0m (1) in rent for premises to Fabege.

Receivables from Projektbolaget Oscarsborg AB totalled SEK 137m (87) at 31 December 2012. In 2012, the sale was completed of part of the Hammarby Gård 7 property to Oscar Properties, which is represented by Fabege Director Oscar Engelbert. The purchase consideration was SEK 265m with an expected profi t of SEK 112m.

Svensk Fastighetsfi nansiering AB (SFF) is jointly owned by Fabege, Wihlborgs and Peab. Fabege owns 33.3 per cent of the company. The intention is to expand the Fabege's fi nancing base with a new source of fi nancing. In December 2011, SFF launched a bond programme with a total limit of SEK 5bn. Through the bond programme, Fabege is borrowing SEK 1,045m and Visio is borrowing SEK 1,205m in the capital market. The bonds are secured by property mortgage deeds. Fabege has promissory notes of SEK 75m (0) issued to SFF.

Promissory notes of SEK 176m are issued to the associated company Visio. Fabege has a promissory note receivable of SEK 128m from Arenabolaget i Solna KB. Fabege also has a promissory note receivable of SEK 101m (22) from Swedish Arena Management KB.

Note 36 Dividend per share

The dividends that were adopted at Annual General Meetings and paid out in 2012 and 2011 were SEK 3.00 per share and SEK 3.00 per share, respectively. At the AGM on 21 March 2013 the Board will propose a dividend for 2012 of SEK 3.00 per share, resulting in a total dividend payment of SEK 496,174,716. The dividend amount is based on the total number of outstanding shares at 20 February 2013, i.e. 165,391,572 shares, and is subject to alteration up to and including the record date, depending on share buybacks.

Note 37 Adoption of the Annual Report

The Annual Report was adopted by the Board of Directors and approved for publication on 25 February 2013.

The Annual General Meeting will be held on 21 March 2013.

Note 38 Net turnover

The Parent Company's income consists primarily of intra-Group invoicing.

Note 39 Operating expenses

Parent Company
2012 2011
Employee expenses –50 –61
Administration and running costs –129 –131
Depreciation of equipment –1 –1
Total –180 –193

Note 40 Profi t from shares and interests in Group companies

Parent Company
2012 2011
Impairment of shares in subsidiaries –336
Group contributions 338 65
Anticipated dividends on shares 800 2,000
Total 802 2,065

Note 41 Shares and interests in Group companies

Parent Company
2012 2011
Cost at beginning of year 14,319 14,319
Acquisitions and additions 0
Sales
Cost at end of year 14,319 14,319
Opening depreciation –991 –991
Impairment –336
Carrying amount –1,327 –991
Closing accumulated depreciation 12,992 13,328

Directly owned subsidiaries

Name/Corporate identity no. Regd. offi ce Capital
share, % 1)
Carrying
amount
Hilab Holding Stockholm AB 556670-7120 Stockholm 100 10,126
LRT Holding Company AB 556647-7294 Stockholm 100 2,790
Fabege Holding Solna 556721-5289 Stockholm 100 0
Fabege V48 556834-3437 Stockholm 100 0
Fabege V12 AB 556747-0561 Stockholm 100 76
Total 12,992

1) Applies also to the share of votes for the total number of shares.

The stated capital share includes shares from other Group companies. The Group comprises 194 (184) companies.

Note 42 Fees and compensation to auditors

The following fees have been paid to the company's auditors:

Fees and expenses, SEK '000

Group Parent Company
2012 2011 2012 2011
Deloitte
audit assignments1) 2,934 3,183 2,934 3,183
other auditing activities 374 245 374 245
tax advisory services 153 531 153 531
other services 39 17 39 17
Total 3,500 3,976 3,500 3,976

1) Auditing assignments pertain to the auditing of the Annual Report and fi nancial statements, as well as the administration of the Board and the CEO, other tasks required by the company's auditors and advisory services and representation brought on by observations during such audits or such other tasks.

Note 43 Events after the balance sheet date

Following year-end, a total of 1,836,114 treasury shares were divested. Thereafter, the company has no shares remaining in treasury.

In January, Jernhusen exercised its option to sell its holdings in Arenabolaget i Solna KB and Swedish Arena Management KB to Fabege. Exercise of the option means that Fabege will increase its ownership interest in the two companies by 6.1 per cent. Takeover will occur in April 2013. Following the acquisition, Fabege's ownership interest in the aforementioned companies is 22.8 per cent.

On 5 February 2013, Fabege AB issued a bond loan of SEK 1,170m backed by collateral in the property Solna Uarda 5 in Arenastaden. The issuance took the form of a three-year bond totalling SEK 1,170m, of which SEK 300m carried fi xed interest at a rate of 3.70 per cent and SEK 870m carried variable interest at a rate of STIBOR 3m + 2.15 per cent. Fabege AB will apply for a listing of the bonds on Nasdaq OMX Stockholm.

Corporate Governance Report

Fabege is a Swedish public limited-liability company with registered office in Stockholm. The company's corporate governance is based on its Articles of Association, the Swedish Companies Act and other applicable laws and regulations. Fabege applies the Swedish Corporate Governance Code (the "Code"), whose main purpose is to improve standards of governance among Swedish businesses.

Corporate Governance at Fabege

Responsibility for the governance, management and control of Fabege's activities is shared among the shareholders at the Annual General Meeting, the Board of Directors and the Chief Executive Offi cer. Fabege works continuously to achieve a more effi cient and appropriate governance of the company.

SHAREHOLDERS

Fabege's shares are listed on Nasdaq OMX Stockholm. Th e company's share capital is SEK 5,097m, represented by 165,391,572 shares. Of these, 1,836,114 are treasury shares, representing 1.1 per cent of the total number of shares. In Fabege all shares carry the same voting rights, which means that opportunities to exercise infl uence as an owner are consistent with each shareholder's capital share in the company. Th e following shareholders, directly or indirectly hold shares that represent one tenth or more of the votes for all shares in the company:

Shareholding 31 Dec 2012 Share of votes, %
Brinova Inter AB 15.1

Fabege's ownership structure is described on page 96.

ARTICLES OF ASSOCIATION

Fabege's Articles of Association state that the company shall seek to acquire, manage, add value to and divest properties. Th e Board of Directors has its registered offi ce in Stockholm. In other respects, the Articles of Association contain provisions on the number of shares, the number of Directors and auditors, and the Annual

General Meeting (AGM). Th e full text of Fabege's Articles of Association is available at www.fabege.se.

ANNUAL GENERAL MEETING

Th e AGM is the company's highest decision-making body. Shareholders who would like to participate in the business of the AGM must be registered in the transcript of the entire share register pertaining to the conditions prevailing fi ve working days prior to the AGM and notify the company of their intention, and that of no more than two advisors, to attend the Meeting no later than 4:00 pm on the day stipulated in the notice convening the AGM.

THE NOMINATING COMMITTEE

Th e Nominating Committee is the AGM's body for preparing decisions relating to appointments. Th e Committee's task is to draw up proposals for the appointment of

CORPORATE GOVERNANCE STRUCTURE

the AGM chairman, Chairman of the Board and Directors, Directors' fees, the appointment of auditors, auditors' fees and any amendments to the principles governing the election of the Nominating Committee.

Th e proposal for Directors' fees must specify a breakdown between the Chairman, other Directors and committee work.

THE BOARD OF DIRECTORS

Under the Swedish Companies Act, the Board of Directors is responsible for the company's organisation and the administration of the company's aff airs. Th e Board is required to continuously assess the fi nancial situation of the company and Group. Its main task is to manage the company's activities on behalf of the owners in a way that secures the owners' interest in a strong long-term return on capital. Fabege's Board is to comprise eight directors.

Rules of procedure and instructions

Each year, the Board of Directors of Fabege adopts a set of rules of procedure, including instructions on division of labour and reporting, to supplement the provisions of the Companies Act, Fabege's Articles of Association and the Code.

In addition to the general provisions of the Companies Act, the Rules of Procedure regulate the following:

  • Th e number of Board meetings (normally six scheduled meetings in addition to the statutory meeting)
  • Th e forms for extra meetings and telephone meetings
  • Items to be included in the agenda at each meeting
  • When Board material should be made available
  • Minute-taking
  • Th e duties of the Board
  • Th e special role played by the Chairman in the Board and the specifi c duties arising from that role
  • Th e appointment of an Audit Committee and a specifi cation of the tasks to be performed by the Committee
  • Th e forms for preparing issues relating to compensation
  • Delegation of decision-making powers by the Board
  • Reporting by the auditors and meetings with the auditors

Th e year-end report is addressed by the Board at a Board meeting held on the same date on which the report is published in the market. Other interim reports are delegated to the CEO and addressed at the immediate following Board meeting. However, Board members are always given the opportunity to read, submit opinions on and approve all reports before they are published.

Issues relating to management remuneration

Fabege's Board has no special remuneration committee. All members of the Board except the CEO perform the tasks incumbent on a remuneration committee and thus participate in the process of draft ing and making decisions on remuneration issues.

AUDITING

Under the Swedish Companies Act, the company's auditor is required to examine the company's Annual Report and accounts as well as the management performed by the Board of Directors and

Chief Executive Offi cer. Aft er the end of each fi nancial year, the auditor is required to submit an audit report to the Annual General Meeting. Th e appointment and remuneration of auditors is based on the AGM's resolutions on proposals submitted by the Nominating Committee.

At the 2009 AGM, the auditing fi rm, Deloitte, was appointed as the company's auditors with the authorised public accountant Svante Forsberg as chief auditor for the period up to the 2013 AGM. In addition to Fabege, Svante Forsberg has audit assignment for the following major companies: Alliance Oil, Anticimex, Black Earth Farming, Cinnober, Diligentia, Lannebo Fonder, Skandia Liv and Swedbank. He has no other assignments for companies that are closely related to Fabege's major owners or the CEO. In addition to its assignment as Fabege's appointed auditors, Deloitte has performed audit-related assignments relating primarily to tax and accounting issues.

THE AUDIT COMMITTEE

Th e Board has appointed an Audit Committee from among its own members. Th e Audit Committee acts as an extension of the Board for the monitoring of issues relating to accounting, auditing and fi nancial reporting. Its remit includes addressing issues relating to operational risks and risk management, internal control (environment, design and implementation), accounting policies and fi nancial follow-up and reporting, and the performance of

audits. Th e Committee regularly meets with senior executives to discuss and form an opinion of the state of the company's essential pro cesses from an internal control perspective. Board members review all interim reports. Th e year-end report, the corporate governance report and the administration report are discussed specifi cally at the Committee's meeting early each year. Th e Committee meets regularly with the company's auditor to obtain information on the focus, scope and results of audit activities. It operates according to separate rules of procedure, which are reviewed and adopted annually by the Board. Fabege's Audit Committee meets the Code's requirements on composition and its members possess skills and experience on accounting and other issues within the Committee's area of responsibility.

MANAGEMENT

The Chief Executive Officer

Th e Chief Executive Offi cer is responsible for operational governance and for the day-to-day management and leadership of the business, in accordance with the guidelines, instructions and decisions adopted by the Board of Directors.

In addition to the general provisions relating to division of responsibility contained in the Swedish Companies Act, the rules of procedure governing the work of the CEO specify:

• the CEO's duty and obligation to ensure that the Board of Directors receives

Fabege's Code of Conduct

Fabege's objective includes maintaining long-term relations with the company's stakeholders, providing a healthy work environment for employees and maintaining high business ethics in its operations. The Code of Conduct illuminates in Fabege's position in matters involving human rights, employment condition, environment, business ethics and communication.

A given ground for the Code of Conduct is that Fabege must respect all applicable laws and other regulations as well as generally accepted business practices, and comply with international standards on human rights, labour and the environment in accordance with the UN Global Compact's ten principles.

The Code of Conduct encompasses all Fabege employees regardless of position. The Board of Directors and Group Management have a special responsibility for ensuring application of the Code of Conduct. Its content is revised and monitored annually by Group Management. All managers with personnel responsibility are responsible for ensuring that the Code of Conduct is understood and complied with in their particular department/sphere of responsibility. All employees have access to all of Fabege's policy documents via the company's intranet. The Code of Conduct in its entirety is available on the fabege.se website.

information and the necessary documentation on which to base decisions.

  • the CEO's role of presenting reports at Board meetings.
  • the CEO's duty and obligation to ensure that the necessary information is retrieved on a continuous basis from each company in the Group.
  • the CEO's duty and obligation to monitor compliance with the Board's decisions in respect of goals, business concept, strategic plans, ethical and other guidelines, and, where necessary, request a review of the same by the Board.
  • issues that must always be submitted to the Board, such as major acquisitions and sales or major investments in existing properties.
  • the CEO's duty and obligation to ensure that Fabege fulfi ls its obligations in respect of disclosure, etc. under the company's listing agreement with the Nasdaq OMX Stockholm.

Th e rules of procedure also contain a separate reporting instruction, which governs the content and timing of reporting to the Board.

Group Management

Th e CEO directs the work of Group management and reaches decisions in consultation with the other members of management. Group management jointly conducts the operational control and manages the business and engages in daily management in accordance with the Board's guidelines, instructions and resolutions.

Th e key to success is having motivated employees. With the aim of creating the best conditions for this, Fabege's Group management has to establish a clear framework and objectives for the operation. Group management must create the conditions for employees to achieve the established objectives by:

  • Clearly communicating the company's course and objectives
  • Establishing an approach based on the company's collective expertise
  • Coaching, inspiring and creating workplace satisfaction and positive energy

• Regularly reviewing and providing feedback on the established objectives. Operational Group management meetings are held on a weekly basis. Once a month, minuted decision-making meetings are held, during which strategic and operational matters such as property transactions, letting, market trends, organisation and monthly and quarterly reviews are addressed. Th e CEO's assistant also participates in these meetings.

Operating areas

Fabege's business operations are conducted

in three areas: Property Management, Property Development and Transactions. Th e heads of all of the operating areas are members of Group Management. Responsibility for operational control and follow-up rests with the particular head of the oper ating area. Fabege's operations are managed by objectives at all levels. Th e objectives are broken down, developed and anchored in the particular operating area and then down to the individual co-worker. Measurement and follow-up occur regularly.

DIFFERENCES IN RELATION TO THE CODE

Th e application of the Code is based on the principle of 'comply or explain', which means that a company is not obliged to follow all rules without exception and that deviations from one or several individual rules do not constitute a breach of the Code if there are reasons for this and explanations are provided for such deviations.

All members of the Board of Directors have met with the company's auditors, but not without the presence of the Chief Executive Offi cer or another member of the management team. Aft er consulting with the auditors, the Board has not found it necessary to arrange such a meeting, partly because the auditors have, on several occasions, presented reports to the Audit Committee without the presence of the CEO.

Corporate Governance 2012

ANNUAL GENERAL MEETING

Th e 2012 AGM was held in Stockholm on 29 March 2012. Erik Paulsson was elected to chair the meeting. Th e AGM was attended by shareholders holding a total of 77.9m shares, representing 48.0 per cent of the votes.

A full set of minutes from the AGM is available on Fabege's website, www.fabege.se. Th e following are the principal resolutions adopted at the AGM:

Election of Directors and resolution on Directors' fees (proposed by the Nominating Committee)

Th e AGM resolved that the Board should consist of eight Directors and approved the re-election of Oscar Engelbert, Eva Eriksson, Christian Hermelin, Märtha Josefsson, Pär Nuder, Mats Qviberg, Erik Paulsson and Svante Paulsson to the Board. Erik Paulsson was elected Chairman. Th e AGM resolved that a total of SEK 2,555,000 (2,775,000) be paid in Directors' fees in 2012.

Cash dividend (proposed by the Board) Th e dividend was fi xed at SEK 3.00 and the record date was set at 3 April 2012.

Principles for the appointment of the Nominating Committee (proposed by the Nominating Committee)

Th e AGM adopted a set of principles for the appointment of the Nominating Committee and the proposals that the Nominating Committee is required to prepare. Th e Nominating Committee will consist of representatives for the four largest owners.

Remuneration to management

Th e AGM resolved on unchanged guidelines for the remuneration of management. See further on page 86.

Authorisation on share buybacks (proposed by the Board)

Th e AGM decided to authorise the Board, for a period ending no later than the next AGM, to acquire and transfer shares. Share buybacks are subject to a limit of 10 per cent of the total number of outstanding shares at any time. All the treasury shares held by the company may be transferred.

AUDITING

Th e auditors reported their observations and simultaneously presented their views on the quality of internal controls in Fabege at the Board meeting in February 2013. Th e auditors have participated in and presented reports at all meetings of the Audit Committee (four in 2012). Reports were also presented to management in 2012.

Fees paid to the company's auditors are described in Note 42 on page 82.

THE NOMINATING COMMITTEE

In accordance with the AGM's decision, the four largest shareholders have been off ered one seat each on Fabege's Nominating Committee, and on 21 September 2012 a Nominating Committee was announced. Following the ownership change, information on the new Nominating Committee was disclosed on 26 October 2012. Th e Nominating Committee consists of the following members: Bo Forsén (Brinova Fastigheter AB), Mats Qviberg (Investment AB Öresund), Eva Gottfridsdotter-Nilsson (Länsförsäkringar Fondförvaltning) and Anders Rydin (SEB Fonder). Th e Nominating Committee represents about 30.0 per cent of the votes in Fabege on 31 January 2013.

Th e Nominating Committee held two minuted meetings and remained in contact during the intervening periods. As a basis for its work, the Committee has met with the Board Chairman and listened to his views on the work of the Board. Th e Committee has also contacted the other Directors, the Audit Committee and the company's auditors to obtain a clear idea of the work of the Board. Th e Nominating Committee has discussed the size and composition of the Board of Directors in respect of industry experience, expertise, and the need for continuity and renewal of the work of the Board. Th e Committee has also discussed and taken account of issues relating to the independence of Directors (see below for a description of the Board).

Nominating Committee's proposals 2013

Th e Nominating Committee proposes reelecting Eva Eriksson, Christian Hermelin, Märtha Josefsson, Pär Nuder, Erik Paulsson, Svante Paulsson and Mats Qviberg, and the new election of Gustaf Hermelin, thus proposing eight Directors. Gustaf Hermelin is to be considered independent in relation to the company and dependent in relation to company management and major shareholders. Th e dependence of the Directors proposed for re-election is shown in the table below. In total, the proposed Board of Directors satisfi es the Code's regulations concerning the independence of Directors. Th e Nominating Committee also proposes election of Deloitte as auditor, with Kent Åkerlund auditor-in-charge.

Th e Nominating Committee's report on how its work has been conducted and its proposals ahead of the 2013 AGM are presented on the company's website. Th e Nominating Committee's proposals are

also presented in the offi cial notifi cation of the 2013 Annual General Meeting.

THE BOARD OF DIRECTORS Composition 2012

Eight Directors were elected to the Board at the 2012 AGM, thus reducing the Board by one Director. Th e AGM elected Erik Paulsson as Chairman of the Board. Fabege's Chief Financial Offi cer, Åsa Bergström, acts as the Board's secretary.

Fabege's Board of Directors includes members that have skills and experience of great signifi cance for the support, monitoring and control of the operations of a leading property company in Sweden. Th e Board aims to retain members with expertise in areas such as properties, the property market, funding and business development. A number of members of the Board have signifi cant direct or indirect personal shareholdings in Fabege. Fabege's Board meets the requirements on independent Directors provided for in the Code.

Board meetings 2012

In 2012, the Board held six scheduled meetings of a total of twelve meetings, comprising six scheduled meetings, one statutory meeting, and fi ve telephone meetings. Th ere are a number of standing agenda items: fi nancial and operational reporting, decisions on acquisitions, investments and sales, current market issues, HR issues and reporting by the Audit Committee. In addition to these, the Board has addressed a number of specifi c issues (see illustration on page 87).

In 2012, the Board made decisions on several major transactions and investments in the company's existing property portfolio. In 2012, Fabege sold fi ve properties for SEK 1,448m. Th e remaining 50 per cent of

an already owned jointly owned property was acquired for SEK 150m. Decisions were made on investments of about SEK 2.4bn relating to the development and improvement of properties in the company's existing portfolio. In addition, a decision was made concerning the acquisition of 29.9 per cent of the shares of Catena AB. At the end of the year, an assessment was made of the Board, which showed that the Board was operating in a highly satisfactory manner. Profi t was discussed at the Board meeting in February 2013.

Directors' fees

Th e Directors are paid Directors' fees in accordance with the resolutions of the Annual General Meeting. For 2012, total fees of SEK 2,555,000 were paid, of which the Chairman received SEK 400,000 plus extra remuneration of SEK 835,000 for project work. Th e other Directors, except CEO, received SEK 200,000 and SEK 120,000 for work on the Board's Audit Committee, of which the chairman received SEK 60,000 and the other members SEK 30,000.

Remuneration of company management

Th e Board of Directors decided, in accordance with the resolution passed by the AGM concerning principles for remuneration and other employment terms and conditions for company management, on the remuneration to be paid to the CEO and other terms of employment conditions. During the year, the Board implemented a review of compliance with the principles for remuneration of senior executives.

Remuneration is to be market aligned and competitive. Responsibility and performances that coincide with shareholders' interests are to be refl ected in the

Independent in Independent Attendance
The Board 2012 Elected relation to the com
pany and executive
management
in relation
to major
shareholders
Directors'
fee,
SEK '000
Board Audit
Committee
Erik Paulsson, Chairman 1998 NO NO 1,235 11
Göte Dahlin, Director1) 2000 YES YES 3 1
Oscar Engelbert, Director 2010 NO YES 200 11
Eva Eriksson, Director2) 2011 YES YES 230 12 3
Christian Hermelin, Director 2007 NO YES 12
Märtha Josefsson, Director 2005 YES YES 260 12 4
Pär Nuder, Director 2010 YES YES 230 9 4
Svante Paulsson, Director 2007 YES NO 200 11
Mats Qviberg, Deputy
Chairman
2001 YES YES 200 12

1) Stepped down at the 2012 AGM.

2) Member of the Audit Committee since the 2012 AGM.

remuneration. Th e fi xed salary is to be reevaluated annually. In addition to fi xed salary, remuneration may be paid for target-related performance. Such remuneration is to depend on the extent to which pre-defi ned targets have been achieved within the framework of the company's

activities. Th e targets comprise fi nancial and non-fi nancial criteria. Remuneration in addition to fi xed salary is to be subject to a ceiling and tied to the fi xed salary. Variable remuneration is limited to a maximum of three (3) monthly salaries. Variable remuneration paid to company

management must not exceed a maximum total annual cost for the company of SEK 2.1m (excluding social security fees), calculated on the basis of the number of persons who currently constitute senior executives. Other benefi ts, where applicable, may only constitute a limited portion of the remuneration.

Remuneration paid to the CEO and to other members of company management, as well as other benefi ts and employment terms and conditions, are presented in Note 6 on page 76. Th e principles for remuneration and employment terms and conditions will also be presented at the 2013 AGM.

The Audit Committee

Th e Board has appointed an Audit Committee from among its own members consisting in 2012 of Märtha Josefsson (Chairman), Eva Eriksson and Pär Nuder. In 2012, four meetings of the Audit Committee were held. During the year, considerable emphasis continued to be placed on the company's internal control system. During the year, the Audit Committee addressed areas such as processes for the procurement of major projects, valuation of properties, property transactions, the fi nance function and project follow-up. Th e Committee also addressed the company's investments in Arenastaden. Special emphasis was placed on following up the company's ongoing tax cases. Year-end accounts and valuation matters were addressed, as were operational and auditing risks. At each meeting, the company's auditors submitted a report of their review during the year. Th e minutes from the Audit Committee's meetings were shared with all Board members, and the Committee's Chairman submitted regular reports to the Board.

GROUP MANAGEMENT

During the year, Group Management comprised the following executives:

  • Christian Hermelin: CEO
  • Åsa Bergström: CFO/Deputy CEO
  • Urban Sjölund: Director of Properties
  • Klas Holmgren: Director of Projects and Development
  • Klaus Hansen Vikström: Director of Business Development

Report on internal control in respect of fi nancial reporting

Internal control is a process that is infl uenced by the Board of Directors, management and the company's employees and that has been designed to provide a reasonable assurance that the company's goals are achieved in the follow categories:

  • that the company has an appropriate and effi cient organisation for its business operations
  • that the company produces reliable fi nancial statements
  • that the company complies with applicable laws and regulations.

Th e company applies the established COSO (Internal Control – Integrated Framework) framework in its work.

CONTROL ENVIRONMENT

Fabege has a geographically well contained organisation and homogenous operational activities but its legal structure is complex. Th e business is capitalintensive and is characterised by large monetary fl ows, including rental income, expenses for project activities, acquisitions/sales of properties and fi nancial expenses.

Overall responsibility for ensuring good internal control and effi cient risk management rests with the Board of Directors. To be able to perform its work in an appropriate and effi cient manner, the Board has adopted a set of rules of procedure. Th e Board's rules of procedure are aimed at ensuring a clear division of responsibility between the Board of Directors (and its committees) and the Chief Executive Offi cer (and his management team) with a view to achieving effi cient risk management in the company's operations and in fi nancial reporting. Th e rules of procedure are updated annually. In 2012, the Board performed its annual review and adopted rules of procedure for the Board, rules of procedure for the Audit Committee and the company's Code of Conduct.

Th e management team is responsible for designing and documenting and for maintaining and testing the systems/processes and internal controls that are required to manage signifi cant risks in the accounts and the company's day-to-day activities. Operational responsibility for internal control rests with the company's management and with those individuals who by virtue of their roles in the company are in charge of each defi ned critical process, function or area.

Th e company's fi nancial reporting is governed by a set of policies and guidelines. Th e company has defi ned policies for matters such as funding, environmental issues, equal opportunities and disclosure, accounting policies and instructions for the closing of the accounts and authorisation of payments. In 2012, Fabege implemented a comprehensive overhaul and update of its policies. All policies were discussed and decided on by Group management. Information concerning resolved policies was also disseminated throughout the organisation. In addition, more detailed guidelines and instructions are reviewed and updated regularly. In May, Fabege formulated its fi rst "communication on progress" on the UN's Global Compact. Work on developing the company's sustainability reporting is continuously under way. Sustainability reporting constitutes part of the company's annual report and, as of 2012, will be examined by Fabege's auditors.

RISK ASSESSMENT

Risks and critical processes, functions and areas are defi ned on the basis of the control environment, signifi cant results and balance sheet items as well as signifi cant business processes. Th e following processes, functions and areas have been defi ned as critical for Fabege:

  • Acquisitions and sales
  • New lettings and renegotiations

  • Projects

  • Closing of the accounts and reporting
  • Funding
  • Valuation of properties
  • Rent payments
  • Purchasing
  • Tax

Fabege conducts annual reviews and evaluations of risk areas for the purpose of identifying and managing risks in consultation the Board and the Audit Committee for review by the auditors.

CONTROL ACTIVITIES

Critical processes, functions and areas are described and documented in respect of division of responsibility, risks and controls. Th e necessary instructions, procedures and manuals are produced, updated and communicated to the relevant staff to ensure that they have up-todate knowledge and adequate tools. Th e measures are aimed at integrating risk management in the company's day-to-day procedures. Compliance with policies, guidelines and instructions is monitored on an ongoing basis. Employees are given frequent training to ensure that they have required expertise. In 2012, all of the company's critical processes were reviewed. Supplementing the external audit performed in 2012, the company also performed an internal assessment of compliance and controls in critical processes.

A central controller function supports work on the follow up the operating units – Property Management and Property Development. Th e control department is in charge of operational reporting. Th e operating units, Property Management and Projects, have a separate controller function which supplements the central controller function at Group level. Operational reports are prepared monthly and quarterly based on a standardised reporting package and submitted for comments/ approval to executives with operational responsibility. Reviews and updates with executives with operational responsibility are made throughout the year. Performance is assessed against budgets and forecasts, which are updated twice a year. Since 2009, the company has been producing rolling 12-month forecasts.

A central function prepares consolidated fi nancial statements and other fi nancial reports in close collaboration with the controller function/operating units and the fi nance function. Th is work includes integrated control activities in the form of reconciliation with standalone systems/specifi cations of outcomes for income and expense items and balance sheet items. Th e company's operational reporting is developed and improved continuously in terms of content and system support, as well as availability to managers of the various operations.

INFORMATION AND COMMUNICATION

Management is responsible for informing the staff concerned about their responsibility to maintain good internal control. Th e company Intranet and briefi ng sessions are used to ensure that employees are kept up-to-date on the company's governing policies and guidelines.

Responsibility for external information rests with the Communications department. Th e company's Investor Relations activities are based on principles for regular and accurate information in accordance with Nasdaq OMX Stockholm's Rule Book for Issuers. Th e aim is to improve knowledge of and build confi dence in the company among investors, analysts and other stakeholders. In 2012, work to improve information and access to information on the external website continued. Th e communication of information to the market has been improved and clarifi ed. An important development eff ort was also implemented in respect of the company's intranet, featuring improvements of both availability and the information content. Particularly emphasis was also placed on improving communication with the company's customers.

FOLLOW-UP

Th e internal control system also needs to change over time. Th e aim is to ensure that this is monitored and addressed on an ongoing basis through management activities at various levels of the company, both through monitoring of the individuals responsible for each defi ned critical process, function and area and through ongoing evaluations of the internal control system.

In addition to fi nancial reporting to the Board, more detailed reports are prepared, at more frequent intervals, in support of the company's internal governance and control activities. Monthly reports are presented and discussed at meetings of Group management.

Th e company's management reports regularly to the Board based on the adopted instructions for fi nancial reporting, which are designed to ensure that the information provided is relevant, adequate, up-to-date and appropriate.

Th e Audit Committee also reports to the Board. It acts as the extended arm of the Board in monitoring the formulation and reliability of fi nancial reports. In addition to familiarising itself the content of and methods used in preparing fi nancial reports, the Audit Committee has studied the way in which the more detailed and frequent internal reporting is used in evaluating and managing diff erent areas of activity, which provides an indication of the quality of the control environment. Th e Committee also performs regular reviews and evaluations of internal controls in respect of critical processes and regularly studies the results of the

external auditors' examinations of the company's accounts and internal controls.

Th e auditors examine the company's fi nancial reporting in respect of the full year fi nancial statements and review all quarterly interim reports.

Th e Board regularly evaluates the information submitted by management and the Audit Committee. Of particular signifi cance is the Audit Committee's task of monitoring management's work on developing the internal controls and of ensuring that measures are taken to address the proposals and any problems that have been identifi ed in the course of examinations by the Board, Audit Committee or auditors.

Th e Board of Directors has informed itself through its members and through the Audit Committee on risk areas, risk management, fi nancial reporting and internal control and has discussed risks for errors in fi nancial reporting with the external auditors.

In the course of its work on examining and evaluating internal control in respect of critical processes in 2012, the Audit Committee found no reason to alert the Board's to any signifi cant issues in respect of internal control or fi nancial reporting.

INTERNAL AUDITING

To supplement the external auditing activities, Fabege is working to facilitate internal evaluations of critical processes. As a result of this work, and in view of the homogenous and geographically limited nature of the company's activities and its simple organisational structure, the Board has not found reason to set up a separate internal audit unit. Th e Board believes the monitoring and examination described above, coupled with the external audits, are suffi cient to ensure that eff ective internal control in respect of fi nancial reporting is maintained.

Board of Directors and Auditor

Erik Paulsson Born 1942. Chairman of the board since 2007 and Director since 1998. Other directorships:

Chairman of the Board of Backahill AB, Brinova Fastigheter AB, SkiStar AB and Wihlborgs Fastigheter AB. Director of Nolato AB and Platzer Fastigheter AB. Education: Lower secondary school. Business manager since 1959. Shareholding: 91,080

and via Brinova.

Oscar Engelbert Born 1976. Director since 2010. Other directorships: CEO of Oscar Properties AB. Director of Bonniers konsthall. Education: Boston University and Economics for Entrepreneurs. Shareholding: 0.

Eva Eriksson Born 1959. Director since 2011. Other directorships: Chairman of BWG Homes ASA and Strategisk Arki tektur AB. Director of Bygg Partner AB, DnB NOR Eiendomsfond I ASA, Naeringsbygg Holding III AS, Global Eiendom Utbetaling 2007 AS and Global Eiendom Utbetaling 2008 AS. Education: M.Sc. in Engineering. Shareholding: 0.

Christian Hermelin Born 1964. Director since 2007. CEO of Fabege AB. Education: Bachelor's degree in Administration. Shareholding: 191,917.

Märtha Josefsson Born 1947. Director since 2005. Other directorships: Director of Luxonen S.A, Cityhold Property, Skandia Fonder AB and the World Wildlife Fund. Education: Bachelor's degree in economics.

Shareholding: 78,000.

Group Management

AS.

Studies.

Director of Business

Previous employment: Managing Director of Stockholm Modecenter, MD and founder of Brubaker

Education: Diploma in Specialized Business

Shareholding: 40,517.

Christian Hermelin

Chief Executive Offi cer. Born 1964. Employed since 1998, in current position since 2007.

Previous employment:

Project Manager, Fastighets AB Storheden. Education: Bachelor's degree in Administration. Shareholding: 191,917.

Klaus Hansen Vikström Åsa Bergström

Development. Born 1953. Employed since 2006, in current position since 2009. Deputy CEO, Chief Financial Offi cer. Born 1964. Emloyed since 2007, in current position since 2008.

Previous employment: Senior Manager at KPMG, CFO positions at property companies, including Granit & Betong and Oskarsborg. Education: M.Sc. in Economics and Business. Shareholding: 51,117.

Klas Holmgren

Director of Projects and Development. Born 1970. Employed since 2001, in current position since 2010. Previous employment: Platzer Bygg, Peab and JM. Education: Engineer. Shareholding: 19,517.

Urban Sjölund

Director of Properties. Born 1962. Employed since 1991, in current position since 2007. Previous employment: Construction and Project Manager at JCC AB, Arsenalen AB and MacGruppen AB, Property Manager at BPA Fastigheter AB and various executive positions at Bergaliden AB, Storheden AB and Wihlborgs Fastigheter AB. Education: M.Sc. in Engineering. Shareholding: 52,017.

Shareholding at 31 December 2012.

Pär Nuder Born 1963. Director since 2010. Other directorships: Chairman of Third AP Fund, Sundbybergs Stadshus AB and Öbergs färghus. Director of SkiStar AB, Nyx Security AB, Swedegas AB and Cleanergy. Senior Director Albright Stonebridge Group. Education: LL.M. Shareholding: 10,007.

Svante Paulsson Born 1972. Director since 2007. Other directorships: Responsible for strategy and projects in Backahill AB. Deputy Chairman of the Board of Backahill AB. Director of Bilia AB, Peab AB and AB Cernelle. Education: High school in the US. Shareholding: 168,318.

Mats Qviberg Born 1953. Deputy Chairman 2012, Director since 2001. Other directorships: Chairman of the Board of Bilia AB and Investment AB

Öresund. Director of Skistar AB. Education: Bachelor's

degree in Business Administration. Shareholding: 3,111,558. For information on independence/ dependence, fees, etc. refer to page 86. Shareholding at 31 December 2012.

AUDITOR Svante Forsberg Authorised Public Accountant, Deloitte. Born 1952. Auditor at Fabege since 2005.

Other assignments:

Auditing assignments in the following major companies: Alliance Oil, Anticimex, Black Earth Farming, Cinnober, Diligentia, Lannebo Fonder, Skandia Liv and Swedbank.

Christian Klaus Åsa Klas Urban

Signing of the Annual Report

Th e Board of Directors and Chief Executive Offi cer hereby certify that:

  • the Annual Report has been prepared in accordance with the Swedish Annual Accounts Act and Recommendation RFR 2 of the Swedish Financial Accounting Standards Board,
  • the Annual Report provides a true and fair view of the company's fi nancial position and results, and
  • the Directors' Report provides a true and fair overview of the development of the company's business, position and results and describes signifi cant risks and uncertainties faced by the company.

Th e Board of Directors and Chief Executive Offi cer furthermore certify that:

  • the consolidated fi nancial statements have been prepared in accordance with the International Financial Reporting Standards (IFRS), as referred to in Regulation (EC) No 1606/2002 of 19 July 2002 on the application of international accounting standards,
  • the consolidated fi nancial statements provide a true and fair view of the Group's fi nancial position and results, and
  • the Directors' Report for the Group gives a true and fair overview of the development of the Group's business, results and position and describes signifi cant risks and uncertainties faced by the companies included in the Group.

Stockholm, 25 February 2013

Erik Paulsson Chairman

Oscar Engelbert Director

Eva Eriksson Director

Märtha Josefsson Director

Pär Nuder Director

Svante Paulsson Director

Mats Qviberg Deputy Chairman

Christian Hermelin Director Chief Executive Offi cer

We presented our audit report on 25 February 2013 Deloitte AB

Svante Forsberg Authorised Public Accountant

Auditor's Report

To the annual meeting of the shareholders of Fabege AB (publ) Corporate identity number 556049-1523

REPORT ON THE ANNUAL ACCOUNTS AND CONSOLIDATED ACCOUNTS

We have audited the annual accounts and consolidated accounts of Fabege AB (publ) for the fi nancial year 1 January 2012 – 31 December 2012 with the exception of the corporate governance statement on pages 83–91. Th e annual accounts and consolidated accounts of the company are included in the printed version of this document on pages 60–92.

Responsibilities of the Board of Directors and the Managing Director for the annual accounts and consolidated accounts

Th e Board of Directors and the Managing Director are responsible for the preparation and fair presentation of these annual accounts and consolidated accounts in accordance with International Financial Reporting Standards, as adopted by the EU, and the Annual Accounts Act, and for such internal control as the Board of Directors and the Managing Director determine is necessary to enable the preparation of annual accounts and consolidated accounts that are free from material misstatement, whether due to fraud or error.

Auditor's responsibility

Our responsibility is to express an opinion on these annual accounts and consolidated accounts based on our audit. We conducted our audit in accordance with International Standards on Auditing and generally accepted auditing standards in Sweden. Th ose standards require that we comply with ethical requirements and plan and perform the audit to obtain reasonable assurance about whether the annual accounts and consolidated accounts are free from material misstatement.

An audit involves performing procedures to obtain audit evidence about the amounts and disclosures in the annual accounts and consolidated accounts. Th e procedures selected depend on the auditor's judgement, including the assessment of the risks of

material misstatement of the annual accounts and consolidated accounts, whether due to fraud or error. In making those risk assessments, the auditor considers internal control relevant to the company's preparation and fair presentation of the annual accounts and consolidated accounts in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the eff ectiveness of the company's internal control. An audit also includes evaluating the appropriateness of accounting policies used and the reasonableness of accounting estimates made by the Board of Directors and the Managing Director, as well as evaluating the overall presentation of the annual accounts and consolidated accounts.

We believe that the audit evidence we have obtained is suffi cient and appropriate to provide a basis for our audit opinion.

Opinions

In our opinion, the annual accounts have been prepared in accordance with the Annual Accounts Act and present fairly, in all material respects, the fi nancial position of the parent company as of 31 December 2012 and of its fi nancial performance and its cash fl ows for the year then ended in accordance with the Annual Accounts Act. Th e consolidated accounts have been prepared in accordance with the Annual Accounts Act and present fairly, in all material respects, the fi nancial position of the group as of 31 December 2012 and of their fi nancial performance and cash fl ows for the year then ended in accordance with International Financial Reporting Standards, as adopted by the EU, and the Annual Accounts Act. Our opinions do not cover the corporate governance statement on pages 83–91. Th e statutory administration report is consistent with the other parts of the annual accounts and consolidated accounts.

We therefore recommend that the annual meeting of shareholders adopt the income statement and balance sheet for the parent company and the group.

Auditor's Report cont.

REPORT ON OTHER LEGAL AND REGULATORY REQUIREMENTS

In addition to our audit of the annual accounts and consolidated accounts, we have also audited the proposed appropriations of the company's profi t or loss and the administration of the Board of Directors and the Managing Director of Fabege AB (publ) for the fi nancial year 1 January 2012 – 31 December 2012. We have also conducted a statutory examination of the corporate governance statement.

Responsibilities of the Board of Directors and the Managing Director

Th e Board of Directors is responsible for the proposal for appropriations of the company's profi t or loss, and the Board of Directors and the Managing Director are responsible for administration under the Companies Act and that the corporate governance statement on pages 83–91 has been prepared in accordance with the Annual Accounts Act.

Auditor's responsibility

Our responsibility is to express an opinion with reasonable assurance on the proposed appropriations of the company's profi t or loss and on the administration based on our audit. We conducted the audit in accordance with generally accepted auditing standards in Sweden.

As a basis for our opinion on the Board of Directors' proposed appropriations of the company's profi t or loss, we examined the Board of Directors' reasoned statement and a selection of supporting evidence in order to be able to assess whether the proposal is in accordance with the Companies Act. As a basis for our opinion concerning discharge from liability, in addition to our audit of the annual accounts and consolidated accounts, we examined signifi cant decisions, actions taken and circumstances of the company in order to determine whether any member of the Board of Directors or the Managing Director is liable to the company. We also examined whether any member of the Board of Directors or the Managing Director has, in any other way, acted in contravention of the Companies Act, the Annual Accounts Act or the Articles of Association.

We believe that the audit evidence we have obtained is suffi cient and appropriate to provide a basis for our opinions.

Furthermore, we have read the corporate governance statement and based on that reading and our knowledge of the company and the group we believe that we have a suffi cient basis for our opinions. Th is means that our statutory examination of the corporate governance statement is diff erent and substantially less in scope than an audit conducted in accordance with International Standards on Auditing and generally accepted auditing standards in Sweden.

Opinions

We recommend to the annual meeting of shareholders that the profi t be appropriated in accordance with the proposal in the statutory administration report and that the members of the Board of Directors and the Managing Director be discharged from liability for the fi nancial year.

A corporate governance statement has been prepared, and its statutory content is consistent with the other parts of the annual accounts and consolidated accounts.

Stockholm, 25 February 2013 Deloitte AB

Svante Forsberg Authorised Public Accountant

Share information

Fabege's share is listed on the Nasdaq OMX Stockholm Nordic Exchange and included in the Large-Cap list under the Real Estate sector. At year-end 2012, the company had market capitalisation of SEK 10.8bn and net asset value of approximately SEK 11.4bn.

Th e property sector performed somewhat better than the stock market as a whole during 2012. Th e property index rose by 14 per cent while Nasdaq OMX Stockholm was rose 12 per cent. Th e Fabege share outperformed both the stock market and the property index, rising by 22 per cent from SEK 53.90 to SEK 65.75.

TURNOVER AND TRADING

Since the introduction of the EU's MiFiD directive, which allows shares to be traded in marketplaces other than the markets where they are listed, a growing percentage of Swedish shares are being traded outside the Stockholm Stock Exchange. Th is trend is particularly noticeable for the most actively traded shares of the companies on the Large Cap list, for which other marketplaces usually account for more than 50 per cent of trading in these shares.

Trading in the Fabege share also refl ects a trend toward more fragmented trading, with sales in a growing number of marketplaces; during 2012, the shares were traded in more than 10 marketplaces. In 2012, the share of turnover in marketplaces beyond the Stockholm Stock Exchange rose to 53 per cent of the total trade in shares. Th e rising trend of recent years thus continued; the Nasdaq OMX Stockholm Nordic Exchange accounted for 50 per cent of all trading in Fabege shares during 2011, compared with 38 per cent in 2010 and 16 per cent in 2009.

During the year, a total of 183 million (296) Fabege shares were traded, of which 86 million (149) were traded on the Nasdaq OMX Stockholm Exchange. Th e total value of the traded shares was SEK 10.8bn (18.1), of which SEK 5.1bn (9.1) was traded in Stockholm. On an average trading day, approximately 732,000 Fabege shares (1,168,000) were traded in 1,189 transactions.

Th e average turnover rate for Fabege shares, calculated on the basis of total share turnover, fell during 2012 to 112 per cent (182). Th e average turnover rate for all companies on the Nasdaq OMX Stockholm Nordic Exchange was 74 per cent (95), while the average turnover on the Large Cap list fell to 77 per cent (101).

SHARE PRICE PERFORMANCE

Th e total return on Fabege's shares, i.e. the share price performance including reinvested dividends of SEK 3.00 per share, was 28 per cent. At year-end, the company had market capitalisation of about SEK 10.8bn. Th e lowest price paid in 2012 was SEK 49.81, on 14 June, and the highest price paid was SEK 68.45, on 30 November.

SHARE CAPITAL

Fabege's share capital is SEK 5,097m (5,097), represented by 165,391,572 shares (165,391,572). All shares carry the same voting rights and entitle the holder to the same share of the company's capital.

Th e 2012 AGM resolved to authorise the Board of Directors to buy back shares during the period leading up to the 2013 AGM. Acquisitions may be made by means of purchases on Nasdaq OMX Stockholm and are subject to the provision that the company's share of the total number of outstanding shares not exceed 10 per cent. During the year, 1,330,374 shares (repurchase 755,000) were divested at an

Dividend per share and direct yield

Distribution by size of shareholding, 31 December 2012
-- -- -- -- -------------------------------------------------------- -- -- -- -- -- --
Size of shareholding No. of shareholders Share of no. of
shareholders, %
No. of shares Share of capital
and votes, %
0–500 32,410 74.0 4,397,552 2.7
501–1 000 5,061 11.6 3,907,219 2.4
1001–5 000 5,041 11.5 10,781,169 6.5
5001–10 000 617 1.4 4,441,865 2.7
10 001–100 000 496 1.2 14,117,585 8.5
100 001–1 000 000 125 0.2 39,962,099 24.2
1 000 001– 27 0.1 87,784,083 53.0
Total 43,777 100 165,391,572 100

Breakdown of ownership by category

Distribution by country

Country 2012 2011 2010
Sweden 64.8 65.7 67.6
USA 18.2 15.8 17.3
UK 5.0 5.0 2.3
Other countries 12.0 13.5 12.8

15 largest shareholders1) 31 Dec 2012

No. of
shares
capital, %
Share of
votes, %
Brinova Inter AB 24,691,092 14.9 15.1
BlackRock funds 8,938,454 5.4 5.5
SEB funds 8,509,637 5.1 5.2
Öresund Investment AB 7,000,736 4.2 4.3
Länsförsäkringar funds 6,006,827 3.6 3.6
Bank Investment Manage
ment of Norway
4,568,958 2.8 2.8
SHB funds 3,788,355 2.3 2.3
Mats Qviberg and family 3,576,596 2.2 2.2
ENA City AB 2,710,000 1.6 1.6
Swedbank Robur funds 2,600,738 1.6 1.6
Henderson funds 2,430,000 1.5 1.5
Fourth AP-fund 2,257,342 1.4 1.4
Second AP-fund 1,780,994 1.1 1.1
Principal funds 1,560,654 0.9 1.0
Nordea funds 1,434,872 0.9 0.9
Other foreign shareholders 40,691,554 24.6 24.9
Other Swedish
shareholders
41,008,649 24.8 25.0
Total no. of
outstanding shares
163,555,458 98.9 100.0
Treasury shares2) 1,836,114 1.1 0.0
Total no. of shares 165,391,572 100.0 100.0

1) Certain shareholders may havehad a different shareholding in the nominee registration than that stated in the share ledger.

2) Following year-end, all treasury shares were divested.

Source: SIS Ägarservice AB, according to data from Euroclear Sweden AB at 31 December 2012.

Analysts covering Fabege
ABG Sundal Collier: Fredric Cyon
ABN Amro Bank N.V.: Jan Willem
van Kranenburg
Carnegie Investment Bank: Tobias Kaj
Danske Bank: Peter Trigarszky
DnB NOR: Siemen R Mortensen
Goldman Sachs International: Julian Livingston
Booth
Handelsbanken Capital Markets: Albin Sandberg
Kempen: Robert Woerdeman
Morgan Stanley: Bart Gysens
Nordea Bank: Jonas Andersson
Pareto Öhman: Johan Edberg
SEB Enskilda: Bengt Claesson
Swedbank: Andreas Daag
UBS Investment Bank: Howard Lesser
Key fi gures 2012 2011
Financial
Return on capital employed, % 9.0 7.2
Return on equity, % –0.8 9.9
Interest coverage ratio, multiple 2.3 2.2
Equity/assets ratio, % 34 39
Leverage properties, % 57 57
Debt/equity ratio, multiple 1.6 1.4
Per share data
Earnings per share for the year, SEK –0.54 7.01
Equity per share, SEK 70 73
Cash fl ow per share, SEK 4.52 4.49
No. of outstanding shares at end of period, '000 163,555 162,225
Average no. of shares, '000 162,391 162,719
Dividend, SEK 3.001) 3.00
Yield, % 4.6 5.6

1) Proposed dividend 2012.

average price of SEK 66.86 (51.03). At 31 December 2012, Fabege's total holding of treasury shares was 1,836,114, or 1.1 per cent of the total number of registered shares. Following year-end, all treasury shares were divested.

OWNERSHIP STRUCTURE

At 31 December 2012 Fabege had 43,777 shareholders (32,156). Th e largest shareholder was Brinova, which held 15.1 per cent of the total number of outstanding shares, followed by BlackRock funds which held 5.4 per cent and SEB funds which held 5.2 per cent. Th e 15 largest owners jointly controlled 50.0 per cent of the total number of outstanding shares.

Foreign owners held 35.2 per cent of the share capital. Of the portion held by Swedish investors, amounting to 64.8 per cent, institutional owners held 28.4 per cent, equity funds 14.3 per cent and Swedish private investors 22.1 per cent of the share capital.

NET ASSET VALUE PER SHARE

Equity per share at 31 December 2012 was SEK 70 (73). Net asset value per share excluding deferred tax on fair value adjustments to properties was SEK 80 (84). At year-end, the share price thus represented approximately 82 per cent of net asset value. A margin of error in property valuations of +/– 1 per cent has an impact

on net asset value of +/– SEK 247m, or SEK 1.49 per share. See the sensitivity analysis on property value on page 41.

DIVIDEND TO SHAREHOLDERS

According to its dividend policy, Fabege aims to pay a dividend to its shareholders comprising the part of the company's profi t not required for the consolidation or development of the business. Under current market conditions, this means that the dividend will comprise at least 50 per cent of the profi t from property management activities and realised gains from the sale of properties aft er tax.

In drawing up its dividend proposal, the Board assesses whether the company's and Group's equity aft er the proposed dividend will be suffi cient in view of the nature and scope of the business and the associated risks. Th e Board takes account of the company's equity/assets ratio, historical and budgeted performance, investment plans and the general economic environment.

Th e Board proposes that a dividend of SEK 3.00 per share (3.00) be paid to the shareholders. Th e dividend represents 53 per cent of distributable earnings in accordance with the dividend policy.

Th e proposed record date for the right to receive a dividend is 26 March 2013. If the AGM adopts the proposed decision, it is expected that the dividend will be paid through Euroclear Sweden AB (formerly VPC AB) on 2 April 2013.

Total yield 2008–2012

Share price performance 2008–2012

Information to shareholders

Fabege publishes its annual report and interim reports in Swedish and English. The annual report is printed, and all publications are available, as PDF fi les on the company's website, fabege.se.

All shareholders of Fabege have received an off er to receive fi nancial information from the company. Fabege sends the annual report by post to shareholders that have requested this. All fi nancial reports and press releases are available in Swedish and English on the company's website. Fabege also provides information via a subscription service on its website, through which anyone with an interest in the company can access press releases, interim reports, annual reports and other information.

Th e company's website also provides information about Fabege's share price. Fabege provides quarterly presentations in connection with each interim report.

Monitor Fabege's performance at fabege.se

The Internet is one of our main information channels. The aim for our website is to continuously provide shareholders, investors and other capital market players with relevant, up-to-date information on the Group's operations and activities. The website provides information on the company and its operations and strategies. Here you can also fi nd fi nancial information, share data and information about the AGM as well as a great deal of additional data.

Annual General Meeting

The Annual General Meeting of Fabege AB (publ) will be held at 3 pm CET on Thursday 21 March 2013 at Wenner-Gren Center, Norrtull, Stockholm, Sweden. Registration for the AGM begins at 2:15 pm CET.

The notice of the AGM has been published in Post- och Inrikes Tidningar and Svenska Dagbladet and on the company's website. Shareholders wishing to participate in the AGM must:

  • be registered in the share register maintained by Euroclear Sweden AB (formerly VPC AB) on Friday 15 March 2013,
  • notify the company of their intention to participate, stating the names of any advisors they wish to invite, no later

than 4:00 pm CET on Friday 15 March 2013.

Notice of attendance at the AGM may be made in one of the following ways:

  • In writing to: Fabege AB (publ), "Fabeges Årsstämma", Box 7839, 103 98 Stockholm
  • By telephone: +46 8-402 90 68
  • On Fabege's website, www.fabege.se, where additional information about the AGM is available.

Dividend

The Board proposes that a dividend of SEK 3.00 per share be paid to the shareholders. The proposed record date for the right to receive a dividend is 26 March 2013. If the AGM adopts the proposed resolution, it is expected that the dividend will be paid through Euroclear Sweden AB (formerly VPC AB) on 2 April 2013.

Contact information

Elisabet Olin

Director of Communications as of 15 March, 2013. +46 (0)8-555 148 20 [email protected]

Gunilla Möller IR Coordinator +46 (0)8-555 148 45 [email protected]

Financial calendar

Interim report Jan–March 23 April 2013
Interim report Jan–June 5 July 2013
Interim report Jan–Sept 16 Oct 2013
Year-end report 2013 6 Feb 2014
Annual Report 2013 March 2014

Five-year summary1)

2012 2011 2010 2009 2008
Profi t and loss accounts, SEKm
Rental income 1,869 1,804 2,007 2,194 2,214
Net operating income 1,264 1,227 1,348 1,465 1,438
Realised changes in value/Gain from property sales 167 173 237 57 143
Unrealised changes in value, properties 1,409 1,093 843 –310 –1,545
Profi t/loss from property management 693 564 782 838 568
Profi t/loss before tax 2,032 1,417 1,929 680 –1,340
Profi t/loss after tax –88 1,141 1,697 425 –511
Balance sheets, SEKm
Investment properties 31,636 29,150 26,969 29,193 29,511
Other tangible fi xed assets 1 1 3 2 3
Financial fi xed assets 1,398 1,124 714 620 586
Current assets 474 362 1,504 704 388
Cash and cash equivalents 200 74 73 173 54
Equity 11,404 11,890 11,276 9,969 9,873
of which minority share of equity 2)
Minorities
Provisions 731 585 423 439 624
Interest-bearing liabilities 18,035 16,755 16,646 19,109 18,902
Derivatives 854 664 267 373 471
Non-interest-bearing liabilities 2,685 817 651 802 672
Total assets 33,709 30,711 29,263 30,692 30,542
Key ratios 3)
Surplus ratio, % 68 68 67 67 65
Interest coverage ratio, multiple 2.3 2.2 3.0 2.6 1.9
Capital employed, SEKm 30,293 29,309 28,189 29,451 29,246
Equity/assets ratio, % 33.8 38.7 39 32 32
Debt/equity ratio, multiple 1.6 1.4 1.5 1.9 1.9
Leverage, properties, % 57.0 57.5 62 65 64
Return on equity, % –0.8 9.9 16.0 4.3 –4.8
Return on capital employed, % 9.0 7.2 8.7 4.2 –1.7
Average interest rate on interest-bearing liabilities, % 3.8 3.72 3.45 2.48 3.27
Property acquisitions and investments in existing properties, SEKm 2,191 1,986 907 1,138 2,164
Property sales, selling price, SEKm 1,448 936 4,350 1,234 2,095
Average no. of employees 119 124 125 139 149
Data per share, SEK 3)
Earnings –0.54 7.01 10.38 2.59 –3.07
Equity 70 73 69 61 60
Dividend 3.00 4) 3.00 3.00 2.00 2.00
Yield, % 4.6 5.6 3.8 4.4 6.7
Share price at year-end 5) 65.75 53.90 78:55 45:20 30:00
No. of shares at year-end before dilution, millions 164 162 163 164 164
Average no. of shares after dilution, millions 162 163 163 164 168

1) The years 2008–2012 have been prepared and, where appropriate, remeasured in accordance with IFRS.

2) Under IFRS, minority shares are to be recognised as part of shareholders' equity. Under previous Swedish rules, shareholders' equity was recognised excluding minority shares, which were recognised separately as minority interest instead.

3) Key ratios based on the average number of shares, shareholders' equity, capital employed, and interest-bearing liabilities have been calculated on a weighted average basis. For 2008, the dilution effects of convertible debentures outstanding have been taken into account when calculating key data per share.

4) Cash dividend 2012 as proposed.

5) Last paid.

History

When the current Fabege was created in spring 2005, it was the third property company to bear the name. The company name, Fabege, originates in a company created by Birger Gustavsson, one of the leading property players in the 1970s and 1980s. Originally, Fabege was short for Fastighetsaktiebolaget Birger Gustavsson. The then Fabege was acquired by Näckebro, which in turn was bought by Drott, which was later split into two companies, one of which was given the name Fabege. This company was then acquired by Wihlborgs Fastigheter in 2004, and the following year, they changed their name to Fabege.

1998 At the beginning of the year, Wihlborgs completes the acquisition of Klövern Fastigheter AB. On 13 April 1998, Wihlborgs puts in an offer for Fastighets AB Storheden. The merger is carried out in late summer the same year.

2000

High voting A shares are converted into B shares High voting A shares are converted into B shares.

Wihlborgs sells 60 properties in non-priority locations to Adcore, which is reorganised into a property company under the name of Klövern AB. In June, Wihlborgs effects a 1:5 reverse split.

2004

Wihlborgs completes its acquisition of Fabege AB after a public offer to other shareholders of the company, adding about 150 commercial properties to its portfolio. In December, the company announces its proposal to spin off its Öresund properties to the shareholders and concentrate the business to the Stockholm region.

2006

Fabege acquires Fastighets AB Tornet along with its portfolio of 104 properties. Other acquisitions include Solna Business Park. Fabege's property holdings in Kista and Täby are sold to Klövern.

2010

Fabege increases the tempo of projects where existing properties are processed and developed in order to increase cash fl ow and value growth.

2010

Fabege essentially completes the concentration of its property portfolio. The property portfolio is now concentrated to Stockholm inner city, Solna and Hammarby Sjöstad.

2012

Continued value generation through project development and a centrally located property portfolio. Part of Råsunda football stadium and part of Catena AB acquired.

1990

Wihlborgs' B shares are listed on the O List of the Stockholm Stock Exchange.

1993

1990

Bergaliden becomes the new main owner of Wihlborgs.

1995

1997

In the spring, Wihlborgs completes the acquisition of M2 Fastigheter. In September the Board of Wihlborgs submits a public offer to acquire Klövern Fastigheter AB.

2001

2000

2005

The main owner, Bergaliden, sells its entire shareholding of 30.2 per cent in Wihlborgs. Wihlborgs acquires Postfastigheter along with its portfolio of 73 properties. In December, Wihlborgs' shares are listed on the O List of the Stockholm Stock Exchange. 2002

2003

Wihlborgs acquires shares in Drott AB (later divided into Bostads AB Drott and Fabege AB), and becomes the company's largest shareholder during the year.

2005

The Öresund business is distributed to the shareholders and listed on the O List of the Stockholm Stock Exchange under the name of Wihlborgs Fastigheter AB. "Old" Wihlborgs is thus concentrated to the Stockholm region and changes its name to Fabege AB.

2007

Fabege continues to concentrate its business to its main markets, Stockholm Inner City, Solna and Hammarby Sjöstad. In June, the company effects a 2:1 share split, doubling the number of shares. 2008

2009

Fabege continues to concentrate its property portfolio. Towards the end of the year, work is initiated in the new district, Arenastaden, in Solna.

2011

The concentration of the property portfolio continues and Fabege continues to focus on the development of projects. The new Arenastaden city district is growing and developing, with the Mall of Scandinavia and Friends Arena as major landmarks.

Defi nitions

CASH FLOW PER SHARE. Profi t before tax plus depreciation, plus/minus unrealised changes in value less current tax, divided by average number of shares.

CAPITAL EMPLOYED. Total assets less non-interest bearing liabilities and provisions.

CONTRACT VALUE. Stated as an annual value. Index-adjusted basic rent under the rental agreement plus rent supplements.

DEBT/EQUITY RATIO. Interest-bearing liabilities divided by shareholders' equity.

DEVELOPMENT PROPERTIES. Properties in which a conversion or extension is in progress or planned that has a signifi cant impact on the property's net operating income. Net operating income is affected either directly by the project or by limitations on lettings prior to impending improvement work.

EQUITY/ASSETS RATIO. Shareholders' equity (including minority share) divided by total assets.

EQUITY PER SHARE. Parent Company shareholders' share of equity according to the balance sheet, divided by the number of shares at the end of the period.

FINANCIAL OCCUPANCY RATE. Contract value divided by rental value at the end of the period.

INTEREST COVERAGE RATIO. Profi t/loss before tax plus fi nancial expenses and plus/minus unrealised changes in value, divided by fi nancial expenses.

INVESTMENT PROPERTIES. Properties that are being actively managed on an ongoing basis.

LAND & PROJECT PROPERTIES. Land and developable properties and properties in which a new build/ complete redevelopment is in progress.

LEVERAGE, PROPERTIES. Interest-bearing liabilities divided by the carrying amount of the properties at the end of the period.

NET LETTINGS. New lettings during the period less terminations to vacate.

PROFIT/EARNINGS PER SHARE. Parent Company shareholders' share of profi t after tax for the period divided by average number of outstanding shares during the period.

RENTAL VALUE. Contract value plus estimated annual rent for vacant premises after a reasonable general renovation.

RETURN ON CAPITAL EMPLOYED. Profi t before tax plus interest expenses, divided by average capital employed. In interim statements the return is converted to its annualised value without taking account of seasonal variations.

RETURN ON EQUITY. Profi t for the period/year divided by average shareholders' equity. In interim statements the return is converted to its annualized value without taking account of seasonal variations.

SURPLUS RATIO. Net operating income divided by rental income.

YIELD, SHARE. Dividend for the year divided by the share price at year-end.

Production Fabege in cooperation with Hallvarsson & Halvarsson AB Translation The Bugli Company Photographers Per-Erik Adamsson, Erik Lefvander, Magnus Fond, Conny Ekström, Peter Knutson, Tenjin Visual, Pix Provider, Aix Arkitekter, SOS Arkiv, BAU, Thorbjörnsson&Edgren Arkitekter, White Arkitekter, Friends Arena, Retoy, Johnér, Unibail Rodamco, Megaron Arkitekter

Printing åtta45, Solna

FABEGE AB (PUBL) BOX 730, 169 27 SOLNA, SWEDEN VISITING ADDRESS: PYRAMIDVÄGEN 7, 169 56 SOLNA, SWEDEN TELEPHONE: +46 (0)8-555 148 00 FAX: +46 (0)8-555 148 01 E-MAIL: [email protected] INTERNET: WWW.FABEGE.SE CORPORATE REGISTRATION NUMBER: 556049-1523 BOARD REGISTERED OFFICE: STOCKHOLM

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