GOODMAN GROUP — Investor Presentation 2013

Jul 15, 2013

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16 July 2013

The Manager Company Notices Section ASX Limited Exchange Centre 20 Bridge Street SYDNEY NSW 2000

Dear Sir

GOODMAN GROUP (GOODMAN) – Dispatch of investor newsletter to Securityholders

Attached is the Goodman investor newsletter dispatched to Securityholders today and available on the Goodman website at www.goodman.com.

Please contact the undersigned in relation to any queries.

Yours sincerely

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Carl Bicego Company Secretary

Goodman Group

Goodman Limited | ABN 69 000 123 071 Goodman Funds Management Limited | ABN 48 067 796 641 | AFSL Number 223621 as responsible entity of Goodman Industrial Trust | ARSN 091213 839 Level 17, 60 Castlereagh Street, Sydney NSW 2000 | GPO Box 4703, Sydney NSW 2001 Australia Tel +61 2 9230 7400 | Fax +61 2 9230 7444

Goodman Logistics (HK) Limited | Company No. 1700359 | ARBN 155 911 149 | a Hong Kong company with limited liability Suite 2008, Three Pacific Place, 1 Queen’s Road East, Hong Kong | Tel +852 2249 3100 | Fax +852 2525 2070 info-au@goodman.com | www.goodman.com

investor

July 2013

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Goodman acquires interest in ATL Logistics Centre

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Welcome to the latest edition of Goodman Group’s investor insight+ newsletter. We have had a busy start to the 2013 calendar year and have continued to build on the significant activity undertaken across the Group in 2012.

In this investor insight+ we update you on our recent operational and regional activities, which includes the progress we are making on our development projects and leasing results, as well as initiatives undertaken by

Goodman around the world.

A key highlight has been the 25% interest acquired in Hong Kong’s ATL Logistics Centre, the world’s largest logistics facility, by Goodman Hong Kong Logistics Fund.

This edition also includes some of the sustainability initiatives we are working on, as well as community events and activities that Goodman employees have been participating in, both in Australia and in our overseas locations.

I encourage you to explore the interactive feature s contained in this online version of i nvestor insight+ .

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Greg Goodman Group Chief Executive Offcer

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inside+
Operational update 2
ATL Logistics Centre 4
Sustainability 6
In the community 7
Securityholder
information 8
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02

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Operational update
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04 ATL Logistics Centre

06

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Sustainability
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accelerating business growth+

The strong investment demand from our capital partners has seen $2.5 billion of new third party equity raised in the year to 31 March, which is an exceptional result.” – Greg Goodman

Goodman experienced solid operating activity levels for the nine months to 31 March 2013. We continued to build on the accelerating business activity in our key markets during the first half of the 2013 financial year and our teams globally focused on the execution of our day to day operational activities.

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leasing activity across the Group and managed funds over

the robust underlying property fundamentals. We completed approximately 1.9 million sqm of new leases and renewals for existing customers, representing $186 million of annual rental income.

Toll IPEC at Bungarribee Industrial Estate, Australia

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Asia leasingleasing
Leasing area: 303,338 sqm
Net annual rent: A$41.6m statisticsstatistics
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Europe Leasing area: 674,711 sqm Net annual rent: A$41.4m

Australia Leasing area: 781,378 sqm Net annual rent: A$93.3m

Total leasing activity Group and Managed Funds Leasing area: 1,862,563 sqm Net annual rent: A$185.8m

New Zealand Leasing area: 103,136 sqm Net annual rent: A$9.5m

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As at 30 September 2012 (Australian currency) For the nine months ending 31 March 2013.

2

Kuehne + Nagel, Nuremberg, Germany

Goodman Logistics Center Oakland, USA

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PCL Transport, Hatfield Business Park, United Kingdom
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International Business Park, Rio de Janeiro, Brazil

Our leasing success has enabled us to maintain occupancy at a high 96% across all markets, with a weighted average lease expiry of 4.7 years.

In the nine months to 31 March, total new development commitments of $1.5 billion have been secured, with $1.1 billion of completed projects. Development demand has been strong in all of Goodman’s markets, in particular Australia, where a number of large precommitments were secured. In China, we remain well positioned in an environment where demand for quality logistics space continues to run ahead of supply, while in Europe, development activity reflects the high customer demand being led by the growth in e-commerce and the automotive sector.

The geographic diversification of Goodman’s business is reflected in the growth of our development work in progress,

which has reached $2.2 billion across 70 projects at 31 March 2013, including:

• in the United Kingdom, a 21,524 sqm regional distribution centre at Hatfield, for third party logistics provider, PCL Transport to service their customer, Arla Foods.

• in Australia, a 53,305 sqm provider, PCL Transport cross dock parcel facility to service their customer, for Toll Ipec at Bungarribee Arla Foods. Industrial Estate, Eastern Creek, NSW. Also at Eastern + in North America, a 34,813 Creek, a 43,150 sqm sqm warehouse and distribution centre for distribution centre at Oakland Bunnings and a 20,120 sqm Airport, and; warehouse and office facility + in Brazil, a 54,000 sqm in Brazil, a 54,000 sqm for DHL Supply Chain on behalf of Cannon Australia; warehouse facility in Rio

• • in Brazil, a 54,000 sqm in Brazil, a 54,000 sqm warehouse facility in Rio de Janeiro.

• in China, the 56,248 sqm Phase 2 development of Goodman’s Pudong International Airport Logistics Park;

The Group had third party assets under management of $17.4 billion as at 31 March, reflecting the strong support of our capital partners and the demand for high quality logistics and industrial space. This is highlighted by the $2.5 billion of new third party equity raised across our managed fund platform in the nine months to 31 March, including initiatives by:

• in Europe, a 50,000 sqm extension to an existing 78,000 sqm logistics centre at Erfurt in Germany for German online retailer, Zalando. Also, a new 30,000 sqm regional head office and logistics centre for Kuehne + Nagel in Nuremberg and in Bremen, a 33,000 sqm logistics facility for car manufacturer, Daimler;

• Goodman Australia Industrial Fund, which completed its

equity raising and secured demand for more than $1 billion; and

• Goodman Hong Kong Logistics Fund which raised US$300 million of new equity to help fund the acquisition of an interest in ATL Logistics Centre Hong Kong (see page 4).

Goodman has also undertaken a range of initiatives in line with its continued focus on diversifying debt funding sources, with a total of $4.5 billion in debt capital market and bank facility related initiatives completed across the Group and managed funds in the nine months to 31 March. A highlight during the period was Goodman European Logistics Fund completing its inaugural €500 million, five year Eurobond issue, which was well supported by investors with total demand of almost €1 billion.

investor insight 3

expanding our greater china business+

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feature
story
Oakland
ATL Logistics Centre, Hong Kong
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In March, Goodman announced that its Goodman Hong Kong Logistics Fund (GHKLF) had acquired a US$450 million (A$440 million) interest in ATL Logistics Centre Hong Kong (ATL), and an ownership interest in CSX World terminals Hong Kong, by forming a co-ownership arrangement with DP World, one of the world’s largest container terminal operators.

The key features of the transaction are:

• • GHKLF acquiring a 25% ownership interest in ATL, the world’s largest logistics facility, which is strategically located at Hong Kong’s Kwai Tsing Port.
• • The co-ownership agreement means Goodman and DP World will respectively oversee the management of ATL and the associated container terminal, consistent with their expertise.
• • Funding for the transaction was predominantly provided

through a US$300 million (A$294 million) equity raising undertaken by GHKLF. Demand from existing GHKLF investors was strong and the raising was fully subscribed by the Fund’s investors, highlighting the continued support of Goodman’s global capital partners.

Significantly, by acquiring the interest in ATL, Goodman has strengthened its position as a leading player in the Greater China logistics property market. Following completion of the transaction, which occured in June, Goodman now manages

2.2 million sqm of gross lettable area in Greater China, with a value of A$3 billion.

ATL further enhances Goodman’s ability to service its global customers across the region and combined with a development pipeline of more than 4 million sqm in China, Goodman is well positioned to pursue opportunities being generated by the continued economic growth of this key market.

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4

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About ATL
Logistics Centre
ATL is the world’s largest logistics
facility and was constructed in five
phases, commencing in 1986
and fully completed in 1994. The
logistics centre is a ramp up facility
consisting of two buildings, Centre
A with 7 floors and Centre B with
13 floors, providing a lettable area
of approximately 552,000 sqm.
ATL is currently 98% leased
to 60 customers.
Interesting facts on ATL
include:
+ 19th largest building in
the world
+ Total floor space – over
860,000 sqm
+ Length of ramps – 27km
+ Number of people working in
ATL daily – up to 20,000
ATL Logistics Centre, Hong Kong
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investor insight 5

sustainability+

Schneider Electric, Ferntree Business Park, Victoria

Case studies

Schneider Electric, Ferntree Business Park, Victoria

Schneider Electric (Schneider) is a global specialist in energy management with operations in more than 100 countries. The 8,000 sqm office and warehouse development is one of a number of recently pre-leased developments to be completed at Ferntree Business Park Estate which is being transformed from an older style industrial estate to a premier suburban business park in Melbourne’s south east. The new development for Schneider includes the following sustainable features:

• • 5 Star Green Star ‘Design’ and ‘As Built’ certification;
• • Design is targeting a five star NABERS Energy performance;
• • Energy efficient heating and cooling system incorporating chilled beam technology;
• • Automated CO2 controls to lower energy usage when the building is only partially occupied;
• • Energy efficient automated lighting with occupancy sensors;

incorporated into the design of PCL’s new facility, including:

• • Solar hot water system;
• • Maximised natural daylight through low-e double glazing; and
• • BREEAM “Very Good” rating and EPC Rating of B;
• • Rainwater harvesting for toilets and irrigation.
• • Movement and daylight sensors for internal lighting;
• • Solar array to supply hot water to the office areas;

Business Park, UK

• • Rainwater harvesting;

PCL Transport (PCL) is a third party logistics provider that required a new distribution centre to service their customer, Arla, the leading dairy company in the UK. The 21,500 sqm facility is being built around Arla’s soon to be completed “Mega Dairy” in Buckinghamshire, which will be the world’s largest zero carbon dairy.

• • Permanent shading structure to reduce and control heat and glare;
• • Rainwater storage and reuse for washing vehicles;
• • Dual flush toilets to reduce water consumption; and
• • Local sourcing of concrete to reduce transport emissions.

A number of sustainable features have been

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PCL Transport, Hatfield Business Park, UK
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2012 Corporate Responsibility and Sustainability Report

In March, Goodman released its 2012 Corporate Responsibility and Sustainability (CR&S) Report, which provides an overview of some of the activities and initiatives undertaken during the 2012 financial year to achieve greater operational efficiency and build a more sustainable business. The CR&S Report includes information on a range of economic, social and environmental indicators, including activities and challenges from across Goodman’s operating regions. To view Goodman’s 2012 CR&S Report, please visit www.gmgcsr.com

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6

in the community+

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support
and
participate
Goodman Interlink Magic Mile Charity Ramp Run
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The Goodman Foundation and our staff around the world have been busy over recent months providing support to a number of charities in the communities in which Goodman operates.

Some of the events and activities we have participated in to help further the invaluable work of these charities include:

reading. Children’s author Pamela Freeman attended the school with Goodman Foundation representative, Jo Cameron to present these children with their first books through the program.

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Books in Homes
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• OzHarvest – Goodman is donating warehouse space to Goodman charity partner, OzHarvest, in Alexandria, Sydney which has been designed and fitted out to accommodate food and vehicle storage as well as hospitality training for unemployed youth.

• Books in Homes – the Goodman Foundation has extended its support to 66 children, aged between five and 12 years, at the Plunkett Street Public School in Woolloomooloo, Sydney. Every child will be given three new books each term to encourage a love of

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• The Great Tribal Chase – Two Goodman teams participated in this inaugural ‘Amazing Race’ style event to raise money for Goodman charity partner, Good Beginnings Australia. The teams spent around four hours running from Darling Harbour to Circular Quay, the Rocks, Hyde Park and back again. They battled it out with other teams to try and solve the secrets of the Sydney CBD and foreshore, armed with only a map, clue sheet and mobile phone.

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• Goodman Interlink Magic Mile Charity Ramp Run – In March, the Goodman Greater China team held its second annual ramp run at the landmark Goodman Interlink warehouse and distribution centre in Hong Kong. The event involved 200 runners racing for one mile up the

building’s 15-floor cargo ramp to raise money for Benji’s Centre, which helps children from low income families who are in need of professional speech therapy services.

• SOS Children’s Villages – The Goodman Foundation recently established its first partnership in Continental Europe with SOS Children’s Villages, a charity which operates throughout Europe and provides family-based, long-term care for children who can no longer live with their biological parents. Four projects will initially be funded in children’s homes across Belgium and France, including the provision of a nine-seater minivan, a roof renovation and a landscaping project.

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SOS Children’s Villages
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investor insight 7

securityholder information+

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security
price
Total shareholder return – rebased to 100
(1 July 2012 – 30 June 2013)
170
160
150
140
130
120
110
100
Goodman Group ASX/S&P 200 Index
Source: Bloomberg
Jul 2012 Aug 2012 Sep 2012 Oct 2012 Nov 2012 Dec 2012 Jan 2013 Feb 2013 Mar 2013 Apr 2013 May 2013 Jun 2013
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key
dates
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Upcoming key dates

15 August 2013 Announcement of full year results 26 August 2013 Distribution payment / Annual tax statement 27 September 2013 Dispatch of Annual Report to Securityholders

22 November 2013 Annual General Meeting

Note: Future dates may be subject to change.

Goodman Group

Goodman Limited ABN 69 000 123 071

Goodman Industrial Trust ARSN 091 213 839

Responsible Entity Goodman Funds Management Limited

ABN 48 067 796 641 AFSL Number 223621

Goodman Logistics (HK) Limited Company No. 1700359 ARBN 155 911 149

Level 17

60 Castlereagh Street Sydney NSW 2000

GPO Box 4703 Sydney NSW 2001

T: 1300 791 100 (within Australia) +61 2 9230 7400 (outside Australia) F: +61 2 9230 7444 E: info-au@goodman.com

www .goodman.com

Security registrar

Securityholders can update the following information with Computershare online at www.investorcentre.com:

Computershare Investor Services Pty Limited Level 5 115 Grenfell Street Adelaide SA 5000

115 Grenfell Street – change of address details; Adelaide SA 5000 – request to receive communication online; GPO Box 1903 – request to have payments made Adelaide SA 5001 directly to a bank account; T: 1300 723 040 – provision of tax file numbers; or – general queries about your (within Australia) +61 3 9415 4043 securityholding. (outside Australia) If you would like to provide any F: +61 8 8236 2305 feedback on the investor insight+ E: www.investorcentre.com/ newsletter, please email us at contact info-au @goodman.com.

www .computershare.com

This document has been prepared by Goodman Group (Goodman Limited (ABN 69 000 123 071) and Goodman Funds Management Limited (ABN 48 067 796 641; AFSL Number 223621) as the Responsible Entity for Goodman Industrial Trust (ARSN 091 213 839) and Goodman Logistics (HK) Limited (Company Number 1700359; ARBN 155911142 – A Hong Kong company with limited liability)). It is not intended to be relied upon as advice to investors or potential investors and does not take into account the investment objectives, financial situation or needs of any particular investor. These should be considered, with professional advice, when deciding if an investment is appropriate. This document is not an offer or invitation for subscription or purchase of securities or other financial products. This document does not constitute an offer to sell, or the solicitation of an offer to buy, any securities in the United States or to any “US person” (as defined in Regulation S under the US Securities Act of 1933, as amended (Securities Act) (US Person)). Securities may not be offered or sold in the United States or to US Persons unless they are registered under the US Securities Act of 1933 or an exemption from registration is available. The stapled securities of Goodman Group have not been, and will not be, registered under the Securities Act or the securities laws of any state or jurisdiction of the United States. This document contains certain “forward looking statements”. The words “anticipate”, “believe”, “expect”, “project”, “forecast”, “estimate”, “likely”, “intend”, “should”, “could”, “may”, “target”, “plan” and other similar expressions are intended to identify forward-looking statements. Indications of, and guidance on, future earnings and financial position and performance are also forward-looking statements. Due care and attention have been used in the preparation of forecast information. Such forward-looking statements are not guarantees of future performance and involve known and unknown risks, uncertainties and other factors, many of which are beyond the control of Goodman Group. These may cause actual results to differ materially from those expressed or implied in such statements. There can be no assurance that actual outcomes will not differ materially from these statements. All values are expressed in Australian currency unless otherwise stated. Images contained in this document have been used to enable the visualisation of development concepts only and are not intended to definitively represent the final product. July 2013

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