Market Data. PATRIZIA Immobilien AG

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1 Market Data German Residential Market: Analysis and Outlook Booming Metropoles in Germany Population Changes Market-listed Companies and their Headquarters PATRIZIA Immobilien AG

2 Agenda GERMAN RESIDENTIAL MARKET: ANALYSIS AND OUTLOOK Booming Metropoles in Germany Population Changes Market-listed Companies and their Headquarters PATRIZIA Immobilien AG

3 Investment Prospects of Regional Residential Markets in Germany Ranking Urban and administrative districts Germany 2009 Regional analysis in Germany necessary far below average below average average above average high above average An analysis of the opportunities and risks of residential investments needs to be carried out at local level and to include both supply and demand factors. On the supply side above all the provision of apartments and the structure of the housing stock are of importance for a potential investor in rented residential real estate. On the demand side demographic developments and purchasing power are the core factors to be considered in an initial location analysis. These two factors exert a decisive influence on the stability of the cash flow of the investment. PATRIZIA Immobilien AG

4 Regional Population Growth until 2025 By Districts Change from 2013 to 2025 in % below -15% -15% to below -10% -10% to below -5% -5% to 0% 0% to 5% 5% and more Source: PATRIZIA Research, as of 11 March 2014 PATRIZIA Immobilien AG

5 The Atlas of the Future Regions and their future Opportunities Best opportunities Very high chances High chances Slight chances Balanced opportunities and risks Slight risks High risks Very high risks Source: PATRIZIA Immobilien AG

6 Vacancy Rates Cities and Districts Vacancy rate in % below 2% 2% to below 4% 4% to below 6% 6% to below 8% 8% and more Source: Zensus 2011; PATRIZIA Research, as of 11 March 2014 PATRIZIA Immobilien AG

7 Agenda German Residential Market: Analysis And Outlook BOOMING METROPOLES IN GERMANY Population Changes Market-listed Companies and their Headquarters PATRIZIA Immobilien AG

8 The 50 biggest Cities in Germany Rank City Inhabitants Rank City Inhabitants Rank City Inhabitants 1 Berlin Bonn Oberhausen Hamburg Bielefeld Lübeck München Mannheim Erfurt Köln Karlsruhe Rostock Frankfurt Münster Mainz Stuttgart Wiesbaden Kassel Düsseldorf Augsburg Hagen Dortmund Aachen Hamm Essen Mönchengladbach Saarbrücken Bremen Gelsenkirchen Mülheim a.d. Ruhr Dresden Braunschweig Herne Leipzig Chemnitz Ludwigshafen Hannover Kiel Osnabrück Nürnberg Krefeld Oldenburg Duisburg Halle/Saale Leverkusen Bochum Magdeburg Solingen Wuppertal Freiburg Source: comdirect bank AG 2012 PATRIZIA Immobilien AG

9 Population Growth since the Turn of the Millennium Rank City Development Rank City Development 1 München 112 Rostock 101 Dresden 109 Ludwigshafen Freiburg 109 Bielefeld 100 Mainz 109 Kassel Bonn Hamm 100 Leipzig 106 Osnabrück Karlsruhe 106 Leverkusen 100 Aachen 106 Dortmund 99 Köln Magdeburg 99 Frankfurt 105 Lübeck 99 5 Münster 105 Mönchengladbach Oldenburg 105 Krefeld 98 Hamburg 104 Essen 97 6 Stuttgart Mülheim a.d. Ruhr 97 Nürnberg 104 Solingen 97 Augsburg 104 Bochum 96 7 Düsseldorf Oberhausen 96 Kiel 103 Saarbrücken 96 8 Berlin 102 Duisburg Mannheim 102 Wuppertal 95 Wiesbaden 102 Chemnitz 94 Erfurt Halle/Saale 94 9 Bremen 101 Herne 94 Hannover 101 Gelsenkirchen Braunschweig 101 Hagen 93 Source: comdirect bank AG 2012 PATRIZIA Immobilien AG

10 Booming Metropoles in Germany Bremen Schleswig- Holstein ,04 2, Hamburg Mecklenburg- West Pomerania Lower Saxony 3,53 4, North Rhine- Westfalia Hessen Saarland , ,57 Rhine track Rhineland- Palatinate /- Baden- Wurttemberg ,4 4,65 3,12 2,55 Stuttgart 4,34 Ruhr area ,45 Frankfurt Thuringia Bavaria Saxony- Anhalt , ,25 Munich 14.6 Berlin/Potsdam Saxony Brandenburg Population in Mio. Percentage Change State Percentage Change Source: Institute of German Economy Cologne 2014 PATRIZIA Immobilien AG

11 Agenda German Residential Market: Analysis And Outlook Booming Metropoles in Germany POPULATION CHANGES Market-listed Companies and their Headquarters PATRIZIA Immobilien AG

12 Population Changes Development of the population by 2025 below -10% -5% to -10% 0% to -5% 0% to 5% 5% to 10% more than 10% Source: comdirect bank AG 2012 PATRIZIA Immobilien AG

13 Population Change from 1995 to 2012 in million people Baden-Wurttemberg Bavaria Berlin Brandenburg Bremen Hamburg Hessen Mecklenburg-West Pomerania Lower Saxony North Rhine Westphalia Rhineland-Palatinate Saarland Saxony Saxony-Anhalt Schleswig-Holstein Thuringia * * Data of 2012 based on census 2011 Source: Statistisches Bundesamt, Fachserie 1, Reihe 1.3, 2010 PATRIZIA Immobilien AG

14 Population Changes from 2009 to 2010 in 000 people Bavaria 28,4 Berlin 18,1 Hamburg Baden-Wurttemberg Hessen Schleswig-Holstein 12,2 9,0 5,1 2,2 Bremen Saarland Brandenburg Mecklenburg-West Pomerania Rhineland-Palatinate Lower Saxony Thuringia Saxony Saxony-Anhalt -1,0-5,0-8,3-8,9-8,9-10,5-14,9-19,3-21,2 North Rhine Westphalia -27,6 Source: Statistisches Bundesamt, Fachserie 1, Reihe 1.3, 2010 PATRIZIA Immobilien AG

15 Percentage Change with Base 1995=100 compared to 2012 In % Bavaria Schleswig-Holstein Baden-Wurttemberg Hamburg Rhineland-Palatinate Hessen 4.39% 2.97% 2.42% 1.54% 0.31% 0.11% Lower Saxony North Rhine-Westphalia Berlin Brandenburg Bremen Saarland Saxony Mecklenburg-West Pomerania Thuringia -0.02% -1.89% -2.77% -3.64% -3.68% -8.31% % % % Saxony-Anhalt % Source: Statistisches Bundesamt, Fachserie 1, Reihe 1.3, 2010 PATRIZIA Immobilien AG

16 Percentage Change with Base 2000=100 compared to 2012 In % Bavaria Schleswig-Holstein Baden-Wurttemberg Hamburg 2.37% 1.10% 0.60% 0.42% Rhineland-Palatinate Hessen Lower Saxony North Rhine-Westphalia Berlin Brandenburg Bremen Saarland Saxony Mecklenburg-West Pomerania Thuringia -0.21% -0.83% -0.85% -1.10% -1.86% -2.53% -5.86% -6.96% -8.48% -9.88% % Saxony-Anhalt % Source: Statistisches Bundesamt, Fachserie 1, Reihe 1.3, 2010 PATRIZIA Immobilien AG

17 Agenda German Residential Market: Analysis And Outlook Booming Metropoles in Germany Population Changes MARKET-LISTED COMPANIES AND THEIR HEADQUARTERS PATRIZIA Immobilien AG

18 DAX Companies Source: PATRIZIA Research, as of 14 February 2014 PATRIZIA Immobilien AG

19 MDAX Companies Source: PATRIZIA Research, as of 14 February 2014 PATRIZIA Immobilien AG

20 SDAX Companies Source: PATRIZIA Research, as of 14 February 2014 PATRIZIA Immobilien AG

21 TecDAX Companies Source: PATRIZIA Research, as of 14 February 2014 PATRIZIA Immobilien AG

22 Contact Details ARWED FISCHER CFO PATRIZIA Immobilien AG PATRIZIA Bürohaus Fuggerstrasse Augsburg VERENA SCHOPP DE ALVARENGA MANAGER IR PATRIZIA Immobilien AG PATRIZIA Bürohaus Fuggerstrasse Augsburg T F M verena.schoppdealvarenga@patrizia.ag Disclaimer This document does not constitute an offer or invitation to purchase or subscribe for any securities, and neither this document nor anything contained herein shall form the basis of or be relied upon. This document contains specific forward-looking statements that relate in particular to the business development of PATRIZIA and the general economic and regulatory environment and other factors to which PATRIZIA is exposed. These forward-looking statements are based on current estimates and assumptions by the Company made in good faith, and are subject to various risks and uncertainties that could render a forward-looking estimate or statement inaccurate or cause actual results to differ from the results currently expected. PATRIZIA does not undertake any obligation to publicly release any revisions to these forward-looking statements to reflect events or circumstances after the date of this publication. PATRIZIA Immobilien AG