New US Portfolios1.q4cdn.com/847730316/files/documents_presentations/2010... · 2015. 11. 13. · 2...

US PortfolioOctober 23, 2010

Forward Looking StatementsCertain information included in this presentation contains forward-looking statements within the meaning of applicable securities laws including, among others, statements concerning our objectives, our strategies to achieve those objectives, as well as statements with respect to management's beliefs, plans, estimates, and intentions, and similar statements concerning anticipated future events, results, circumstances, performance or expectations that are not historical facts. Certain material factors, estimates or assumptions were applied in drawing a conclusion or making a forecast or projection as reflected in these statements and actual results could differ materially from such conclusions, forecasts or projections.Additional information on the material risks that could cause our actual results to differ materially from the conclusions, forecast or projections in these statements and the material factors, estimates or assumptions that were applied in drawing a conclusion or making a forecast or projection as reflected in the forward-looking information can be found in our annual information form and annual report that are available on our website and at www.sedar.com.Except as required by applicable law, RioCan undertakes no obligation to publicly update or revise any forward-looking statement, whether as a result of new information, future events or otherwise.

Table of contents

Portfolio Overview………………………………4-5Top Ten Tenants…………………………………6Lease Expiry Analysis…………………………..7Mid Atlantic Portfolio…………………………….8-60

-Connecticut………………………………..9-13-Maryland…………………………………..14-16-Massachusetts……………………………17-21-New Jersey………………………………..22-26-Pennsylvania……………………………...27-55-Virginia…………………………………….56-60

Texas Portfolio…………………………………..61-79

Portfolio OverviewAs at October 23, 2010

Completed acquisitions are highlighted in bold.

Property Name City State JV Partner

Gross Leasable Area

(“GLA”) 1

% OccupiedAvg. Ren

Tenant NamesNational & Anchor SF % of Total

Northeast - Mid Atlantic Portfolio1 Montville Commons Uncasville CT Cedar 117,916 100.0% $15.05 Stop & Shop, Home Depot (shadow) 63,000 53.4%2 Stop & Shop Plaza Bridgeport CT Cedar 54,510 100.0% $15.59 Stop & Shop 54,510 100.0%3 Marlboro Crossing Upper Marlboro MD Cedar 65,347 100.0% $14.56 Giant Food Supermarket 60,951 93.3%4 Franklin Village Plaza Franklin MA Cedar 306,217 91.6% $19.27 Stop & Shop, Marshalls 101,890 33.3%5 Shaw’s Plaza Raynham MA Cedar 176,609 93.7% $11.16 Shaw’s, Marshalls 86,500 49.0%

6 Cross Keys Turnersville NJ Cedar 148,173 100.0% $16.13Sports Authority, Bed, Bath & Beyond, AC Moore, Old Navy 117,544 79.3%

7 Sunrise Marketplace Forked River NJ Cedar 254,260 97.3% $7.68 Home Depot, Kohls, Staples 247,160 97.2%8 Blue Mountain Commons Harrisburg PA Cedar 123,354 100.0% $26.15 Giant Food Supermarket 97,707 79.2%

9 Columbus Crossing Philadelphia PA Cedar 142,166 97.2% $16.18Super Fresh, Old Navy, AC Moore, Walmart

(shadow), Home Depot (shadow) 108,506 76.3%

10 Creekview Center Warrington PA Cedar 136,086 100.0% $14.36Genuardi's (Safeway), LA Fitness, Bed Bath & Beyond, Lowe's (Shadow), Target (shadow) 111,966 82.3%

11 Exeter Commons Exeter PA Cedar 359,071 100.0% $12.78Lowe's, Giant Food Supermarket, Target

(shadow) 252,783 70.4%12 Gettysburg Marketplace Gettysburg PA Cedar 82,784 98.9% $16.99 Giant Food Supermarket 66,674 80.5%13 Loyal Plaza Williamsport PA Cedar 293,825 99.5% $8.50 Giant Food Supermarket, Staples, K-Mart 190,048 64.7%

14 Monroe Marketplace Selinsgrove PA Cedar 341,139 100.0% $10.14

Giant Food Supermarket, Kohl's, Dicks Sporting Goods, Best Buy, Bed Bath & Beyond, Michael's, Petsmart, Target (Shadow) 278,181 81.5%

15 Northland Centre State College PA Cedar 108,260 94.5% $10.07 Giant Food Supermarket 65,075 60.1%16 Pitney Road Plaza Lancaster PA Cedar 45,915 100.0% $19.75 Best Buy, Lowe's (Shadow) 45,915 100.0%

17 Red Rose Commons Lancaster PA Cedar 263,452 82.5% $13.01

Sports Authority, HH Greg, Office Max, Petsmart, Home Depot (Shadow), Weis Markets (Shadow) 134,175 50.9%

18 Sunset Crossing Dickson City PA Cedar 74,142 88.7% $14.27 Giant Food Supermarket 54,332 73.3%

19 Town Square Plaza Reading PA Cedar 127,636 100.0% $26.15Giant Food Supermarket, AC Moore,

Petsmart, Target (shadow) 113,270 88.7%

20 Whitehall Mall Whitehall PA Cedar 557,501 92.0% $5.67Sears, Kohls, Bed Bath & Beyond, Buy Buy

Baby, Gold's Gym, Borders, Michaels 475,765 85.3%

21 York Marketplace York PA Cedar 305,710 97.0% $8.10Lowe's Home, Giant Food Supermarket,

Office Max, Super Shoes 243,453 79.6%

22 New River Valley Christiansburg VA Cedar 164,663 100.0% $13.94Best Buy, Ross Stores, Bed Bath & Beyond,

Staples, Petsmart 122,551 74.4%23 Towne Crossing Richmond VA Cedar 103,917 92.1% $13.81 Bed, Bath & Beyond, Michaels 60,000 57.7%

Northeast - Mid Atlantic Portfolio Total 4,352,653 96.0% $12.50 3,151,956 72.4%

Portfolio OverviewAs at October 23, 2010

1 - At 100%2 - On October 22, 2010 RioCan completed the purchase of Phase II of River Park Shopping Center

Note: RioCan’s purchases from Inland Western are subject to an earnout provision for currently vacant space, and thus RioCan has not yet acquired any vacant space in these assets.

Completed acquisitions are highlighted in bold.

Property Name City State JV Partner

Gross Leasable

Area (“GLA”) 1

% Occupied

Avg. Rent PSF Tenant Names

National & Anchor SF % of Total

Texas Portfolio

1 Bear Creek Houston TX Inland Western 87,912 100.0% $15.36 HEB Grocery 61,805 70.3%

2 Coppell Town Centre Coppell TX Inland Western 91,357 100.0% $13.85 Tom Thumb (Safeway) 63,150 69.1%

3 Cypress Mill Plaza Cypress TX Inland Western 116,406 100.0% $10.98Hobby Lobby, Palais Royal, Wal-Mart (Shadow), Home Depot (Shadow) 83,898 72.1%

4 Great Southwest Crossing Grand Prairie TX Inland Western 92,270 100.0% $16.11Office Depot, Sam's Club (Shadow), Kroger (Shadow) 20,515 22.2%

5 Las Palmas Marketplace (1) El Paso TXKimco /

Dunhill Partners 637,969 98.0% $10.34

Lowe's, Kohls, Ross, Babies R' Us, Bed, Bath & Beyond, Office Depot, Michael's 413,567 64.8%

6 New Forest Crossing Houston TX Inland Western 148,065 100.0% $9.61

Big Lots, Ross Dress for Less, 99 Cent Only Store, Petsmart, Lowes (Shadow), Wal-Mart (Shadow) 111,628 75.4%

7 River Park Shopping Centre I & II (2) Sugar Land TX Inland Western 311,234 100.0% $14.24HEB Grocery, Walgreens, LA

Fitness, Dollar Tree 147,950 47.5%

9 Southpark Meadows Austin TX Inland Western 266,840 100.0% $7.19 WalMart, Petsmart 228,039 85.5%

10 Suntree Square Southlake TX Inland Western 96,390 100.0% $9.16 Tom Thumb (Safeway) 63,556 65.9%

Texas Portfolio Total 1,848,443 99.3% $11.16 1,194,108 64.6%

Grand Total 6,201,096 97.0% $12.10 4,346,064 70.1%

Top Ten Tenants

As at September 30, 2010, RioCan’s Ten largest tenants in the US for completed acquisitions:

RankTenant name

Annualizedrental

revenue

Number of

locationsNLA

(in thousands) Percentageof total NLA

Weighted average

remaining lease term

(years)1 Giant Food Stores/ Stop & Shop (Royal Ahold) 18.3% 16 735 15.8% 16.02 Bed Bath & Beyond 3.5% 7 161 3.5% 8.63 Lowes 3.5% 3 294 6.3% 16.74 Safeway 3.4% 3 141 3.0% 12.55 HEB Supermarket 2.9% 2 114 2.5% 10.46 PetSmart 2.9% 7 115 2.5% 7.87 Best Buy 2.4% 3 79 1.7% 8.78 Sports Authority 1.9% 2 68 1.5% 7.39 Kohl's 1.8% 4 224 4.8% 17.510 Old Navy 1.8% 4 60 1.3% 2.9

42.4% 51 1,991 42.9% 12.9

Giant Food Stores, RioCan’s largest US tenant ranks as #16 overall in RioCan’s overall portfolio and represents 1.2% of total annualized rental revenue.

Lease Expiry Analysis

Lease expiries

(in thousands, except per sqft and percentage amounts)

Portfolio NLA (i) 2010 (ii) 2011 2012 2013 2014

Square feet:New format retail 1,354 1 6 23 62 20Grocery anchored centre 1,050 45 72 92 45 93Office 52 5 11 4 10 4Total 2,456 51 89 119 117 117Square feet expiring/Portfolio NLA 2.1% 3.6% 4.8% 4.8% 4.8%

Average net rent per occupied square foot (US$):New format retail 14.12 24.00 14.10 15.64 11.79 25.12Grocery anchored centre 21.01 21.13 18.33 17.23 15.82 14.67Office 23.56 25.76 30.99 26.20 31.52 23.76Total average net rent per square foot $17.10 $21.61 $19.64 $17.25 $15.01 $16.73

(i) At RioCan’s ownership interest for completed acquisitions as at September 30, 2010(ii) Lease expiries for the remainder of 2010

Northeastern & Mid Atlantic Portfolio

Connecticut

Portfolio Overview Northeastern US Portfolio

Property Name Montville CommonsCity UncasvilleState CT Gross Leasable Area (“GLA”) 117,916 Year Built/Last Renovated 2008% Occupied 100%Avg. Rent PSF $15.05 Tenant Names Stop & Shop, Home Depot

(Shadow)

Property Name Stop & Shop Plaza City BridgeportState CT Gross Leasable Area (“GLA”) 54,510 Year Built/Last Renovated 2006 % Occupied 100%Avg. Rent PSF $ 15.59 Tenant Names Stop & Shop

Stop & Shop PlazaBridgeport, CT

Maryland

Marlboro CrossingsUpper Marlboro, MD

Property Name Marlboro CrossingCity Upper MarlboroState MDGross Leasable Area (“GLA”) 65,347 Year Built/Last Renovated 1993% Occupied 100%Avg. Rent PSF $14.56 Tenant Names Giant Food Supermarket

Massachusetts

Property Name Franklin Village PlazaCity Franklin

State MAGross Leasable Area (“GLA”) 306,217

Year Built/Last Renovated 1987/2005% Occupied 92%

Avg. Rent PSF $19.27Tenant Names Stop & Shop, Marshalls

Property Name Shaw’s Plaza City Raynham

State MA

Gross Leasable Area (“GLA”) 176,609 Year Built/Last Renovated 1968/1998

% Occupied 94%Avg. Rent PSF $11.16 Tenant Names Shaw’s, Marshalls

New Jersey

Property Name Cross KeysCity Turnersville

State NJ Gross Leasable Area (“GLA”) 148,173

Year Built/Last Renovated 2007% Occupied 100%

Avg. Rent PSF $ 16.13 Tenant Names Sports Authority, Bed, Bath &

Beyond, AC Moore, Old Navy

Property Name Sunrise MarketplaceCity Forked River

State NJ Gross Leasable Area (“GLA”) 254,260

Avg. Rent PSF $7.68 Tenant Names Home Depot, Kohls,

Staples

Sunrise MarketplaceForked River, NJ

Pennsylvania

Property Name Blue Mountain CommonsCity Harrisburg

State PA Gross Leasable Area (“GLA”) 123,354

Avg. Rent PSF $26.15 Tenant Names Giant Food Supermarket

Property Name Columbus Crossing City Philadelphia

Year Built/Last Renovated 2001 % Occupied 97%

Avg. Rent PSF $ 16.18 Tenant Names Super Fresh, Old Navy, AC

Moore, Walmart (Shadow), Home Depot (Shadow)

Property Name Creekview CenterCity Warrington

Avg. Rent PSF $ 14.36 Tenant Names Genuardi's (Safeway), LA

Fitness, Bed Bath & Beyond, Lowe's (Shadow), Target

(Shadow)

Creekview CenterWarrington, Pa

Property Name Exeter CommonsCity Exeter

Avg. Rent PSF $ 12.78 Tenant Names Lowe's, Giant Food Supermarket,

Target (Shadow)

Property Name Gettysburg MarketplaceCity Gettysburg

State PAGross Leasable Area (“GLA”) 82,784

Avg. Rent PSF $ 16.99 Tenant Names Giant Food Supermarket

Gettysburg MarketplaceGettysburg, Pa

Property Name Loyal Plaza City Williamsport

Year Built/Last Renovated 1969/2000 % Occupied 100%

Avg. Rent PSF $8.50 Tenant Names Giant Food Supermarket,

Staples, K-Mart

Property Name Monroe MarketplaceCity Selinsgrove

Avg. Rent PSF $10.14 Tenant Names Giant Food Supermarket,

Kohl's, Dicks Sporting Goods, Best Buy, Bed Bath & Beyond,

Michael's, Petsmart, Target (Shadow)

Monroe MarketplaceSelinsgrove, PA

Property Name Northland CentreCity State College

Avg. Rent PSF $10.07 Tenant Names Giant Food Supermarket

Northland CenterState College, PA

Property Name Pitney Road PlazaCity Lancaster

Avg. Rent PSF $19.75 Tenant Names Best Buy, Lowe's (Shadow)

Pitney Road PlazaLancaster, PA

Property Name Red Rose CommonsCity Lancaster

State PA

Gross Leasable Area (“GLA”) 263,452 Year Built/Last Renovated 1998

% Occupied 82%Avg. Rent PSF $13.01 Tenant Names Sports Authority, HH Greg, Office

Max, Petsmart, Home Depot (Shadow), Weis Markets (Shadow)

RioCan’s ownership interest will be 50%46

Red Rose CommonsLancaster, PA

Property Name Sunset CrossingCity Dickson City

Avg. Rent PSF $14.27Tenant Names Giant Food Supermarket

Property Name Town Square PlazaCity Reading

Avg. Rent PSF $26.15Tenant Names Giant Food Supermarket, AC

Moore, Petsmart, Target(Shadow)

Property Name Whitehall MallCity Whitehall

Avg. Rent PSF $5.67 Tenant Names Sears, Kohls, Bed Bath

& Beyond, Buy BuyBaby, Gold's Gym, Borders, Michaels

RioCan’s ownership interest will be 50%

Whitehall MallWhitehall, PA

Property Name York MarketplaceCity York

Avg. Rent PSF $8.10Tenant Names Lowe's Home, Giant Food

Supermarket, Office Max, SuperShoes

York MarketplaceYork, PA

Virginia

1. New River ValleyChristiansburg, VA

2. Towne CrossingRichmond, VA

Property Name New River ValleyCity Christiansburg

State VAGross Leasable Area (“GLA”) 164,663

Avg. Rent PSF $13.94 Tenant Names Best Buy, Ross Stores,

Bed Bath & Beyond, Staples, Petsmart

New River PlazaChristiansburg, VA

Property Name Towne CrossingCity Richmond

State VAGross Leasable Area (“GLA”) 103,917

Avg. Rent PSF $13.81 Tenant Names Bed, Bath & Beyond,

Michaels

Towne CrossingRichmond, VA

Texas Portfolio

Portfolio Overview Texas Portfolio

Property Name Bear CreekCity Houston

State TXGross Leasable Area (“GLA”) 87,912

Avg. Rent PSF $15.36 Tenant Names HEB Grocery

Property Name Coppell Town CentreCity Coppell

Avg. Rent PSF $13.85 Tenant Names Tom Thumb (Safeway)

Property Name Cypress Mill PlazaCity Cypress

Avg. Rent PSF $10.98 Tenant Names Hobby Lobby, Palais Royal,

Wal-Mart (Shadow), Home Depot (Shadow)

Property Name Great Southwest CrossingCity Grand Prairie

Avg. Rent PSF $16.11Tenant Names Office Depot, Sam's Club

(Shadow), Kroger (Shadow)

Property Name Las PalmasCity El Paso

Year Built/Last Renovated 1967/1997-2000% Occupied 98%

Avg. Rent PSF $10.34 Tenant Names Lowe's, Kohls, Ross,

Babies R' Us, Bed, Bath & Beyond, Office

Depot, Michael's

RioCan’s ownership interest is 31.7%

Las Palmas MarketplaceEl Paso, TX

Property Name New Forest CrossingCity Houston

Avg. Rent PSF $9.61Tenant Names Big Lots, Ross Dress for

Less, 99 Cent Only Store,Petsmart, Lowes (Shadow),

Wal-Mart (Shadow)

* Gander Mountain parcel is not owned by RioCan

Property Name River Park Shopping Centre I & IICity Sugar Land

Year Built/Last Renovated 1999-2004% Occupied 100%

Avg. Rent PSF $12.21 Tenant Names HEB Grocery, LA Fitness, Dollar Tree

Property Name Southpark MeadowsCity Austin

Avg. Rent PSF $7.19Tenant Names WalMart, Petsmart

RioCan’s Interest shaded in green

Property Name Suntree SquareCity Southlake

Avg. Rent PSF $9.16 Tenant Names Tom Thumb (Safeway)

• Site Plan

RioCan Yonge Eglinton Centre

2300 Yonge StreetSuite 500, PO Box 2386, Toronto, ON416-866-3033 / 1-800-465-2733

www.riocan.com

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