13 August 2013

REA GROUP LIMITED INVESTOR & ANALYST PRESENTATION For the 12 months ended 30 June 2013

Greg Ellis – Chief Executive Officer and Managing Director Jenny Macdonald – Chief Financial Officer August 13, 2013 F

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REA Group

• REA Group operates digital advertising businesses specialising in the real estate sector in Australia, Europe and Hong Kong

• We are focused on delivering innovative digital products to help people live their property dreams

• Our listing depth products were the key driver of growth, delivering excellent returns for shareholders

Market leaders in growth & innovation

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AU$ million FY 2013 FY 2012 Growth YoYRevenue 336.5 277.6 21%EBITDA 163.7 126.0 30%EBITDA Margin 49% 45% 9%EBIT 145.0 110.8 31%EBIT Margin 43% 40% 8%NPAT 109.7 86.8 26%NPAT before minority interest 109.7 87.0 26%

Cash balance 257.3 181.6 42%Dividend per share (DPS) cents 41.5c 33.0c 26%Earnings per share (EPS) cents 83.3c 66.2c 26%

Key performance highlights for the 12 months ended 30 June 2013

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• Group revenue growth at 21%

• Continued EBITDA growth across the Group at 30%

• Final dividend of $0.255 declared

• Key drivers of growth are:

• Revenue growth continues in core Australian market at 22% with 49% growth in listing depth revenue

• Revenue growth of 11% for Italy (14% in local currency) continued positive growth in EBITDA in a difficult market

• Cash balance growth of 42% to $257.3m compared to $181.6m at 30 June 2012

• EPS growth of 26%

(1) The information additional to IFRS measures contained in this presentation is derived from full-year audited Financial Statements for the 12 months ended 30 June 2013 and 2012. EBITDA is reconciled to Profit in slide 13.

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Group margin growth driving ASX over-performance

4 (1) REA Group and Yahoo Finance ASX and REA Share price performance for 12 months ended 30 June 2013.

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Listing depth revenue driving Australian business growth

1) Both the residential and commercial businesses have seen an increase in revenue being deferred into FY2014 due to take-up of longer-duration products in the second half of 2013. In particular, market demand for longer-duration commercial listing depth products (between 90 and 360 days) has resulted in more revenue being deferred into FY2014. This has impacted year on year growth for the commercial business which recorded 9% revenue growth this year. However, on a cash basis the commercial business grew 23%. If this trend continues, we expect a continuation of increased revenue being deferred at each future reporting date. We do not anticipate this would be of a material amount to the Group’s results.

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Key Highlights

• 25% growth in Residential is a significant result in a subdued market

• Listing depth revenue continues to grow at a strong rate

• Listing depth revenue is now the major portion of revenue which is in-line with our Group strategy

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Innovative strategy delivering growth in Australia

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Key Highlights

• Australia’s No. 1 residential property site

• Accelerated growth in listing depth products

• ARPA increase driven by vendors upgrading to listing depth products

• Consumers continue to choose realestate.com.au and realcommercial.com.au with increased visits to our desktop sites and standout mobile growth (65%)

• Paying agents have increase slightly in FY13

• 27% EBITDA increase for Australia

* Average for the 12 months ended 30 June. Prior period comparatives have been restated to monthly averages for consistency (previously disclosed one month at a point in time). (1) REA Internal Statistics: realestate.com.au and realcommercial.com.au as at 30 June 2013 and comparative as at 30 June 2012. (2) Nielsen Online Market Intelligence Total Traffic for Audited sites average monthly desktop visits for the 12 months ended 30 June 2013 and 2012 for realestate.com.au, realcommercial.com.au

and property.com.au combined. (3) Adobe Omniture SiteCatalyst – m.site average monthly visits for the 12 months ended 30 June 2013 and 2012 for realestate.com.au and realcommercial.com.au combined.

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Complete product hierarchy with proven performance

(1) REA Internal Data Warehouse. This is based on activity on realestate.com.au between 1st February – 30th April 2012. Our property sample includes suburbs that only had Premiere Property, Highlight, Feature Property and Standard ads during the same time period.

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(1) • Proven performance of our listing depth products to drive property views

• Focus on customer education and awareness increasing product penetration

• Complete product hierarchy and features to profile agents and properties:

• Standard

• Feature Property

• Highlight Property

• Premiere Property

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#1 Australian digital property advertising business

8 (1) Nielsen Online Market Intelligence Total Traffic for Audited sites, average monthly desktop visits for the 12 months ended 30 June 2013 inclusive of realestate.com.au, realcommercial.com.au and property.com.au, compared to domain.com.au and commercialrealestate.com.au.

(2) Nielsen Online Market Intelligence Total Traffic for Audited sites, average monthly time on site for the 12 months ended 30 June 2013 for realestate.com.au, realcommercial.com.au and property.com.au compared to total Australian market for property portals.

(3) Nielsen Online Market Intelligence Total Traffic for Audited sites, average monthly time on site for the 12 months ended 30 June 2013 for realestate.com.au, realcommercial.com.au and property.com.au compared to domain.com.au and commercialrealestate.com.au. (4) Nielsen Online Market Intelligence Total Traffic for Audited sites, average monthly minutes for all sites divided by average monthly visits as noted above.

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Growth across all platforms: mobile first philosophy for product development

9 (1) Adobe Omniture SiteCatalyst. Monthly average visits growth for the 12 months ended 30 June 2013 and 2012 for realestate.com.au and realcommercial.com.au combined. (2) Googleplace store and Apple app store. iOS and Android downloads as at June 2013 for realestate.com.au and realcommercial.com.au combined. (3) Adobe Omniture SiteCatalyst. Apps average monthly visits growth via phone and tablet for 12 months ended 30 June 2013 and 2012 for realestate.com.au and realcommercial.com.au combined. (4) Nielsen Online Market Intelligence Total Traffic for Audited sites, average monthly desktop visits for the 12 months ended 30 June 2013 and 2012 and for realestate.com.au, realcommercial.com.au and

property.com.au combined. (5) m.site and Apps visits - Adobe Omniture SiteCatalyst. Average monthly visits for the 12 months ended 30 June 2013 and 2012 for realestate.com.au and realcommercial.com.au combined.

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total visits: 32.7m total visits: 24.5m

Total Australian visits YoY - all platforms

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Casa.it delivers revenue and EBITDA growth in challenging market

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• Italy’s No.1 property site

• Strong revenue growth of 14%

• ARPA growth of 27%

• EBITDA profit increased 73%

• Average Unique Audience 1.5 times greater than the closest competitor

• Lost customers represent low-end volume of market due to economic conditions and firm application of REA Group’s Credit Policy

* Average for the 12 months ended 30 June. Prior period comparatives have been restated to monthly averages for consistency (previously disclosed one month at a point in time). (1) Average monthly ARPA has changed for FY2013 and is now calculated net of Media revenues. If calculated on the same basis as prior period, Italy’s FY2013 average monthly ARPA would be €155 for

year ended 30 June 2013 versus €122 for year ended 30 June 2012. (2) REA Internal Statistics as at June 2013 and 2012. (3) Adobe Omniture SiteCatalyst - Average site visits per month for the 12 months ended 30 June 2013 and 2012. (4) Audiweb statistics. Average UA’s per month for the 12 months ended 30 June 2013 and 2012.

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Growth across key metrics in Greater Luxembourg and Hong Kong

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atHome.lu / atHome.de / immoregion.fr

• Greater Luxembourg No.1 property site

• Paying agents growing in France and Germany

• 34% EBITDA growth

squarefoot.com.hk

• Excellent online revenue and growth

• Consumers are choosing Squarefoot.com.hk with average visits increasing 93%

• Increased marketing investment to establish as #1 property print and online business

* Average for the 12 months ended 30 June. Prior period comparatives have been restated to monthly averages for consistency (previously disclosed one month at a point in time). (1) Average monthly ARPA has changed for FY2013 and is now calculated net of Media revenues. If calculated on the same basis as prior period, GLR’s FY2013 average monthly ARPA

would be €558 for year ended 30 June 2013 versus €483 for year ended 30 June 2012. (2) - (3) Adobe Omniture SiteCatalyst. Average site visits per month for the 12 months ended 30 June 2013 and 2012.

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REA Group’s growth record

13 August, 2013

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2009 2010 2011 2012 2013 GrowthFinancial Comparatives ($'000) Full Year Full Year Full Year Full Year Full Year FY 2013

Revenues from continuing operations 167,795 194,335 238,401 277,613 336,460 21%Operating expenses (105,304) (116,348) (135,220) (151,631) (172,740) 14%EBITDA 62,491 77,987 103,181 125,982 163,720 30%EBITDA Margin 37% 40% 43% 45% 49%Depreciation and amortisation expense (7,348) (7,088) (10,489) (15,184) (18,670) 23%Impairment (7,995) - - - -EBIT 47,148 70,899 92,692 110,798 145,050 31%EBIT Margin 28% 36% 39% 40% 43%Net finance income 153 1,064 4,594 7,652 9,458Earnings before tax 47,301 71,963 97,286 118,450 154,508 30%Income tax expense (18,598) (22,597) (29,781) (31,668) (44,762)Profit from continuing operations 28,703 49,366 67,505 86,782 109,746 26%

EPS 25.6 39.1 53.1 66.2 83.3 26%Dividend (cents) 0.10 0.16 0.26 0.33 0.415 26%F

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Continued revenue and EBITDA growth for Australia, Italy & Luxembourg

13 (1) Strengthening of AUD compared to Euro € from comparative full year has negatively impacted revenue in Italy and GLR by $0.7m and $0.3m respectively.

(2) Corporate overhead allocations reduced from prior period as result of decrease in due diligence costs and other corporate costs.

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Everything property, in one place

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By better understanding the needs of our customers and the products and features they want, we aim to use our digital expertise to help people live their property dreams. Whether buying, selling, renting, refinancing, managing utilities, building, renovating, seeking investment opportunities, news or inspiration, or even finding a retirement community – REA Group sites will be the first place our customers visit. F

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Product summary

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Product Residential Real Commercial Media & Developer Casa At Home Squarefoot Subscription Standard Standard Standard Standard Standard Basic

Platinum Platinum Platinum Platinum Upgraded Standard Diamond Diamond Diamond Premium Listing Products Feature Property Enhanced Property Feature Property Feature Property Feature Property

Highlight Property Elite property Feature Agent Top Position Sponsored Feature Premiere Property Elite Plus Property Pay Per Listing Serviced Apartment Pay Per Listing Pay Per Listing Format Prestige Premiere Property eBrochure Hot Property

Project Profile eBrochure/EDM Branding Products Exclusive Agent Showcase Banners Skyscraper Banners Skyscraper Skyscraper

Banners Homepage Advantage Mrec Mini Domain Banners Mrec Feature Agent Feature Agent Banners Feature Agent Strip Ads Banners Suburb Sponsorship Strip Ads Minisite Feature Agent Strip Ads

Floor Ads Logo Agent banners MPU Half Page

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Residential product examples

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Premiere Property details page Product Hierarchy Exclusive Showcase

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Commercial product examples

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Elite PLUS details page Elite PLUS, Elite & Enhanced listings

Desktop Apps Desktop Apps

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FY13 Awards

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- Best App on a Mobile - Best Publisher

Finalist – Media Brand of the Year Employee Award Best Mobile Expanded Service or App

- realestate.com.au – UX Award - Handheld devices Lifestyle - UX

Finalist – Media Brand of the Year

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Disclaimer

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The material herein is a presentation of non-specific background information about the Company’s current activities. It is information given in summary form and does not purport to be complete. Investors or potential investors should seek their own independent advice. This material 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 a particular investor. These should be considered when deciding if a particular investment is appropriate.

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