El Nasr Housing and Development

Home , 6th of October (city), Abbassia, Agouza, Boulaq, Faggala, Maadi

Mansoor Ahmed Director (MENA Region) – Research & Advisory

1 Colliers International MENA World Changes Affecting & Disrupting Real Estate

2 Industry 4.0 Artificial Intelligence Coworking Air BNB Changing Traditional Retail The Digital Economy Telemedicine

3 Residential Retail Offices Hospitality Healthcare Education Logistics? The Last Mile Logistic! 4 Iconomy

5 46% 50% Prefer to buy in Make their first purchase 71% a physical store through a retailer 47% Use mobile Make repeat purchase in stores through a marketplace

60% 82% Of all ecommerce Are willing to have their traffic is on a product shipped to mobile device home within 24 hours SHOPPER- FIRST FACTS

6 Ecommerce Global Market Value

UK Russia Germany Canada USD 93 Billion USD 19 Billion USD 44 Billion USD 77 Billion

Japan USD 87 Billion France USA USD 55 Billion South Korea USD 561 Billion USD 69 Billion China USD 740 Billion

Brazil USD 16 Billion

7 USD 2.8 Trillion of e-commerce sales in 2018

20% CAGR between 2018 - 2021

8 1.2 Million Sqft required for every Billion Dollars Prologis

53% of delivery costs are in the “last mile” – BI Business Intelligence Incider

9 So What About Cairo?

The Truck Route – Already Well Established and Developed The Opportunity? Rapid Delivery Network Service Zone

New Real Estate Asset Class?

Consolidation Hub

Micro – hub

Truck Route

Last Mile Route

11 Standby Couriers Pick up Drop Off (Centralized Hub)

Home

Offices

Stores

Anywhere

12 So why and where for Greater Cairo?

13 What Density Map Illustrates Cairo?

14 What Density Map Illustrates Cairo?

Karachi New York 50,084 ppl/km2 38,242 ppl/km2

Cairo 153,606 ppl/km2 Shanghai 77,726 ppl/km2

London 18,769 ppl/km2

15 How Big is the Egyptian Market?

16 Online Sales in Egypt USD 1.0 Billion

16% CAGR USD 0.6 Billion

2021 2018

41% 26% 6% 70% Internet Smart Phone Credit Cards Of population are penetration rate Penetration rate Penetration rate below 35 years of age

17 Online Retail As a Percentage of Total Retail Sales

18.4%

8.2%

2.5% 1.2% 0.4%

18 Internet Users In Egypt

10% CAGR 40 Million of 53 Million of internet users in 2018 internet users in 2021

41% 8% CAGR 51%

Internet Penetration in 2018 Internet Penetration in 2021

19 Smart Phone Users In Egypt

8% CAGR 26 Million of smart 33 Million of smart phone users in 2018 phone users in 2021

26% 6% CAGR 31%

Smart Phone Penetration in 2018 Smart Phone Penetration in 2021

20 Online Buyers Payment Preferences

24 million online buyer in 2018 6% Others (i.e. PayPal) 72% Cash 10% CAGR 33 million in 2021 22% Credit card Preferred online payment method

5.8 million credit cards in 2017

40% CAGR

21 22 million in 2021 Online Shopping Evolution

2010

2011

2012

2015

2017

2018

2019

22 Growth of Homegrown Logistics/ Couriers

2010

2011

2012

2015

2017

2018

2019

23 Population Density In Greater Cairo

Obour City Marg Al-Matariya Shubra Ain Shams El-Kheima Zatoun Cairo New Heliopolis Shubra (Zeitoun) International Airport (CAI) Shorouk Boulaq El-Quba Sheraton Shorouk Shubra Heliopolis Residence City Badr City Boulaq Heliopolis Imbaba Aboul-Ela Kitkat Faggala Abbassia Madinaty Agouza Zamalek Downtown Mohandesin Downtown Nasr NasrCity City Dokki Islamic Kerdassa New Cairo City Garden Cairo New Cairo City Kafr CityOld Cairo Sheikh Tuhmous Giza Zayed Giza city Mukattam Omrania Ein El-Sirah

6th of October city 6th of October city Haram Monib MaadiMaadi Zahra’a Al- El-Hadba El- Maadi Wosta Rhoda Pyramids Kafr Manial Gardens Ghatati Turah

Low Density High Density Masarra

24 Traffic Density In Greater Cairo Downtown Cairo 5KM radius

~ 45 mins driving time

~ 60 mins driving time

Shopping Malls

25 Existing Locations In Greater Cairo

Shubra Shorouk Heliopolis