WPPRG Business Presentation 2025

BACKGROUND TIMELINE

BUSINESS P R E S E N TAT I O N 2025

E S TA B L I S H E D

2021

E S TA B L I S H E D

E S TA B L I S H E D

E S TA B L I S H E D

E S TA B L I S H E D

E S TA B L I S H E D

E S TA B L I S H E D

E S TA B L I S H E D

E S TA B L I S H E D

E S TA B L I S H E D

2021

2022

2023

2023

2023

2024

2024

2024

2024

$40m Capital Committed

$40m Capital C ommitted

$100m Capital C ommitted

$30m Capital C ommitted

$50m Capital C ommitted

2007 Mark and Lewis join CBRE

2013

2017

Mark and Lewis become State Directors at CBRE

CBRE team grows to 72

2020 M AY

2024

Mark exits CBRE and founds Wizel Property Group

2022

Team of

20

2010 CBRE team grows to 20

2012 Mark is recognised by the Real Estate Institute of Victoria (REIV) as the Commercial Agent of the Year

Lewis establishes the first dedicated Chinatown office focused on the Australian commercial property market

Lewis establishes the first dedicated Asian Services Commercial Agency business line in Australia

2018 2012

WINNER

COMMERCIAL AGENT OF THE YEAR

2015

Lewis is recognised by the Real Estate Institute of Victoria (REIV) as the Commercial Agent of the Year

Mark and Lewis become National Directors at CBRE

CBRE team grows to 40

Team of

40

Under Mark and Lewis’s leadership, CBRE exceeds $14.2bn in commercial property sales

OCT Lewis exits CBRE and founds Pearl River Group

2021 2018

WINNER

COMMERCIAL AGENT OF THE YEAR

Mark and Lewis found Advise Transact and the Monash Commercial Property Investment Fund.

2023 Found Proxima Fund, Guardian Investment Fund and Pearl River Group Property Management

FA M I LY O F F I C E S W H I C H H AV E I N V E S T E D W I T H U S :

WILLIAMS FAMILY OFFICE Hudson Conway

Hudson Conway was created by company Director Mr Lloyd Williams and has grown to become one of Australia’s preeminent family offices with a focus on Commercial Real Estate.

Famous for developing Melbourne’s Crown Casino complex (one of the largest in the world), the family which is jointly ran by Mr Williams and his son Nick Williams has activities in property investment, development, construction and management across a range of asset types including shopping centres, hotels and golf courses.

In addition to their property portfolio, the Williams Family Office is also a very well respected and recognisable name in the thoroughbred horse racing industry. They are one of Australia’s largest thoroughbred owners and trainers, having owned a 120 hectare stable outside Melbourne and winning the Melbourne Cup on seven occasions.

FA M I LY O F F I C E S W H I C H H AV E I N V E S T E D W I T H U S :

MAI FAMILY OFFICE Mai Capital & ICD Group

Michael Mai is the CEO/Founder of both ICD Property and Mai Capital, overseeing the function, strategy and execution across these high performing businesses. As the Executive Chairman of MAI Group Michael has established successful JV partnerships with leading institutions in China. He has deep insights in areas of project acquisitions and corporate finance. Since its inception and with Michaels guidance MAI group has developed projects and managed assets worth more than AUD $2 billion.

Michaels family has excellent credentials in business with his father, Boliang Mai, having founded the well known logistics business China International Marine Containers (CIMC).

Responsible for the creation of one in three shipping containers globally, Mr Mai acts as Chairman of CIMC and has been integral in both its inception, and it’s continued growth as a front runner in the industry across areas such as sustainable development strategies and the focus on cold chain, clean energy.

FA M I LY O F F I C E S W H I C H H AV E I N V E S T E D W I T H U S :

DEAGUE FAMILY OFFICE

LEE FAMILY OFFICE

WILLIAMS FAMILY OFFICE

MAI FAMILY OFFICE

Deague Group

Leeka Group

Hudson Conway

Mai Capital

Property portfolio review, strategy & advisory

Marketing & sales campaign management

Price maximisation strategy

WWW.ADVISETRANSACT.COM.AU

Act on behalf of purchasers to acquire new assets

7

TRACK RECORD SOLD

SOLD

2 06 B AL AC L AVA ROAD, CAU L FI EL D N ORTH

WO O LWO RT H S , AS COT VA LE

C L IEN T:

CLIE NT:

SOLD

OAK LE IG H FORD & HU NG RY JAC K S, OAK LE IG H

CLI ENT:

SOLD

SOLD

LEASED

218 -228 TOORAK ROAD, SOU TH YARRA

1 0 1 M ORAY STREET, S OU T H M EL B OU RN E

2 - 1 4 GATEHOU S E D RI VE K EN S I N GTON

CLI ENT: O f f s ho r e I nv es t o r

C L I E N T:

C L I E N T: Lo c a l A s i a n F a m i l y

ASSET T Y PE: La rg e Forma t AS S ET T YP E: Offi c e

ASSE T TY PE : Retai l

Re t a i l a n d Q u i ck Se rvi ce Re t a i l

ASSET T YP E : O f f i c e/ Ret a i l

AS S E T T YP E : O f f i c e

AS S E T T YP E : Ret a i l

S U CCES S F UL RES ULT:

SUCCE SSFUL RE SU LT:

SU CCESSF U L R ESU LT:

SU CCES S F U L R E S U LT:

S U C C E S S F U L R E S U LT:

S U C C E S S F U L R E S U LT:

S o ld for $ 5,250,000

Sold for $19,15 0,0 00

Sol d f or $ 3 2 , 60 0, 0 0 0

Con f i de nt i a l

S o l d f o r $ 2 05, 000, 000

C o n f i d en t i a l

SOLD

SOLD

SOLD

SOLD

SOLD

LEASED

M ITRE 10, G LE N IRIS

M AC E DO N LOD GE, M OU NT M AC ED ON

4 2 4 ST K I L DA ROAD M EL B OU RN E

1 7 3 L EN N OX STREET RI C HM ON D

CLIE NT:

CLI ENT: Con f i de n t i a l

CLI ENT:

C L I E N T: M a r s H o l d i ng

C L I E N T: Lo c a l P r i v a t e F a m i l y

AS S ET T YP E: Offi c e

ASSE T TY PE : Office

ASSET T Y PE: Re t a i l

ASSET T YP E : L i f es t y l e

AS S E T T YP E : O f f i c e

AS S E T T YP E : M ed i c a l

S UCCES S F UL RES ULT:

SUCCE SSFUL RE SU LT:

SU CCESSF U L R ESU LT:

SU CCES S F U L R E S U LT:

S U C C E S S F U L R E S U LT:

C o nfi de nti al

Sold for circa $3 ,15 0, 0 0 0 e a ch

Sol d f or $ 3 1, 3 75 , 0 0 0

Con f i de nt i a l

S U C C E S S F U L R E S U LT:

3 3 -41 AG N ES STREET, E AST MEL B OURN E

L E V E L 1, 2 & 3, 320 QU EEN STR EET,

C LIEN T: Confi de nti al

ME L BO URN E

WWW.ADVISETRANSACT.COM.AU

S o l d f o r $ 8 0, 000, 000

C o nf i d en t i a l

2024 CURRENT APPOINTMENTS VIC

NSW

CURRENT

CURRENT

CURRENT

CURRENT

CURRENT

CURRENT

CURRENT

Q U E E NSC L IFF HARBO U R , QUEENSC L IFF

TER IN DA H ESTATE

3 5- 3 9 A L B A N Y R OA D, TOORA K

64 0 HE I D E L B E RG ROA D, A L P HI N GTON

PE R F E CT 10, ST KIL DA

12 8 CHE L MS F O R D R OA D, CHA R MHAV E N

2 OX F O R D R OA D, INGL E BU R N (NS W )

CLI E N T:

C LIEN T:

C L IE NT:

C L IE NT:

CLI E N T:

C o n fi de nt i al

Slattery

Stephen Ha in s

C ors a ir I n ves tm en t

Lo c a l P r i v a t e F a mi l y

Ma n a gem en t E STI M AT ED VA LUE:

ESTIMATED VALU E:

E ST IM AT E D VALU E :

E ST IM AT E D VALU E :

E ST I MAT E D VA LU E :

$ 3 0, 0 0 0, 0 00+

Pr ice on Ap p lication

$4 0, 0 0 0, 0 0 0

Pric e on Applic a tion

Price on Application

A DV I S I NG CL I ENT SU C H AS:

WWW.ADVISETRANSACT.COM.AU

CLI E N T:

CLI E N T:

C o n f i de n t i a l

C o n f i de n t i a l

AS S E T T Y P E :

AS S E T T Y P E :

La r g e F o r me t Re t a i l

Of f i c e / Re t a i l

E ST I MAT E D VA LU E :

E ST I MAT E D VA LU E :

Price on Application

Price on Application

ABOUT MCPIF & PROXIMA

FOR LEASE

CAPITAL RAISED $110+ million

Purchasing properties between

$500,000 - $5,000,000

Target IRR of

20%+

Properties Purchased

41

VALUE-ADD THROUGH

LOCATION

Re-positioning | Refurbishment

Victoria Australia

SHORT TERM HOLD 6 months to 18 months

| Leasing out vacant possession properties

10

PROPERTIES PURCHASED

LEASED TO

LEASED TO

PURCHASED / LEASED

PURCHASED / LEASED

PURCHASED / LEASED

PURCHASED / LEASED

PURCHASED / FOR LEASE

2 Wright Place, Geelong

17 Edgecombe Court, Moorabbin

61-65 High Street, Maryborough

222 Glenferrie Road, Malvern

380 High Street, Preston

PURCHASED / FOR LEASE

PURCHASED / FOR LEASE

PURCHASED / FOR LEASE

PURCHASED / FOR LEASE

PURCHASED / FOR LEASE

1 / 7 2 A r g y l e S t r e e t , Tr a r a l g o n

118-120 Ryrie Street, Geelong

59 & 60/1880 Ferntree Gully Road, Ferntree Gully

14-16 Brice Avenue, Mooroolbark

C 1 & C 2 1 1 2 H i g h St r e e t , Ke w

PURCHASED / FOR LEASE

PURCHASED / FOR LEASE

PURCHASED / FOR LEASE

PURCHASED / FOR LEASE

PURCHASED / FOR LEASE

4 2 1 - 4 2 3 Ke i l o r Ro a d , N i d d r i e

611-615 Glenferrie Road, Hawthorn

G02, 272 Barkly Street, Brunswick

LG 4 1 5 B o u r ke St r e e t M e l b o u r n e

16-20 Mary Street, Highett

11

PROPERTIES SOLD

4 1 T h o m p s o n Av e n u e , C o w e s

443 Upper Heidelberg Road, Ivanhoe

1 Balcombe Road, Mentone

5 C o m o P a r a d e We s t , M e n t o n e

11 Station Street, Malvern

LEASED TO

U n i t 9 , 1 3 P a l m e r s to n S t re e t, Wa r ra g u l

7- 9 R a i l w a y P l a c e , F a i r f i e l d

LEASED TO

1 / 6 3 S m i t h S t r e e t , Wa r r a g u l

9 6 8 N e p e a n H i g h w a y, M o r n i n g t o n

LEASED TO

9 0 2 - 9 0 4 N e p e a n H i g h w a y, H a m p t o n E a s t

9 8 - 1 0 0 Ly g o n S t r e e t , B r u n s w i c k E a s t

1-3 Station Street, Malvern

G01, 272 Barkly Street, Brunswick

LEASED TO

9 9 - 1 0 1 Ly g o n S t r e e t , C a r l t o n

2 1 8 - 2 2 2 S t a t i o n S t r e e t, Fa i r f i e l d

12

$50 MILLION

ABOUT GUARDIAN

Target capital raise:

Purchasing Properties Between

$5,000,000 - $10,000,000 Target IRR of

15% TO 20% PA Value-add Through

HIGH YIELDING SECURE TENANTS | VALUE ADD POTENTIAL | REPOSITIONING Location

AUSTRALIA

13

PURCHASED

PURCHASED

A M A R T ( 7 6 - 8 0 L E A R M O N T H R OA D, W E N D O U R E E )

1 0 0 A B E C K E T T S T R E E T, M E L B O U R N E

4 4 - 4 8 B A R D I A AV E N U E , S E A F O R D

PURCHASED

PURCHASED

257 CHAPEL STREET PRAHRAN

288 RUSSELL STREET MELBOURNE

PURCHASED PROPERTIES

PURCHASED

14

SOLD PROPERTIES

SOLD

SOLD

6 0 - 7 0 G E O R G E S T R E E T, M O E

7 5 - 9 3 G L E N E I R A R OA D R I P P O N L E A

15

$100 MILLION Purchasing Properties Between

$10,000,000 - $50,000,000

ABOUT CREVAIF

Capital Raised:

Acquiring Properties with

BUY BELOW REPLACEMENT COST MISMANAGED OFFICE/RETAIL ASSETS VALUE ADD OPPORTUNITY Launch Date

Q4 2024 Location

AUSTRALIAN EASTERN SEABOARD Medium Term Hold

3-5 YEARS 16

The name “Market Lane” honours the dedication, hard work, and opportunities created by Mark Wizel and Lewis Tong’s parents. Mark’s father operated a business at Queen Victoria Market in Melbourne, while Lewis’ parents ran an import and retail business called Silk Lane.

Combining “market” and “lane” resulted in the name Market Lane Developments. The word “market” signifies a place where people gather to buy and sell goods, and “lane” implies an avenue or direction.

This name reflects the company’s focus on acquiring and developing large format retail properties throughout Australia, aiming to build a strong reputation and pride in its endeavours.

PURCHASED

SOLD

2 0 0 9 F R A N K S TO N - F L I N D E R S R OA D, H A S T I N G S

1 0 1 - 1 0 3 S TA N L E Y S T R E E T, WA L L A N

Type: Large Format Retail Development

Type: Childcare Development

Property Management

Leasing analysis, strategic planning and lease negotiation

Lease & contract administration

Preventative Maintenance

Accounting & Reporting

Asset Classes: • Multi-Tenant Medical • Industrial • Strata Retail • Commercial/Retail Complex • Large Format Retail • Hospitality/Office

Marketing & leasing support

Over 50 properties under management

Tenant Relations Program

ESG

EXAMPLES OF PROPERTIES UNDER MANAGEMENT

173 LENNOX STREET,

100-104 A’BECKETT STREET,

222 GLENFERRIE ROAD,

LOWER GROUND,

RICHMOND

MELBOURNE

MALVERN

415 BOURKE STREET, MELBOURNE

Multi-Tenant Medical

Hospitality/Office

Retail

CBD Commercial

76-80 LEARMONTH ROAD,

415-417 COLLINS STREET,

16-20 MARY STREET,

44-48 BARDIA AVENUE,

WENDOUREE

MELBOURNE

HIGHETT

SEAFORD

Large Format Retail

CBD Office Building

Warehouse/Factory

Industrial Portfolio

COMMERCIAL & MEDICAL LEASING SPECIALISTS

1

SPECIALIST LEASING APPROACH

4

HIGHLY EXPERIENCED COMMERCIAL PROPERTY PERSONNEL

2

INTIMATE HANDLING OF EACH LEASING CAMPAIGN

5

TAILORED LEASING SOLUTIONS

6

PROMOTING YOUR PROPERTY TO THE MOST APPEALING TENANT GROUPS

3

HIGHLY STRATEGIC APPROACH

EXAMPLES OF CTL & YMP APPOINTMENTS

EXAMPLES OF PROPERTIES LEASED

415-417 COLLINS STREET, MELBOURNE

173 LENNOX STREET, RICHMOND

222 GLENFERRIE ROAD, MALVERN

173 LENNOX STREET, RICHMOND

100-104 A’BECKETT STREET, MELBOURNE

611-615 GLENFERRIE ROAD, HAWTHORN

99-101 LYGON STREET, CARLTON

G01, 272 BARKLY STREET, BRUNSWICK

THE TEAM

MARK WIZEL

LEWIS TONG

Co-Chief Executive & Managing Director

Co-Chief Executive & Managing Director

TONY RAFANIELLO Special Projects

JUN TAN

Senior Analyst

ASHLEY MCINTYRE Head of Operations

ANDRE FERA

Leasing Assistant

JAMES DOHERTY

CHANTELLE WILKINS Head of Marketing

Senior Property Manager

JONATHAN WESLEY

KAYLEE TAING

LARA THOMPSON

Senior Executive

Data Analyst

Team Assistant

ANDREW NGUYEN

Assistant Property Manager

SERVICING CLIENTS SUCH AS:

S T R O N G R E L AT I O N S H I P W I T H K E Y C O N S U LTA N T S S U C H A S :

MEMBERSHIPS

BACKGROUND TIMELINE

WE LOOK FORWARD TO WORKING WITH YOU Level 9 175 Collins Street, Melbourne VIC 3000