Composition of the property portfolio

Property assets

Amounts in EUR x Million	Book value
Investment property	4,132
Assets held for sale	0
	4,132

Assets under construction	432

Total	4,564

Composition of the portfolio

Amounts in EUR x Million	Number of homes	Bookvalue
Residential portfolio (individually rented)	11,171	4,058
Commercial/other	-	74
Total	11,171	4,132

Composition of the residential portfolio by type

Amounts in EUR x Million	Number of homes	Bookvalue
Single-family	3,451	1,240
Multi-family	7,720	2,818
Total	11,171	4,058

Composition of the residential portfolio by region*

Amounts in EUR x Million	Number of homes	Bookvalue
Amsterdam & Utrecht	3,390	1,466
Rotterdam & The Hague	1,763	626
Central Circle - North Wing - Satellites	1,965	702
Central Circle - East - Regional Cities	1,537	504
Central Circle - South Wing - Satellites	1,127	389
Central Circle - South Wing - Remainder	403	134
Regional Economic Centres	494	143
Central Circle - East - Satellites	222	77
Central Circle - East - Remainder	122	40
Central Circle - North Wing - Remainder	107	37
Remaining Regions	41	14
Total	11,171	4,132

^{Region *}
^{Central Circle - North Wing:}
^{- Amsterdam and Utrecht}
^{- Satellite cities, including Almere, Amersfoort, Haarlem, and IJsselstein.}
^{- Remainder, including Blaricum, Uithoorn and Veenendaal.}
^{Central Circle –South Wing:}
^{- Rotterdam and The Hague}
^{- Satellite cities, including Berkel en Rodenrijs, Delft, Leiden,and Nootdorp.}
^{- Remainder, including Alphen aan denRijn, Barendrecht, and Gouda.}

^{Central Circle East:}
^{- Regional cities: Eindhoven, Breda, Tilburg, 's-Hertogenbosch, Arnhem, Nijmegen, Apeldoorn, Ede.}
^{- Satellite cities, including Elst, Nuenen, and Oosterhout.}
^{- Remainder, including Culemborg, Geldermalsen, and Velp}
^{National Periphery:}
^{- Regional Economic Centres: Groningen, Leeuwarden, Zwolle, Deventer, Enschede.}
^{- Remaining Regions}

Composition of the residential portfolio by rent class

Amounts in EUR x Million	Number of homes	Bookvalue
Low-priced	312	82
Mid-priced	4,054	1,229
Free market low	4,719	1,712
Free market high	2,086	913
	11,171	3,936

_{Excluding e.g. parking lots and indoor storage.}

Yield according to the MSCI Residential Index

	ARC Fund total	MSCI Total	ARC Fund SI**	MSCI SI**
Income return 2024	3.5%	3.2%	3.5%	3.4%
Capital growth 2024	8.5%	8.2%	8.5%	8.3%
Total return 2024	12.2%	11.7%	12.3%	11.9%

Income return 3 year average	3.3%	3.0%	3.4%	3.2%
Capital growth 3 year average	-0.1%	-0.8%	-0.3%	-0.7%
Total return 3 year average	3.3%	2.2%	3.0%	2.5%

Income return 5 year average	3.3%	3.0%	3.3%	3.2%
Capital growth 5 year average	3.1%	2.9%	2.5%	2.7%
Total return 5 year average	6.5%	5.9%	5.9%	6.0%

Income return 7 year average	3.4%	3.0%	3.4%	3.3%
Capital growth 7 year average	5.8%	5.5%	4.6%	5.1%
Total return 7 year average	9.4%	8.7%	8.2%	8.5%

Income return 10 year average	3.7%	3.7%	3.7%	3.6%
Capital growth 10 year average	7.0%	7.0%	5.8%	6.2%
Total return 10 year average	11.0%	11.0%	9.8%	10.0%

** SI = Standing investments

Composition of the committed pipeline by residential type

Amounts in EUR x Million	Number of homes	Bookvalue
Single-family	-	-
Multi-family	1,543	635
Total	1,543	635

Composition of the committed pipeline by region*

Amounts in EUR x Million	Number of homes	Bookvalue
Rotterdam & The Hague	818	354
Amsterdam & Utrecht	286	117
Central Circle - North Wing - Satellites	144	59
Central Circle - South Wing - Satellites	295	105
Central Circle - East - Regional Cities	-	-
Total	1,543	635

^{Region *}
^{Central Circle: Big Four}^{- Four largest centres in the Netherlands (Amsterdam, Utrecht, The Hague and Rotterdam) and their suburbs Central Circle: Remainder - Remaining urban regions in the Randstad, Brabant and Gelderland (including, Leiden, Delft, Arnhem, Nijmegen, ‘s-Hertogenbosch and Eindhoven)}
^{Regional Economic Centrals}^{- Urban regions of Zwolle, Groningen and Deventer}
^{Remaining Regions}^{- Remaining regions}

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Key figures 2024

Materiality matrix and material themes