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REA Group Ltd

1HY11 ‐ Analyst andInvestor PresentationFebruary 2011

www.rea‐group.com

REA Group – Market Leader

2Analyst presentation - REA – 1HY11 results

31. Source: Yahoo Finance - http://au.finance.yahoo.com/, Jan 2011

Key Highlights of Our Performance for First Half 2011

Continued Profitable Growth

Analyst presentation - REA – 1HY11 results

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25% Revenue growth and 28% EBITDA growth

Property listings up by 17% to 1.56m

Paying Agents up by 14% to 22,172 for the Group

22% Revenue growth in the core market of Australia

135% Revenue growth in Italy

26% increase in Paying Agents in Italy

Innovation in Marketing recognised by Industry

Continued IT innovation : new casa.it websiteNew Homes tab on realestate.com.auiPhone Application launched

Continued Outperformance of the ASX 200

Increased return to shareholders – Half Year Dividend

Carbon Neutral and Oekom Accredited


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1. Source: Yahoo Finance - http://au.finance.yahoo.com/ , Jan 2011 for calendar year 2010

Significant Levels of Innovation Continue Across the Business to Drive Performance (1HY2011 v 1HY2010)

Brand and Country Performance


Australian Revenue Growth of 22% to $103m

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16% YOY Growth

Dec 10 9,688


realestate.com.au and realcommerical.com.au Continue to Lead the Australian Market

Key Facts:• #1 Australian residential real estate site • Residential agent revenues up by 21% to $67.3m • Residential depth revenues 44% of agent revenues (2010: 39%)• Paying Subscriptions increase to 8950 (4% growth)• Partnerships with eBay and Yahoo7!• UBs increased to a record 7.5m increasing the gap with Domain by 22.8%

on prior month (Jan 2011)

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Key Facts:• #1 Australian commercial real estate site • Commercial Agent revenues up by 23% to $11.2m • Paying Subscriptions increase to 1478 (10% growth)• Realcommercial.com.au had 3.9 times more Unique Browsers that its

nearest competitor in December 2010 (increasing from 2.7 times more in Dec 2009)


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1. Comparison period is 1HY2011 to 1HY2010 unless otherwise indicated2. Source: Nielsen Online, Market Intelligence, Total Traffic for Audited Sites, Jan 2011

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Gap > 4m

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REA Australia Potential Brand Exposure Increases Against Number Two Portal - Dec 2010

Source: Nielsen Online, Market Intelligence, Total Traffic for Audited Sites, Dec 2010


PredictablePredictable

ProvableProvable

Cost EffectiveCost Effective

Valued by VendorsValued by Vendors

Build Rent RollBuild Rent Roll

Sales Sales ProductivityProductivity

Win New ListingsWin New Listings

Sell HousesSell Houses

Valued by AgentsValued by AgentsValued by ConsumersValued by Consumers

EntertainEntertain

EngageEngage

The Business Model

Search/FindSearch/Find

EvaluateEvaluate


Enhancement of our Product Suite to Support the Business Model and Customer Satisfaction

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Valued by VendorsValued by VendorsValued by AgentsValued by AgentsValued by ConsumersValued by Consumers

Suburb Sponsorship Premiere PropertyOur Network

Premier Property


Customer Satisfaction Focus is Supported By Improved Customer Call Centre and a Professional Sales Team to Understand Our Customer Needs

Syndication and co-branding:

Spring Campaign Advertising:

The Australian Business Continues to Improve Site Traffic, Usage and Engagement

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The Fresh Start Project won REA the Internet

Advertising Bureau (IAB) Creative Showcase

(Dec 2010)

Kicked off in September and covered TV

commercials, outdoor and online advertising


REA identifies new strategic partnerships to

support our strategy

Social media campaigns:

REA Australia’s Media Business Breaks New Ground

• Media revenues up by 27% to $24.6m in 1HY11• One of the largest digital display publishers in Australia by

revenue• Brings new functionality in “New Homes” tab


MINI’s Floor ad on realestate.com.au

“We have been overwhelmed with the results and level of interest the campaign has generated in just one day with a click through rate of over 8 per cent(1), well above industry average. As a result, we have managed to increase traffic to our site by a whopping 1700 per cent – a phenomenal result for a reasonable investment(1),” MINI’s Marketing Manager Chris Brown.

1. Eyeblaster Research Q1 2009 to Q4 2009, Australia and New Zealand market.

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11,531 –as at DEC 10

YOY Growth 26%

13

*

casa.it Goes from Strength to Strength

1. Source: Nielsen Online, Site Census, Dec 2010


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Plus the Arrival of casa.it Website

casa.it 1.0

A simplified Home Page

Fast and easy search

NEW – refined search – on one page!

NEW – enhanced Map results View

NEW – enhanced Gallery results View

NEW Feature – Enhanced Customer reporting

NEW Product – Feature Property

NEW – Compare it!

NEW – My Casa

NEW – Mobile site

casa.it 2.0


International – Significantly Improved Performance

Luxembourg• #1 in Greater Luxembourg• Online, TV, Data Services and Print• Achieved break-even in FY10

Hong Kong• Only independent English magazine,

website & eMagazine dedicated to property• Chinese-language site launched July 2010


1. Source: Nielsen Online, Site Census, Dec 2010

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Financial Data


REA Group’s Strong Growth Record


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REA Group EBITDA Continues To Strengthen


1. Engage with consumers

2. Develop an active real estate community

3. Offer customers more flexible products and price offers

4. Build operational excellence

5. Create the team and culture we want

19

Strategic Themes for FY11


Welcome to REA Group’s New Corporate Website

Analyst presentation - REA – 1HY11 results 20

Disclaimer

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.

Unless otherwise indicated, information contained within this report is internal REA Group information and data.


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