EX-99.1 2 g69498ex99-1.htm ANALYST PRESENTATION DATED MAY 17, 2001 ex99-1
VALUEn

Breaking Loose

Forward-Looking Statement

Photo

Presentation Outline

JOE Today

Sixty Years

Joe's Transformation

Picture in the Park

Joe’s Transformation

Photo Digging Ground

Photo of Buildings

Photo of Building and House

Photo of House and Golf

Photo Inside the Homes

Photo of Building

Photo of Clock

Our Transformation has thus ...

Net EBITDA Per Diluted Share

Our Transformation has thus far.....

2000 Shareholder Return

Our transformation has thus far produced...

Shareholder Return Year-to-Date

JOE has delivered strong....

Photo of Gentlemen

As the strength.....

Photo of Beach

Presentation Outline

JOE Today

Opportunity

UNIQUE CONVERGENCE OF BABY BOOMER DEMOGRAPHICS

OPPORTUNITY

BABY BOOMER DEMOGRAPHICS

OPPORTUNITY

COMING TO FLORIDA

OPPORTUNITY

DEVELOPABLE LAND

OPPORTUNITY

DEVELOPABLE LAND

OPPORTUNITY

LONG ISLAND

OPPORTUNITY

AVERAGE LOT PRICES

OPPORTUNITY

AVERAGE LOT PRICES

OPPORTUNITY

(PICTURES)

OPPORTUNITY

(PICTURES)

LAST YEAR WE USED FT. MYERS AS AN EXAMPLE

(PICTURE)

OPPORTUNITY

(PICTURES)

WE ARE MORE EXCITED THAN EVER

THE RARE CONVERGENCE OF BABY BOOMER DEMOGRAPHICS

PRESENTATION OUTLINE

EXPANDED OPPORTUNITY

EXPANDED OPPORTUNITY

TODAY, WE WANT TO SHOW YOU

EXPANDED OPPORTUNITY

A strategy to cause a chain reaction

Example of Regional Transformation

Hilton Head Island Map

As Northwest Florida evolves

(Map)

Hilton Head Case Study

Hilton Head 1970s

Hilton Head Case Study

Baby Boomer Demographics

Hilton Head Case Study

Hilton Head 1980s

Hilton Head Case Study

Baby Boomer Demographics

Hilton Head Case Study

Hilton Head 1990s

Hilton Head Case Study

Baby Boomer Demographics

Hilton Head Case Study

Hilton Head Today

Oldfield Bluffton, South Carolina

(Pictures)

Case Study Oldfield

(Pictures)

Northwest Florida Land Valued

(Pictures)

Hilton Head Case Study

(Pictures)

JOE's Ownership in Florida's Great Northwest

Baby Boomer Demographics

Presentation Outline

Regional Place-making

Regional Place-making

Quality of the Company's Land Holdings

Regional Place-Making

(Pictures)

Regional Place-Making

(Pictures)

Regional Place-Making

(Pictures)

Regional Place-making

(Pictures)

(Map)

(Map)

(Map)

(Map)

Regional Place-making

(Pictures)

Regional Place-making

(Map and Legend)

Regional Place-making

(Map and Legend)

Ponte Vedra Beach, Florida

Before A1A Bypass

Case Study Ponte Vedra

After A 1 A Bypass

Regional Place-making

(Map and Legend)

Case Study Hilton Head Hospital

REGIONAL PLACE-MAKING

MAP

REGIONAL PLACE-MAKING

PHOTO

REGIONAL PLACE-MAKING

MAP

REGIONAL PLACE-MAKING

PHOTOS

REGIONAL PLACE-MAKING

MAP

REGIONAL PLACE-MAKING

OVERNIGHT VISITORS

REGIONAL PLACE-MAKING

MAP

REGIONAL PLACE-MAKING

VALUE CREATION CYCLE

PRESENTATION OUTLINE

JOE TODAY

FOCUS AND EXECUTION

VALUE CREATION DRIVES VALUE ENHANCEMENT

FOCUS AND EXECUTION

PHOTOS

EACH OF THESE ENGINES

PHOTOS

FOCUS AND EXECUTION

PHOTOS

FOCUS AND EXECUTION

PHOTO

FOCUS AND EXECUTION

(PICTURE)

FOCUS AND EXECUTION

(PICTURES)

FOCUS AND EXECUTION

BEACHFRONT LOT SALES

FOCUS AND EXECUTION

BEACHFRONT LOT SALES

FOCUS AND EXECUTION

(PICTURES)

FOCUS AND EXECUTION

(PICTURES)

ACCELERATORS SUCH AS CAMP CREEK GOLF CLUB AND THE WATERCOLOR INN

(PICTURES)

THE ANDELL TOMATO FIELDS

(PICTURES)

CASE STUDY GOLF ON A TOMATO FIELD

(PICTURE)

FOCUS AND EXECUTION

(PICTURE)

FOCUS AND EXECUTION

PICTURE

HILTON HEAD VALUES ARE DRIVEN BY

PHOTOS

FOCUS AND EXECUTION

PHOTOS

FOCUS AND EXECUTION

PHOTOS

FOCUS AND EXECUTION

PHOTOS

FOCUS AND EXECUTION

PHOTOS

FOCUS AND EXECUTION

PHOTOS

FOCUS AND EXECUTION

MAP AND PHOTO

TOPSAIL HILL, FLORIDA

PHOTO

CASE STUDY TOPSAIL HILL

PHOTOS

HIGH QUALITY OFFICE AND INDUSTRIAL PARKS

PHOTOS

GROWING NUMBERS OF ROOFTOPS

PHOTOS

FOCUS AND EXECUTION

MAP

FOCUS AND EXECUTION

CLICK YOUR WAY INTO A WHOLE NEW LIFESTYLE

FOCUS AND EXECUTION

PHOTOS

CRAWFORDVILLE, FLORIDA

(MAP)

(PICTURE)

(MAP)

CASE STUDY CRAWFORDVILLE

(MAP)

BUTLER POND

(PICTURE)

CASE STUDY BUTLER POND

(PICTURE)

FOCUS AND EXECUTION

AVERAGE SALES PRICE PER ACRE

FOCUS AND EXECUTION

(PICTURES)

FOCUS AND EXECUTION

(PICTURES)

ANCHORAGE PLANTATION

PICTURE

CASE STUDY ANCHORAGE PLANTATION

Bohicket Creek

Focus and Execution

Five Photos

Focus and Execution Timberland Engine

Five Photos

Focus and Execution Value Concentration

Stock Repurchase Activity

Presentation Outline

JOE Today

Value(n)

Stories of Hilton Head and Northwest Florida Diverge

JOE is different

Core of JOE's Enormous Value Creation Potential

Land Owners Divided the Value

Two Photos

St. Joe Company NYSE: JOE

Value(n)