ARA LOGOS Logistics Trust
Non-Deal Roadshow Presentation
27 July 2021
Agenda
1 ALOG's Overview and Key Highlights
2 Financials Snapshot and Portfolio Update
3 Sustainability
4 Looking Ahead
5 | Additional Information |
2
ALOG's Overview and
Key Highlights
41 - 51 Mills Road, Braeside, Victoria, AUS
ARA LOGOS Logistics Trust
Defensive Portfolio of 29 Properties Across Singapore and Australia
ARA LOGOS Logistics Trust, "ALOG", is a leading | |
Asian logistics REIT with a S$1.8 billion(1) | |
portfolio across Singapore and Australia. | |
Overview | |
Listed on the SGX, ALOG invests in quality | |
income-producing real estate used for logistics | |
purposes and real estate-related assets in APAC. | |
29 properties (9 in Singapore and 20 in Australia) | |
Portfolio | and two fund investments (49.5% and 40.0% |
stakes in the New LAIVS Trust and Oxford | |
Property Fund respectively). | |
GFA | 1.0 mil sqm(2) |
Market Cap(3) | S$1.2 bil |
DPU Yield(4) | 6.2% |
Sponsor | LOGOS Group - a leading logistics developer and |
real estate specialist in Asia Pacific. | |
Notes:
- Includes ALOG's 49.5% and 40.0% stakes in the New LAIVS Trust and Oxford Property Fund respectively.
- Pertaining to the 29 properties 100% owned by ALOG.
- Based on closing unit price of S$0.835 as at 30 June 2021.
9
Singapore
20
Australia 9 Brisbane
2 Sydney
9
Melbourne
4
- Based on closing unit price of S$0.835 as at 30 June 2021 and by annualising ALOG's 1H FY2021 distribution of 2.570 Singapore cents.
ARA and LOGOS Overview
- Largest Real Assets Manager in APAC
- S$116 billion(1) in Gross Assets Managed by ARA Group and its Associates
- Strong Growth Track Record Underpinned by Consistent Outperformance of Relevant Benchmarks
- Strong Support from Leading Global and Regional LP Investors
Robust Track Record
-
ALOG's Sponsor and a Leading Logistics Developer and Real Estate
Specialist in APAC - Over US$16 billion(2) AUM in Existing Ventures (including ALOG) with a Total of 116 Assets
- High Quality Institutional Partners including Sovereign Wealth Funds and Pension Funds
- Strong Regional Relationships with Key Logistics and Warehouse
Occupiers
Strong Regional Presence
India
GLA: 0.8mil sqm
AUM: US$0.6bil
Assets: 5
China | |||||||
GLA: 2.3mil sqm | |||||||
AUM: US$3.4bil | |||||||
South East Asia | Assets: 24 | ||||||
GLA: 2.3mil sqm | |||||||
AUM: US$3.9bil | TotalAUM | >US$16 bil | |||||
Assets: 26 | |||||||
Total No. | |||||||
Australia and New Zealand | 116 | ||||||
of Assets | |||||||
GLA: 3.5mil sqm | |||||||
AUM: US$8.4bil | |||||||
Assets: 61 | Total GLA | 8.9 mil sqm | |||||
Notes: | ||
(1) | Includes assets under management by ARA Asset Management Limited and the Group of companies ("ARA Group") and its Associates as at 31 December 2020. | 5 |
(2) | As of 30 June 2021. |
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Disclaimer
ARA LOGOS Logistics Trust published this content on 27 July 2021 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 28 July 2021 00:12:05 UTC.