ARA LOGOS Logistics Trust : SGX-CS Real Estate Day Presentation

ARA LOGOS Logistics Trust

SGX-CS Real Estate Day Presentation

27 September 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$1.4 bil
DPU Yield(4)	5.5%
Sponsor	LOGOS Group - a leading logistics developer and
real estate specialist in Asia Pacific.

Notes:

1. Includes ALOG's 49.5% and 40.0% stakes in the New LAIVS Trust and Oxford Property Fund respectively.
2. Pertaining to the 29 properties 100% owned by ALOG.
3. Based on closing unit price of S$0.940 as at 24 September 2021.

9

Singapore

20

Australia 9 Brisbane

2 Sydney

9

Melbourne

4

(4) Based on closing unit price of S$0.940 as at 24 September 2021 and by annualising ALOG's 1H FY2021 distribution of 2.570 Singapore cents.

Supported by ARA and LOGOS

• Largest Real Assets Manager in APAC
• US$95 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
• US$17 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: 0.8 mil sqm

AUM: >US$0.5 bil

Assets: 5

				China
				GLA: 2.3 mil sqm
				AUM: >US$3.4 bil
South East Asia			Assets: 24
GLA: 2.3 mil sqm
AUM: >US$4.1 bil				TotalAUM	US$17 bil
Assets: 26
					Total No.
	Australia and New Zealand			116
			of Assets
	GLA: 3.5 mil sqm
	AUM: >US$8.6 bil
	Assets: 61			Total GLA	9 mil sqm

Notes:
(1)	Assets under management by ARA Group and its Associates as at 30 June 2021, adjusted for LOGOS' acquisition of Moorebank Logistics Park announced on 5 July 2021.	5
(2)	As of 30 June 2021.