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:
- 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$0.940 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. |
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Disclaimer
ARA LOGOS Logistics Trust published this content on 27 September 2021 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 28 September 2021 01:11:02 UTC.