Non-Deal Roadshow Presentation

ARA LOGOS Logistics Trust

Non-Deal Roadshow

27 October 2021

Agenda

1 ALOG Overview

2 Key Highlights

3 Financials Snapshot and Portfolio Update

4 Proposed Merger with ESR-REIT

5	Additional Information

2

ALOG Overview

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.
	9 properties in Singapore, 20 properties in
Portfolio	Australia and 49.5% and 40.0% stakes in the
New LAIVS Trust and Oxford Property Fund
	respectively.
GFA	1.0 mil sqm
Market Cap(2)	S$1.3 bil
DPU Yield(3)	5.9%
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. Based on closing unit price of S$0.885 as at 22 October 2021.
3. Based on closing unit price of S$0.885 as at 22 October 2021 and by annualising ALOG's YTD FY2021 declared DPU of 3.899 Singapore cents.

Singapore 9

20

Australia 9 Brisbane

2 Sydney

9

Melbourne

4

Key Highlights

ALOG Changi DistriCentre 1, Singapore