Mapletree Logistics Trust · SGX:M44U

Mapletree Logistics Trust — Merger or Acquisition (June 2006)

10 slides from Mapletree Logistics Trust's merger presentation, Jun 30, 2006

  1. Slide 1: Acquisition of 138 Joo Seng Road, Singapore 368361

    Acquisition of 138 Joo Seng Road, Singapore 368361 30 June 2006

  2. Slide 2: Agenda

    506002si_2 Jul.ppt Agenda ƒ Details of the property: ¾ 138 Joo Seng Road, Singapore 368361 ƒ Impact on MapletreeLog ¾ Acquisition is DPU accretive ¾ Tenant concentration ¾ Asset mix ¾ Average lease duration ¾ Unexpired lease of underlying land ¾ Geographical allocation of portfolio 1 1

  3. Slide 3: 138 Joo Seng Road

    506002si_2 Jul.ppt 138 Joo Seng Road ƒ Purchase price: S$13.0 million ƒ Appraised value: S$13.0 million by Savills (Singapore) Pte Ltd dated 28 June 2006 ƒ Land tenure: Expiry in 2051 ƒ Land area: 4,479.8 sqm GFA: 11,202.3 sqm Lettable area: 11,202.3 sqm ƒ Lease terms: Sale and leaseback to Trivec S

  4. Slide 4: Acquisition is DPU accretive

    506002si_2 Jul.ppt Acquisition is DPU accretive Property 138 Joo Seng Road Total Return (over 10 years) 8.64% DPU impact1 0.06 Singapore cents (proforma annualised impact) 1. Assuming MapletreeLog had purchased, held and operated the property for the whole of the financial year 31 December 2005 (bas

  5. Slide 5: Tenant concentration

    506002si_2 Jul.ppt Tenant concentration Top 10 Tenants of the Entire Portfolio by Gross Revenue for the Month of March 2006 10% Pre-Acquisition Post-Acquisition 9.5% 9.4% 9% 8% 7% 6.2% 6.1% 6% 5% 4.0% 4.0% 3.9% 3.9% 4% 2.9% 2.8% 2.9% 2.8% 3% 2.6% 2.5% 2.5% 2.5% 2.5% 2.5% 2.3% 2.3% 2% 1% 0% Ever Gain

  6. Slide 6: Asset mix

    506002si_2 Jul.ppt Asset mix Before the acquisition* After the acquisition* Gross Revenue Contribution by Trade (Pre-Acquisition) Gross Revenue Contribution by Trade (Post-Acquisition) Oil & Chemical Oil & Chemical FTZ 3PL FTZ 3PL Logistics Logistics 9.8% 9.7% 6.9% 6.8% Industrial Industrial Warehou

  7. Slide 7: Average lease duration

    506002si_2 Jul.ppt Average lease duration Le as e Expiry Profile by Gros s Re ve nue (for the M onth of M ar ch 2006) 60% Pre-A cquisition Post-A cquisition 50.3% 50.9% 50% 40% 30% 20% 15.3% 15.1% 11.7% 11.6% 11.0% 10.8% 10% 5.6% 5.5% 6.1% 6.0% 0% Expiring in Expiring in Expiring in Expiring in Expi

  8. Slide 8: Unexpired lease of underlying land

    506002si_2 Jul.ppt Unexpired lease of underlying land Remaining Years to Expiry of Underlying Land Lease 60% 52.9% 52.4% Pre-Acquisition Post-Acquisition 50% % of Total Lettable Area 40% 34.3%34.9% 30% 20% 10% 5.2% 5.2% 3.7%3.7% 2.7% 2.7% 1.1% 1.1% 0% 0 - 20 yrs 21 - 30 yrs 31 - 40 yrs 41 - 50 yrs 5

  9. Slide 9: Geographical allocation of portfolio

    506002si_2 Jul.ppt Geographical allocation of portfolio Before the acquisition* After the acquisition* Country Allocation - By Gross Revenue Country Allocation - By Gross Revenue (Pre-Acquisition) (Post-Acquisition) Malaysia Malaysia China 6% China 5% 2% 2% Hong Singapore Hong Singapore Kong 61% Kon

  10. Slide 10: Disclaimer

    506002si_2 Jul.ppt Disclaimer The value of units in MapletreeLog (“Units”) and the income from them may fall as well as rise. Units are not obligations of, deposits in, or guaranteed by, the Manager or any of its affiliates. An investment in Units is subject to investment risks, including the possib

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