Mapletree Logistics Trust · SGX:M44U

Mapletree Logistics Trust — Merger or Acquisition (August 2006)

10 slides from Mapletree Logistics Trust's merger presentation, Aug 12, 2006

  1. Slide 1: Acquisition of Puchong 1 Property, Malaysia

    Acquisition of Puchong 1 Property, Malaysia 12 August 2006

  2. Slide 2: Agenda

    506002si_2 Jul.ppt Agenda ƒ Details of the property: ¾ Puchong 1, North Puchong Industrial Town, Malaysia 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

  3. Slide 3: Puchong 1 Property

    506002si_2 Jul.ppt Puchong 1 Property ƒ Purchase price: RM13.0 million (S$5.6 million) ƒ Land tenure: Freehold ƒ Land area: 12,188 sqm GFA: 7,678 sqm Lettable area: 7,678 sqm ƒ Lease terms: Sale and leaseback to vendor for 3 years, with an option The property comprises two single-storey to extend fo

  4. Slide 4: Acquisition is DPU accretive

    506002si_2 Jul.ppt Acquisition is DPU accretive Property Puchong 1 Total Return (over 10 years) 11.27% DPU impact1 0.005 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 (based on

  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 9% Pre-Acquisition Post-Acquisition 8.5% 8.4% 8% 7% 5.9% 5.9% 6% 5% 3.8% 3.8% 3.7% 3.7% 4% 2.8% 2.8% 2.7% 2.7% 3% 2.4% 2.4% 2.4% 2.4% 2.4% 2.3% 2.2% 2.2% 2% 1% 0% Ever Gain Gro

  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 FTZ 3PL Oil & Chemical Logistics FTZ 3PL 9.2% Logistics 6.5% 9.3% Industrial Industrial 6.6% Warehou

  7. Slide 7: Average lease duration

    506002si_2 Jul.ppt Average lease duration Lease Expiry Profile by Gross Revenue (for the Month of March 2006) 60% Pre-Acquisition Post-Acquisition 49.2% 49.0% 50% 40% 30% 20% 15.2% 15.1% 15.0%15.4% 9.2% 9.2% 10% 5.6% 5.6% 5.8% 5.8% 0% Expiring in Expiring in Expiring in Expiring in Expiring in Expir

  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 Pre-Acquisition Post-Acquisition 60% 51.3% 51.6% % of Total Lettable Area 50% 40% 35.5%35.3% 30% 20% 10% 5.1% 5.0% 3.6% 3.6% 3.5% 3.5% 1.1% 1.1% 0% 0 - 20 yrs 21 - 30 yrs 31 - 40 yrs 41 - 50 yrs

  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 5% China 6% 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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