Mapletree Logistics Trust · SGX:M44U

Mapletree Logistics Trust — Merger or Acquisition (December 2006)

11 slides from Mapletree Logistics Trust's merger presentation, Dec 13, 2006

  1. Slide 1: Acquisition of Changi Property (3 Changi South Lane) and Shah Alam Property

    Acquisition of Changi Property (3 Changi South Lane) and Shah Alam Property 13 December 2006

  2. Slide 2: Agenda

    506002si_2 Jul.ppt Agenda ƒ Details of the properties: ¾ Changi Property, 3 Changi South Lane, Singapore 486118 ¾ Shah Alam Property, Shah Alam Industrial Estate, Selangor, Malaysia ƒ Impact on MapletreeLog ¾ Acquisitions are DPU accretive ¾ Tenant concentration ¾ Asset mix ¾ Average lease duration

  3. Slide 3: Changi Property

    506002si_2 Jul.ppt Changi Property ƒ Purchase price: S$13.9 million ƒ Appraised value : S$14.4 million by Chesterton International Property Consultants Pte Ltd dated 13 October 2006 ƒ Land tenure: Expiry in 2058 ƒ Land area : 8,020.0 sqm GFA : 11,315.0 sqm Lettable area : 11,315.0 sqm ƒ Lease terms

  4. Slide 4: Shah Alam Property

    506002si_2 Jul.ppt Shah Alam Property ƒ Purchase price: RM 35.0 million (about S$15.0 million) ƒ Appraised value : RM 36.0 million (about S$15.4 million) by Jones Lang Wootton dated 1 December 2006 ƒ Land tenure: Freehold ƒ Land area: 30,160.8 sqm GFA: 17,984.0 sqm Lettable area: 17,984.0 sqm The Pr

  5. Slide 5: Acquisitions are DPU accretive

    506002si_2 Jul.ppt Acquisitions are DPU accretive Properties Changi Property Shah Alam Property Total Return (over 10 years) 8.46% 10.70% DPU impact1 0.04 Singapore 0.02 Singapore cents (proforma annualised impact) cents 1. Assuming MapletreeLog had purchased, held and operated the properties for th

  6. Slide 6: Tenant concentration

    506002si_2 Jul.ppt Tenant concentration Top 10 Tenants of the Entire Portfolio by Gross Revenue for the Month of September 2006 7% Pre-Acquisitions Post-Acquisitions 6.3%6.2% 6% 5% 4.8%4.7% 4% 3.4%3.4% 3.0%3.0% 3% 2.3%2.2% 2.2%2.2% 2.1% 2.0% 1.9% 1.9% 1.9% 1.9% 1.9% 1.9% 2% 1% 0% Ever Gain Teckw ah

  7. Slide 7: Asset mix

    506002si_2 Jul.ppt Asset mix Before the acquisitions After the acquisitions Gross Revenue Contribution by Trade (Pre-Acquisitions) Gross Revenue Contribution by Trade (Post-Acquisitions) Oil & Chemical Oil & Chemical Logistics FTZ 3PL Logistics FTZ 3PL 5.5% 7.8% 5.4% Industrial Industrial 7.6% Wareh

  8. Slide 8: Average lease duration

    506002si_2 Jul.ppt Average lease duration Lease Expiry Profile by Gross Revenue (for the Month of Septem ber 2006) 40% Pre-Acquisitions Post-Acquisitions 34.9% 34.6% 35% 30% 25% 20% 17.0%16.7% 16.3% 16.0% 15% 13.1% 12.9% 10.7% 11.4% 10% 5.7% 5.6% 5% 2.6%2.6% 0% Expiring in Expiring in Expiring in Ex

  9. Slide 9: Unexpired lease of underlying land

    506002si_2 Jul.ppt Unexpired lease of underlying land Remaining Years to Expiry of Underlying Land Lease Pre-Acquisitions Post-Acquisitions 50% 46.0% 46.3% 45% % of Total Lettable Area 40% 34.2%33.5% 35% 30% 25% 20% 15% 10.2%10.7% 10% 4.4% 4.3% 4.2% 4.2% 5% 0.9% 0.9% 0% 0 - 20 yrs 21 - 30 yrs 31 - 4

  10. Slide 10: Geographical allocation of portfolio

    506002si_2 Jul.ppt Geographical allocation of portfolio Before the acquisitions After the acquisitions Country Allocation - By Gross Revenue Country Allocation - By Gross Revenue (Pre-Acquisitions) (Post-Acquisitions) Malaysia Malaysia Japan Japan 6% 6% 1% 2% China China 2% 2% Hong Kong Hong Kong Si

  11. Slide 11: 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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