Mapletree Logistics Trust · SGX:M44U

Mapletree Logistics Trust — Merger or Acquisition (May 2007)

10 slides from Mapletree Logistics Trust's merger presentation, May 25, 2007

  1. Slide 1: Acquisition of G-Force property, Malaysia

    Acquisition of G-Force property, Malaysia 25 May 2007

  2. Slide 2: Agenda

    Agenda ƒ Details of the property: ¾ Lot No. 2-30, 2-32 and 2-34, Jalan SU 6A, Persiaran Tengku Ampuan, Lion Industrial Park, Section 26, 40400 Shah Alam, Selangor, Malaysia ƒ Impact on MapletreeLog ¾ Acquisition is DPU-accretive ¾ Tenant concentration ¾ Asset mix ¾ Average lease duration ¾ Unexpired

  3. Slide 3: G-Force property

    G-Force property ƒ Purchase Price : RM35.15 million (approx. S$15.48 million) ƒ Land tenure : Freehold ƒ Land area : 12,196 sqm (approx.) GFA : 18,441 sqm (approx.) Lettable area : 18,441 sqm (approx.) ƒ Vendor : G-Force Sdn Bhd, a leading local third party logistics company which provides a full su

  4. Slide 4: Acquisition is DPU-accretive

    Acquisition is DPU-accretive G-Force property Total Return (over 10 years) 9.19% DPU impact1 0.01 Singapore cents (proforma annualised impact) 1. Assuming Mapletreelog had purchased, held and operated the property for the financial year ended 31 December 2006 (based on 41 properties) and that the ac

  5. Slide 5: Tenant concentration

    Tenant concentration Top 10 Tenants of the Entire Portfolio by Gross Revenue for the Month of March 2007 Pre-Acquisition Post-Acquisition 5% 4.4% 4.4% 5% 4.1% 4.1% 4% 3.7% 3.6% 3.6%3.6% 4% 3% 2.7% 2.7% 3% 2.3% 2.3% 2% 1.7% 1.6% 1.6% 1.6% 1.6% 1.6% 1.5% 1.5% 2% 1% 1% 0% Ever Gain Zama Centre Teck Wah

  6. Slide 6: Asset mix

    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 Logistics FTZ 3PL Logistics FTZ 3PL 4.2% 4.5% Industrial 4.2% 4.4% Warehousing Industrial Warehousing 11.5

  7. Slide 7: Average lease duration

    Average lease duration Lease Expiry Profile by Gross Revenue (for the Month of March 2007) 40% Pre-Acquisition Post-Acquisition 38.0% 37.7% 35% 30% 25% 20% 17.1% 17.0% 15% 13.6% 13.5% 9.8% 9.7% 10% 8.7% 8.6% 6.0% 6.7% 6.4% 6.4% 5% 0% Expiring in Expiring in Expiring in Expiring in Expiring in Expiri

  8. Slide 8: Unexpired lease of underlying land

    Unexpired lease of underlying land Remaining Years to Expiry of Underlying Land Lease Pre-Acquisition Post-Acquisition 50% 45.1% 44.6% 45% 40% % of Total Lettable Area 35% 30% 28.5%28.2% 25% 20% 14.7% 15% 14.5% 10% 8.1% 8.0% 5% 3.5%3.4% 0.7% 0.7% 0% 0 - 20 yrs 21 - 30 yrs 31 - 40 yrs 41 - 50 yrs 51

  9. Slide 9: Geographical allocation of portfolio

    Geographical allocation of portfolio Before the acquisition After the acquisition Country Allocation - By Gross Revenue Country Allocation - By Gross Revenue (Pre-Acquisition) (Post-Acquisition) Japan Japan 13% 13% Malaysia Malaysia 6% 6% Singapore Singapore China China 51% 51% 5% 5% Hong Kong Hong

  10. Slide 10: Disclaimer

    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 possible loss of the prin

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