Link Real Estate Investment Trust · HKEX:823
Link Real Estate Investment Trust — Corporate Update (August 2025)
7 slides from Link Real Estate Investment Trust's corporate update, Aug 13, 2025
Slide 1: 1Q FY2025/2026 Operational Update
1Q FY2025/2026 Operational Update 13 August 2025
Slide 2: Key Highlights
2 Key Highlights 1 Operations ▪ Occupancy sustained despite challenging operating environment in Hong Kong and Mainland China retail ▪ Robust operating conditions in Singapore and Australia retail with close to full occupancy ▪ Enhanced operational efficiency measures to preserve operating margins 2
Slide 3: Hong Kong – Portfolio Occupancy Stable; Car Park Revenue Steady
3 Hong Kong – Portfolio Occupancy Stable; Car Park Revenue Steady Retail & Office Performance Car Park Performance Retail Occupancy Retail Unit Rent psf Tenant Sales Growth(1) No. of Parking Tickets 97.6% $62.8 Link Hong Kong Moderate Decline Trade 1Q25/26 1Q24/25 1Q25/26 1Q24/25 Retail Reversion Of
Slide 4: Mainland China Business – Navigating Challenges Amid Headwinds
4 Mainland China Business – Navigating Challenges Amid Headwinds Occupancy Occupancy Occupancy Retail Office Logistics 95.4% 92.4% 97.5% ▪ Performance and rental ▪ Occupancy stable and ▪ Rental pressure persists reversions, particularly at the rental rates under amid intense competition two Beijing
Slide 5: International Business – Sustained Growth and Momentum
5 International Business – Sustained Growth and Momentum SG Occupancy AU Occupancy Int’l Occupancy Retail 99.8% Retail 99.5% Office 85.5% ▪ Strong rental reversion, ▪ Increased foot traffic in CBD ▪ Flight-to-quality and core backed by continued interest and improved retailer location continue to sh
Slide 6: Benefitting from Lower Interest Rates and Credit Margins
6 Benefitting from Lower Interest Rates and Credit Margins Update Key Financial Metrics (As at 31 March 2025) ▪ Recent decline in HIBOR / SORA / BBSY has contributed to Net Gearing Fixed-rate Debt 21.5% 66.9% lower finance costs Ratio Ratio ▪ Enjoy decade-low refinancing credit margins due to the Av
Slide 7: Disclaimer
Disclaimer ◼ This update contains certain operating information about Link Real Estate Investment Trust (“Link REIT”) in relation to the three months ended 30 June 2025. The information has not been audited or reviewed by external auditors. ◼ This document has been prepared by Link Asset Management
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