Capitaland Investment Limited · SGX:9CI
Capitaland Investment — Investor Day (November 2024)
12 slides from Capitaland Investment's investor day presentation, November 2024
Slide 1: Andrew Lim, Group COO - Investor Day 2024
Positioned: Andrew Lim Group Chief Operating Officer CapitaLand Investment Capjtaland INVESTOR DAY 2024 bwesment FORGING AHEAD
Slide 2: Significant strides made since listing: funds management
Significant strides made since listing Private & Listed Funds Management Funds under Management! Equity Raised? Fee Related Earnings YTD 2024 YTD Sep 2024 Listing SSTI3B Listing S$313M S$87B 37% 63% M30%2 $$292M 28% 72% S$11.1B A7% ™ Private Funds ™ Listed Funds 4 Increased FUM [Vv] Raised 4 Increas
Slide 3: Significant strides made since listing: lodging and commercial management
Significant strides made since listing SS GaP Lodging Management Commercial Management S$251M Gage S$281M fez NLA under management increased by ~26M saft =a =} >34,300 units opened since listing >72,600 units signed since listing Increased tenant base by >2,000 tenants RevPAU increased by 48% >S$150
Slide 4: CapitaLand Investment Investor Day 2024
a CapjtaLand INVESTOR DAY 2024 ‘ Ps __ , é . \ rae ° alee AHEAD
Slide 5: Investment thematics & strategies
1) Investment thematics & strategies (x. Divergent Demographics, Global Aging, and Mobility (Disruption from Geopolitical and Economic Uncertainty (Digitalisation: Generative Al and Increase in Cyber Risks Health span focus & age-suitable living Income-focused financial products Re-pricing capital c
Slide 6: Demographics: Lodging and Living
Demographics High conviction thematic: Lodging and Living Ageing Population ‘Bleisure’ Travel Experiential Lifestyle Sustainability & Wellness By 2050, 1in 6 people US$600B in worldwide 52% of Gen Z travelers prioritise Growing demand for travel in the world will be market value and expected spendin
Slide 7: Disruption: Logistics
Disruption High conviction thematic: Logistics Geopolitical Disruptions Technological Disruptions Global Logistics Market Size (2013-2030)! shifting trade patterns and supply transforming logistics (US$'T) chains © (2) (sins) ET 2 Automation | | loT [ Data | 2018 > zo AB =Rest ofthe World Listed Fun
Slide 8: Digitalisation: Data centres
Digitalisation High conviction thematic: Data centres Estimated Global DC Capacity Demand! DC Colocation Market Size by Region, 2022-20262 (GW) US$'B [North America } (emea ({_apac_) 47% +6% +20% CAGR CAGR CAGR ye ( i 2022 2026F 2022 2026F 2022 2026F Listed Funds CapftaLand —CapjtaLand Dedicated Pri
Slide 9: Operating platforms enhance our value proposition
(2) Operating platforms enhance our value proposition Demographics Disruption Digitalisation be | S| & Us Lodging Wellness Self-storage Private Credit Industrial/Logistics CLI CLI A Dhasettt ata commercial ANORK IN Aca che Centres Management PROGRESS x PRUKSA self storage a Vv) ALP ViMUT Cap/taLand
Slide 10: Asia Pacific's largest REIT platform
3) Asia Pacific’s largest REIT platform! a S-REITs e Perpetual capital and recurring fee income - 7 REITs? and ar taland Cap/taLand business trusts with S$35B total market capitalisation? Cap/taLand Cap/taLand e Consistent value creation - Close to S$1B in run-rate committed expenditure in AEl/redev
Slide 11: We are positioned for growth
We are positioned for growth % of FUM Primary Growth rs % of FUM Ya) 2028P2 9 , p 2024' Thematics & Strategies Operating Platforms REI Capjtaland —CapjtaLand cLICM 5 i au a0) a ane + Logistics & Self-storage Southeast Asia 39% 30-40% Wellness ALP exe wan Giles ae . + Lodging & Living settee Capftaan
Slide 12: For enquiries, please contact
For enquiries, please contact: Ms Grace Chen, Head, Investor Relations Email: groupir@capitaland.com CapitaLand Investment Limited 168 Robinson Road #30-01 Capital Tower Singapore 068912 Tel: (65) 6713 2888 Fax: (65) 6713 2999 www. capitalandinvest.com Capjtaland INVESTOR DAY 2024 bwestment FORGING