Mapletree Logistics Trust · SGX:M44U

Mapletree Logistics Trust — Merger or Acquisition (April 2006)

10 slides from Mapletree Logistics Trust's merger presentation, Apr 27, 2006

  1. Slide 1: Acquisition of Lot 6, Persiaran Budiman Section 23 Shah Alam, Malaysia

    Acquisition of Lot 6, Persiaran Budiman Section 23 Shah Alam, Malaysia 27 April 2006

  2. Slide 2: Agenda

    506002si_2 Jul.ppt Agenda ƒ Details of the property: ¾ Lot 6, Persiaran Budiman Section 23 Shah Alam, Malaysia (“Lot 6”) 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

  3. Slide 3: Lot 6, Persiaran Budiman Section 23 Shah Alam

    506002si_2 Jul.ppt Lot 6, Persiaran Budiman Section 23 Shah Alam ƒ Purchase price: RM25.0 million (S$10.9 million) ƒ Land tenure: Expiry on 22 December 2094 ƒ Land area: 23,776.0 sqm GFA: 14,529.1 sqm Lettable area: 14,529.1 sqm The property comprises a single-storey warehouse with a three-storey of

  4. Slide 4: Acquisition is DPU accretive

    506002si_2 Jul.ppt Acquisition is DPU accretive First Year Lot 6 Total Return (over 10 years) 11.88% DPU impact1 0.01 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 18

  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 December 2005 12% Pre-Acquistion Post-Acquisition 10.5%10.4% 10% 8% 7.0% 6.9% 6% 4.4% 4.3% 4.3% 4.2% 4% 3.3% 3.3% 2.8% 2.8% 2.8% 2.7% 2.7% 2.7% 2.5% 2.5% 2.1% 2.1% 2% 0% Ever Gain Gro up

  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 Oil & Chemical FTZ 3PL FTZ 3PL Logistics Logistics 10.9% 10.8% Industrial 7.4% Industrial 7.3% Wareh

  7. Slide 7: Average lease duration

    506002si_2 Jul.ppt Average lease duration Le as e Expiry Profile by Gros s Re ve nue (for the M onth of De ce m be r 2005) 45% Pre-A cquisition Post-Acquisition 42.1% 41.6% 40% 35% 30% 25% 18.9% 19.8% 20% 15% 12.7% 12.5% 12.0% 11.9% 10% 6.8% 6.8% 7.5% 7.4% 5% 0% Expiring in Expiring in Expiring in E

  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 60% 54.7% 55.3% Pre-Acquisition Post-Acquisition % of Total Lettable Area 50% 40% 32.2% 31.8% 30% 20% 10% 5.4% 5.3% 4.0% 3.9% 3.7% 3.6% 0.0% 0% 0 - 20 yrs 21 - 30 yrs 31 - 40 yrs 41 - 50 yrs 51 -

  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 PRC 4% PRC 5% 2% 2% Singapore Singapore 59% 58% Hong Kong Hong 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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