Capitaland Ascendas Reit · SGX:A17U
Capitaland Ascendas Reit — Shareholder Meeting (April 2026)
17 slides from Capitaland Ascendas Reit's shareholder meeting presentation, Apr 24, 2026
Slide 1: 2026 Annual General Meeting
2026 Annual General Meeting CapitaLand Ascendas REIT 2026 Annual General Meeting 24 April 2026, 3:00pm FY 2026 Annual General Meeting 24 April 2026
Slide 2: Disclaimer
2026 Annual General Meeting CapitaLand Ascendas REIT Disclaimer This presentation may contain forward-looking statements. Actual future Neither CapitaLand Ascendas REIT Management Limited (“Manager”) nor any performance, outcomes and results may differ materially from those of its affiliates, advise
Slide 3: Resilient Financial Performance
2026 Annual General Meeting CapitaLand Ascendas REIT Resilient Financial Performance Revenue S$1.54 billion +1.0% YoY Resilient Net Property Income +1.7% YoY Performance S$1.07 billion Sustainable Distributable Income Returns S$678.3 million +1.4% YoY Distribution per Unit (DPU) 15.005 cents -1.3% Y
Slide 4: Stable Operational Performance
2026 Annual General Meeting CapitaLand Ascendas REIT Stable Operational Performance Geography Occupancy1 WALE1 Rental Reversion2 Singapore 91.2%3 3.4 +11.8% United States 85.5% 4.6 +12.3% Australia 94.4% 3.7 +41.0% United 92.0%4 5.0 -0.9% Kingdom/Europe Portfolio 90.9%5 3.7 +12.0% 1. As at 31 Dec 20
Slide 5: Effective Capital Management
2026 Annual General Meeting CapitaLand Ascendas REIT Effective Capital Management Key Funding Indicators Proactive Refinancing & Capital Raising in FY 2025 ✓ Completed private placement of S$500 million to fund acquisitions and repay debt Aggregate Cost of % of Fixed Leverage Debt Rate Debt ✓ Issued
Slide 6: Portfolio Rejuvenation Strategy
2026 Annual General Meeting CapitaLand Ascendas REIT Portfolio Rejuvenation Strategy DPU- • DPU-accretive acquisitions in developed markets with healthy fundamentals accretive • 5 properties in Singapore and 1 property in the US for S$1.5 billion1 Acquisitions • Accelerated capital recycling efforts
Slide 7: DPU-accretive Acquisitions
2026 Annual General Meeting CapitaLand Ascendas REIT DPU-accretive Acquisitions DHL Indianapolis Logistics Center Total Cost NPI Yields1 • Modern Class A logistics property • Fully occupied by DHL, a blue-chip S$ 1.5 billion 6.1% - 7.6% tenant • Completion: Jan 2025 5 Science Park Drive 9 Tai Seng D
Slide 8: Unlocking Value Through Disciplined Divestments
2026 Annual General Meeting CapitaLand Ascendas REIT Unlocking Value Through Disciplined Divestments Singapore 1. 30 Tampines Industrial Avenue 3 2. 31 Ubi Road 1 3. 9 Changi South Street 3 Total Sale 4. 10 Toh Guan Road Consideration 5. 19 & 21 Pandan Avenue S$ 506.5 United States 6. Parkside, Port
Slide 9: Targeted Investments into Developments
2026 Annual General Meeting CapitaLand Ascendas REIT Targeted Investments into Developments Total Cost NPI Yields1 S$ 350.1 million 7.2% - 7.5% Manton Wood Logistics property under development at Manton Wood Manton Wood, East Midlands, Towcester, East Midlands, the UK the UK Towcester Unit 3 • Freeh
Slide 10: Progress on Organic Growth Initiatives
2026 Annual General Meeting CapitaLand Ascendas REIT Progress on Organic Growth Initiatives Completed Redevelopment Projects 1 Science Park Drive (S$300.2m) 5 Toh Guan Road East (S$107.4m) From a low-rise single tenant property to a From two blocks of cargo lift warehouses premium business space & l
Slide 11: Ongoing Projects
2026 Annual General Meeting CapitaLand Ascendas REIT Ongoing Projects United States 1. Summerville Logistics Center Total Investment Value S$ 717.1 United Kingdom 2. Manton Wood million 3. Towcester Acquisitions under Ongoing Development Redevelopments 2 3 Singapore 4. 27 IBP 5. Logis Hub @ Clementi
Slide 12: Sustainability Credentials
2026 Annual General Meeting CapitaLand Ascendas REIT Sustainability Credentials ASEAN Public Singapore GRESB Corporate Disclosure Governance & Governance Transparency Index 4 Star A rating Scorecard 3rd consecutive year 6th consecutive year 2 nd Top 50 Listed Entities 12
Slide 13: Advancing our Portfolio Rejuvenation Strategy
2026 Annual General Meeting CapitaLand Ascendas REIT Advancing our Portfolio Rejuvenation Strategy Total Purchase NPI Yields Consideration ~S$ 1.6 billion 4.3% - 7.4% DHL Canal Winchester Spain Portfolio Ascent Japan Data Centre 25 Loyang Crescent • Modern Class A • 6 prime logistics • Prime modern
Slide 14: A Global REIT Anchored in Singapore
2026 Annual General Meeting CapitaLand Ascendas REIT A Global REIT Anchored in Singapore Post-acquisitions1 S$19.9 billion Post-Acquisitions2 Total Asset Value Japan UK/Europe 3% 9% Logistics, 27% (S$5.3 B) Business US Space 11% Singapore, 34% 66% (S$13.2 B) By Segment By Geography Australia 11% Dat
Slide 15: Resilient Portfolio Geared Towards Growth Sectors
2026 Annual General Meeting CapitaLand Ascendas REIT Resilient Portfolio Geared Towards Growth Sectors Post-acquisitions1 Post-Acquisitions2 70.1% of customer base from Logistics & Supply Technology, Logistics and Chain Management Biomedical Sciences 11.1% Portfolio Occupancy Portfolio WALE Industri
Slide 16: Navigating through 2026
2026 Annual General Meeting CapitaLand Ascendas REIT Navigating through 2026 Leasing Demand Electricity Impact of AI Cost 16
Slide 17: Thank You
2026 Annual General Meeting CapitaLand Ascendas REIT Thank You FY 2026 Annual General Meeting 24 April 2026
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