Investor Presentation 1Q2025

ESR-REIT INVESTOR PRESENTATION

1Q2025

ESR-REIT | (Constituted in the Republic of Singapore pursuant to a trust deed dated 31 March 2006 (as amended))

CONTENTS

Overview of ESR-REIT

1Q2025 Interim Business Update Conclusion and Outlook

ESG

Appendix

ESR-REIT | 2

(Constituted in the Republic of Singapore pursuant to a trust deed dated 31 March 2006 (as amended))

OVERVIEW OF ESR-REIT

ESR-REIT | 3

(Constituted in the Republic of Singapore pursuant to a trust deed dated 31 March 2006 (as amended))

FUTURE-READY APAC INDUSTRIAL S-REIT

Portfolio of Quality Diversified Assets Across Key Gateway Markets

Singapore

52

Japan

2

Australia

18

Portfolio 72 Properties

Investments 3 Property Funds

Total Assets S$6.0 billion

AUM(1)

S$5.3 billion

Total Gross Floor Area 2.5 million sqm

Portfolio Occupancy(2) 91.6% Weighted Average Lease Expiry (2) 4.1 years

Proportion of New Economy Assets (2) 70.3%

As at 31 December 2024 unless otherwise stated.

Notes: (1) Refers to the total value of investment properties (excluding right of use of leasehold land), investments in joint venture and property funds. (2) As at 31 March 2025.

ESR-REIT | 4

(Constituted in the Republic of Singapore pursuant to a trust deed dated 31 March 2006 (as amended))

SINGAPORE PORTFOLIO (75.0% OF AUM)

Well Located Assets Within Key Industrial Zones

Portfolio of 52 assets across 4 asset classes located close to major transportation hubs and within key industrial zones across Singapore Jurong / Tuas Woodlands/

Kranji/Yishun Ang Mo Kio / Serangoon North International Business Park Tai Seng / Ubi

9 High-Specs Industrial

15 Logistics

26 General Industrial

3 Business Park

Tuas Mega Port

Alexandra / Bukit Merah Changi Business Park

Legend:

Major Industrial Cluster Business Park

High-Specs Industrial

Logistics

General Industrial

Major Highways MRT Lines

As at 31 December 2024.

ESR-REIT | 5

(Constituted in the Republic of Singapore pursuant to a trust deed dated 31 March 2006 (as amended))