Key Trends to Support Our Growth Strategies FORWARD TOGETHER 8 Rapid rise of New Economy Growth in real assets Financialisation of real estate in APAC ASIA PACIFIC LOGISTICS – LARGEST SECULAR GROWTH OPPORTUNITY IN ASIA 1 Real Asset Investment Manager Powered By The New Economy ESR is APAC’s largest real asset manager powered by the New Economy and the third largest listed real estate investment manager globally. With approximately US$150 billion in Total AUM1, our fully integrated development and investment management platform extends across key APAC markets, including China, Japan, South Korea, Australia, Singapore, India, New Zealand and Southeast Asia, representing over 95% of GDP in APAC, and also includes an expanding presence in Europe and the U.S. 2 Fully Integrated Closed-Loop-Solutions Ecosystem Offering a full suite of both public and private investment solutions, ESR has created the only fully integrated closed-loop-solutions ecosystem for real estate globally. The platform allows global capital partners to increase allocation to New Economy real estate where they are still significantly underweight. Leveraging a wide network of capital partners and resources, the enlarged ESR Group will further expand and diversify its product offerings. 3 Well-Established Fund Management Platform that Facilitates AUM Growth Designed to provide us with long-term operational control of our assets and sustainable fees across the full asset life-cycle, our fund management platform supports AUM growth and generates multiple sources of fund fee income. 4 Network Of High-Quality Tenants and Best-In-Class Capital Partners The size and scale of our capital partners combined with their long term approach provide us with access to capital while we maintain strong and long-standing relationships with our network of high quality tenants. 5 Proven Ability to Grow Organically and Execute Opportunistic M&A Transactions to Expand Our Capabilities Our strategy is to create long-term, scalable logistics platforms with proven development capabilities and we partner with strong local leadership for expansion into new markets. 6 Strong Management Team and Backed by Reputable Shareholders We are co-founded and are led by an experienced management team that has pioneered the asset class in every major market in Asia. Our key and strategic shareholders have provided us with the ability to leverage their capabilities, and access to capital, strategic land holdings and tenant relationships. Note: 1. Based on FX rates as at 30 June 2023. Included the reported AUM of the Associates and assumed the value of the uncalled capital commitments in the private funds and investment vehicles on a levered basis.
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