7 ESR Group Limited Interim Report 2023 ESR Group's Robust Scale, Vastly Expanded Capabilities and Deeper Breath of Offerings will Define the Future of APAC Real Estate Notes: 1. Based on FX rates as at 30 June 2023 2. 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 3. Excludes Associates 4. Core Capital refers to Pan-Asia funds bearing Core/Core plus mandates which target returns derived frommore defensive, lower risk, income producing real estate and infrastructure. REITs and Core Capital funds comprise 62% of total fee-related AUM 5. Based on 2020 Nominal GDP per Euromonitor 12 of Top 20 Global LP Relationships US$13 billion Development WIP APAC’S Leading Real Asset Manager Powered by the New Economy TOTAL AUM¹,2 Composition Greater China Japan South Korea Southeast Asia India/others Australia/New Zealand Pan-APAC US/Europe 3% 9% 21% 20% Region 9% 16% 8% 16% 1% Sector3 New Economy REITs Alternatives/Others 24% Perpetual + Core + REITs Other Funds Balance Sheet 59% 38% Type 3% 61% 24% 15% New Economy AUM1,2 US$69 billion Listed Real Estate Investment Manager Globally 3rd Largest GDP in APAC Covered5 >95% Public REITs1,2 US$ 45 billion S REITs + Core Capital4 Countries; ~85% of AUM allocated in APAC 59% 28 LEADING REAL ASSET MANAGER IN APAC POWERED BY THE NEW ECONOMY WITH A FULL SUITE OF INVESTMENT SOLUTION AND A GLOBAL FOOTPRINT WITH LEADING APAC PRESENCE
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