ESR Interim Report 2020 (EN)

Notes: 1 Based on assets held on balance sheet and portfolio assets held in funds and investment vehicles. 2 Based on leased area for 1H2020. 3 Based on stabilised assets on balance sheet as at 30 June 2020. 4 Based on assets on balance sheet and portfolio assets in funds and investment vehicles by leased area and by income as at 30 June 2020. 5 The largest single-phase, single-asset warehousing project in terms of GFA, as at July 2020. Sources: CBRE data and ESR research. 1H2020 Operational Highlights of new capital from five new funds across China, Australia and South Korea E-commerce remains key driver of demand representing Fund AUM increased 35% year-on-year to of committed but uncalled capital to invest of space 1 across portfolio US$ 2.4 63% US$ 3.6 0.9 RAISED of portfolio leases 2 OVER LEASED billion of assets recycled from balance sheet to ESR managed funds US$ 601 million US$ 23.7 billion billion million sqm 4