Investor Presentaiton

Creation of a Future Ready New Economy APAC REIT Well-positioned to capture strong secular growth trends with its sizable and diversified portfolio 2006 Listing of Cambridge Industrial Trust ("CIT") on the SGX-ST CAMBRIDGE 2017 e-Shang Redwood acquires c.80% indirect stake in Manager from NAB and Oxley (remaining 20% in Manager held by Mitsui), and c.12% of REIT units, becoming REIT's second largest unitholder Cambridge Industrial Trust changes its name to "ESR-REIT" Divested 23 Woodlands Terrace, 87 Defu Lane 10 and 55 Ubi Avenue 3 Acquired 8 Tuas South Lane and 80% stake in 7000 Ang Mo Kio Ave 5 Issued $150.0m 4.6% Fixed Rate Perpetual Securities " 2018 Merger with Viva Industrial Trust Acquired 15 Greenwich Drive Divested 9 Bukit Batok Street 22 Launched S$141.9m Preferential Offering 2019 Acquired 48 Pandan Road Divested 31 Kian Teck way Launched S$100m Private Placement and S$50m Preferential Offering S$3.2B S$3.1B 2021 S$5.7B 2022 S$3.3B S$5.5B (1) Acquired ESR Sakura Distribution Centre in Japan Divested 28 Senoko Drive, 45 Changi South Avenue 2, 3 Sanitarium Drive and 2 Jalan Kilang Barat Merger with ARA LOGOS Logistics Trust became effective Issued $150.0m 5.5% Fixed Rate Perpetual Securities 2023 Divested 49 Pandan Road Announced divestments of 3 Pioneer Sector 3, 4 & 6 Clementi Loop, 6 Chin Bee Avenue, 21 Changi North Way, 30 Toh Guan Road, 22 Chin Bee Drive and 51 Musgrave Road, aggregating S$337.0m Launched S$300.0m Equity Fund Raising exercise Total Assets S$524.8M S$1.7B Demonstrated executive capabilities by achieving five-year 32.0% CAGR and growing the portfolio from S$1.4 billion in 2016 to S$5.7 billion (1) today via DPU accretive acquisitions ESR-LOGOS REIT Note: (1) As at 30 June 2023 Entered into S$320m unsecured loan facility for refinancing Acquired 46A Tanjong Penjuru Acquired a 10.0% interest in ESR Australia Logistics Partnership (EALP) - first overseas acquisition Divested 3C Toh Guan Road East and 11 Serangoon North Ave 5 Launched S$100m Equity Private Placement S$50m Equity Preferential Offering launched on 27 Jul Issued S$125m of 2.60% fixed rate notes due 2026 S$835m and A$365m Committed Unsecured Facilities for the merger with ARA LOGOS Logistics Trust Disciplined approach to funding with more than S$449.6 million in capital and S$3.0 billion financing raised over the last five years; broadening lending relationships from 2 to 13 banks г | Rebalanced portfolio from! i dated assets to 63.3% New i ESR-LOGOS REIT is a FTSE Economy assets (1) to capture ¦ NAREIT Index growth opportunities I stock 8

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