Investor Presentaiton
Acquisition of Lippo Mall Puri
Impact on LMIR Trust
LMIR Trust's Enlarged Portfolio as at 30 Sep 2020 (unless otherwise indicated):
Total/ Weighted Average
Existing Portfolio
Lippo Mall Puri(1)
Enlarged Portfolio
NLA (sq m)
839,907(2)
122,862
Number of Tenants
3,066
325
962,769
3,391
Occupancy Rate (%)
85.5
88.8(3)
85.9
WALE by NLA (years)
Valuation (Rp bn)
3.4
15,716.1(4)
3.5
3.5
3,500.0
19,216.1
NLA (as of 30 Sep 2020)
Existing Portfolio*
F&B / Food Court
14.4%
Leisure &
Entertainment
12.2%
Fashion
12.7%
Supermarket/
Hypermarket
22.4%
Lippo Mall Puri
Department
F&B / Food Court
15.4%
Store
18.3%
Leisure &
Entertainment
12.4%
All Other
Fashion
18.6%
Sectors
20.0%
Focus trade sectors: 39.3%
(1) Based on NLA of Lippo Puri Mall
including the restoration of P2 Space.
(2) Based on Existing Portfolio as at 30 Sep
2020, after the Divestments.
(3) Excluding P2 Space, Lippo Mall Puri's
occupancy rate stands at 90.8%.
(4) Based on 31 July 2020 independent
desktop valuation.
Enlarged Portfolio
F&B / Food Court
Department
Store
20.1%
14.5%
Department
Store
Leisure &
Entertainment
31.8%
Supermarket/
Hypermarket
5.9%
All Other
Sectors
15.9%
Focus trade sectors: 46.4%
12.2%
Fashion
13.5%
Supermarket/
Hypermarket
20.2%
All Other
Sectors
19.5%
Focus trade sectors: 40.2%
Focus trade sectors = F&B / Food court, Leisure & Entertainment and Fashion.
* The tenancy mix of the existing portfolio is calculated based on the total leasable area which amounts to 839,907 sq m as at 30 Sep 2020
after completion of the Divestments and before the restoration of the P2 Space. Changes to the tenancy mix following the restoration of the
P2 Space are not expected to be significant.
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