Investor Presentaiton
Diversified Portfolio with Mix of Stable and Growth Income Streams
Stable income assets offer resilience while growth income assets enable CLAS to capture the upside
Contract types with a fixed / minimum
rent component
Master leases
Australia
France
23.2%
2.6%
7.9%
Germany
4.1%
Japan¹
6.0%
15.6%
South Korea
2.6%
54%
2H 2023
MCMGI
15.6%
Stable
Belgium
1.6%
Income
Gross Profit
S$183.9 mil
Singapore
3.9%
38.8%
Spain
1.4%
United Kingdom
8.4%
Ireland
0.3%
Management contracts of serviced
residences and hotels
Australia
China
12.0%
1.6%
Indonesia
1.5%
Japan
3.3%
45.6%
46%
Growth
Malaysia
0.2%
Philippines
2.1%
Income
Singapore
3.5%
United States
16.3%
Vietnam
5.1%
Management contracts of longer-stay
assets
Rental housing
Japan
Student accommodation
United States
28
10
67
5.6%
Master
Leases
MCMGI
Management
Contracts
Note: Excludes Somerset Liang Court Singapore
10.0%
which is currently under development
Note: Figures above are as at/for the half year ended 31 Dec 2023; markets in bold are CLAS' 8 key markets
Includes Eslead College Gate Kindaimae, a student accommodation in Japan under master lease
1.
CapitaLand Ascott Trust
Investor Presentation
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