Investor Presentaiton
6
700+ International and Highly Diversified Tenant Base
Generating Stable Cash Flow
~86% of Portfolio Exposed to Warehousing Activities
Broad and Diversified Tenant Base Consisting of 700+ Tenants
Tenant Industry Breakdown
Revenue by Building Use (2)
% of 9M 2020 GRI(3)
% of Dec-20A GLA
Other
5%
Manufacturing
19%
Automotive
24%
Warehousing
& Logistics
51%
Overview of Top 20 Tenants
ctp
Company
9M'20 GRI
(3)
(EMM)
% of
Total GRI (3)
Total GLA
(k sqm)
Industry
DHL
E
6.0
2.7%
177
Logistics
(4)
Other 2%
3PL &
Quehenberger
4.4
2.0%
149
Logistics
Office
12%
Distribution
20%
logistics
Honeywell
4.4
2.0%
70
Production
DSV
3.9
1.8%
124
Logistics
DB SCHENKER
3.7
1.7%
93
Logistics
Wistron
3.1
1.4%
65
Electronics
tieto
3.1
1.4%
23
IT
ADIENT
3.0
1.4%
49
Automotive
Manufacturing &
Warehousing
66%
BRIDGESTONE
2.8
1.3%
72
22
Logistics /
Automotive
LEAR
2.6
1.2%
44
Automotive
CORPORATION
Total Exposure to
Warehousing: 86%
*Faurecia
2.6
1.2%
880
68
Automotive
IAC
2.5
1.2%
51
Logistics
PRIMARK
2.3
1.0%
65
59
Retail
2.2
1.0%
42
Logistics
GEFCO
Honeywell
2.0%
DSV
1.8%
2.2
1.0%
54
IT
D Tech Data
brombo
2.2
1.0%
67
Automotive
Production /
KOMPAN
2.1
0.9%
42
DB SCHENKER
1.7%
Raben
2.0
0.9%
56
Thermo Fisher
2.0
0.9%
57
ཐ མ ཅི
Logistics
Logistics
IT
SCIENTIFIC
Yanfeng
1.8
0.8%
30
30
Automotive
Total
1,398
Breakdown of Automotive Tenant Base
% of Dec-20A GLA
Electric
9%
Body
10%
Top Tenants
% of 9M 2020 GRI(3)
Quehenberger
logistics T
2.0%
-DHL
2.7%
Powertrain
15%
Chassis
17%
Source: Company Information
Notes:
1. Tenant breakdown excludes offices and hotels
2. Excluding hotels
Interior
& Exterior
48%
Top 5 Tenants = 10.2% of 9M 2020 GRI
Cash-based. Includes service charge income
Other includes retail, parking and other
3.
4.
5.
As of Dec-20View entire presentation