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Investor Presentaiton

Operating Environment in Singapore Key economic indicators and market overview Key Economic Indicators (1) Sequential GDP +2.0% for the Mar 21 quarter Overview of the Singapore Office and Business Park Markets(3) Grade A and Grade B Office Rents (S$ psf per month) Business Park Rents(4) (S$ psf per month) FRASERS LOGISTICS & COMMERCIAL TRUST +3.8% in the preceding quarter Grade A Grade B Islandwide $14.0 11.15 11.50 Business Park (City Fringe) Business Park (Rest of the Island) $12.0 10.40 Unemployment Rate $6.5 5.80 5.85 5.65 5.75 8.95 8.95 5.50 $10.0 2.9% for the month of Mar 21 $5.5 $8.0 $4.5 3.70 3.70 3.80 3.75 3.65 From 3.0% for the month of Feb 21 $6.0 7.90 8.00 7.20 6.85 6.85 $3.5 $4.0 $2.5 $2.0 Consumer Price Index 1Q17 1Q18 1Q19 1Q20 1Q21 1Q17 1Q18 1Q19 1Q20 1Q21 2.1% y-o-y in Apr 21 1.3% y-o-y in Mar 21 Singapore Overnight Rate (2) 0.1203% As at 9 Jun 21 10-year bond yield 1.46% As at 9 Jun 21(2) mil sq ft 1.5 1.0 0.5 0.0 -0.5 0116 Office Supply-Demand Dynamics 0118 0318 61 10 0319 01.20 03 20 0121 8% 6% 4% 2% 0% mil sq ft 1.2 20 1.0 0.8 0.6 0.4 0.2 0.0 -0.2 91 LO Business Park Supply-Demand Dynamics 16% 15% 14% 13% 12% Net supply Net absorption Vacancy rate (RHA) Net supply Net absorption Vacancy rate (RHA) 1. Sources: Singstat, Ministry of Trade and Industry Singapore, Ministry of Manpower Singapore. 2.Source: MAS SGS. 3. Source: CBRE, Singapore Market View, Q1 2021. 4. Alexandra Technopark is a high-specification B1 industrial development located at the city-fringe, with certain physical attributes similar to business parks. Due to limited availability of market research information directly relating to the asset class of Alexandra Technopark, market research information for business parks is provided for indicative reference. 03 16 21 10 03 17 01 18 03 18 Q1 19 Q3 19 Q1 20 03.20 01 21 11% 23 23
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