Investor Presentaiton
Five-year Track Record in Value Creation
Over threefold net growth in portfolio size in the five years since IPO
Proven track record in executing value-accretive acquisitions: Over $5.0 billion (1) of accretive acquisitions since IPO in June 2016
Active portfolio rebalancing: ~S$460.8 million in strategic divestments all at premiums to book value
ā Completed transformational merger with Frasers Commercial Trust in April 2020
Announced S$562.4 million portfolio acquisition of six European properties in May 2021
FY20
FRASERS
LOGISTICS & COMMERCIAL
TRUST
FY21
S$6.8b
AUM
FY17
FP16
S$1.6b
AUM
FRASERS
LOGISTICS & INDUSTRIAL
TRUST
Listed on SGX-ST
(20 Jun 2016)
51 Australian
properties+three call
options
IPO price at S$0.89
S$1.9b
AUM
Acquired seven new
logistics & industrial
("L&I") properties in
Australia
FY18
S$2.9b
AUM
Maiden acquisition of 21
German and Dutch L&I
properties & acquired two
Australian L&I properties
I Divested two non-core
Australian properties
FY19
S$3.5b
AUM
Strengthened presence in
Europe and Australia through
I the acquisition of 13 new L&I
properties
I Divested two non-core
Australian properties and 50%
interest in one Australian
property
FRASERS
COMMERCIAL
TRUST
S$6.2b
AUM
FRASERS
LOGISTICS & COMMERCIAL
TRUST
FRASERS
Maiden entry into the UK
logistics sector, with an
LOGISTICS & INDUSTRIAL integrated logistics and
TRUST
Completed milestone merger
with Frasers Commercial Trust
!! introducing a new asset class and
two new geographies
! !
|
Acquired a L&l property
in Australia and a
I business park in the UK
Divested remaining 50% interest in
one Australian property
business park in
I
Birmingham; acquired
I
I
four L&I properties in
Germany and the
Netherlands(3)
Divested three non-
I core South Australian
! Properties
I
I
I
per unit
1. Excludes three IPO call option properties. Includes the FCOT portfolio's book value of approximately S$2.5 billion and based on 100% interest in Farnborough Business Park 2. Announced on 10 December 2020 with an expected
completion in March 2021. 3. Please refer to the announcements dated 24 May 2021 and 4 June 2021 for details.
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