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Investor Presentaiton

sq ft million 3.0 2.7 2.5 2.0 1.7 Annual new supply to average 0.7 mil sq ft over 4 years; CBD Core occupancy at 93.8% as at end Dec 2017 Singapore Private Office Space (Central Area) (¹) – Net Demand & Supply Post-Asian financial crisis, SARS & GFC-weak demand & undersupply - 1.9 1.9 Forecast average annual gross new supply (2018 to 2021): 0.7 mil sq ft Redevelopment 2.2 1.8 1.61.6 1.5 of GSCP 1.4 1.5 1.3 1.3 1.4 1.0 1.0 0.8 0.9 0.7 0.8 0.8 0.6 0.6 0.6 0.5 0.50.4 0.4 0.4 0.2 0.3 0.2 0.3 0.2 0.1 -0.8 -0.1 -0.7 -0.6 0.0 -0.03 -0.1 -0.5 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018F 2019F 2020F 2021F -1.0 -1.5 -2.0 -1.4 Net Supply ■Net Demand Forecast Supply Periods Average annual net supply(2) Average annual net demand 2008-2017 (through 10-year property market cycles) 1.2 mil sq ft 0.7 mil sq ft 2013-2017 (five-year period post GFC) 1.0 mil sq ft 0.7 mil sq ft 0.5 mil sq ft N.A. 35 2018-2021 (forecast gross new supply) Notes: (1) Central Area comprises 'The Downtown Core', 'Orchard' and 'Rest of Central Area' (2) Supply is calculated as net change of stock over the quarter and may include office stock removed from market due to conversions or demolitions. (3) Source: Historical data from URA statistics as at 4Q 2017; Forecast supply from CBRE Pte. Ltd. as at 4Q 2017. CapitaLand Commercial Trust Presentation February 2018 CapitaLand Commercial Trust
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