Investor Presentaiton

Diversified Tenant Network Well Diversified Tenant Base With No Concentration Risk to A Single Tenant Top 15 Tenants (1) Top 15 tenants remains stable, accounting for 35.0% (1H2022: 33.7%) of Effective Gross Rents for June 2023 Breakdown of Trade Sectors By EGR Portfolio of 436 diverse tenants as at 30 June 2023 decreased against 448 tenants in 31 December 2022 1.5% 1.3% 0.9% ACFS Port Logistics Pty Ltd (2) ams-OSRAM Asia Pacific Pte. Ltd. DHL Supply Chain Singapore Pte Ltd United Engineers Developments Pte Ltd 5.4% 2.0% ■ Logistics & Warehousing 0.7% 4.6% 4.5% 2.0% 2.1% 2.7% (Master lessee for hotel component at ESR BizPark @Changi) 1.8% 2.6% Sharikat Logistics Pte Ltd Meiban Investment Pte Ltd Ceva Logistics Singapore Pte Ltd Schenker Singapore (Pte) Ltd Venture Corporation Limited 2.2% 2.1% 2.7% ■ Manufacturing ■Info-Comm & Technology ■ Electronics ■ General & Precision Engineering Lifestyle ■ Hotel 2.0% 2.9% 1.8% 4.4% 1.8% ■ Retail ■ Data Centre 52.3% Data Centre Operator (3) 1.7% 5.9% ST Engineering Synthesis Pte. Ltd. 1.6% TEYS Australia Pty Ltd 1.5% 7.0% McPhee Distribution Services Pty Limited 1.2% 10.1% 1-Net Singapore Pte Ltd Singapore Transport Supply Service.. 1.1% 1.1% ■ Food & Beverage ■Research & Development ■ Others ■ Healthcare ■Construction ■Childcare & Education ■ Self-Storage No single tenant contributes more than 5.4% (1H2022: 4.8%) of EGR for June 2023 ESR-LOGOS REIT Quality tenant base catering to the changing market arising from structural trends and changing consumption patterns such as advanced and complex manufacturing and engineering processes & systems, digitalisation, e-commerce etc. Notes: Metrics are calculated based on Effective Gross Rents unless otherwise stated. (1) Excludes contribution from Fund Properties. EGR based on month of June 2023. (2) ACFS Port Logistics had acquired IPS Logistics' Port of Brisbane operations in July 2021. (3) Tenant not named due to confidentiality obligations. 29 29

View entire presentation