Investor Presentaiton
Well-Positioned Retail Portfolio
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Retail Highlights
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Defensive portfolio primarily located in Mexico City Metropolitan Area (MCMA), Mexico's top retail market
Majority of leases are inflation protected and provide for recovery of maintenance, insurance and repairs
100% of the leases are denominated in Mexican Pesos
MACQUARIE
Customers include well-known names such as Walmart, H-E-B, Fábricas de Francia, The Home Depot, Alsea,
Chedraui, Cinépolis, Cinemex and Sports World
2Q20 income was 96% fixed rent and 4% parking, marketing and other variable income
Important Presence in Key Metro Areas
% of annualized base rent²
Irapuato, 3%
Cancún, 6%
Tuxtepec, 7%
Monterrey, 10%
Guadalajara, 2%
MCMA, 72%
84% located in top three retail markets of Mexico 1
1. Refers to Mexico City, Monterrey and Guadalajara 2. Includes 100% of rents from properties held in 50/50 joint venture
Balanced Mix of Tenant and Center Types
% of annualized base rent²
Sub-
Anchors
14%
Other
Office
5%
8%
Anchor
37%
Office
7%
Mixed
Use
Small
14%
Urban
Infill
Shops
37%
33%
Community
Shopping Center
23%
Power Center
23%
Top 10 customers represent approximately 42% of annualized base rent with a
weighted average lease term remaining of 6.2 years
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