Investor Presentaiton
5
Resilient Portfolio
Diversified tenant network
Top 10 Tenants Analysis (as of 30 Sep 2020)
Trade sub-sector
Percentage of Gross Rental
Income (9M2020)^
Average Remaining Lease
Terms (as of 30 Sep 20)
Matahari Department Store
Department Store
7.4%
3.2
Hypermart *
Hypermarket
5.4%
3.4
Carrefour
Timezone
Sport Station
Ace Hardware
Cinepolis*
Hypermarket
3.1%
7.3
Leisure & Entertainment
1.0%
2.9
Fashion
0.8%
2.1
Home Hardware
0.8%
3.3
Leisure & Entertainment
0.7%
3.4
Mr D.I.Y.
Solaria
Home Hardware
0.7%
3.6
Food & Beverages
0.7%
Miniso
Furniture
0.7%
2.0
2.2
60 2
Related party tenants
Trade Sector Breakdown (as of 30 Sep 2020)
Top 10 tenants in
retail mall make up
approximately 21.3%
of gross rental
income as of 30 Sep
2020, with no
individual tenant
accounting for >8%
Gross Rental Income
Focus trade
sectors:
42%
NLA
F&B / Food Court
20%
Parking
4%
Leisure &
Entertainment
4%
Casual leasing
Focus trade
sectors:
39%
F&B Food Court
14%
Leisure &
Entertainment
Department
Store
18%
7%
12%
Fashion
18%
9M2020
Supermarket/
Hypermarket
9%
Department
Store
8%
All Other
Sectors
30%
Fashion
13%
9M2020
Supermarket/
Hypermarket
23%
All Other
Sectors
20%
The focus trade
sectors help to
enhance the appeal of
LMIR Trust's
properties as one-stop
lifestyle destination for
both discretionary and
non-discretionary
consumer spending
which has helped to
drive shopper traffic
Large and well-diversified tenant base with no single trade sector accounting for more than
20.0% of gross rental income and 23.0% of NLA and as of 30 Sep 2020
Focus trade sectors = F&B / Food court, Leisure & Entertainment and Fashion.
^ Includes the gross rental income from retail spaces.
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