Investor Presentaiton
1
Sustainable Demand and Continued Tight Supply Driving Positive
Rent Reversion with Room for Occupancy Growth
Stabilised Occupancy (1) Consistently Above Industry Average
92.1%
92.9%
1Q2023
2Q2023
89.7%
90.6%
88.8%
1Q2023
JTC
Average(2)
1Q2023
2Q2023
E-LOG Portfolio
Singapore Portfolio
Portfolio Recorded +11.6% Positive Rental Reversions in 1H2023
11.6%
11.4%
1H2022
1H2023
ESR-LOGOS
REIT
98.6%
99.3%
99.2%
2Q2023
National
Average (3)
100%
100%
1Q2023
2Q2023
1Q2023
2Q2023
Australia Portfolio
Japan Portfolio
Portfolio Rental Reversions for 1H2023
(by asset type)
+35.6%
+16.1%
+10.9%
+5.1%
High-Specs Logistics
Industrial
General Business Park
Industrial
(by geography)
+12.7%
+11.3%
+1.0%
Singapore Australia
Japan
...with Logistics Segment Continuing to Demonstrate Sustainable Rental Upside
Notes: (1) Based on financial occupancy (2) Source: Based on JTC 1Q2023 Industrial Property Market Statistics (3) Source: Australian Industrial & Logistics Snapshot Q2 2023 by Colliers
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