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Investor Presentaiton

Australian Commercial Market Perth CBD office FRASERS LOGISTICS & COMMERCIAL TRUST ◆ Supply: Development activity in the Perth CBD has been subdued with no new developments being completed in the last 12 months. There are currently two major new developments under construction in the Perth CBD, Chevron HQ and Capital Square Tower 2. The two developments are expected to be completed in 4Q 2023 and 4Q 2021 respectively and will provide approximately 79,200 sqm of commercial space to the Perth Market. Due the persistently high vacancy rates in Perth there is unlikely to be any additional developments added to the supply pipeline. . . Demand: Tenant demand has remained subdued with Perth CBD experienced negative net absorption of 2,600 sqm. Tenant enquiry has begun to pick up particularly for fitted out B-grade office accommodation. The new enquiry is primarily driven by the mining and professional service sectors. The WA State Government remains an active player in the market as it continues to review its office space requirements. Rents: Despite softening demand, prime rents in the Perth CBD remained stable over the previous 12 months. The average net prime rents in the Perth CBD are currently A$625/sqm. Over the quarter incentives for prime office space have also remained stable at 49%. The high-level of incentives is due to continued high vacancy rates and modest tenant demand in the Perth CBD office market. ◆ Vacancy: During 1Q 2021 the vacancy rate in Perth CBD increased slightly to 20.16%. Currently, there is approximately 364,401 sqm of vacant commercial space in the Perth CBD market. Vacancy rates are expected to decrease as demand from the mining and professional service sector are expected to increase over the next 12 months. ('000 sqm) 160 140 80 60 20 ༄ ༈ ༄ ¥ 8 ° 120 100 Perth CBD Office Total Supply (A$/sqm/yr) Perth CBD Office Prime Grade Net Face Rent 800 $747 $722 750 $701 700 $660 $635 650 $621 $617 $621 $625 $625 600 550 1Q12 1Q13 1Q14 1Q15 1Q16 1Q17 1Q18 1Q19 1Q20 1Q21 1Q12 1Q13 1Q14 1Q15 1Q16 1Q17 1Q18 1Q19 1Q20 1Q21 Completed 10-year annual average Annualised as at 1Q21 Sources: Jones Lang LaSalle Real Estate Intelligence Service - Perth CBD Office Final Data 1Q21; Jones Lang LaSalle Real Estate Intelligence Service - Perth CBD Office Snapshot 1Q21; Jones Lang LaSalle Real Estate Data Solution - Perth CBD Office Construction Projects from Q2 2011 to 1Q21. 37 37
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