Investor Presentaiton
Value Creation Strategy
Widened Mandate with Continued Focus
on Data Centres
■
Access to wider range of opportunities
such as data centre campuses with
non-data centre assets (e.g. distribution
centre, fibre network) and edge data
centres
At least 90% of AUM will continue to be
data centres
Proposed investment in debt securities
and preference shares into M1's network
assets¹
Expected to be highly yield accretive,
without having to assume any operational risks
■ Generate long-term stable income to
Unitholders for 15 years
Completion of Intellicentre 3 East Data
Centre (IC3 East DC) in Sydney
■
Development completed on 13 Jul 2021
Total development cost of A$26.0m
(approx. S$26.6m²)
IC3 East DC and Intellicentre 2 Data
Centre located within the same site in
Macquarie Park, and will collectively be
renamed Intellicentre Campus
Commencement of a new 20-year triple
net master lease with Macquarie Data
Centres at Intellicentre Campus
Tapping into China's Growing
Digital Economy
DPU-accretive acquisition of
Guangdong Data Centre in Jiangmen,
Guangdong Province, that will
strengthen distributions to Unitholders
Inroads into the fast-growing data
centre market in China
Will improve Keppel DC REIT's
portfolio occupancy and strengthen
income resilience
Keppel DC REIT
1. On 28 April 2021, Keppel DC REIT and M1 signed a non-binding term sheet with the intention to enter into definitive agreements with respect to the proposed investment by
Keppel DC REIT into a special purpose vehicle, which is intended to be established by M1 to own and operate M1's current mobile, fixed and fibre assets (collectively "network assets").
2. Based on an exchange rate of RMB 1.00 to S$0.2076 as at 30 Jun 2021.View entire presentation