GLP Global Footprint and Financial Highlights
China Logistics Market Update
GLP
Capture Demand From Growing Industries
Customers investing in automation to improve
efficiency
Cold chain operators meeting increasing demand
for perishable goods
Aggregators of previously fragmented operations
GLP continuing to create a logistics ecosystem to
provide integrated services and solutions
Long Term Supply Constrained by Limited Land in
Strategic Locations
Incremental supply expected to continue growing at
5% CAGR
Only 4 plots of land were listed for sale in Tier 1
cities in 2016
GLP's portfolio is located in strategic locations
51% of GLP's portfolio and development pipeline
located in strong submarkets like Beijing,
Shanghai and Suzhou
40%
Organized Retail And Express / Transportation Sector
as a % of GLP's Logistics Portfolio
35%
30%
25%
20%
15%
10%
5%
0%
FY14
FY15
FY16
YTD 3QFY17
Organized Retail
Express / Transportation
Supply of Modern Logistics Facilities Remains Limited
(million sqm)
600
550
450
650
518
480
CAGR: +5%
CAGR: +5%
100
120
132
2011
■Modern
2015
■Total
Dec
2017E
Source: China Association of Warehouses and Storage and GLP estimates
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