ESR AR 2019 EN

Overview of ESR WHO WE ARE ESR Cayman Limited (“Company “ or “ESR” and together with its subsidiaries, the “Group”) is the largest Asia Pacific focused logistics real estate platform by GFA with the largest development pipeline in aggregate across the major Asia Pacific markets. We develop and manage modern logistics facilities across China, Japan, South Korea, Singapore, Australia and India. Our extensive geographical reach enables our tenants to expand throughout the region as their businesses grow, and provides investment opportunities for our capital partners to tap into the region’s strong growth momentum. Investment Our investment platform include completed properties held on our balance sheet, our co-investments in the funds and investment vehicles and the public REITs we manage, as well as other investments. Fund Management We manage a broad range of funds and investment vehicles that invest in a portfolio of premium logistics properties in various stages of the property life cycle, providing a single interface with multiple investment opportunities for our capital partners. Development Our development platform with an end-to-end integrated suite of technical capabilities and services covers every stage of the development cycle including land sourcing, design, construction and leasing. Over 17.2 million sqm GFA in operation and under development 1 #1 landlord of e-commerce companies in China 4 #1 development pipeline in China 2 , Greater Tokyo, Greater Osaka and Seoul 3 30 private third-party investment vehicles and 2 listed REITs 307 properties across six regions in Asia Pacific 60% of tenant base made up by e-commerce and 3PL tenants Notes: 1 Consisting of approximately 9.2 million sqm of GFA of completed properties, approximately 4.7 million sqm of GFA of properties under construction and approximately 3.3 million sqm of GFA to be built on land held for future development as of 31 December 2019. 2 In Greater Shanghai, Greater Beijing and Greater Guangzhou from 2020 to 2021. 3 In Greater Tokyo, Greater Osaka and Seoul Metropolitan Area, measured by GFA from 2019 to 2020. 4 In terms of proportion of total area occupied in China in comparison only to GLP as of September 2017 when GLP was privatised. 10 Focused