ESR IR 2021 - EN

10 STEP FORWARD Key Trends To Support Our Growth Strategies 1 2 3 4 5 6 Financialisation of Real Estate GLOBAL TRENDS OUR COMPETITIVE STRENGTHS Strong management team and backed by reputable shareholders We are co-founded and are led by an experienced management team that has pioneered the asset class in every major market in Asia. Our key and strategic shareholders have provided us with the ability to leverage their capabilities, and access to capital, strategic land holdings and tenant relationships. Asia Pacific Logistics – Largest Secular Growth Opportunity In Asia Rapid Rise of E-Commerce Largest Asia Pacific focused logistics real estate platform Our portfolio is supported by our expansive scale and dynamic growth of the logistics market in Asia Pacific. Complemented by the strength of our balance sheet, our broad network of modern logistics facilities and investment vehicles underpins our value proposition to tenants and capital partners. Integrated development platform with technical capabilities to meet tenants’ growing demand Our capabilities include strong project sourcing and execution, and is complemented by our efficient capital recycling strategy which provides an exit strategy to realise gains for the platform and for our capital partners. Well-established fund management platform that facilitates AUM growth Designed to provide us with long-term operational control of our assets and sustainable fees across the full asset life-cycle, our fund management platform supports AUM growth and generate multiple sources of fund fee income. Network of high-quality tenants and best-in-class capital partners The size and scale of our capital partners combined with their long- term approach provide us with access to capital while we maintain strong and long-standing relationships with our network of high quality tenants. Proven ability to grow organically and execute opportunistic M&A transactions to expand our capabilities Our strategy is to create long-term, scalable logistics platforms with proven development capabilities and we partnership with strong local leadership for expansion into new markets. Digital Transformation