General Announcement::Frasers Property Limited - Frasers Day Bangkok Investor Presentation Slides

Frasers Day

Bangkok 2021

18 November 2021

Frasers Property Logistics Center (Wangnoi 1), Ayutthaya, Thailand

Important notice

• Statements in this presentation constitute "forward-looking statements", including forward-looking financial information. Such forward-looking statements and financial information involve known and unknown risks, uncertainties and other factors which may cause the actual results, performance or achievements of Frasers Property Limited ("Frasers Property" or the "Company") and its subsidiaries (together with Frasers Property, the "Group"), or industry results, to be materially different from any future results, performance or achievements expressed or implied by such forward-looking statements and financial information. Such forward-looking statements and financial information are based on numerous assumptions regarding the Group's present and future business strategies and the environment in which the Group will operate in the future. Because these statements and financial information reflect Frasers Property's current views concerning future events, these statements and financial information necessarily involve risks, uncertainties and assumptions. Actual future performance could differ materially from these forward-looking statements and financial information as a result of these risks, uncertainties and assumptions and you are cautioned not to place undue reliance on these statements and financial information.
• Frasers Property expressly disclaims any obligation or undertaking to release publicly any updates or revisions to any forward-looking statement or financial information contained in this presentation to reflect any change in Frasers Property's expectations with regard thereto or any change in events, conditions or circumstances on which any such statement or information is based, subject to compliance with all applicable laws and regulations and/or the rules of the Singapore Exchange Securities Trading Limited (the "SGX-ST") and/or any other regulatory or supervisory body or agency.
• This presentation includes market and industry data and forecast that have been obtained from internal survey, reports and studies, where appropriate, as well as market research, publicly available information and industry publications. Industry publications, surveys and forecasts generally state that the information they contain has been obtained from sources believed to be reliable, but there can be no assurance as to the accuracy or completeness of such included information. While Frasers Property has taken reasonable steps to ensure that the information is extracted accurately and in its proper context, Frasers Property has not independently verified any of the data from third party sources or ascertained the underlying economic assumptions relied upon therein.
• Nothing in this presentation should be construed as financial, investment, business, legal or tax advice and you should consult your independent advisors.
• Any discrepancies in the figures included herein between the listed amounts and total thereof are due to rounding.

We are Frasers Property

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Glossary

Frasers Property entities

FCT : Frasers Centrepoint Trust

FHT : Frasers Hospitality Trust

FLT : Frasers Logistics & Industrial Trust

FLCT : Frasers Logistics & Commercial Trust

FPI : Frasers Property Industrial

FPL or Frasers Property : Frasers Property Limited

FPT : Frasers Property (Thailand) Public Company Limited

FTREIT : Frasers Property Thailand Industrial Freehold & Leasehold REIT

GVREIT : Golden Ventures Leasehold Real Estate Investment Trust

The Group : Frasers Property Limited, together with its subsidiaries

Other acronyms

AEI : Asset enhancement initiative

AUM : Assets under management

ESG: Environmental, Social and Governance

FY : Financial year

GFA: Gross floor area

Ha : Hectares

JV : Joint venture

km : Kilometres

NLA : Net lettable area

sqm : Square metres

UK : United Kingdom

Y-o-Y :Year-on-year

We are Frasers Property

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Aptitude & Fortitude

Am Bühlfeld 2-8, Herbrechtingen, Germany

Focused and scalable platforms support portfolio resilience

Well-diversified across asset class and geography

S$42.6 billion AUM1 across five asset classes

		Synergistic end-to-end business space			Suburban malls at transportation	Long-stay and leisure	Delivering quality homes
		solutions provider across geographies			nodes catering to essentials	lodging at key locations	across geographies
Industrial & Logistics	Commercial &	Retail	Hospitality	Residential
	("I&L")	Business Parks

Australia, Continental Europe,

Australia, Singapore, Thailand,

Australia, Singapore,

Multi-geography

Australia, China, Singapore,

Thailand, UK, Vietnam

UK, Vietnam

Thailand, Vietnam

Thailand, UK, Vietnam

S$12.7 b

AUM1

S$10.0 b

AUM1

S$10.3 b

AUM1

S$4.9 b

AUM1

S$4.7 b

AUM1

~6.7 m sqm

GFA

~1.2 m sqm

NLA

~322,500sqm

NLA

70

cities

~120,000

homes built4

~8.5 m sqm

land bank

~1,100

tenants

~2.6 m

catchment2

21

countries

~19,000

pipeline units

In FY21:

In FY21:

In FY21:

In FY21:

In FY21:

~970,900 sqm	renewals and	~148,600 sqm	renewals and	~37,700 sqm		renewals and	~16,200	units in
new leases	new leases		new leases	operation3
~281,400sqm	facilities	~32,000 sqm	facilities	12.3%		tenants' sales	~3,300	units in the
delivered	delivered		Y-o-Y growth2	pipeline3
	FLCT, FTREIT, GVREIT		FCT		FHT

~5,600	homes
settled
S$1.8 b	unrecognised
revenue5

Note: All numbers as at 30 September 2021 1. Comprises property assets in which the Group has an interest, including assets held by its REITs, JVs and associates. 2. Source: Cistri; refers only to population catchment of Singapore portfolio. 3. Including properties under management. 4. Built to date. 5. Includes the Group's effective interest of JO, JVs, PDAs and associates.

We are Frasers Property

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