778a92cf-78f8-46e3-b51c-76664d753361.pdf

GLOBAL LOGISTIC PROPERTIES

FY2016 SUPPLEMENTARY INFORMATION PACK

Contents

Page

Portfolio Information

1 - 6

Group Debt Information

7

Balance Sheet Information

8

Pro-rata Income Statements

9

Consolidated Income Statements

10

One-Time Adjustments

11

Appendix to Portfolio and Financial Information

12

GLOBAL LOGISTIC PROPERTIES SUPPLEMENTARY INFORMATION

PORTFOLIO INFORMATION AS AT 31 MARCH 2016

1Q 2015

2Q 2015

3Q 2015

4Q 2015

1Q 2016

2Q 2016

3Q 2016

4Q 2016

FY2013

FY2014

FY2015

FY2016

China portfolio

New leased area (sqm mil)2

0.53

0.81

0.60

1.19

0.69

1.04

0.64

0.95

1.43

2.30

3.14

3.32

Land acquired for future development (sqm mil)

0.70

0.78

0.51

1.31

0.67

0.86

1.47

1.16

4.16

4.06

3.29

4.16

Development starts - sqm mil (100% basis)

1.36

0.44

0.41

1.04

0.83

0.70

0.64

0.85

2.08

2.51

3.25

3.03

- US$ mil (100% basis)

643

203

208

581

387

370

336

625

1155

1635

1718

- US$ mil (pro-rata basis)

293

106

97

247

197

209

190

368

876

743

964

Development completion - sqm mil (incl. convert from reposition, 100% basis)

0.06

0.41

0.63

1.12

0.17

0.29

0.60

1.33

1.19

2.02

2.22

2.39

- US$ mil (100% basis)

25

180

308

516

77

124

262

763

948

1029

1226

- US$ mil (pro-rata basis)

10

84

138

214

27

55

127

342

803

446

551

Acquired completed properties (sqm mil)

0.11

0.08

0.01

0.01

0.08

0.03

0.46

0.39

0.04

0.14

0.21

0.96

Japan portfolio

New leased area (sqm mil)2

0.03

0.10

0.13

0.09

0.06

0.32

0.05

0.08

0.26

0.41

0.35

0.51

Land acquired for future development (sqm mil)

0.09

0.06

-

-

-

-

0.56

0.21

0.06

0.48

0.15

0.77

Development starts - sqm mil (100% basis)

0.04

0.23

-

0.16

0.03

-

0.32

0.32

0.47

0.45

0.43

0.67

- US$ mil (100% basis)

54

314

-

293

41

-

490

510

734

661

1041

- US$ mil (pro-rata basis)

27

230

-

146

21

-

490

255

372

403

766

Development completion - sqm mil (100% basis)

0.01

-

-

0.04

0.20

0.17

0.19

-

0.08

0.32

0.05

0.57

- US$ mil (100% basis)

11

-

-

44

242

217

213

-

401

55

672

- US$ mil (pro-rata basis)

11

-

-

22

121

108

107

-

201

33

336

Acquired completed properties (sqm mil)

0.02

-

0.02

-

-

-

-

0.01

-

-

0.04

0.01

US portfolio

New leased area (sqm mil)2

0.13

0.23

0.38

0.24

0.27

0.13

1.13

Acquired completed properties (sqm mil)

10.71

-

-

5.41

-

10.71

5.41

Brazil portfolio

New leased area (sqm mil)2

0.00

0.01

0.01

0.11

0.08

0.03

0.01

-

0.04

0.29

0.13

0.13

Land acquired for future development (sqm mil)

0.34

0.08

-

0.09

-

-

0.42

0.09

Development starts - sqm mil (100% basis)

0.20

0.06

-

0.09

-

0.02

-

0.12

0.12

0.07

0.35

0.14

- US$ mil (100% basis)

186

53

-

60

-

14

-

55

76

299

69

- US$ mil (pro-rata basis)

74

21

-

22

-

5

-

21

29

117

26

Development completion - sqm mil (100% basis)

0.06

-

-

0.08

0.14

0.02

0.06

-

0.04

0.14

0.13

0.22

- US$ mil (100% basis)

41

-

-

50

134

8

41

-

155

91

183

- US$ mil (pro-rata basis)

15

-

-

18

50

2

16

-

63

33

68

Acquired completed properties (sqm mil)

0.86

0.03

0.01

-

-

-

-

-

0.91

-

GLOBAL LOGISTIC PROPERTIES SUPPLEMENTARY INFORMATION PORTFOLIO INFORMATION AS AT 31 MARCH 2016 Portfolio details 1Q 2015 2Q 2015 3Q 2015 4Q 2015 1Q 2016 2Q 2016 3Q 2016 4Q 2016 China portfolio3

Completed & Stabilized (sqm mil) 7.60 8.16 8.52 9.57 9.77 10.21 10.78 11.70

Completed & Pre-stabilized (sqm mil) 1.29 1.21 1.41 1.52 1.59 1.42 1.98 2.52

Other facilities4 (sqm mil) 0.72 0.72 0.72 0.72 0.72 0.72 0.81 0.72

Properties under development or being repositioned (sqm mil) 4.86 4.90 4.72 4.64 5.29 5.74 5.71 5.30

Land held for future development (sqm mil) 4.88 5.20 5.28 5.39 5.20 5.35 6.15 6.43

Land reserve (sqm mil) 12.75 12.76 12.88 12.11 12.42 12.45 12.56 12.13

Total 32.11 32.96 33.53 33.95 34.99 35.89 37.99 38.80

Japan portfolio3

Completed & Stabilized (sqm mil) - GLP-owned properties 2.20 1.97 1.99 2.14 2.18 2.03 2.08 2.07

- J-REIT-owned properties 1.61 1.85 1.85 1.85 1.89 2.09 2.09 2.08

Completed & Pre-stabilized (sqm mil)

0.12

0.12

0.12

-

0.13

0.24

0.39

0.39

Properties under development or being repositioned (sqm mil)

0.55

0.78

0.78

0.90

0.74

0.56

0.69

1.01

Land held for future development (sqm mil)

0.09

-

-

-

-

-

-

-

Total

4.58

4.72

4.73

4.90

4.93

4.93

5.25

5.55

US portfolio3

Completed & Stabilized (sqm mil)

8.45

8.82

9.31

14.40

15.51

Completed & Pre-stabilized (sqm mil)

2.26

1.86

1.37

1.67

0.51

Properties under development or being repositioned (sqm mil)

-

-

-

-

0.02

Total

10.71

10.68

10.68

16.07

16.04

Brazil portfolio3

Completed & Stabilized (sqm mil)

2.22

2.28

2.26

2.22

2.31

2.31

2.37

2.33

Completed & Pre-stabilized (sqm mil)

0.13

0.11

0.09

0.17

0.22

0.24

0.24

0.16

Properties under development or being repositioned (sqm mil)

0.26

0.32

0.37

0.43

0.28

0.28

0.22

0.45

Land held for future development (sqm mil)

0.40

0.34

0.68

0.66

0.66

0.74

0.75

0.64

Total

3.01

3.04

3.40

3.47

3.47

3.56

3.58

3.58

GLOBAL LOGISTIC PROPERTIES SUPPLEMENTARY INFORMATION

PORTFOLIO INFORMATION AS AT 31 MARCH 2016

Rents & lease ratio for Stabilized Portfolio

1Q 2015

2Q 2015

3Q 2015

4Q 2015

1Q 2016

2Q 2016

3Q 2016

4Q 2016

China portfolio

Rents (RMB/sqm/day) - Total Portfolio

1.03

1.03

1.04

1.06

1.07

1.07

1.09

1.09

- Logistics

1.12

1.12

1.12

1.14

1.14

1.15

1.15

1.14

- Non-logistics

0.65

0.66

0.66

0.69

0.70

0.71

0.79

0.82

Effective Rents (RMB/sqm/day)5,7

1.03

1.02

1.04

1.10

1.09

1.10

1.10

1.10

Lease ratio7

90%

90%

89%

91%

88%

89%

88%

87%

Net operating income margin5,6,7

75%

76%

75%

75%

76%

75%

76%

74%

Japan portfolio

Rents (JPY/sqm/mth)

1,091

1,091

1,090

1,098

1,096

1,092

1,102

1,109

Effective Rents (JPY/sqm/mth)5

1,039

1,042

1,044

1,034

1,035

1,050

1,043

1,047

Lease ratio

99%

99%

99%

99%

98%

99%

99%

99%

Net operating income margin5,6

87%

87%

87%

87%

87%

86%

86%

86%

US portfolio7

Rents (USD/sqft/year)8

4.76

4.81

4.82

4.83

4.91

Effective Rents (USD/sqft/year)8

4.83

4.95

5.08

5.10

5.11

Lease ratio

92%

92%

94%

95%

94%

Net operating income margin6

70%

71%

74%

75%

71%

Brazil portfolio

Rents (BRL/sqm/mth)

19.1

19.6

20.0

20.4

20.6

20.7

21.1

21.9

Effective Rents (BRL/sqm/mth)5

20.3

20.3

20.6

20.8

21.7

Lease ratio

97%

98%

98%

97%

94%

95%

95%

92%

Net operating income margin6

90%

90%

90%

90%

90%

90%

90%

90%

Global Logistic Properties Limited published this content on 19 May 2016 and is solely responsible for the information contained herein.
Distributed by Public, unedited and unaltered, on 18 May 2016 23:17:07 UTC.

Original documenthttp://phx.corporate-ir.net/external.file?t=2&item=o8hHt16027g9XhJTr8+weNRYaV9bFc2rMd0Q/AXw4ztqCOQAMlThFyjjHFYHyfb2KGvP6di6Evwz/JxxkVxH6U8WykpAzetjFlISiiG7ivl30N2QybXy88ZKazct5yVYBo42p47qNzXpJvLzG3+xlA==&cb=635992083691383411

Public permalinkhttp://www.publicnow.com/view/A8A3071AFDE341F93A00AA33021611991A1D19CA