AIMS APAC REIT (O5RU) Investor presentation summary

Portfolio overview and performance

• Manages a diversified portfolio of industrial, logistics, and business park assets in Singapore and Australia, with total assets under management of approximately S$2.3 billion as of March 2026.

• Portfolio comprises 28 properties, with 72% of value in Singapore and 28% in Australia; occupancy rate stands at 93.6%, rising to 96.8% with committed leases.

• FY2026 revenue reached S$190.7 million (+2.2% YoY), net property income S$141.3 million (+5.7% YoY), and distributions to unitholders S$80.6 million (+3.1% YoY).

• Distribution per unit (DPU) increased to 9.850 Singapore cents (+2.6% YoY); rental reversion was +7.7%.

• Long-term performance shows total assets have grown 4.3x and NPI 5.6x since 2009, with total returns of 720% from 2009 to 2026, outperforming major indices.

Capital and risk management

• Aggregate leverage reduced to 26.8%, with weighted average debt maturity extended to 4.0 years post-refinancing; 100% of debt is now unsecured.

• 80% of borrowings are on fixed rates, and 69% of expected AUD distributable income is hedged into SGD.

• Interest cover ratio stands at 2.7x, and undrawn committed facilities and bank balances total S$263.4 million.

• Issued S$250 million in perpetual securities and secured new sustainability-linked and green loans in 2026.

Portfolio highlights and tenant base

• Portfolio is diversified across logistics, warehouse, business park, industrial, and hi-tech sectors; logistics and warehouse contribute 47.4% of gross rental income.

• 98.2% of single-user leases have built-in rental escalations; over 80% of income is derived from essential and defensive industries.

• Major tenants include Woolworths, Optus, Illumina Singapore, and ResMed Asia, with the top 10 tenants accounting for 49.5% of gross rental income.

• Signed 33 new and 65 renewal leases in FY2026, covering 27.4% of net lettable area, with overall rental reversion at +7.7%.

• Portfolio WALE is 4.0 years, with more than 50% of lease expiries extending beyond FY2030.