About EC World REIT

A Unique Specialised and E-Commerce Logistics Platform

Sponsor: A leading real estate, e-commerce logistics, port operation services provider based in Investment To invest in a portfolio of income-producing real estate used Mandate: primarily for e-commerce, supply-chain management and logistics purposes Portfolio: 7 quality income-producing properties comprising specialized, e- commerce and port logistics assets providing a good mix of stable income and growth potential

7 in , 1 in Wuhan, PRC

Cities with strong economic growth and Portfolio Committed Occupancy rapidly expanding e-commerce sector. (1) Situated within integrated e-commerce 99.0% Portfolio Value: cluster fulfilment clusters in the vicinity of (2) S$1,809 million key transportation networks. Healthy WALE of 3.5 years(1) Portfolio Breakdown providing By Net Lettable Area By Valuation predictability in income 18.2% 24.7% 25.6%

Total: 40.0% E-Commerce Total: 960,461 sq m Logistics RMB 8.1b / Specialised S$1.6b Logistics 41.8% Annualised DPU Yield of (3) 49.7% Port Logistics 7.7% Trading Yield (%)

7.7% 6.6% 6.3%

3.1% 2.5% 0.8% 0.5%

EC World REIT³ S-REITs⁴ Industrial S-REITs⁴ China 10Y Gov CPF Ordinary Singapore 10Y Gov Bank 12 Months Bond⁵ Account⁵ Bond⁵ Fixed Deposit Rate⁵ (1) As at 30 September 2020, including the renewal of 159,752 sqm of space at Hengde Logistics and new lease of 22,545 sqm of warehouse and dormitory space at Wuhan Meiluote which commenced in October 2020, (2) Based on valuation as at 31 December 2019, appraised by JLL (3) Based on annualized DPU of 5.252 Singapore cents and closing price of S$0.680 per unit as at 30 Sept 2020. (4) Based on Broker Research (5) Bloomberg November 2020 Key Investment Highlights

Differential Platform with Unique Competitive Advantages

 Management collectively with  Riding on rapid growth of e- over 60 years of experience commerce sector in China and in the real estate and financial 1 SEA cascading into potential service sectors 6 demand for logistics space  Majority independent Board Stable Portfolio Experienced with Management Augmented Team with Growth Proven Track Potential Record  Sponsor  One-stop management of shop with Symbiotic private funds with Executing 2 logistics Relationship targeted AUM of c. on a Multi- fulfillment between REIT expertise and US$1.2 billion with Pronged and Sponsor provision of quality partners Growth 5 logistics including Cinda Strategy Asset space Management and Nanshan Group Defensive Attractive Portfolio with Yield and Augmented Consistent Growth Return Potential 3  Stable portfolio with 4  consistent returns High income visibility and growth  High yield offering potential with exposure to cities with attractive entry strong economic fundamentals and opportunity and capital fast growing e-commerce and appreciation potential logistics sectors

Leveraging Sponsor’s Network and Experience

Map of Zheijiang  网营物联 (Hangzhou Unilogix) – a collaboration with 浙商产融 基金 (Zheshang Industrial Integration Fund) with registered capital of RMB 5 billion to invest in logistics assets across key gateway cities in China  Aims to establish supply chain network to enhance Hangzhou efficiency that promotes social and economic development within  Target to support 40 to 50 industrial clusters through usage of big data analysis  Ruyicang, a leading e-commerce logistics service provider in China with sophisticated operational expertise which enables Yuhuan itself to provide efficient logistics service for some of the largest e-commerce players and also brands like MARS and Unilever Logistics Nodes  Collaboration with Cainiao Network and Alibaba’s Ling Shou Tong (“LST”) Operating and Development Assets  Currently operating in 2 of EC World REIT’s warehouse

November 2020