Summary:

• CapitaLand Ascendas REIT (CLAR) will present at the DBS Global Financial Markets – Regional Property Conference 2026 on 7 January, showcasing a geographically diversified S$17.7 billion portfolio spanning 228 industrial, logistics, business space, life sciences and data centre assets across Singapore, Australia, the US and the UK/Europe​

• As at 30 September 2025, Singapore accounts for 67% of asset value, with overseas exposure spread across Australia (12%), the US (11%) and the UK/Europe (10%), and a multi-asset mix tilted toward higher-growth segments such as logistics (26%) and industrial/data centres (30%)​

• CLAR executed S$1.32 billion of accretive Singapore acquisitions in 3Q 2025, including premium business park space, a Tier III colocation data centre and three fully occupied industrial/logistics properties with long WALEs and built-in rental escalations, alongside S$108.7 million of redevelopment and AEI spend led by a 71% GFA uplift at 5 Toh Guan Road East​

• The REIT is simultaneously recycling capital via S$480 million of divestments at roughly 7% above book and 17% above original cost, including the sale of the 8700–8770 Nimbus business park asset in Portland at a 10% premium to valuation, to fund newer, higher-yielding logistics and industrial assets​

• Seven ongoing projects worth S$751 million across Singapore, the US and the UK—comprising developments, redevelopments and asset enhancement initiatives—are targeted to deliver best-in-class, green-certified logistics and upgraded business space between late 2025 and 2028​

• Portfolio occupancy stands at 91.3% with a 3.6-year WALE; 3Q 2025 saw healthy positive rental reversions of 7.6% across renewed multi-tenant leases, and management guides for full-year FY2025 rental reversions in the low double-digit range​

• The balance sheet remains solid with 39.8% aggregate leverage, 93.5% of investment properties unencumbered, 77.6% of debt fixed at an average 3.6% all-in cost, and a well-laddered debt maturity profile out to FY2034, underpinned by S$3.3 billion of green financing and an A3 Moody’s rating​

• CLAR maintains a high natural currency hedge of around 77% on its overseas investments in AUD, USD, GBP and EUR, muting FX volatility on distributions, while interest-rate sensitivity analysis suggests only modest DPU impact from further rate increases​

• Sustainability remains a core pillar, with 61% of GFA green-certified (up from 49% three months earlier), a retained 4-star GRESB Real Estate Assessment score, an ‘A’ GRESB Public Disclosure rating, ‘AA’ MSCI ESG rating, and a 2nd-place ranking among Singapore REITs/Business Trusts on the Singapore Governance & Transparency Index​

• Against a backdrop of moderating but positive global growth—IMF projects world GDP expansion of 3.2% in 2025 and 3.1% in 2026—CLAR positions its diversified, future-ready portfolio to benefit from structural drivers such as digitalisation, e-commerce, life sciences expansion and supply-chain reconfiguration in key developed markets​