2Slides Logo
Preview

Mapletree Pan Asia Commercial Trust Investor Presentation November 2026

70 slides

Part of Investor presentation examples

Mapletree Pan Asia Commercial Trust Investor Presentation November 2026 — the 13 November 2026 investor presentation of Mapletree Pan Asia Commercial Trust (MPACT, SGX: N2IU), a Singapore-listed REIT with 15 office, business park and retail properties in Singapore, Hong Kong, China, Japan and South Korea, built around its 2Q FY26/27 and 1H FY26/27 results (April to September 2026) and covering portfolio, capital management, sustainability and market data. Amounts are in S$ (Singapore dollars) unless stated.

6 likes
0 downloads

Uses this deck’s cover as a style reference for slides made from your own content. Or pick any page below to use its layout as the reference.

Quick Navigation

Tags

Mapletree Pan Asia Commercial Trust
MPACT
SGX N2IU
Singapore Exchange
Investor presentation

Share the slides

Description

Main Topic

Mapletree Pan Asia Commercial Trust Investor Presentation November 2026 — the 13 November 2026 investor presentation of Mapletree Pan Asia Commercial Trust (MPACT, SGX: N2IU), a Singapore-listed REIT with 15 office, business park and retail properties in Singapore, Hong Kong, China, Japan and South Korea, built around its 2Q FY26/27 and 1H FY26/27 results (April to September 2026) and covering portfolio, capital management, sustainability and market data. Amounts are in S$ (Singapore dollars) unless stated.

Key Benefits

  • •Shows MPACT's 2Q FY26/27 distribution per unit of 1.94 Singapore cents (2Q FY25/26: 2.01) and 1H FY26/27 DPU of 3.90 cents (1H FY25/26: 4.02), with gross revenue, net property income and finance expense bridges
  • •Gives balance sheet and debt metrics as at 30 September 2026: NAV per unit S$1.73, aggregate leverage 38.1%, interest coverage ratio 3.3 times, all-in cost of debt 2.95% and Moody's Baa2 (negative)
  • •Details leasing performance: 85.6% committed occupancy, +3.5% portfolio rental reversion, 74.0% tenant retention and a WALE of 2.3 years
  • •Includes property-by-property fact sheets and valuations for all 15 assets as at 31 March 2026, plus market overviews for Singapore, Hong Kong, Beijing, Shanghai, Tokyo and Seoul

Target Audience

  • •Equity analysts and institutional investors covering Singapore REITs and Asian commercial property
  • •Retail unitholders and prospective investors researching MPACT's distributions and balance sheet
  • •Investor relations and finance teams building a REIT roadshow or results-update deck
  • •Students and researchers studying diversified commercial REITs across Asia

Use Cases

  • •Reference for structuring a long-form REIT investor presentation: overview, financials, portfolio, sustainability, outlook, appendices
  • •Benchmarking Singapore REIT disclosure on leverage, hedging, lease expiry, tenant mix and valuation bridges
  • •Understanding how overseas currency and market headwinds were offset by VivoCity growth and lower finance costs
  • •Template for presenting asset-level data tables and market overview slides with consistent layouts

Unique Value Propositions

  • •A full 70-page roadshow-length deck, far deeper than a results summary, covering every one of MPACT's 15 properties and six markets
  • •Unusually detailed risk disclosure, including debt maturity ladder by year, currency split of debt versus AUM, and income hedging ratio of about 94%
  • •Clear visual vocabulary of KPI tiles, stacked bars, donut charts and data tables in a consistent teal and orange REIT template

Slide Pages (70)

Detailed view of each slide page, including layout, key content and visual elements.

Page 1
Title slide

Cover: Mapletree Pan Asia Commercial Trust Investor Presentation

Content

Title slide for the Mapletree Pan Asia Commercial Trust Investor Presentation dated 13 November 2026, with the mapletree pan asia commercial logo.

Layout Structure

Photo mosaic band across the middle, title and orange subtitle bottom-left, logo top-right, teal corner swoosh.

Key Visual Elements

  • •Collage of portfolio building photos including VivoCity
  • •Orange and teal brand accents
  • •Date line 13 November 2026
Page 2
Disclaimer

Important Notice

Content

Legal disclaimer stating the deck is for information only and should be read with the results for 1 April to 30 September 2026 announced via SGXNET on 30 October 2026. A QR code links to investor.mapletreepact.com/financial-results.html.

Layout Structure

Full-width justified paragraphs under a title, QR code and link at bottom-left.

Key Visual Elements

  • •Dense legal text blocks
  • •QR code
  • •Link to MPACT financial results page
Page 3
Agenda

Content

Content

Agenda with page references: Overview (page 4), Financial Performance (9), Portfolio Highlights (18), Commitment to Sustainability (34), Our Long-Term Focus (37), Appendix 1 Portfolio Information (40) and Appendix 2 Market Information (52).

Layout Structure

Bulleted agenda list with right-aligned page numbers over a decorative maple-leaf art background.

Key Visual Elements

  • •Seven-item contents list
  • •Orange and red glass maple-leaf artwork
  • •Logo top-right
Page 4
Company overview

Overview of MPACT

Content

S$6.1 billion market capitalisation (at S$1.16 on 12 November 2026), 15 properties, 10.2 million sq ft lettable area and S$15.2 billion AUM. By country AUM is Singapore 61%, Hong Kong 22%, China 9%, Japan 6%, South Korea 1%; VivoCity and MBC are 27% each, and by asset class Retail is 49%, Office 22%, Business Parks 29%.

Layout Structure

Four KPI tiles on top, flag list with percentages, two donut charts below, footnotes at the bottom.

Key Visual Elements

  • •Four KPI tiles
  • •Country donut chart with flags
  • •Asset class donut chart
  • •Teal banner callout
Page 5
Geographic footprint map

A Resilient Portfolio Built on Singapore's Strength

Content

15 properties across five markets: Singapore 4 (VivoCity, MBC, mTower, BOAHF), Hong Kong 1 (Festival Walk), China 2 (Gateway Plaza in Beijing, Sandhill Plaza in Shanghai), Japan 7 (four in Tokyo, three in Chiba) and South Korea 1 (The Pinnacle Gangnam).

Layout Structure

Asia map with numbered orange pins and teal-headed property list boxes around it.

Key Visual Elements

  • •Grey Asia map with numbered pins
  • •Country boxes listing property names
  • •Orange subtitle
Page 6
Structure diagram

Investment Mandate and Trust Structure

Content

Mandate covers income-producing real estate used for office and/or retail, with geography including Singapore, China, Hong Kong, Japan and South Korea. The Sponsor, Mapletree Investments Pte Ltd, holds 56.0% and public unitholders 44.0% as at 12 November 2026; the Manager and Property Managers are 100% owned by the Sponsor.

Layout Structure

Two panels: icon-led mandate text on the left, ownership flow chart on the right.

Key Visual Elements

  • •Building and globe icons
  • •Ownership boxes with 44.0% and 56.0%
  • •Trustee, Manager and Property Managers boxes
Page 7
Governance and alignment

Fee Structure Aligns Manager and Unitholder Interests

Content

Management fees are a base fee of 10% of Distributable Income plus a performance fee of 25% of year-on-year growth in DPU, which the slide says aligns the Manager with unitholders and reflects strong Sponsor support.

Layout Structure

Left box with the two fee components joined by a plus sign, arrow to a right box of three benefit statements with icons.

Key Visual Elements

  • •10% and 25% in orange
  • •Calculator and growth icons
  • •Chevron arrow
  • •Footnotes defining fee bases
Page 8
Timeline

MPACT Journey Since IPO

Content

Timeline: listed on SGX-ST Main Board on 27 April 2011; 2013 raised S$225.0 million and acquired Mapletree Anson; 2016 raised S$1.04 billion and acquired MBC I; 2019 raised S$918.5 million and acquired MBC II; 2022 merged with Mapletree North Asia Commercial Trust; 2024 divested Mapletree Anson for S$775.0 million; 2025 divested TS Ikebukuro Building and ABAS Shin-Yokohama Building for S$78.7 million; 2026 divested the office component of Festival Walk for S$328.1 million.

Layout Structure

Horizontal arrow timeline with eight year markers, photos above and event text below, map inset at right.

Key Visual Elements

  • •Teal gradient timeline arrow
  • •Building photos per milestone
  • •Flags and Asia map inset
  • •Logo evolution
Page 9
Section divider

Section Divider: Financial Performance

Content

Section divider titled Financial Performance, over a photo of the fish sculpture at Mapletree Business City, SG.

Layout Structure

Full-bleed photo with white title text and caption bottom-right.

Key Visual Elements

  • •Colourful fish sculpture photo
  • •Glass facade backdrop
  • •Photo caption
Page 10
Financial results table

2Q FY26/27 vs 2Q FY25/26 Results

Content

Gross revenue S$207.5 million (down 5.0%), NPI S$153.5 million (down 6.3%), finance expenses S$42.6 million (down 10.1%), amount available for distribution S$103.1 million (down 2.9%) and DPU 1.94 cents versus 2.01 cents (down 3.5%). Singapore revenue rose 0.3% on VivoCity, while overseas contributions and divested assets weighed.

Layout Structure

Left financial table with variance arrows, right column of commentary bullets, footnotes below.

Key Visual Elements

  • •Teal-header results table
  • •Red and grey variance arrows
  • •Bold commentary text
  • •Footnotes on divestment dates
Page 11
Data visualization

2Q Contribution by Asset on a Comparable Basis

Content

Comparable gross revenue was S$210.5 million versus S$216.9 million, with VivoCity up 5.9% to S$66.0 million and NPI of S$155.8 million versus S$162.9 million, VivoCity up 5.0% to S$48.8 million. Core assets VivoCity and MBC were 58% of revenue and 60% of NPI.

Layout Structure

Two stacked bar charts side by side comparing 2Q FY25/26 and 2Q FY26/27 with a colour legend.

Key Visual Elements

  • •Stacked bars by property
  • •Totals above bars
  • •58% and 60% core asset callouts
  • •Seven-colour legend
Page 12
Financial results table

1H FY26/27 vs 1H FY25/26 Results

Content

Gross revenue S$413.9 million (down 5.3%), NPI S$308.3 million (down 6.5%), finance expenses S$83.4 million (down 14.4%), distributable amount S$207.3 million (down 2.7%) and DPU 3.90 cents versus 4.02 cents (down 3.0%). On a constant currency basis revenue and NPI would have been 4.9% and 6.4% lower.

Layout Structure

Same table-plus-commentary layout as the quarterly slide.

Key Visual Elements

  • •Results table with variances
  • •Commentary bullets
  • •Constant-currency note
Page 13
Data visualization

1H Contribution by Asset on a Comparable Basis

Content

1H comparable gross revenue S$419.9 million versus S$433.4 million, with VivoCity up 7.5% to S$131.6 million; NPI S$312.8 million versus S$327.5 million, VivoCity up 6.9% to S$98.2 million. By market, Singapore is 66% of revenue and 68% of NPI; core assets are 58% and 59%.

Layout Structure

Two stacked bar charts with by-market flag percentage panels beside each.

Key Visual Elements

  • •Stacked bar charts
  • •Country flag percentage panels
  • •Core asset brackets
Page 14
Balance sheet table

Balance Sheet: NAV per Unit Steady at S$1.73

Content

As at 30 September 2026: total assets S$15,389.7 million, net borrowings S$5,772.2 million, net assets S$9,172.3 million, 5,291,445 thousand units and NAV per unit S$1.73, unchanged from 31 March 2026. The S$250 million perpetual securities were redeemed and S$200 million of fixed-rate notes issued in June 2026.

Layout Structure

Two-column balance sheet table with highlighted totals.

Key Visual Elements

  • •Teal total rows
  • •Two date columns
  • •Perpetual securities line shown as dash
Page 15
Debt metrics table

Debt Profile and Key Ratios

Content

Gross debt S$5,913.4 million, aggregate leverage 38.1% (37.7% at June 2026), ICR 3.3 times, all-in cost of debt 2.95%, fixed-rate debt 71.8%, average debt maturity 3.2 years and Moody's Baa2 (negative). Gross debt to net asset value is 64.5%.

Layout Structure

Seven-row comparison table across three dates with seven footnotes.

Key Visual Elements

  • •Three-date comparison columns
  • •Bold current-period values
  • •Detailed footnotes
Page 16
Risk and capital management

Risk-Based Capital Management

Content

Total gross debt S$5.9 billion with about S$0.6 billion available liquidity; ICR of 3.3x versus the 1.5x statutory limit (3.0x with a 10% EBITDA decline, 2.5x with a 100 bps rate rise). Debt is 61% SGD and 39% foreign, matching 61% Singapore and 39% overseas AUM. The maturity ladder runs from S$256 million in FY26/27 to S$1,323 million in FY29/30 and S$400 million in FY33/34.

Layout Structure

Three rounded panels on top, full-width debt maturity bar chart with % of total debt row below.

Key Visual Elements

  • •Liquidity and ICR panels
  • •Currency split bars for debt and AUM
  • •Stacked maturity bars by bonds and bank debt
Page 17
Hedging analysis

Hedging Against Interest Rate and FX Movements

Content

About 72% of S$5.9 billion total gross debt is fixed or hedged and 28% floating; every 50 bps change in benchmark rates affects DPU by an estimated 0.14 cents per annum. About 94% of expected distributable income is in SGD or hedged into SGD (80% SGD, 15% hedged, 6% unhedged).

Layout Structure

Two donut charts with supporting tables beneath each.

Key Visual Elements

  • •Fixed versus floating donut
  • •Income hedge donut
  • •Currency breakdown tables
  • •50 bps sensitivity callout
Page 18
Section divider

Section Divider: Portfolio Highlights

Content

Section divider titled Portfolio Highlights, over a photo of Mapletree Business City, SG.

Layout Structure

Full-bleed building photo with white title text.

Key Visual Elements

  • •MBC tower photo
  • •Landscaped plaza
  • •Caption bottom-right
Page 19
KPI dashboard

Portfolio Highlights Dashboard

Content

Committed occupancy 85.6%, rental reversion 3.5% and tenant retention 74.0%. Renewed and re-let area was 479,613 sq ft in retail and 1,734,792 sq ft in office/business park. VivoCity tenant sales rose 4.1% and traffic 1.1%; Festival Walk tenant sales rose 3.9% and traffic 6.7%.

Layout Structure

Translucent card over a photo with icon-led KPI blocks and two property sub-panels.

Key Visual Elements

  • •Orange KPI numbers
  • •Shopping cart and shopper icons
  • •Up-arrow year-on-year changes
  • •Footnote bar
Page 20
Data table

Committed Occupancy by Property

Content

MPACT portfolio committed occupancy was 85.6% at 30 September 2026 (84.4% in June 2026; 88.9% a year earlier). MBC 95.4%, VivoCity 100.0%, other Singapore 95.4%, Festival Walk 99.9%, China 84.5%, Japan 57.5% and The Pinnacle Gangnam 99.9%.

Layout Structure

Table with three date columns and a leasing update commentary column.

Key Visual Elements

  • •Teal header
  • •Highlighted portfolio total row
  • •Leasing update notes
Page 21
Data table

Rental Reversion and Retention

Content

Portfolio rental reversion +3.5% on 231 leases, 74.0% retention and 1,292.5 thousand sq ft renewed or re-let. VivoCity +15.0%, MBC +1.4%, other Singapore +5.5%, Pinnacle Gangnam +32.7%, Japan +2.4%, Festival Walk -15.6% and China properties -29.9%.

Layout Structure

Table by property with leases committed, retention rate, area and reversion columns.

Key Visual Elements

  • •Four numeric columns
  • •Teal total row
  • •Methodology footnotes
Page 22
Lease profile chart

Lease Expiry Profile

Content

WALE by gross monthly income at 30 September 2026 is 2.3 years for the portfolio, 1.9 years for retail and 2.7 years for office/business park. Retail expiries peak at 16.8% in FY27/28; office/business park is 13.5% in FY30/31 and beyond.

Layout Structure

WALE summary box on top, clustered column chart of expiry by year below.

Key Visual Elements

  • •Three WALE figures
  • •Teal and orange clustered bars
  • •Data labels
Page 23
Regional performance summary

Office and Business Park Asset Performance

Content

Singapore: 95.4% committed at both MBC and other Singapore properties, reversion +1.4% and +5.5%. China: 84.5% committed, retention 78.7%, reversion -29.9%. Japan: 57.5% committed, retention 70.6%, reversion +2.4%. South Korea: 99.9% committed, retention 55.4%, reversion +32.7%.

Layout Structure

Four country cards in a 2x2 grid, each with KPIs and a small renewal column chart.

Key Visual Elements

  • •Country flags
  • •Icon-led KPIs
  • •Mini bar charts of renewed area
  • •Headline per market
Page 24
Asset performance

Retail Asset Performance

Content

VivoCity: 100.0% committed, 73.3% retention, +15.0% reversion, 304 thousand sq ft renewed in FY26/27. Festival Walk: 99.9% committed, 56.7% retention, -15.6% reversion, 156 thousand sq ft renewed.

Layout Structure

Two side-by-side cards with KPIs and small bar charts on a grey background.

Key Visual Elements

  • •Flag icons
  • •KPI icons
  • •Renewal bar charts
  • •Note on data basis
Page 25
Section divider

Section Divider: VivoCity

Content

Section divider titled VivoCity over a photo of a busy shopping concourse at VivoCity, SG.

Layout Structure

Full-bleed motion-blurred crowd photo with title text.

Key Visual Elements

  • •Mall interior photo
  • •Shoppers in motion
  • •Caption VivoCity, SG
Page 26
Data visualization

VivoCity Tenant Sales and Shopper Traffic

Content

1H FY26/27 tenant sales were S$540.5 million (up 4.1% from S$519.1 million) and shopper traffic 22.1 million (up 1.1% from 21.9 million). 2Q tenant sales rose 3.3% year on year. Footnote cites the Circle Line Stage 6 completion on 12 July 2026 and closure of HarbourFront Centre from 27 July 2026.

Layout Structure

Two stacked column charts split into 1Q and 2Q with growth callouts.

Key Visual Elements

  • •Stacked 1Q and 2Q columns
  • •Orange up-arrow percentages
  • •Footnotes on HarbourFront precinct
Page 27
Timeline

VivoCity Two Decades of Asset Enhancement

Content

Timeline from VivoCity's 2006 opening to the 2026 Circle Line loop, with seven AEIs each delivering at least 10% ROI: 1st about 25% on S$5.5 million, 2nd about 20% on S$5.7 million, 3rd about 29% on S$3.0 million, 4th over 10% on S$16.0 million, 5th about 40% on S$2.2 million, 6th over 20% on S$10.0 million and 7th over 10% on S$43.0 million.

Layout Structure

Central teal timeline arrow with initiative cards above and below, ROI banners at the card bottoms.

Key Visual Elements

  • •Year chips
  • •ROI percentages
  • •Mall interior photos
  • •NE1 and CC29 MRT badges
Page 28
Photo gallery

VivoCity Tenant Remixing

Content

New-to-mall concepts include Bake it Babe (L1), Bee Cheng Hiang (B2), Mister Mobile (L2) and Tissot (L1); refreshed stores include Burberry (L1), MUJI (L2), PUMA (L1) and Typo (L2). A note says this is only a subset of 2Q FY26/27 changes.

Layout Structure

Two teal-headed rows of four captioned photos.

Key Visual Elements

  • •Storefront photos with captions
  • •Two banner headers
  • •Note footnote
Page 29
Event showcase

VivoCity Signature Events

Content

Sanrio Characters Moonlit Garden x TANGS Mid-Autumn Fair 2026 ran from 25 August to 27 September 2026, with Sky Park transformed by Sanrio installations and lanterns, mascot meet-and-greets, and extensive press and social media coverage.

Layout Structure

Banner title with a two-photo top row and a larger photo plus press collage below.

Key Visual Elements

  • •Hello Kitty installation
  • •Crowd photos
  • •Media coverage screenshots
  • •Captions
Page 30
Section divider

Section Divider: Festival Walk

Content

Section divider titled Festival Walk over an atrium photo of Festival Walk, HK with mirrored escalators.

Layout Structure

Full-bleed interior photo with white title text.

Key Visual Elements

  • •Multi-level atrium
  • •Mirrored escalators
  • •Luxury storefronts
Page 31
Data visualization

Festival Walk Tenant Sales and Traffic

Content

1H FY26/27 tenant sales were HK$1,761.9 million (up 3.9% from HK$1,696.4 million) and shopper traffic 16.6 million (up 6.7% from 15.6 million). 2Q tenant sales rose 3.7% alongside 10.3% traffic growth, helped by luxury spending and the space reconfiguration completed in July 2026.

Layout Structure

Two stacked column charts split by quarter with growth callouts.

Key Visual Elements

  • •Yellow and peach stacked columns
  • •Up-arrow growth figures
  • •Footnote on estimated sales
Page 32
Photo gallery

Festival Walk Tenant Remixing

Content

Tenant changes highlighted include ICBC (L1), So Gor Beef Brisket (G), Asics (L1) and Go Wild (L1, expanded and rejuvenated). A note says this covers only a subset of 2Q FY26/27 changes.

Layout Structure

Two-by-two grid of large captioned storefront photos.

Key Visual Elements

  • •Four storefront photos
  • •Caption bars
  • •Subset note
Page 33
Event showcase

Festival Walk Events and Experiences

Content

Events included a Winnie the Pooh 100th Year of Celebration pop-up, a Beware of Love stage comedy press conference, a Toei Animation 70th Anniversary pop-up, a Kalos Blocks x Coca-Cola pop-up and a Nintendo Switch 2 Yoshi event.

Layout Structure

Five-photo mosaic with caption overlays.

Key Visual Elements

  • •Crowd photos at the atrium
  • •Themed pop-up sets
  • •Caption overlays
Page 34
Section divider

Section Divider: Commitment to Sustainability

Content

Section divider titled Commitment to Sustainability over a landscaped garden photo at Mapletree Business City, SG.

Layout Structure

Full-bleed green landscape photo with white title.

Key Visual Elements

  • •Curved garden path
  • •Tree canopy
  • •Glass tower in background
Page 35
ESG framework

Our Steadfast Commitment to Sustainability

Content

Twelve material topics mapped to UN SDGs, grouped into four pillars. Targets include a 78.5% reduction in Scope 1 and 2 carbon intensity by 2035 versus the FY23/24 baseline, 50% renewable electricity adoption by 2030, 60% of occupied area on green leases by 2030, and 100% green-certified portfolio.

Layout Structure

Four coloured pillar columns with numbered topics and SDG icons, targets row beneath.

Key Visual Elements

  • •Four coloured pillar headers
  • •SDG icon tiles
  • •Target bullet boxes
  • •Green grass background
Page 36
ESG highlights

Net Zero by 2050 and GRESB Recognition

Content

Four-step climate roadmap: foundation and pathway development, stakeholder engagement, decarbonisation levers, compensate and neutralise. The 2026 GRESB Real Estate Assessment named MPACT Sector Leader in three categories and improved its Five-Star rating; the Public Disclosure rating stayed at Level A.

Layout Structure

Four chevron roadmap steps on top, GRESB results panel and community event photos below.

Key Visual Elements

  • •Chevron roadmap
  • •GRESB logo
  • •Tenant and staff event photos
  • •Checkmark list
Page 37
Section divider

Section Divider: Our Long-Term Focus

Content

Section divider titled Our Long-Term Focus over a photo of Mapletree Business City, SG.

Layout Structure

Full-bleed building photo with white title text.

Key Visual Elements

  • •MBC tower photo
  • •Plaza sculpture
  • •Caption bottom-right
Page 38
Outlook and strategy

Looking Ahead: Navigating From a Stronger Position

Content

Outlook cites geopolitical tension, higher energy costs and rising rates. Singapore is 61% of AUM and 68% of NPI, with MBC lease commencements from 3Q FY26/27; overseas leasing prioritises occupancy; finance cost savings should keep cushioning headwinds, though scope has narrowed as rates rise.

Layout Structure

Operating environment banner, three teal columns (Singapore, Overseas, Capital Management), closing strategy banner.

Key Visual Elements

  • •Shield, globe and scale icons
  • •61% and 68% KPI tile
  • •Teal closing banner
Page 39
Closing slide

Thank You and Contacts

Content

Closing slide with investor relations contacts Teng Li Yeng (+65 6377 6111) and Cassandra Seet (+65 6807 4064), both Investor Relations and Sustainability at Mapletree.

Layout Structure

Photo strip of five properties, large Thank You and two contact blocks right-aligned.

Key Visual Elements

  • •Five property photos
  • •Thank You headline
  • •Contact details
Page 40
Section divider

Section Divider: Appendix 1 Portfolio Information

Content

Divider for Appendix 1: Portfolio Information over a photo of the ice rink at Festival Walk, HK.

Layout Structure

Full-bleed interior photo with white title text.

Key Visual Elements

  • •Festival Walk glacier rink
  • •Multi-level mall
  • •Caption
Page 41
Data table

Overall Top Ten Tenants

Content

Top ten tenants contributed 21.4% of gross rental income at 31 March 2026, excluding one undisclosed tenant. Google Asia Pacific (MBC) is 6.2%, BMW (Gateway Plaza) 3.3%, Merrill Lynch Global Services (BOAHF) 2.0%, then TaSTe, Hewlett-Packard Japan and IMDA at 1.7% each.

Layout Structure

Ranked ten-row table with tenant, property and income share columns.

Key Visual Elements

  • •Zebra-striped rows
  • •Teal total row
  • •Undisclosed tenant row
Page 42
Data table

Portfolio Tenant Trade Mix

Content

Trade mix by gross rental income at 31 March 2026: F&B 17.2%, IT Services and Consultancy 14.3%, Fashion 7.8%, Banking and Financial Services 6.2%, Departmental Store/Supermarket 5.3%, with Others at 6.9%, totalling 100.0%.

Layout Structure

Twenty-row table with sector label column.

Key Visual Elements

  • •Ranked trades
  • •Sector column
  • •Total row
  • •Others footnote
Page 43
Valuation bridge

Valuation Summary: 31 March 2026 vs 31 March 2025

Content

Portfolio valuation was S$15,211.1 million versus S$15,536.0 million (down 2.1%). Singapore rose S$278.0 million (3.1%) to S$9,291.0 million while overseas fell S$602.9 million to S$5,920.1 million, with S$301.1 million from forex; excluding forex the total fell S$23.7 million (0.2%).

Layout Structure

Three KPI cards above a valuation, valuation impact and FX impact table.

Key Visual Elements

  • •Three orange KPI cards
  • •Multi-column variance table
  • •Total row
Page 44
Valuation table

Singapore Property Valuations

Content

VivoCity S$4,062.0 million (up 5.4%, cap rate 4.40%), MBC I S$2,372.0 million, MBC II S$1,670.0 million, mTower S$827.0 million (up 4.2%) and BOAHF S$360.0 million (up 2.9%); Singapore total S$9,291.0 million, up 3.1%.

Layout Structure

Property table with valuation, variance, per sq ft and capitalisation rate columns.

Key Visual Elements

  • •Teal grouped header
  • •Per sq ft value column
  • •Cap rate column
  • •MAS valuer footnote
Page 45
Valuation table

Overseas Property Valuations

Content

Festival Walk HK$20,700 million (S$3,387.1 million, down 4.9% local), Gateway Plaza RMB5,290 million (S$982.6 million), Sandhill Plaza RMB2,070 million (S$384.5 million), Japan properties JPY117,620 million (S$944.9 million) and The Pinnacle Gangnam KRW258,050 million (S$221.0 million). Overseas total S$5,920.1 million.

Layout Structure

Wide table with local currency and S$ valuations, variance, FX impact and cap rate columns, seven footnotes.

Key Visual Elements

  • •Local currency and S$ columns
  • •FX impact column
  • •Exchange rate footnotes
Page 46
Property fact sheet

Assets in Singapore: VivoCity, MBC I and MBC II

Content

VivoCity at 1 HarbourFront Walk has 1,082,644 sq ft and 2,183 carpark lots (valuation S$4,062.0 million). MBC I and II combined have 2,885,678 sq ft and 2,001 lots (S$2,372.0 million and S$1,670.0 million); certifications include BCA Green Mark Platinum.

Layout Structure

Three property photos above a spec table with address, title, area, valuation, certifications and tenants.

Key Visual Elements

  • •Three property photos
  • •Spec table rows
  • •Major tenant bullets
Page 47
Property fact sheet

Assets in Singapore: mTower and BOAHF

Content

mTower at 460 Alexandra Road has 523,582 sq ft, 749 carpark lots and a S$827.0 million valuation. Bank of America HarbourFront (BOAHF) at 2 HarbourFront Place has 215,963 sq ft, 94 lots and S$360.0 million.

Layout Structure

Two property photos above a two-column spec table.

Key Visual Elements

  • •Two property photos
  • •Certification row
  • •Major tenants list
Page 48
Property fact sheet

Assets in Hong Kong, China and Seoul

Content

Festival Walk: 588,890 sq ft, 830 lots, HK$20,700.0 million. Gateway Plaza, Beijing: 1,145,896 sq ft, RMB5,290.0 million. Sandhill Plaza, Shanghai: 683,115 sq ft, RMB2,070.0 million. The Pinnacle Gangnam, Seoul: 478,461 sq ft at 100% (50% interest), KRW258,050.0 million, freehold.

Layout Structure

Four property photos above a four-column spec table.

Key Visual Elements

  • •Four photos
  • •Lease expiry dates
  • •Green certifications
  • •Major tenants
Page 49
Property fact sheet

Assets in Greater Tokyo (1 of 2)

Content

Hewlett-Packard Japan Headquarters Building: 457,426 sq ft, JPY40,900 million (S$328.6 million). IXINAL Monzen-nakacho Building: 73,753 sq ft, JPY8,540 million. Omori Prime Building: 73,168 sq ft, JPY7,670 million. All freehold offices acquired in 2022 with CASBEE ratings.

Layout Structure

Three photos above a three-column spec table.

Key Visual Elements

  • •Three Tokyo building photos
  • •CASBEE rating row
  • •Major tenant lists
Page 50
Property fact sheet

Assets in Greater Tokyo (2 of 2)

Content

Higashi-nihonbashi 1-chome Building 27,996 sq ft (JPY2,800 million), mBAY POINT Makuhari 923,077 sq ft (JPY33,000 million), Fujitsu Makuhari Building 657,549 sq ft (JPY9,910 million; reduced to 329,023 sq ft after Fujitsu's departure) and Makuhari Bay Tower 402,444 sq ft (JPY14,800 million).

Layout Structure

Four photos above a four-column spec table with footnotes.

Key Visual Elements

  • •Four building photos
  • •CASBEE ratings
  • •Tenant lists
  • •Fujitsu departure footnote
Page 51
Data visualization

MPACT Unitholder Profile

Content

At 9 September 2026 by type: Sponsor and related parties 56%, retail investors 21%, institutional holders 21%, others 2%. Institutional investors by region: North America 30%, Singapore 28%, Asia excluding Singapore 22%, United Kingdom 11%, Europe 9%, Rest of the World 0.02%.

Layout Structure

Two donut charts side by side with footnotes below.

Key Visual Elements

  • •Two donut charts
  • •Percentage labels
  • •Footnote definitions
Page 52
Section divider

Section Divider: Appendix 2 Market Information

Content

Divider for Appendix 2: Market Information over the Festival Walk atrium photo.

Layout Structure

Full-bleed photo with a semi-transparent text box and title.

Key Visual Elements

  • •Atrium photo
  • •Translucent title overlay
  • •Caption Festival Walk, HK
Page 53
Market overview

Singapore Retail Market Overview

Content

Orchard average rent S$38.10 per sq ft per month (up 0.3% qoq) at 92.8% occupancy; suburban S$21.00 (down 0.1%) at 95.3%. Singapore GDP grew 5.4% yoy in 3Q 2026; retail sales excluding motor vehicles rose 1.5% yoy in July to August 2026. Source is Colliers (27 October 2026).

Layout Structure

Map at left with bullets, rent and occupancy tiles and commentary on the right.

Key Visual Elements

  • •Singapore retail map
  • •Rent and occupancy tiles
  • •Commentary bullets
Page 54
Data table

Singapore Retail Planned New Supply

Content

Two tables of planned retail supply for 2026 to 2028 by submarket, including Bukit V (173.4 thousand sq ft, 2027), Golden Mile Redevelopment (114.4, 2027), Marine Parade Underground Mall (99.8, 2026) and One Sophia (82.7, 2028).

Layout Structure

Two side-by-side tables with submarket, property, area and expected completion.

Key Visual Elements

  • •Teal headers
  • •Zebra rows
  • •Completion years
Page 55
Time-series chart

Singapore Retail Sales Performance

Content

Monthly retail sales excluding motor vehicles from July 2022 to August 2026, roughly S$3.1 to 4.4 billion a month, with online share about 12.6% to 19.5%. Headline says July to August 2026 sales rose 1.5% yoy. Individual labels are small; source is Singapore Department of Statistics.

Layout Structure

Single combo chart of bars and a line, with year-on-year change row beneath.

Key Visual Elements

  • •Blue bars
  • •Green online share line
  • •YoY change strip
Page 56
Data visualization

Singapore Visitor Arrivals

Content

International visitor arrivals: 19.1 million (2019), 2.7 (2020), 0.3 (2021), 6.3 (2022), 13.6 (2023), 16.5 (2024), 16.9 (2025) and 12.7 million for the first nine months of 2026. Arrivals fell 1.8% yoy in July to September and 1.7% over nine months.

Layout Structure

Single column chart with year labels.

Key Visual Elements

  • •Teal columns
  • •Value labels
  • •Source note
Page 57
Market overview

Singapore Office Market Overview

Content

Islandwide average rent S$7.03 per sq ft per month (up 1.9% qoq) and occupancy 89.0% (down 0.2 p.p.). CBD rents rose 1.9% to S$12.23 and City Fringe 0.4% to S$8.24. About 2.7 million sq ft of new space is expected from the rest of 2026 to 2028.

Layout Structure

District map with insets at left, rent and occupancy tiles and bullets at right.

Key Visual Elements

  • •Office district maps
  • •Two KPI tiles
  • •Bullet commentary
Page 58
Data table

Singapore Office Planned New Supply

Content

Planned 2026 to 2028 supply includes Solitaire On Cecil (197.0 thousand sq ft, 2026), Newport Tower (220.0, 2027), The Skywaters (745.0, 2028), Clifford Centre (345.0, 2028) and One Comcentre (809.0, 2028).

Layout Structure

Single table of submarket, property, area and expected completion.

Key Visual Elements

  • •Teal header
  • •Eight rows
  • •Large white space below
Page 59
Market overview

Singapore Business Parks Market Overview

Content

Central Region business park rent is S$4.50 per sq ft per month (down 4.3% qoq) and occupancy 89.0% (up 3.7 p.p.). The planned new supply table is empty, and the text says modern, well-located parks should be more resilient.

Layout Structure

Cluster map at left, empty supply table and rent and occupancy tiles at right, bullets beside.

Key Visual Elements

  • •Business park map
  • •Rent and occupancy tiles
  • •Empty supply table
Page 60
Market overview

Hong Kong Retail Market Overview

Content

Kowloon East rent is HK$255 per sq ft per month (up 0.4% qoq), occupancy 85.9%. Visitor arrivals rose 12% yoy in January to September 2026; retail sales rose 5.1% in July to August. Around 1.0 million sq ft of retail space is due for the rest of 2026, with 1.9 million sq ft more in 2027 to 2028.

Layout Structure

Map at left with bullets, tiles and commentary at right.

Key Visual Elements

  • •Hong Kong map with Festival Walk pin
  • •Two KPI tiles
  • •Commentary on MTR access
Page 61
Data table

Hong Kong Retail Planned New Supply

Content

Planned 2026 to 2028 supply includes XRL Terminus retail portion (602.8 thousand sq ft, 2026), The KEyPoint (300.0, 2026), IL 9088 Central Harbourfront Site 3A (340.0, 2027) and 35 Clear Water Bay Road (575.9, 2028).

Layout Structure

Single twelve-row table.

Key Visual Elements

  • •Teal header
  • •Submarket column
  • •Completion years
Page 62
Time-series chart

Hong Kong Retail Sales Performance

Content

Monthly retail sales July 2022 to August 2026, roughly HK$28 to 37 billion, with online share about 6 to 14.6%. The headline says sales rose 5.1% yoy in July to August and 8.5% in January to August 2026. Source is Hong Kong Census and Statistics Department.

Layout Structure

Single combo chart of purple bars and a green line with YoY row.

Key Visual Elements

  • •Purple bars
  • •Online share line
  • •YoY change strip
Page 63
Data visualization

Hong Kong Visitor Arrivals

Content

Arrivals of 55,913 thousand in 2019, 49,895 thousand in 2025 and 40,704 thousand over nine months of 2026 (31,900 mainland). Arrivals rose 9.0% yoy to 14.0 million in July to September and 11.6% over nine months.

Layout Structure

Stacked column chart of mainland versus other visitors.

Key Visual Elements

  • •Teal and grey stacks
  • •Totals above bars
  • •Source note
Page 64
Market overview

Beijing Office Market Overview

Content

Lufthansa (Grade A) rent is RMB179.2 per sq m per month (down 6.9% qoq) and occupancy 72.7%. Beijing overall occupancy fell 2.2 p.p. to 80.3% in 3Q 2026 and China's GDP grew 4.5% yoy. About 0.7 million sq m of new supply is expected to 2028.

Layout Structure

District map and bullets at left, tiles and commentary at right.

Key Visual Elements

  • •Beijing district map
  • •Rent and occupancy tiles
  • •Pressure on rents commentary
Page 65
Data table

Beijing Office Planned New Supply

Content

Planned supply includes Maoyuan Yao Zone (38.0 thousand sq m, 4Q 2026), Zhongyang Plaza (78.0, 4Q 2026), Digital Financial Technology Demonstration Park (213.3, 2027) and Dajia Life Building (117.2, 3Q 2028).

Layout Structure

Single nine-row table.

Key Visual Elements

  • •Teal header
  • •Sq m units
  • •Completion quarters
Page 66
Market overview

Shanghai Business Parks Market Overview

Content

Zhangjiang rent is RMB3.40 per sq m per day (down 0.5% qoq) and occupancy 67.3% (up 1.2 p.p.). Shanghai business park occupancy rose to 70.5% in 3Q 2026 and overall rents fell 5.6% yoy. About 2.8 million sq m of new supply is projected to 2028.

Layout Structure

Map at left with bullets, tiles and commentary at right.

Key Visual Elements

  • •Shanghai park map
  • •Rent and occupancy tiles
  • •Core versus emerging legend
Page 67
Data table

Shanghai Business Parks Planned New Supply

Content

Two long tables list planned supply by submarket, including Golden Valley WK14-4 Qingtian (390.0 thousand sq m, 2028), Zhangjiang Middle Zone Plot 41-13 (275.5, 2027) and Shanghai Riverfront Harbor B-3-10 (155.0, 4Q 2026).

Layout Structure

Two side-by-side dense tables.

Key Visual Elements

  • •Teal headers
  • •Zebra rows
  • •Sq m units
Page 68
Market overview

Greater Tokyo Office Market Overview

Content

Tokyo 18 wards rent is JPY21,623 per tsubo per month (up 1.2% qoq) at 96.8% occupancy; Chiba JPY12,742 (up 3.1%) at 91.2%. Tokyo Central 5 wards occupancy rose 0.4 p.p. to 98.3%. Makuhari occupancy remains soft.

Layout Structure

Map at left, supply table and rent and occupancy tiles at right, commentary below.

Key Visual Elements

  • •Greater Tokyo map
  • •Supply table in tsubo
  • •Four KPI tiles
Page 69
Market overview

Seoul Office Market Overview

Content

GBD rent is KRW145,898 per pyeong per day (up 3.9% qoq) and occupancy 98.0% (down 0.5 p.p.). Seoul office occupancy rose to 95.9% and South Korea's GDP grew 3.4% yoy in 3Q 2026. About 0.5 million pyeong of supply is projected to 2028, 94% in the CBD and GBD.

Layout Structure

Schematic Seoul map with district callouts and bullets at left, tiles and commentary at right.

Key Visual Elements

  • •CBD, GBD and YBD bubbles
  • •Rent and occupancy tiles
  • •Pinnacle Gangnam description
Page 70
Data table

Seoul Office Planned New Supply

Content

Planned supply (million pyeong) for 2026 to 2028, mostly CBD projects at 0.01 to 0.07 each; the largest is KDIC Seocho Development Project in the GBD at 0.11, expected 1Q 2028.

Layout Structure

Single nineteen-row table.

Key Visual Elements

  • •Teal header
  • •Submarket codes CBD, GBD, YBD
  • •Quarter completion dates

Frequently Asked Questions

Common questions about this slide and the underlying presentation content.

What period does the Mapletree Pan Asia Commercial Trust November 2026 investor presentation cover?

It is dated 13 November 2026 and built around MPACT's second quarter and first half results of FY26/27, covering 1 April to 30 September 2026. MPACT's financial year starts in April, so 2Q FY26/27 means July to September 2026. It is separate from the 2Q FY26/27 results presentation released on 30 October 2026.

What are the headline numbers in the deck?

2Q FY26/27 gross revenue was S$207.5 million and NPI S$153.5 million, with DPU of 1.94 Singapore cents versus 2.01 cents. 1H DPU was 3.90 cents. NAV per unit was S$1.73, aggregate leverage 38.1%, committed occupancy 85.6% and rental reversion +3.5%. Amounts are in S$ (Singapore dollars).

Where was this presentation filed and what is its original source?

It was lodged with SGX (Singapore Exchange) as a general announcement by the Manager of MPACT (SGX: N2IU). Singapore-listed REITs report on a half-yearly basis, so this November deck follows the half-year results announced on 30 October 2026 and gives investors a fuller picture than the results release alone.

How many pages are in the deck and what sections does it contain?

The deck has 70 pages: Overview (pages 4 to 8), Financial Performance (9 to 17), Portfolio Highlights (18 to 33), Commitment to Sustainability (34 to 36), Our Long-Term Focus (37 to 39), Appendix 1 Portfolio Information (40 to 51) and Appendix 2 Market Information (52 to 70).

Which properties does MPACT own according to this deck?

MPACT has 15 properties: VivoCity, Mapletree Business City (MBC I and II), mTower and Bank of America HarbourFront in Singapore; Festival Walk in Hong Kong; Gateway Plaza in Beijing and Sandhill Plaza in Shanghai; seven properties in Greater Tokyo; and The Pinnacle Gangnam in Seoul.

What does the deck say about debt and hedging?

Gross debt was S$5,913.4 million at 30 September 2026 with 38.1% leverage, 3.3 times interest coverage, 2.95% all-in cost of debt, 71.8% fixed-rate debt and a Moody's Baa2 (negative) rating. About 72% of debt is fixed or hedged, and about 94% of expected distributable income is in SGD or hedged into SGD.

Can I download this MPACT investor presentation as a PDF or PPTX?

Yes, the deck can be downloaded from this page as PDF or PPTX subject to the page's download options. Always verify figures against MPACT's official SGX announcement, since the deck is a public disclosure of the Manager and its content is not investment advice.

Can I use it as a reference for building my own REIT investor deck?

Yes. The deck is a good example of a roadshow-length structure: overview, financial tables, debt and hedging, leasing KPIs, asset-level fact sheets, ESG and market appendices. Replace the MPACT content with your own figures and keep the consistent KPI tile, table and chart layouts.

2slides

Create Your Own Slides

Turn your ideas into professional presentations in seconds with 2slides AI.

Create World-Class Slides in Seconds

Reference professional designs, choose your style, and generate slides with perfect text rendering. Powered by Nano Banana—start creating your presentation now.

2Slides logo

Your AI Agent for slides. Save time, shine faster with intelligent presentation creation.

Summarize with AI

ChatGPTClaudeGrokPerplexity
All services online

© 2026 2slides. All rights reserved.