Frasers Property Diversified Growth

Evolution journey Residential portfolio Recurring income portfolio Well-positioned platforms Group is well-positioned to capitalise on key real estate trends Significant housing undersupply in key markets will fuel demand AUSTRALIA forecasted housing demand- supply VIETNAM urbanisation rate Singapore's suburban retail malls continues to perform well • Undersupply of Undersupply of ~24k homes p.a.1 ~70m sqm of urban housing p.a.2 Multiple structural demand drivers for new industrial & logistics space Lower retail space per capita than other APAC cities Future supply tightly controlled Non-discretionary spending and services for local catchment resilient Continued role for physical shopping in omnichannel environment Global decarbonisation push driving demand for energy efficient buildings and flight to quality of new buildings to be super-low energy from 2030 (Singapore Green Plan)³ AU All new and redevelopment projects in Sydney to achieve net-zero energy use from 20264 Continued e-commerce growth (*: 80% "Just-in-time" to "Just-in-case" supply chains China+1 benefiting Vietnam & Thailand; near-shoring boosts Australia & EU SG Modern industrial & logistics space to improve logistics efficiency Figure sources: 1. National Housing Finance and Investment Corporation. 2. Vietnam Ministry of Construction. 3. SG Building Construction Authority 4. New South Wales government We are Frasers Property 22 22

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