Revenue distribution by industry:

• Logistics and warehousing: approx. 70%
• E-commerce: approx. 20%
• Retail and others: approx. 10%

TOP 3 markets and their percentage shares:

• Singapore: approx. 30%
• China: approx. 25%
• Japan: approx. 20%

Mapletree Logistics Trust generates the majority of its revenue from the logistics and warehousing industry, reflecting the company's core competency. The e-commerce sector has gained importance in recent years, especially due to the rise of online trading.

Geographically, Singapore is the largest market for Mapletree Logistics Trust, followed by China and Japan. These markets offer strategic advantages due to their strong economic infrastructure and growing demand for logistics services.

Mapletree Logistics Trust (SGX:M44U) is a Real Estate Investment Trust (REIT) and does not produce physical products.

Mapletree Logistics Trust invests in logistics properties and specializes in managing a portfolio of warehouses and distribution centers. The company generates revenue by leasing these properties to logistics and e-commerce companies. Therefore, the question of production locations is not applicable as it is a real estate fund.

Current Portfolio Size: Over 180 properties (as of 2023)
Focus on Acquisitions: Targeted investments in strategically important markets
Sustainability Initiatives: Increasing energy efficiency and reducing CO2 emissions

Mapletree Logistics Trust pursues a growth strategy based on targeted acquisitions and optimizing its existing portfolio. The company focuses on expanding its presence in strategically important markets in Asia, particularly in countries with high growth potential such as China, Japan, and South Korea.

Another key focus is on improving operational efficiency and the sustainability of the properties. By investing in environmentally friendly technologies and increasing energy efficiency, Mapletree Logistics Trust aims to reduce operating costs while minimizing its ecological footprint.

Additionally, the company relies on long-term lease agreements with stable tenants to secure a consistent source of income. This strategy is intended to mitigate risk and stabilize cash flow, thereby laying the foundation for further growth.

Main Imported Raw Materials/Items: Warehouse logistics goods

Countries of Origin: China, Japan, South Korea, Australia, Malaysia

Mapletree Logistics Trust (MLT) is a leading provider of logistics real estate in Asia. As such, MLT does not import raw materials in the traditional sense, but manages and operates logistics centers that store and distribute a variety of goods. The main goods moved through their facilities include consumer goods, electronics, automotive parts, and other industrial products.

MLT's logistics centers in various Asian countries serve as hubs for international trade. China, Japan, South Korea, Australia, and Malaysia are some of the key countries from which goods are imported into the facilities managed by MLT. These countries are significant trading nations that export a variety of products stored and further distributed in MLT's logistics centers.

Current market capitalization: SGD 8.5 billion (2025)
Dividend yield: 5.2% (2025)
Portfolio occupancy: 97.5% (2025)

Mapletree Logistics Trust (MLT) has a significant competitive advantage due to its strategic positioning in the Asia-Pacific region. With a diversified portfolio spanning multiple countries, MLT can benefit from the increasing demand for logistics properties, especially in high-growth markets like China and India.

Another advantage is the high portfolio occupancy of 97.5%, indicating effective management and strong demand. The solid dividend yield of 5.2% also makes MLT attractive for income investors.

Additionally, through continuous investments in modern logistics solutions and sustainable practices, MLT has strengthened its competitive position. This enables the Trust to adapt to changing market conditions and secure long-term growth.

Institutional Investor Share: approximately 60% (estimated for 2025 based on historical data)

Insider Buys/Sells: No significant transactions in the last 12 months (estimated for 2025)

The institutional investor share in Mapletree Logistics Trust typically stands at around 60%, indicating the confidence of large investment funds and institutional investors in the company's stability and growth potential.

There have been no significant insider buys or sells in the last 12 months, suggesting that the management and insiders are content with the current company strategy and market position. This can be seen as a positive sign of stability and confidence in the Trust's future development.

Market share of Mapletree Logistics Trust: Estimated around 8% (2025)

Top competitors and their market shares:

1. Prologis, Inc.: Estimated around 15%
2. GLP Pte Ltd: Estimated around 12%
3. Goodman Group: Estimated around 10%
4. Duke Realty Corporation: Estimated around 9%
5. Mapletree Logistics Trust: Estimated around 8%
6. Ascendas REIT: Estimated around 7%
7. Frasers Logistics & Commercial Trust: Estimated around 6%
8. Link REIT: Estimated around 5%
9. CapitaLand Integrated Commercial Trust: Estimated around 4%
10. AEW Capital Management: Estimated around 3%

Moat of Mapletree Logistics Trust:

Mapletree Logistics Trust (MLT) has a moderate moat, mainly driven by its strategic geographic presence in Asia and strong foothold in key logistics hubs. The trust benefits from a diversified portfolio and long-term leases that secure a stable income stream.

Compared to its competitors like Prologis and GLP, which have a larger global presence and more extensive networks, MLT's moat is less pronounced. Prologis and GLP have a significant advantage due to their size and economies of scale, especially in North America and Europe.

However, MLT offers a strategic advantage in the Asian market and proximity to key economic centers, providing a competitive edge in the region. In the long run, MLT could strengthen its moat through further expansions and strategic partnerships to better compete with larger global players.

Revenue Growth: 8.5% (2024)
FFO (Funds from Operations) Growth: 7.2% (2024)
Portfolio Occupancy: 97.8% (2024)

Mapletree Logistics Trust (MLT) recorded solid revenue growth of 8.5% in 2024. This is mainly attributed to the strategic expansion of its portfolio and high demand for logistics properties in Asia. The portfolio occupancy stands at an impressive 97.8%, indicating strong demand and effective management.

The 7.2% growth in Funds from Operations (FFO) demonstrates MLT's ability to efficiently increase its operational income. This is a key indicator of the company's ability to generate sustainable returns that ultimately benefit investors.

Additionally, MLT benefits from long-term lease agreements with stable tenants, increasing income security. The geographic diversification within Asia also provides protection against regional economic fluctuations.

Overall, the financial performance and strategic positioning suggest that MLT is an attractive investment opportunity for investors interested in stable returns and growth.

Dividend Yield: 5.2% (2025, estimated) Dividend History: Continuous payout since 2005

Mapletree Logistics Trust (SGX:M44U) is known for its reliable dividend policy. Since its establishment in 2005, the Trust has consistently distributed dividends to its investors. The estimated dividend yield for the year 2025 is around 5.2%, which is competitive compared to other REITs in the region.

The reliability of the payout is supported by a stable source of income from a diversified portfolio of logistics properties in Asia. Mapletree Logistics Trust has proven in the past that it is capable of generating stable income even in economically challenging times. This makes the Trust's dividend policy attractive to investors seeking stable and regular returns.