C05517-2026

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AREIT, Inc.AREIT

PSE Disclosure Form REIT-2 - Reinvestment Plan Progress Report
Reference: Section 6 of the Amended PSE Listing Rules for REITS

Subject of the Disclosure

Final Progress Report on Disbursement of Proceeds from the sale of 100 million AREIT Shares pursuant to the Sponsor Reinvestment Plan of Ayala Land, Inc.

Background/Description of the Disclosure

On November 28, 2025, Ayala Land, Inc. ("ALI") received net proceeds from the sale of 100 million AREIT Shares amounting to Four Billion One Hundred Eighty-Three Million Seven Hundred Seventy-Seven Thousand Eight Hundred Fifty Pesos (Php 4,183,777,850.00)

Update or Status of the Reinvestment Plan

As of June 30, 2026, ALI has disbured the total net proceeds from the sale of 100 million AREIT shares.

Summary of Transactions Involving Real Estate and/or Infrastructure Projects for the Period

Project Name: Park Central North and South Towers
Disbursing Entity: Ayala Land, Inc.
Amount: P452,596,407.15

Project Name: Laurean Residences
Disbursing Entity: Ayala Land, Inc.
Amount: P231,501,222.17

Project Name: Gardencourt Residences
Disbursing Entity: Ayala Land, Inc.
Amount: P35,370,192.50

Project Name: Enara
Disbursing Entity: Ayala Land, Inc.
Amount: P358,532,914.83

Project Name: Vertis North BPO 4 and 5
Disbursing Entity: Ayala Land, Inc.
Amount: P1,119,543,405.16

Project Name: Mandarin Oriental
Disbursing Entity: Ayala Land, Inc.
Amount: P674,109,687.27

Project Name: Arca South Mall and Office
Disbursing Entity: Ayala Land, Inc.
Amount: P1,312,124,020.92

Description of Real Estate Assets and/or Infrastructure Projects for the Period

Park Central North and South Towers - Premium residential condominium development in Makati
Laurean Residences - Premium residential condominium development in Makati
Gardencourt Residences - Premium residential condominium development in Arca South, Taguig
Enara - Premium village development in Nuvali
Vertis North BPO Tower 4 and 5 - Office building developments in Quezon City
Mandarin Oriental - Hotel development in Makati
Arca South Mall and Office - Mall and office building developments in Arca South, Taguig

Other Relevant Information

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Filed on behalf by:
Name Bettina Desiderio
Designation Manager