C05518-2026

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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

2Q 2026 Progress Report on Disbursement of Proceeds from the sale of 88 million AREIT Shares pursuant to the Sponsor Reinvestment Plan of Ayala Land, Inc.

Background/Description of the Disclosure

On March 3, 2026, Ayala Land, Inc. ("ALI") received net proceeds from the sale of 88 million AREIT Shares amounting to Three Billion Six Hundred Ninety Million Five Hundred Eleven Thousand Four Hundred Forty Pesos (Php3,690,511,440.00)

Update or Status of the Reinvestment Plan

As of June 30, 2026, the remaining balance of the net proceeds from the sale of 88 million AREIT shares is P2,197,005,363.57.

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

Project Name: Gatewalk Mall and Office
Disbursing Entity: Ayala Land, Inc.
Amount: P345,746,704.35

Project Name: Mandarin Oriental
Disbursing Entity: Ayala Land, Inc.
Amount: P275,908,866.06

Project Name: Ayala Malls Nuvali
Disbursing Entity: Ayala Land, Inc.
Amount: P871,850,504.20

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

Gatewalk Mall and Office - Mall and office building developments in Mandaue, Cebu
Mandarin Oriental - Hotel development in Makati
Ayala Malls Nuvali - Mall development in Nuvali, Laguna

Other Relevant Information

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Filed on behalf by:
Name Bettina Desiderio
Designation Manager