INVESTOR RELATIONS

A BWP 1.74 billion property portfolio, preparing to list.

Allied Investments is undertaking a pre-listing reorganisation ahead of a proposed listing of linked units on the Domestic Main Board of the Botswana Stock Exchange.

Portfolio Value
BWP 0 bn
Properties
0
OCCUPANCY BY GLA
0 %

BWP 0.00

Linked units · BSE Domestic Main Board

INVESTMENT HIGHLIGHTS

The investment case

A diversified, income-producing portfolio underpinned by long-dated leases with contractual escalations, concentrated in Botswana’s strongest property markets.

01

BWP 1.74bn portfolio value

70 properties across six asset classes, independently valued at March 2026.

02

98% occupancy by GLA

Occupancy of 87% to 100% across every asset class in the portfolio.

03

Gross yield of approximately 8.6%

Income-producing from day one, with no material development exposure.

04

Leases to October 2032

Trans Africa, the largest segment by value, on 10-year terms with stepped 4%/6% escalations.

05

Contractual escalations

Hospitality leases escalate at 5% per annum, giving predictable income growth.

06

Diversified by sector and geography

Concentrated in Greater Gaborone, extended by a national regional-town footprint and one South African asset.

Full sector, geographic and tenant detail, including independent valuations and occupancy by asset class, sits on the portfolio page.

Reporting begins at listing

Annual reports, AGM notices, financial results and BSE announcements will be published here in date order.

Annual Reports

H1 2027

AGM Notices

H1 2027

Financial Reports

H1 2027

BSE X-News

At Listing

REPORTING CALENDAR

Pre-listing reorganisation

In progress

Proposed listing — BSE Domestic Main Board

Q4 2026

First audited annual financial statements

H1 2027

First Annual General Meeting

H1 2027

CORPORATE GOVERNANCE

Commitment to Disclosure and Transparency

Allied Investments is committed to maintaining the highest standards of corporate governance, transparency and stakeholder communication. The Company strives to provide timely, accurate and meaningful disclosure to shareholders, investors, regulators and the broader market, in accordance with the Botswana Stock Exchange Listings Requirements and applicable regulatory standards.

We recognise that transparent reporting is fundamental to building investor confidence and maintaining market integrity. Accordingly, Allied seeks to ensure that all material information relating to the Company’s operations, financial performance, strategic initiatives and risk profile is disclosed in a manner that is clear, balanced and accessible.

Through robust governance structures, disciplined reporting processes and a commitment to accountability, Allied aims to foster an informed investment community and uphold the trust placed in the Company by its shareholders and stakeholders.

the board

Allied Investments is guided by a Board whose collective expertise spans property investment, finance, corporate governance, risk management and capital markets.

investor relations contact

Justin Jose

Director & Chief Financial Officer

Botswana Stock Exchange –  www.bse.co.bw

Company registration: BW00000876818

Incorporated 18 December 1972