ESR-REIT announced that ACFS Port Logistics Pty Ltd and TZI 1 Pty Ltd, the tenant for three of its Australian properties, has fallen behind on rental payments amounting to about 12.2 million Australian dollars as of Jul, 31 2026.

Breach notices have been served, and the drawdown of bank guarantees is expected to cut the outstanding amount to roughly 1.5 million Australian dollars.

ACFS entered administration on Aug, 6 2026, with receivers appointed. Administrators have an initial five-business-day period to decide whether to continue operating from the properties, during which ongoing rental payments would typically be expected.

ACFS contributed around 5.2 percent of ESR-REIT’s effective gross rents as of Jun, 30 2026. The trust’s manager is working with legal counsel to assess options and said further updates will be provided via SGX announcements.

Unitholders were advised to act with caution when dealing in ESR-REIT units.