Confidential · Strategic Proposal · 2026

Building Southeast Asia's Cold Chain Infrastructure Platform

Prime Corporation Enterprise has spent 40 years building the region's most critical cold chain infrastructure. Now is the moment to own it.

Explore the Opportunity →
160
Built projects across SEA and beyond
17
Countries with active project references
40+
Years of ammonia refrigeration expertise
~10
Specialists worldwide at PCE's level
Why Now

The Race to Build Southeast Asia's Cold Chain Has Already Started

The ASEAN cold chain logistics market is valued at approximately USD 19.76 billion in 2026 and projected to reach USD 25.54 billion by 2031. Singapore's cold chain perishables market alone is expected to double by 2034.

Institutional capital has recognised this opportunity — and moved decisively. Two major platforms launched within 60 days of each other at the end of 2025 and early 2026.

Every one of them is acquiring existing operators or contracting third parties to build. None of them has what PCE has.

"The race to assemble regional cold chain platforms is under way, and Singapore appears to be the starting line." — The Loadstar, February 2026

Johor Bahru — The Gap Nobody Has Filled Yet

Every institutional platform has seeded in Singapore. None has announced a Johor Bahru asset. JB offers Singapore-adjacent demand at Malaysian land costs — with the JS-SEZ creating additional tailwinds. PCE already has 19 Malaysia project references — the market credibility is already there.

Listed REIT · Nasdaq 2022
Lineage Logistics enters Singapore
World's largest cold chain REIT acquires Mandai Link Logistics — Singapore's first fully automated cold storage. Established Singapore as their Asia Pacific gateway and actively expanding regionally.
PE-Backed · Stonepeak December 2025
Peregrine Cold Logistics launches
Singapore-headquartered, targeting ASEAN, North Asia and GCC. Integrated cold storage, refrigerated transport, inventory management, and value-added services. Seeded with Pinnacle Cold Storage in Philippines.
PE-Backed · Morrison Global February 2026
Polaris — Morrison Global
Morrison (US$30B AUM) acquires SuperFreeze Singapore including automated Tuas facility. Second major institutional entry in 60 days. Neither Peregrine nor Polaris has announced a JB asset.
USD 19.76B
ASEAN cold chain market 2026
5.26%
Market CAGR to 2031
Singapore cold chain growth by 2034
2 in 60 days
New institutional platforms launched Dec 2025–Feb 2026
Why PCE

The Moat Nobody Else Has

Built sustainably from day one
Ammonia refrigeration has zero global warming potential and zero ozone depletion — versus HFCs at 1,300–3,900 GWP
10–15% more energy efficient than synthetic refrigerant systems at scale
Future-proofed against the Kigali Amendment's global phase-out of high-GWP refrigerants — no retrofit risk for investors

PCE specialises in ammonia-based industrial refrigeration — the gold standard for large-scale cold chain. The engineering complexity of ammonia systems is precisely what creates PCE's moat. Contractors who get it wrong create systemic problems — facilities that cannot hold temperature, spiralling energy costs, safety risks that trigger regulatory shutdowns.

PCE builds it correctly. And as a co-owner of the platform, PCE has equity at stake in every system it designs — the ultimate alignment of engineering excellence with ownership incentive.

Cold chain engineering at industrial scale is a niche discipline with very few operators globally capable of delivering ammonia-based systems to institutional standard. PCE is one of them — and 160 built projects across 17 countries is the proof.

160
Built projects across 17 countries
40+
Years ammonia refrigeration expertise
86%
Of projects in Southeast Asia
~10
Specialists worldwide at this level

Notable clients

NestléF&N FoodsTetra PakJurong ColdstorageFar Ocean Sea ProductsGlobal FisheriesCommonwealth Food ServiceSingapore Food IndustriesAyamas Food CorpCharoen PokphandJapfa ComfeedSierad ProduceGreat Giant PineapplePT Aquafarm Nusantara

PCE Track Record — 160 Projects Across 17 Countries

Transcribed from PCE records. For indicative purposes — verify with PCE before external circulation.

Projects by country

Technical category mix

Regional breakdown

Southeast Asia country share

The Platform

From Contractor to Developer-Owner

The PCE Cold Chain Development Platform converts PCE's engineering capability into a permanent, income-generating asset ownership business. Each asset is developed, owned, and managed through a dedicated SPV — ring-fencing risk while building a portfolio that compounds in value over time.

The platform targets a mix of greenfield development, brownfield conversion, and existing asset acquisition — starting in Johor Bahru as the proof of concept, then expanding across Southeast Asia and into India.

What the platform delivers

Cold storage solutions

Multi-temperature facilities — frozen, chilled, ambient
Large-scale pallet capacity with flexible racking

Transportation & distribution

Integrated 3PL services for regional supply chains
Last-mile cold chain for retailers and foodservice

Value-added services

Blast freezing, cross-docking, repacking, QA
Global logistics and corporate advisory

Technology & visibility

Real-time inventory management
Full supply chain transparency via digital tracking

Greenfield development

New purpose-built cold chain on acquired land. PCE designs and builds at cost. All parties hold equity.

Brownfield conversion

Existing warehouse shells converted to cold chain. Faster to market, lower entry cost.

Existing asset acquisition

Acquire operating cold chain assets, upgrade with PCE engineering, reposition for institutional tenants.

PCE Cold Chain Platform Co.
Strategy · Governance · Capital · Standards
SPV 1
JB Asset
SPV 2
SEA Expansion
SPV N
Future Assets

Expansion Roadmap

Phase 1 — Now
Johor Bahru — First Asset
Singapore-adjacent demand at Malaysian land costs. PCE already has 19 Malaysia references including Ayamas and Charoen Pokphand. JS-SEZ tailwinds. PCE's Singapore clients as natural first tenants.
Phase 2
Southeast Asia Expansion
Indonesia is the natural second market — PCE's largest by project count with 74 references and deep existing client relationships.
Phase 3
India Entry
India cold chain is a national policy priority with government co-funding available. Platform replication using the proven JB model.
Year 7
REIT Listing or Portfolio Exit
Stabilised portfolio positioned for REIT listing or institutional sale. PCE as permanent sponsor and preferred O&M provider post-listing.
Revenue Uplift

What the Platform Does to PCE's Business

Current model

PCE today operates as an engineering contractor. Revenue is project-based — once handed over, PCE's income ends. The client captures all long-term value.

Revenue streamNature
Engineering contractsOne-time per project
Equipment supplyOne-time per project
CommissioningOne-time per project
Ad-hoc maintenanceIrregular, not guaranteed
Asset ownershipNone
Portfolio valueNone

Platform model

The platform transforms PCE into a developer-owner with compounding income streams across every asset — recurring, growing, building toward a substantial exit.

Revenue streamNature
Guaranteed build contractsRecurring — every new asset
Development profitPer asset on completion
Maintenance margin (in opex)Annual, per asset
Asset management feesAnnual, per SPV
Equity appreciationCompounds over hold period
Post-REIT sponsor feesPermanent, post-exit
Key assumptions — Phase 1 JB facility
10,000 pallets — 7,000 frozen / 3,000 chilled
Occupancy: 85%
Frozen rate: RM120 / pallet / month
Chilled rate: RM100 / pallet / month
Exchange rate: RM3.35 = S$1
Opex: 38% of gross revenue (incl. maintenance margin)
PCE main contract: shell + cold chain fit-out
Build margin: ~20% on full main contract
Equity split: 1/3 each — PCE, logistics partner, developer
Land funded separately by JV — not in PCE contract

Revenue breakdown — single asset

10,000 pallets · JB · Singapore institutional tenants · Value-added services

Storage revenue
~S$3.47M
Frozen: 5,950 pallets × RM120 × 12 ÷ 3.35 = S$2.56M
Chilled: 2,550 pallets × RM100 × 12 ÷ 3.35 = S$0.91M
Value-added services
~S$700K
Handling S$458K · WMS S$152K
Blast freezing S$45K · Cross-docking S$50K
Ancillary logistics
~S$320K
Last-mile delivery
Cross-border Singapore transport
Gross revenue~S$4.5M/yr
NPI (after 38% opex)~S$2.8M/yr
Asset value (÷ 7.5% cap rate)~S$37M
How revenue becomes asset value

Development Cost & JV Structure

10,000 pallet JB facility. PCE as main contractor — shell subcontracted. Land acquired separately by JV.

PCE
1/3
Main contractor · Cold chain engineering · O&M · Technical credibility
Logistics partner
1/3
Capital · Freight & distribution · Operational infrastructure
Builder / developer
1/3
Development capital · Construction management · REIT exit pathway

Single asset — JB Phase 1 (10,000 pallets)

Land acquisition
~50,000 sq ft at RM15–40/sq ft
~S$300–700K
Shell construction (subcon by PCE)
~9,000 sq m at RM400–600/sq m
~S$1.2–2M
Cold chain fit-out + equipment
Ammonia refrigeration, insulation, racking
~S$10–13M
Total all-in development cost
Land + shell + cold chain
~S$12–16M
PCE main contract (shell + cold chain)
Excludes land — funded by JV
~S$11–15M
Build profit at ~20%
Earned during construction
~S$2.2–3M
Asset value — base (NPI ÷ 7.5%)
S$2.8M NPI ÷ 7.5%
~S$37M
Asset value — upside (NPI ÷ 6.25%)
Cap rate compression as SEA matures
~S$45M
PCE equity at exit (1/3)
Base S$12M / Upside S$15M
~S$12–15M

Portfolio — 8 assets over 7 years

Total PCE main contracts
8 assets × S$11–15M each
~S$90–120M
Build profit over 7 years
~20% on full main contracts
~S$18–24M
Maintenance margin during hold
PCE's portion within 38% opex
~S$8–15M
Portfolio value — base (7.5%)
8 × S$37M
~S$296M
Portfolio value — upside (6.25%)
8 × S$45M
~S$360M
PCE equity at exit (1/3) — base
1/3 of S$296M
~S$99M
PCE equity at exit (1/3) — upside
1/3 of S$360M
~S$120M
Post-REIT O&M contract
Formal O&M with REIT post-listing
S$2–3M/yr growing
Post-REIT sponsor + mgmt fees
In perpetuity
S$2–3M/yr

PCE assumed as main contractor with shell subcontracted. Land funded by JV. Maintenance margin included in 38% opex — not double-counted. Asset value = NPI ÷ cap rate. All figures illustrative based on JB market benchmarks. Pallet rates, occupancy, costs, and equity splits to be confirmed during platform structuring. Not a financial forecast.

Exit Potential

The Value PCE Has Never Captured — Until Now

PCE has spent 40 years building assets worth hundreds of millions for clients who captured all the long-term value. The platform changes that permanently.

A portfolio of 8 stabilised cold chain assets across Southeast Asia, generating consistent rental income, positions the platform for one of three exit pathways.

Pathway 1 — Portfolio sale

Sale to an infrastructure fund or institutional buyer — Lineage, Stonepeak, Morrison, or sovereign wealth. PCE's equity converted to cash at institutional multiples.

Pathway 2 — REIT listing

Platform listed as a dedicated cold chain REIT on SGX. PCE retains sponsor stake and becomes permanent O&M provider — generating recurring fees indefinitely.

Pathway 3 — Partial exit

Sale-and-leaseback on individual assets while retaining the platform. Recycles capital into new assets, locks in gains on completed ones.

GIC, Temasek, and Singapore GLCs are mandated to acquire food infrastructure with guaranteed Singapore offtake. PCE holds equity in exactly the asset class they are actively seeking.

Illustrative Exit — Two Scenarios

8 assets · 10,000 pallets each · NPI ~S$2.8M/asset · PCE 1/3 equity · Base 7.5% / Upside 6.25% cap rate

Base — 7.5% cap rate
NPI per asset~S$2.8M/yr
Asset value~S$37M
Portfolio (8 assets)~S$296M
PCE equity (1/3)~S$99M
Dev uplift over cost~S$200M
Upside — 6.25% cap rate
NPI per asset~S$2.8M/yr
Asset value~S$45M
Portfolio (8 assets)~S$360M
PCE equity (1/3)~S$120M
Dev uplift over cost~S$264M
Additional value — banked during development
~S$18–24M
Build profit banked
~S$8–15M
Maintenance margin
S$2–3M/yr
Post-REIT recurring sponsor fees

Cap rate compression from 7.5% to 6.25% — driven by institutional cold chain REIT development in SEA — adds ~S$8M to PCE's equity per asset without changing a single lease.

Asset value = NPI ÷ cap rate. 7.5% reflects conservative JB cold chain rate. Upside reflects cap rate compression as SEA institutional interest intensifies. PCE as main contractor — subject to JV negotiation. Illustrative only.

Partner Ecosystem

The Network That Makes This Platform Real

Each asset requires three partner categories working in concert. Arun's 18 years of institutional relationships across Singapore's real estate, capital markets, and infrastructure community is the connective layer that originates, structures, and aligns all three — from first conversation through to exit.

AS
Arun Sugumaran
Managing Partner · Platform architect
JV origination · Capital raising · Exit management

Singapore & regional family offices

Development phase capital comfortable with a 7-year hold. Move decisively without governance constraints of listed vehicles. Aligned with the real asset and food security narrative.

Logistics partners

Freight, distribution, 3PL, and last-mile cold chain — connecting the facility to Singapore and regional markets from day one and anchoring the ancillary revenue streams.

Builders & developers

Institutional real estate developers and Singapore-listed REITs — bringing land origination, development capital, and the REIT infrastructure that makes the exit pathway real.

The institutional players entering this market are acquiring their way in. This platform is built from the ground up — with the right technical foundation in PCE, the right network to assemble the partners, and a clear path to a REIT exit that no acquisition-led competitor can replicate on the same timeline.

The Proposal

Who Builds This

AS
Arun Sugumaran
Proposed Managing Partner
PCE Cold Chain Development Platform
Experience18 years
Portfolio advisedS$4B+
Key firmsLendlease · JLL · Savills · C&W
Landmark projects313 Somerset · SP Setia · JEM
VC backingEast Ventures · 500 Global · Antler
BaseSingapore

PCE has the engineering capability, the track record, and the client relationships that make this platform real. What this opportunity requires is a dedicated partner with institutional real estate and capital markets experience to build and execute the platform full time. That is where I come in.

Lendlease Investment Management
Investment Analyst — Fund Management
2008 – 2010 · Singapore
Selected as the only management associate from a competitive Asia Pacific pool. Worked cross-functionally across fund management, development, and legal teams on landmark assets including 313 Somerset, SP Setia Mall, and JEM — financial modelling, lease review, and alignment of delivery to fund objectives.
JLL
Senior Analyst — Corporate Real Estate
2010 – 2011 · Singapore
Embedded with Deutsche Bank's corporate real estate team across Asia Pacific. Supported major portfolio transactions and office relocations in Singapore and India. Financial modelling for P&L impact at senior leadership level.
Savills
Senior Manager, Regional Capital Markets
2011 – 2014 · Singapore
Institutional capital markets advisory across Asia Pacific — private equity funds, insurance companies, developers, and corporations. Full spectrum: acquisitions, divestments, debt structuring, capital introductions, and JV structuring.
Cushman & Wakefield
Associate Director, Capital Markets Asia Pacific
2014 – 2017 · Singapore
Institutional advisory across office, industrial, retail, and residential sectors. Advised on over S$4 billion in portfolio value across investment strategy, asset management, divestment, and JV introductions.
Hedge Real Estate · AWST · WorkRamen
Founder & CEO
2017 – Present · Singapore
Built three ventures from zero — real estate advisory, proptech (geodata platform with Mastercard), and VC-backed technology backed by East Ventures, 500 Global, and Antler.

What I bring to PCE

Capital raising & JV structuring

I know how institutional capital thinks and how to structure a platform that REITs, infrastructure funds, and sovereign wealth will back.

Partner origination

Warm relationships across Singapore's REIT, developer, family office, and infrastructure fund community — the right doors at the right level.

Platform governance

SPV architecture, capital structure, governance frameworks, and investor reporting — the institutional discipline that makes the platform fundable.

Exit execution

REIT positioning, investor relations, asset valuation, and transaction management — managing the exit so PCE realises the full value.

The Ask

What We Are Proposing

This is not a services contract. This is a formal partnership to build a platform that transforms PCE's business — starting with three clear commitments.

01
Managing Partner mandate
PCE formally appoints Arun as Managing Partner — with authority to represent PCE in JV, capital, and tenant conversations. Title, mandate, and economics agreed and documented.
02
Exclusivity
PCE agrees not to pursue the platform independently or with another party while the mandate is active. Built together — not in parallel.
03
Access
PCE provides access to client relationships, project references, and principals' time for partner conversations where PCE's technical credibility needs to be in the room.

What each party brings

PCE (1/3 equity):

Main contractor — full build contract including civil subcontract
40 years of ammonia refrigeration expertise
O&M and ongoing asset maintenance
Existing client relationships as tenant pipeline
Technical credibility no competitor can manufacture

Logistics partner (1/3 equity):

Capital contribution — equal share of asset cost
Freight, distribution, and export network
Operational infrastructure and regional market access

Builder / developer (1/3 equity):

Development capital and construction management
Institutional real estate expertise and site origination
REIT infrastructure — the exit pathway made real

Southeast Asia's cold chain infrastructure gap is one of the region's most significant and least addressed real asset opportunities. The capital is arriving. The question is who builds the platform with the right technical foundation — and whether PCE leads that story or watches others tell it.

The Opportunity

Southeast Asia Needs a Cold Chain
Infrastructure Platform Built to Last.

The capital is arriving. The institutional race has started. PCE has the technical foundation that no competitor can manufacture. This is the moment to build something permanent — and to own the value of it.

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