MFLP Mitsui Fudosan Logistics Park Inc. Development / Operation Track Record slide image

MFLP Mitsui Fudosan Logistics Park Inc. Development / Operation Track Record

3 -1. Market Overview Market Overview 1 Supply-demand balance and vacancy rate 3/3 Greater Nagoya Area thousand m 1,000 MFLP Mitsui Fudosan Logistics Park Inc. New supply Logistics facilities properties held New demand by MFLP-REIT Forecast Kyushu Area Forecast thousand m Vacancy rate : Properties developed by Mitsui Fudosan Chugoku Area thousand m Vacancy rate (logistics facilities 1 year old or older) Mitsui Fudosan's strategic areas *As of June 30, 2023 Forecast 15% 400 15% 200 30% 350 12% 750 300 12% 150 20% 250 9% 500 200 6% 9% 100 6% 150 10% 250 100 3% 50 3% 50 0 0% 0 0% 0 0% 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024, 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 (年) (year) (year) thousand m 500 thousand m 15% 150 thousand m 15% 100 15% 400 300 200 100 5.3% 10% 100 5% 50 3.9% 75 10% 5% 0.8% 0 0% 0 0% 03 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 2021 2022 2023 2021 2022 2023 50 25 0.0% 10% 5% 0% Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 2021 2022 2023 MFLP Inazawa MFLP Ichinomiya MFLP Komaki MFLP Nagoya-lwakura Aichi Prefecture MFLP Yatomi Kisosaki SG Realty MFLP Fukuoka Kasuya- MFLP Fukuoka I Fukuoka Prefecture MAFLP Tosu Hiroshima Prefecture Okayama Prefecture MFLP Hiroshima I Source: CBRE K.K. (August 2023) * Survey of rental logistics facilities held by real estate investment companies, real estate development companies, etc. with total floor area of 5,000 m² or more. 39
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