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Investor Presentaiton

Table of contents (1/2) 1.21st FP Financial Result / Forecast for 22nd FP and 23rd FP 1. Executive Summary 2. 21st FP (Jul. 2023) financial summary II. AEON REIT's Strengths P.5 1. AEON REIT's Strengths P.25 P.6 2. "Community Infrastructure Asset" localized successfully. P.26 2 3. 21st FP (Jul. 2023) FP Actual vs Forecast analysis P.7 3. Points of the "Community Infrastructure Asset" P.27 4. 22nd FP (Jan. 2024), 23rd FP (Jul. 2024) forecast P.8 4. Stability of "Community Infrastructure Asset" and its rent ... P.28 5. Progress towards Mid-term target P.9 6. External growth 7. Utilization of abundant cash-on-hand 8. Internal growth P.10-12 ~ 5. External growth Selective investments backed by Pipeline Support ~ .. 6. External growth P.29 Further growth backed by Pipeline Support - P.30 P.13 7. Internal growth Enhancing values of properties P.31 P.14-16 8. Financial policy Stable funding ~ P.32 2 9. Finance Upgrade of external credit rating P.17 9. Financial strategy Financial management P.33 10. Sustainability ~ Main topics of the 21st FP ~ P.18 10. Financial strategy LTV & Cost trends P.34 11. Summary as of 21st FP (Jul. 2023) P.19 11. Risk management ~ Resilient to natural disasters ~ P.35 12. Stable growth during the pandemic of COVID-19. P.20 12. High ability of generating cash-on-hand P.36 13. Achieve stabilized DPU target with stability and growth potential P.21 13. Sustainability Initiatives P.37-42 14. Notes (1) P.22-23 14. Management message P.43 15. Notes (II) P.44-45 ÆON REIT Investment Corporation 2
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